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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I hold Fix and Vrt and have done very well on both because of their potential re Data Centers, I am nervous on both because of past performance and I am aware that this % performance wont go on forever and there will come a day that I will likely bail. Do you have any other similar stocks that you would recommend That should benefit from the Data Center frenzy. Iwould put a stop loss on any of these stocks Thank you.
Read Answer Asked by Brian on May 07, 2026
Q: What would be a good way to have exposure to IA?
Read Answer Asked by Bill on May 07, 2026
Q: I have gone from Fear to FOMO with these market gyrations, and am sitting on a ~15% cash position that I am anxious to deploy given the opportunity cost I have already incurred. I am targeting the above companies with most if not all of this cash. Three questions:

1. Could you rank these holdings in terms of long term capital appreciation potential?

2. How would you recommend I deploy this cash in this market towards these holdings? Over time or just proceed at this point?

3. Which 3-5 companies would you feel the most 'urgency' with?
Read Answer Asked by Dale on May 07, 2026
Q: I am looking to buy an AI stock. I was thinking MU or MRVL. You recently stated that MU is 6.8x forward which is cheap compared to others. MRVL seems to be around 55x which is much higher. Should I ignore the MU dollar amount of share price even though it seems hard to believe that it can double from here. Is MRVL the next group of stocks to run in the AI stack ?
Read Answer Asked by Thomas on May 07, 2026
Q: Hi 5i Team - A year ago Micron was trading at $78. It is now trading at $668, almost $600 more a share. Do you feel that the fundamentals warrant this increase, or is there is a bit of FOMO working here. I realize that the market is quite unpredictable lately, even more than usual, but am interested in initiating a small position.
Thanks.
Read Answer Asked by Rob on May 07, 2026
Q: These 3 have been rocketing to the moon as of late, is it time to sell and sit back and wait for a consolidation before re-entering these names?

Thnx for the great timely advice
Dave
Read Answer Asked by David on May 07, 2026
Q: Dear Peter et al:

Your answer to Judith on April 12 2026 was so prescient! At that time I thought you were "irrationally exuberant"! :) Little did I know that your call was uncanny! Spitting distance from 200 that you predicted just 3 weeks ago. I am glad that I held on to my stocks!

Are you going to revise your price target?

An AMAZING call.
Read Answer Asked by Savalai on May 07, 2026
Q: I’m planning to reduce my Five Below exposure from 11% to 8% to manage position sizing. I am evaluating ADP as a replacement, given its historically low P/E and Dividend King status. Is this a logical entry point for ADP, or are there other U.S. equities I should consider instead for growth. Thanks
Read Answer Asked by jean on May 06, 2026
Q: I know your opinion is often conservative and you don't like to jump to conclusion too early but with these 3 stocks down today because of the earnings from TOI and LMN, do you think this is a small sign what everyone was saying all along about the software stocks?

thanks
Read Answer Asked by Herm on May 06, 2026
Q: GOOGLE, VRT and CLS need to be trimmed as they now between 15-18% each of my portfolio.

I want to trim them to 10% and reinvest.

I want to invest into other high growth stocks. In what order would you buy BE, GEV, MU and KGS if they are worth buying today for a 2-3 year hold? Do you have other recommendations? I am looking at both Canadian and US stocks.

Thanks
Read Answer Asked by V on May 06, 2026
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