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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,
Kicking myself in the butt for not buying SMCI a few months back after humming and hawing about it. I guess because I have a large NVDA and GOOG position already so didn’t want too much AI exposure.

For some of these names that have run hard over the last 3-6 months, would you add or initiate new positions? I own NVDA, HPS.A and TVK and have nice gains but want to slightly add for long term. I’m reluctant now to buy these new daily highs in SMCI and VRT, afraid of a sharp pullback. How would you proceed? For all the stocks mentioned, what inning do you think we’re in for each? Still long runways? And I know it’s hard, but what would be good price targets to buy if they pulled back? Thanks!
Read Answer Asked by Keith on February 02, 2024
Q: I'm hoping you can give your thoughts on these as well as rank these potential AI companies for a 5 year hold.

EPAM; GLOB; C3AI; PERI; UPST; PLTR; SNOW; CAN; VRT
Read Answer Asked by Gregory on February 02, 2024
Q: I have owned KXS for several years and although I am not unhappy with its performance it is rather volatile. DSG which is in a similar business seems to experience more price stability. I am ok with volatility and tend to hold equities for the long term. Using long-term growth prospects and current valuations as a guideline would you favor one over the other to any great extent? Taxes are not an issue so I could easily switch to DSG if the metrics suggest this is the better stock.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 02, 2024
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?
Read Answer Asked by Dean on February 02, 2024
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
Read Answer Asked by Kolbi on February 02, 2024
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
Read Answer Asked by Jean Guy on January 31, 2024
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.
Read Answer Asked by James on January 30, 2024
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
Read Answer Asked by chris on January 30, 2024
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