Investment Q&A

Q: Been a few years since NTAP was written about on here can you please provide some analysis? Thank you.

Q: Your analysis please, thanks!

Q: In a high growth portfolio I hold the following US stocks: CRWD, GOOGL, NVO, Uber and the ETF XT. I think I would like to replace the ETF XT with a single growth stock. XT has done okay for me in that it has doubled but that took nearly 10 years. Can you recommend a faster growing US stock that would be a good fit?

Thank you.
David

Q: These two stocks were recommended as AI growth investments relating to data centres. Could you provide a comparison of the two in terms of upside downside relative valuation and whether you would buy either or both at this time with confidence for a 3 year hold. Thank you.

Q: Hi 5i
ALAB- Astera labs is not in your data base.... I would like your opinion on this semiconductor based connectivity company...looks like it had recent IPO..SP has gone a little crazy... Is this an investable at this time or requires more time to settle down.... Would 5i have any interest at this time?
thx

Q: Hi, Not a great day for ATS stock, Today, on the top of several weeks of declining share price, following the last quarterly results. Pressure on company's backlog was already noted by analysts' community, for last two quarters. However, except a couple, most Canadian brokerages stuck to their BUY ratings and price targets in the range of $61-$73. So, once again, there seems to be a noticeable divergence, when US based analysts cover Canadian Mid/Small Cap companies ( ATS: JPM - Hold $58 and GS: Sell $47 ). What is that they know and we don't ?

Goldman Sachs pointed to slowdown in Transportation, EV spending running in late stage of the cycle and company's lack of exposure to semiconductor capital expenditure. If, in your view, these headwinds are already reflected in the current share price, what catalysts do you see for share price appreciation, in the near term and going forward ? ( Besides expected growth in Life Sciences area, but whether, that will be enough to offset weakness in other sectors )

We own a 3% position ( with 20% loss, now ) and are contemplating, if a wait till next earnings release is worth it or this capital could be allocated to more efficient and attractive opportunities in the sector.

Thank You

Thank You

Q: Hi 5i
Nuvei sp surging today, is there buyout news to account for this.
thx

Q: SMCI has raised cash twice in the last 6 months, arguably much more cash than they really need which has increased speculation about possible acquisitions.

From their corporate presentations we know VRT have planned to scale production of a newly acquired liquid cooling technology over 40x through the course of this year. Seems like something that would take some up front capital investment. Does your crystal ball foresee VRT raising cash? Do they need to raise cash or is cash flow strong enough to grow the business?

Thanks.

Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?

Q: As Cerberas is not publicly traded, you may not have much to say but I thought I would ask. I read an article from Forbes, “Cerebras Update: The Wafer Scale Engine 3 Is A Door Opener” detailing their technology. With all of the fever surrounding AI, I found the discussion interesting, albeit over my head.
Any thoughts on their technology and its prospects to be adopted more widely? Any thoughts on weather they might eventually go public? Their web site has a link to a private equity investment for as little as $5000. Is this an option for a regular Joe like me?
Thanks In advance for any insights you very wise folks may have.

Q: AI is expected to increase data generation requiring "massive increases in bandwidth" [BAC] to transmit that data. Which companies are investable to provide the equipment to handle the data increase. What target buy prices would you advise. Please rank your top 3 ?

Q: Good day your thoughts on SNOW at this current level?

Q: Hi Team,
I was debating taking a position in VRT. However, I am way overweight in NVDA at the moment in my portfolio. I was wondering if VRT is a stock that will be highly correlated to AI, and might track the sector same as NVDA? Perhaps they are too closely related to hold both? Or do you feel they are different enough that I should be holding both? I have been hesitant to trim NVDA for other AI plays simply due to the fact that NVDA seems to be the clear leader in the space and why sell the "Best"? Your thoughts please. Thanks

Shane.

Q: Have room for one more tech - if you had to pick - PLTR or VRT. And why?

Q: What is your opinion of Money Lion? How do its prospects compare to, for example, SQ, STNE, PYPL or PAGS?
Thanxx!

Q: WTS-CONSTELLATION 31MAR40: I have 22 of these in my TD SDRSP account. I have tried to figure out what to do with them by looking at previous question ... mostly from last September. Any suggestions? Thanks Dan

Q: Would you be comfortable with a full position in LMN?

Q: In your answer to my question to today about EDGE AI - it was intended to specifically address NTNX role. I know you own it, and I was trying to understand how important a role it could play. But, you did not name it in the stocks that could play a role in EDGE AI.

Q: Does it make sense to buy Sygnity? (I own Topicus, Constelation and Lumine)

Q: Hi, Any comments on Lumine Group NR about setting up a $310 mln LOC ? Good ?
May be, it demonstrates LMN Management's commitment for a more expedited growth path than its parent.

Constellation Software, if I remember correctly, set up their first Bank LOC, several years down the road after going public ( may be I'm wrong ), because Mr Leonard, for a long time, had not been a fan of debt, until the company raised the hurdle rate and made a shift towards looking for larger acquisitions.

Thank You

https://www.luminegroup.com/lumine-group-announces-completion-of-us310m-debt-facility