Investment Q&A

Q: two questions - for CDN. investor with CDN dollars what ETFs do you recommend for the semi-conductor space and us technology - thanks

Q: Edenbrook Capital today released their most recent letter sent to Absolute Software raising concerns regarding Crosspoint bid and Absolutes discussions and release of import background information to public shareholders. What is your take on this situation and what is your opinion on the likely outcome of this process?
Thanks
Geoff

Q: Hi All At 5i!
Is it too late to invest In ASML? It has increased in price quite substantially. What would you consider to be a good entry position?

Cheers,
Tamara

Q: I hold SNPS at a 2.01% weighting in the total portfolio. And in the US only portfolio, SNPS weighting is 5.04%. The other two individual portfolios are Income and Balance.  SNPS has risen quickly lately....and my reading is that it is related to AI as its "software automates the chip design process, enhancing design accuracy, productivity, and complexity in a full-flow end-to-end solution" But there is chatter that the current price, $449, is way above the fair value that might be as low as $310. Question for me....do I trim back or just ride this out??
What says 5iR??? Thanks for your insights..............Tom

Q: again thanks for smci.
where do you stand now on smci,do you think it has more room to run. dave

Q: Hi, Could you please comment on Ai earnings. Thank you

Q: Hi Peter and the 5i team,

Do you have an insight and opinion on Credo Technologies CRDO?
Regards
Rajiv

Q: What are your thoughts on Mobileye's secondary offering of shares and how does this affect the outlook for the stock price?

Q: Which is the best way to play Semis? Up 100 % in AMD AND NVDA,etc. Want to take profits but stay in sector.
Thanks

Q: I know that 5i has huge respect for a company like CSU. What would be an equivalent stock in the US markets?

Q: Hi 5i, and would you please review the Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. While the markets gave the share price a 35% haircut on Friday, do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold. Thanks kindly.

Q: CTS's deletion from the TSE index was announced last week. Do index funds hold a significant quantity of cts shares that they now have to sell? Would these funds already have sold in anticipation? Is deletion likely to affect cts share prices and, if so, for how long a period?

Jack

Q: Is thus a good time to buy CVNA? Thanks!

Q: Peter,

You recently mentioned recently the way to play AI was through U.S. Mega cap companies. Which ones in particular were you referring to ? Are there any ETF's worth reviewing?

Thank you

Paul

Q: Do you have any thoughts on the company and their earnings?

Q: I hold both of these and have some new money to deploy. Which one of these (or both) would you suggest?

Many thanks, as always, for your great service.

Q: I've seen your recent comments on Crowdstrike's earnings. At this point would you prefer CRWD or PANW for quality and growth over the long term?

Thanks!

Q: Is SOFI a buy here with debt ceiling drama being dealt with; moving to student loans being paid again and a more digital banking experience transition for customers going forward? Thanks, Lesley

Q: I would like to get exposure to the semiconductor industry but am reluctant to buy NVDA because of its recent runup. I am considering SMH or SOXX. Do you have a better idea or would it be wise to stay on the sidelines for a while? This may not be relevant but I do hold Fortinet. Your thoughts and comments would be appreciated. Thank You.

Q: Hello,

Based on RBC estimates, Nuvei trades at 7% fcf yield f23 and 9.1% f24 and 15.5 pe.

That’s a PEG of .775 for a company growing at 20% into the future.

Understanding there is the worts of share dilution, how is this stock not one of the most attractive tech stocks on the open market?