Q: Can you compare NVDA and SMCI on their valuation? Which one do you expect to do better in the short term and long term?
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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: Hi 5i,
I have held OTEX for many years as a 1.5% weighting and have a loss in a registered account. I am currently underweight tech and would like to slowly increase this sector. Based on the recent earnings and the division sale would you recommend adding, holding, or moving on with the position as a portfolio cleanup? If OTEX was sold would adding to a small position in CSU be a good move?
I have held OTEX for many years as a 1.5% weighting and have a loss in a registered account. I am currently underweight tech and would like to slowly increase this sector. Based on the recent earnings and the division sale would you recommend adding, holding, or moving on with the position as a portfolio cleanup? If OTEX was sold would adding to a small position in CSU be a good move?
Q: Good morning, could this idea from morgan stanley be good for topicus?
https://www.morganstanley.com/ideas/thoughts-on-the-market-european-equities?subscribed=true&dis=em_2024131_wm_5ideasarticle&et_mid=555779&et_mkid=&sfmc_id=159521626
https://www.morganstanley.com/ideas/thoughts-on-the-market-european-equities?subscribed=true&dis=em_2024131_wm_5ideasarticle&et_mid=555779&et_mkid=&sfmc_id=159521626
Q: Hi 5i
Shopify seems to be getting hit hard again today... any obvious reason that and should we should be concerned about this ...is this a buy opportunity in your opinion.
Thx
Shopify seems to be getting hit hard again today... any obvious reason that and should we should be concerned about this ...is this a buy opportunity in your opinion.
Thx
Q: QCOM Could you please comment on results and what kind of growth expectations you might see for the coming year.
Many thanks as always.
Many thanks as always.
Q: Looks like SYZ might be waking up; volume and price both higher. I see no news... what do you think?
Q: I want to build a long term position in either LMN or CLS. Which do you recommend. I like LMN if they can duplicate their founders performance
RAK
RAK
Q: Thoughts on the quarter please?
Thx
Thx
Q: NVDA has a p/e of 83 and AMD has a p/e of 329 according to RBC direct investing. I own both and want to sell one. What do you think? Thank you
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Apple Inc. (AAPL $237.94)
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Adobe Inc. (ADBE $360.51)
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Alphabet Inc. (GOOG $248.15)
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Microsoft Corporation (MSFT $507.42)
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NVIDIA Corporation (NVDA $168.73)
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Super Micro Computer Inc. (SMCI $43.89)
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CrowdStrike Holdings Inc. (CRWD $438.17)
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Vertiv Holdings LLC Class A (VRT $133.73)
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Palantir Technologies Inc. (PLTR $164.18)
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C3.ai Inc. Class A (AI $16.92)
Q: Hi, I would like to invest in AI (Artificial Intelligent)
I own: . AAPL.3%, ADBE. 3%, MSFT.3%, NVDA. 3%.
Do you have other stocks to suggest to me or add 2% to the four I currently have.
Thanks
Jean Guy
I own: . AAPL.3%, ADBE. 3%, MSFT.3%, NVDA. 3%.
Do you have other stocks to suggest to me or add 2% to the four I currently have.
Thanks
Jean Guy
Q: Please comment on latest Q.Only missed estimates in Ad revenue,but down 5.73% to $144.28 in After Hours.Add,Hold or Trim/sell? Txs for u usual great services & views.
Q: Can you suggest other ETFs to play growth without the mag 7 -do you think AiQ is a good alternative?
Q: Please comment on results released today after close. It was down 6.49% to $160.90. Add,Hold or Trim/sell. Txs for u usual great services & views
Q: Hello Team,
What is your opinion on Coveo and Tecsys? Do you believe them to be long term great Canadian compounders?
If so, how would the fit your usual tech pecking order of Nuvei, cts, csu, shop, lumine, otex, etc.
What is your opinion on Coveo and Tecsys? Do you believe them to be long term great Canadian compounders?
If so, how would the fit your usual tech pecking order of Nuvei, cts, csu, shop, lumine, otex, etc.
Q: Hello 5I Team
Please provide me with your top 5 stocks from your portfolios that will benefit from the AI technology in the future.( not 5 stocks from each)
Thanks for your great service.
Please provide me with your top 5 stocks from your portfolios that will benefit from the AI technology in the future.( not 5 stocks from each)
Thanks for your great service.
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Apple Inc. (AAPL $237.94)
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Adobe Inc. (ADBE $360.51)
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Amazon.com Inc. (AMZN $229.24)
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Broadcom Inc. (AVGO $344.13)
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Cisco Systems Inc. (CSCO $66.98)
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Meta Platforms Inc. (META $768.29)
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Alphabet Inc. (GOOG $248.15)
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Alphabet Inc. (GOOGL $247.91)
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Microsoft Corporation (MSFT $507.42)
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NVIDIA Corporation (NVDA $168.73)
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Accenture plc Class A (Ireland) (ACN $241.21)
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Salesforce Inc. (CRM $239.88)
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Oracle Corporation (ORCL $296.30)
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Tesla Inc. (TSLA $415.73)
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Advanced Micro Devices Inc. (AMD $156.46)
Q: hi,
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris
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Converge Technology Solutions Corp. (CTS $5.99)
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Vertiv Holdings LLC Class A (VRT $133.73)
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Nuvei Corporation (NVEI)
Q: Hi, I'm still down about 57% in Nuvei and haven't realized much of any January bounce in CTS. I'm considering a consolidation of these two into my existing VRT stake . For a one year hold, could you give me your thoughts and how you would rank these three based on potential SP appreciation. Thanks.
Brad
Brad
Q: Gentlemen;
Thoughts on the announced of a significant jump in cashflow and debt reduction?
This is a public question
Thoughts on the announced of a significant jump in cashflow and debt reduction?
This is a public question
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Recon Capital NASDAQ-100 Covered Call ETF (QYLD $16.98)
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CI Energy Giants Covered Call ETF (NXF.B $7.52)
Q: hello 5i:
could you comment on the liquidity for this ETF? Is there something of the same vein that would have better liquidity?
thanks
Paul L
could you comment on the liquidity for this ETF? Is there something of the same vein that would have better liquidity?
thanks
Paul L
Q: If buying one today which one?
Thx
Thx