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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: I read your answers to questions every day. I know you really like NVDA. I know they make great chips which are used in many things such as autos, computers (so many variations), games, etc etc. It is unbelievable what they are doing in so many areas. My question is how can they possibly keep up with chip production? Isn’t that the bottleneck on growth?
Thanks again. Dan
Read Answer Asked by Danny-boy on November 12, 2021
Q: I currently own MSFT and NVDA in my technology group. I would like to add one position as a 5% weight in my technology holdings. What large cap stock would you add to compliment MSFT and NVDA as a long term hold.
I already own AMZN and GOOGL under communication sector. Best, Don
Read Answer Asked by DONALD on November 11, 2021
Q: Hello, I'd be curious to hear your views on DEFI (trades on the Neo Exchange), which has been on a bit of a tear the past month, after a previous six-month slump. I have a small position, and am wondering whether this a potential long-term hold in the decentralized finance space. It is currently approaching a $900m CAD market cap. Many thanks as ever! Aaron
Read Answer Asked by Aaron on November 11, 2021
Q: Could you give your thoughts on PLTR's growth outlook. We are all well aware that with their stock based comp being very high, debt level, and still being not profitable that they need to grow faster than their stock based dilution or that will be bad news for shareholders. Which is fine if they can pull that off. But mgmt recently said they expect >30% growth for the next 5 years. But then this quarter core growth fell to below 25%. They already fell below the 30% growth rate 2 quarters into their 5 year projected >30% growth. Is this a big concern?
Read Answer Asked by Adam on November 10, 2021
Q: Why did QCOM dropped more than 4%, whereas NASDAQ dropped only 1.66% on Wednesday? The stock has been upgraded on Tuesday. Is it because of profit taking or investors don't believe its performance? I thought that it was less risky than AMZN, GOOG, etc. Is it still a buy?
Read Answer Asked by Dev on November 10, 2021
Q: Can you please give me some info on Bolt Logistics formally know as Second Closet Inc. and your thoughts on getting into this
Read Answer Asked by Bonnie on November 10, 2021
Q: Good Morning, I have done well on NVDA these past two years and it has become just over 7% of my portfolio. In light of the current positive news on AMD, should an investor (like myself) consider trimming NVDA by 2% and buying some AMD. I know you like to let your winners run, and previous answers show that some members of the 5i team own both of these stocks. Do you still have more confidence in NVDA or has your opinion changed? Taxation is not a concern as NVDA is held in a registered account. Thanks very much. Brad
Read Answer Asked by Bradley on November 10, 2021
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