Investment Q&A

Q: My portfolio is 35 per cent technology. I own 600 shares of Nvidia which comprise close to 10 per cent of my holdings. I also own Goog Amazon Microsoft and Apple but no Meta. Does it make sense to sell 200 shares of Nvidia to buy into Meta at this time or do I not interfere with the Nvidia momentum.

Q: Please comment on the recent big price swing in SHOP , HPS . I want to add either LMN or TOI , which one offer better return ? Thanks for your excellent service.

Q: For someone with no current cybersecurity holdings would you buy either crowd or Palo Alto at current prices or hold off? If you had to pick one which one would you select and why? Thank you,

Thank you.

Jason

Q: Dear 5i, can you please provide some Canadian and US listed stocks that you consider best of breed related to the Cyber Security theme. Many thanks!

Q: An analyst quoted in Bloomberg said "Ferragu downgraded the AI-focused chipmaker to neutral from buy, writing that the stock is “getting fully valued” after soaring 154% this year, on top of a gain of almost 240% in 2023. Shares fell 1.9% on Friday, compared with a gain of 1% for the Nasdaq 100 Index.

Additional upside “will only materialize in a bull case, in which the outlook beyond 2025 increases materially, and we do not have the conviction on this scenario playing out yet,” Ferragu wrote.

It seems he's alone in his downgrade to 'hold'. Do you share his view? Should we bail out of the stock now, or take some profits at least?

Q: Your thoughts if this a good entry point to invest in AMD. My tech savy son and his buddies feel it is a winner.. Short term and long term..

Q: What are your thoughts on Cisco as a long term technology play?

Q: Could you please provide the 1 and 3-yr revenue and eps growth projections for fortinet? In your opinion, is it a buy or do you have a better suggestion for this sector?

thx,

Q: Could this stock be a good play on AI over the next 10 years?

Q: A final (?) adjustment to my RRIF. I would like to add some Tech with a dividend component. I would appreciate your thoughts on HTA as an option. If you have other comments or suggestions they would be most welcome. Thanks Dan.

Q: Would you consider the CEO compensation package to be excessive or is this just business similar to TSLA and Musk? Thx

Q: Can you comment on what may explain the jerkiness of this stock? It goes up and down in dramatic moves. Any idea as to what may explain the high volatility? Thank you.

Jason

Q: Would appreciate your assessment of their Q4 and full year results that were released on 27 June.

Thanks as always.

Q: Good day! Is there any adverse news about Shopify ? The stock is down by 4% this morning.
Thanks

Q: What are your thoughts on their June 6th report?
Seems the revenue is up and can't hurt getting the Florida Panthers contract.
Thanks and Happy Canada Day
Paul

Q: Would you agree that CSU is currently undervalued by 27% as indicated by the latest Wall Street Journal report?

Thx

Q: Nvidia (Nasdaq:NVDA) disclosed a hefty position in artificial intelligence (AI) company SoundHound AI (NASDAQ: SOUN).

Your opinion on SOUN. Maybe buy some or not?

Thank you.

Q: Hello Team,
I am newbie when it comes to understanding Bitcoin as a digital currency. But we continue to become more and more of a digital world.
I understand this year, the SEC approved ETFs that can be bought and sold on the exchange providing more options for liquidity. Is this also the case for Canada?
Do you believe Bitcoin would be reasonable investment holding as a small portion (say less than 10%) of an total portfolio.
Do you see a reasonable future /demand and use for bitcoin?
If yes, could you recommend 3 bitcoin ETFs that reasonable AUM and daily volumes
Thank you,

I understand there a number of questions here that require the use of more credits. That is fine and look forward, as usual to your respone.

Richard

Q: Would you please comment on micron’s earnings and guidance? Earnings looked like a bear but the guidance wasn’t as favourable as perhaps was hoped and it’s presently down after hours. I’m trying to decide whether to sell it tomorrow or hold. Thanks.

Q: In a recent answer 5i described CELH as ‘interesting’.
I am down 30% in an initial position and planning to bring it to a full position over time.

Questions:
1) For an 8-year holding period, what is the risk of loss of capital on this company? I am fine with volatility if fundamentals are solid, but I am not fine with permanent capital losses in registered accounts(!)
2) Would 5i consider it prudent to continue accumulating this name over the next 12 months for an 8-year hold?
Thank you.