Investment Q&A

Q: Do you see value here for Uber and Mu? Both look weak but wondering about lower value opportunities for growth.

Q: Looking for information on this small cap. From what I have been able to find out it has a very high (207) price/cash flow and negative PE. Anything positive you can see and how risky an investment is it?

Q: With the recent drop in price would you view it as a buying opportunity and if so can you see it going back to the $600 mark?

Q: I owned CLS in 2000 and unfortunately in 2001 and rode the dot com bust all the way down. What is different, if anything, this time around? My 1/4 position is now a 1/2 position, thank you, but it has gone up too high too fast, and I have a long memory. At these levels is it a buy, hold, or sell? Or is it a keep your finger on the trigger, which is not my preferred buy and hold strategy. How will I know when the tide is turning or turned?

Q: Your system did not recognize the ticker for Rigetti Computing (RGTI-Q).

This company operates in the Quantum Computing space. It has minimal revenue, big losses, the owner has (I understand) left the company, yet it is getting print and yesterday, after a joint announcement with Quantum Machines, has jumped to >$6.00 - still trading today at huge volumes. all this and a large market cap without support in the numbers? Stock price has risen dramatically in the past month.

Can you provide some insight into the business space this company operates in. Is this company one to watch? Is this space one to watch, and if so which companies should be on the radar (in order of preference please)?

As always, thanks for your advice.

Dave

Q: Thoughts on the results?

Q: Hello, what are your thoughts on this company at current price valuations and its prospects over next five plus years.

Q: I have seen some people recommanding AMD over the last week. With ATH at 227 and now 127, its a big correction and probably some tax loss harvesting. Can you explain the drop in share price?

Stock looks cheaper than Nvidia, but its not really cheaper either at 38x eps and still trading higher than its 10 years average.

Would you consider to start a long term position at this level?

What would be an attrative price?

Q: Could you comment on earnings. Revenues and other numbers are up sequenceally but not up versus same q 2023... is this concerning?
Buy sell or hold?

Q: In your opinion, is mdb a buy, sell or hold?

Q: I see a few people asking about when to buy CSU. As you said, historically speaking, there has never really been a bad time to buy this stock.

Each year, I max out my TFSA contribution in January and I buy as much CSU stock as I can (started buying at $600/share). I started doing that years ago based on your recommendation and it's one of my biggest gains. I'm up massively and I never think once about what the price is when I submit my buy order.

There aren't many stocks like that in my portfolio but I stand by CSU.

Robert

Q: Hi,
I'm wondering if you can shed any light on why VRT's price has become more volatile lately - any geopolitical concerns, or maybe new competition? It has been a bit surprising lately.
Many thanks for all your great input!

Q: Hello

We own all these names with decent weights.

With a good comfort zone with position size, what would be a decent price level to add ?

Thank You

Q: Hello, at this point in time, is CSU still a buy at the current price? What makes the price go up as relentlessly as it has been the past 5 few years? Thanks!

Q: Hi Peter,

Can you please give your initial take the impact of Willow developed by Alphabet on the stock price of NVDA.
The stock price takes into account the future growth of the company, its market share in the growing AI and Quantum computing marketplace with the expectation the earnings will grow significantly to bring down the P/E ratio.
With Willow coming into the market a few years from now, what is the impact on NVDA's dollar price today; in your view?
Regards
Rajiv

Q: Hi Guys

Thanks for all the amazing work you do to support us investors. Putting new money to work and looking out on at least a 3 year (tend to be a buy and hold investor) which of the four stocks would you buy today looking at total return? If you could rank them from your most strongest being 1st that would be great.

Thanks

Stuart

Q: Hi 5i Team - A guest on Market Call today stated that Shopify is trading at 100 times next year's earnings with anticipated revenue growth of 22%, Could you comment on the accuracy of these figures and your view on whether its shares may be over-valued at this time. Any other comments on its stock price and fundamentals would be appreciated. Thanks.

Q: Greetings 5i, I am considering selling CAE and reinvesting the proceeds in MDA. Based on stability, current valuation and runway for future growth, what is your opinion please on this swap? Thank you.

Q: Hi,

What do you think of buying Cerebras stock pre IPO? Do you have an opinion on Hiive for that purpose?

Thanks

Rajiv

Q: Would you be comfortable holding Applovin for a 3+ year hold? I managed to buy it near the high but I was planning on holding it. I suppose ups and downs go with a high octane stock like this one.

I also wanted to wish everyone a Merry Christmas and holiday season. Thank you for all your help this past year!

Jason