Q: With AI currently being recognized as an energy hog - can you suggest investment strategies ( in comparison to garden variety search) to play this issue?
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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: Could you comment on SMCI's earnings? Do they change your (already positive) opinion of the comany's prospects?
Thanks.
Thanks.
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Adobe Inc. (ADBE $261.28)
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QUALCOMM Incorporated (QCOM $138.15)
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Salesforce Inc. (CRM $192.10)
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Constellation Software Inc. (CSU $2,310.22)
Q: I am not specifically asking about these 4 equities, rather they are representative of some tech stocks that have been increasing dramatically in the last few weeks / months. Are we looking at a bubble in tech? Where is all the momentum coming from? Many thanks.
Q: Could you please give me your assessment of this company. Thank you
Q: Can you revisit AEIS ?
I would like to know your views since the last question in 2020. What would be a good technical entry point if you are ok to buy ?
I would like to know your views since the last question in 2020. What would be a good technical entry point if you are ok to buy ?
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ISHARES BITCOIN TR (IBIT $38.39)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $59.00)
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ARK 21Shares Bitcoin ETF Beneficial Interest (ARKB $22.45)
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Bitwise Bitcoin ETF Beneficial Interest (BITB $36.91)
Q: What are your initial thoughts on the new spot bitcoin etas?
Thanks for the service.
Thanks for the service.
Q: Question about Flutter Entertainment. I have received the LSE stocks (FLTR.L) following the deal with Amaya. I was wondering would it be possible to exchange my LSE stocks for the NYSE one after January 29th listing. What would be the charge if any you think?
Thank you again for the great service by team 5iR
Thank you again for the great service by team 5iR
Q: What is up with SMCI today. Just bought it Dec.19/2023. Let it ride or take the profit?
+$100.00 a share.
+$100.00 a share.
Q: Hello 5i
Could I have your assessment of GigaCloud Technologies please? I don’t see any previous questions on this company nor a ticker symbol.
Thank you
Dave
Could I have your assessment of GigaCloud Technologies please? I don’t see any previous questions on this company nor a ticker symbol.
Thank you
Dave
Q: Understanding that portfolio weights are personal, what weight would YOU be comfortable holding SMCI?
Thanks
Thanks
Q: Is Topicus going to begin to aquire companies in in the US as reported by the TSS operating group?
Thx
Thx
Q: Greetings:
Your comment to summarize this company was, " A lot to like." I would like your comments concerning it's small size at 310.23 million. I bought some shares after I did my research, but would appreciate your thoughts. Also, what about CEO compensation, at over $1M? Also, a few days ago a member posed a question about where companies in the USA and Canada fit into the small, medium, and large cap categories. Would you please refer me to that question. I tried to retrieve it under miscellaneous, to no avail. Thanks, Ben.
Your comment to summarize this company was, " A lot to like." I would like your comments concerning it's small size at 310.23 million. I bought some shares after I did my research, but would appreciate your thoughts. Also, what about CEO compensation, at over $1M? Also, a few days ago a member posed a question about where companies in the USA and Canada fit into the small, medium, and large cap categories. Would you please refer me to that question. I tried to retrieve it under miscellaneous, to no avail. Thanks, Ben.
Q: Many sharp upgrades and sharp downgrades for SHOP in recent days. What do you make of all the divergent views? I know 5i is in the upgrade camp. What do the 'downgrade' analysts see that bring them to their conclusion?
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Apple Inc. (AAPL $259.68)
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Adobe Inc. (ADBE $261.28)
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Amazon.com Inc. (AMZN $199.07)
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Broadcom Inc. (AVGO $328.50)
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Cisco Systems Inc. (CSCO $74.12)
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Meta Platforms Inc. (META $643.66)
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Alphabet Inc. (GOOG $308.26)
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Microsoft Corporation (MSFT $403.77)
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NVIDIA Corporation (NVDA $183.36)
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Accenture plc Class A (Ireland) (ACN $224.13)
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Salesforce Inc. (CRM $192.10)
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Oracle Corporation (ORCL $158.90)
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Tesla Inc. (TSLA $413.26)
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Advanced Micro Devices Inc. (AMD $206.35)
Q: Peter,
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?
Q: Good morning, I'm down on Lightspeed in my TFSA so no capital loss available but I'm wondering about swapping it out for Payfare. Thoughts?
Thanks, Rod
Thanks, Rod
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Alphabet Inc. (GOOG $308.26)
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Microsoft Corporation (MSFT $403.77)
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International Business Machines Corporation (IBM $261.56)
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FormFactor Inc. (FORM $96.14)
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IonQ Inc. (IONQ $31.96)
Q: Hello 5i,
On the topic of a recent question regarding quantum computing, could you provide a any names in this area? I thought IBM R&D was involved but not sure about any others.
Thanks
On the topic of a recent question regarding quantum computing, could you provide a any names in this area? I thought IBM R&D was involved but not sure about any others.
Thanks
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Alphabet Inc. (GOOG $308.26)
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Super Micro Computer Inc. (SMCI $30.75)
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Vertiv Holdings LLC Class A (VRT $233.21)
Q: Good Morning
Regardless of sector, what are your top 3 stock choices in the US right now.
Thank you
Regardless of sector, what are your top 3 stock choices in the US right now.
Thank you
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State Street Health Care Select Sector SPDR ETF (XLV $158.10)
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State Street Technology Select Sector SPDR ETF (XLK $138.86)
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State Street Consumer Discretionary Select Sector SPDR ETF (XLY $116.09)
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State Street Communication Services Select Sector SPDR ETF (XLC $114.17)
Q: Which sector will perform the best in 2024 ? Based on this answer , which fund should be purchased among the ones mentioned (or a fund representing another sector not mentioned in my question) ?
Q: How is this company doing? Has your opinion changed since 2019? Is it a buy hold or sell in your opinion.
Thank you
Steve
Thank you
Steve
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NVIDIA Corporation (NVDA $183.36)
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Cadence Design Systems Inc. (CDNS $291.81)
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Synopsys Inc. (SNPS $435.21)
Q: May I have your thoughts on SNPS and their acquisition of ANSYS? Since some shares are being issued to finance the purchase should I wait to see if the stock declines before taking the plunge? The market seems to like the purchase as SNPS's shares went up instead of declining when the deal was announced. The stock price was fairly steady until 2016 when it began a steep climb up, what changed? Or was it us, the buyers, whose attitude to their business changed? Is their business model very similar to NVDA or in a different niche?
Any thoughts you have would be appreciated.
Regards,
Jim
Any thoughts you have would be appreciated.
Regards,
Jim