Investment Q&A

Q: your thoughts on PD these days. Hold or no? thanks

Q: Is it too late to get into NVDA? Is it a FOMO trade now? Where would you put new money for growth (3-5 years) NVDA, SMCI, AMD or some other name? Please reply with a short reason and take as many credits as needed. Thanks in advance.

Q: The sudden price rise in NVDA seems like a bubble. While I want to continue to own this company into the future, is it time to take some off the table?

In other words, would you recommend sell, say, a quarter of it now and wait for a pullback to buy more? Would you wait and perhaps do this down the road?

Q: I hold UNITY and APPS , now less than 1% and at a substantial loss as part of a US $ registered account tilted to growth and, intentionally, heavy in tech. In addition to the above two, it has the following holdings, with % shown of TOTAL (U.S. & Cdn) portfolio, followed by % of profit/loss, Our Canadian portfolio is balanced and much larger.

META .75% (+21%) , TEAM 1.9% (0%), CRWD 2.7% (-20%),
QCOM 3.7% (+45%), MSFT 3.8%(+116%), GOOG 4.5%(+6%), and NVDA 8.8% (+200%).

I am looking at selling U and APPS and perhaps TEAM (?) , increasing META to about 1.5 and looking for something new. Maybe SMCI - but after the parabolic increase in the last month maybe that needs to be on a pullback. Anything about this that you would do differently., including alternatives to SMCI ?
Take as many question credits as needed - many thanks.

Q: Your thoughts on this stock.

Any details would be appreciated.

Thank you

Q: Now that SHOP has announced plans to enter the point of sale hardware business, is it lights out for LSPD?

Q: I have a small position in MDB and I'm uncertain to add to or just hold. After reviewing past answers I wonder if your views have changed. Are you more positive? Analyst reviews from Scotia McCloud are so so. To my eyes, the technicals look good - actually better than its peers. Does MDB have an advantage in the market? Would you prefer another company competitor with more torque? Thanks..........Lionel

Q: Received from RBC Direct Investment:

A Tender Offer for: Dye & Durham Limited. Common***Dye & Durham Limited

This offer is made by: Dye & Durham Limited.

Unsure how to respond?

Thank you.

Q: I compared the 6 month stock price performance of the following as Nasdaq stocks and as CDR's:: AAPL, AMZN, GOOG, META, & NVDA
All stocks showed better returns on the Nasdaq.
than as CDR's probably due to currency fluctuation but I am puzzled by the huge discrepancy in the gains between the 2 exchanges. eg. AAPL & NVDA show a 25% higher gain - AMZN 12.4% - GOOG 16% - META 1.7%
Can you explain?
Thanks, Hugh
You can treat as a private question at your discretion.

Q: Hi Everyone at 5i!
What are your thoughts on the future of CRM? Is it a good time to invest now??
Cheers,
Tamara

Q: Thoughts on DND? Down over 8% yesterday with no news (or, at least, none that I can find). Perhaps an opportunity to buy?

Thanks

Dave

Q: What are your thoughts on AMAT these days? Which do you prefer, AMAT, ASML or AVGO? please explain. Many thanks

Q: Good morning. I need to add one Non-Canadaian growth stock to my unregistered business portfolio. Can you please give me a a couple of ideas but not MSFT, AMZN or NVDA unless you feel they could be added to at this stage. Two or three ideas would be great. Thanks again.

Q: What is i5R thoughts on Evertz as a growth investment. Thanks … Cal

Q: Please comment on PATH's latest Q results and guide,Why did it drop 11.2% to $14.51 today on huge vol.of 35.4 m shares much greater than average of 7.04 m. C Wood bought 4.965m shares today. Buy,Hold or Sell. Txs for U usual great services & advices

Q: whats your call on smci. i have added to my position and moved my options strike up 6 different times. i think its going much higher.
i value your opinion dave

Q: Hi team,

This is more of a second order question - so nvda is clearly doing very well, where could we look for benefit on the supplier side, ie. the inputs for what they need for the AI?

Q: Everyone, what is your concerns with the large cap technology sector today and for the next six months. Clayton

Q: What would be your top 5 or 6 large cap growth opportunities at this time? U.S. or Canada

Thx

Q: hi folks:

can i have a summary of this company as to it's potential for a long term buy

good bad or indifferent?

and, also, who would be similar companies in the same biz

thanks