Q: Do you think now is too late to get into Pltr? I worry about valuation but it seems to have a lot of potential. Thank you,
Jason
Jason
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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.
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Apple Inc. (AAPL)
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Adobe Inc. (ADBE)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Celestica Inc. (CLS)
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Arista Networks Inc. (ANET)
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Pure Storage Inc. Class A (PSTG)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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Palantir Technologies Inc. (PLTR)
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C3.ai Inc. Class A (AI)
Q: Hello, Currently I hold NVDA, Meta, Google, and Palantir stocks in the tech sector. Could you recommend additional stocks that would complement my portfolio during this AI boom? Thank you.
Q: What do you think about buying Celestica now?
Q: Can you please give your thoughts on UIPath’s recent announcement about cutting 10% of its workforce?
Q: Hi ,
Can you please give me your opinion for the longer run...2+ years
Buy ,Hold or Sale
Thank you
Can you please give me your opinion for the longer run...2+ years
Buy ,Hold or Sale
Thank you
Q: Corning has been introducing new fiber products to interact with AI in products on computers. There sales are ahead and look good. 5i is this a steady company with growth and dividends. I want to add some Us stocks in my account. What are your views.Take as many credits as required .
Q: Hi 5i,
I see ZS isn't in your top cybersecurity names. Where would you rank it among the top names? TIA.
I see ZS isn't in your top cybersecurity names. Where would you rank it among the top names? TIA.
Q: Does Applied Digital Coorporation (APLD; not listed as such in 5i database) seem like a somewhat less recognized and thus potentially more profitable stock to play the AI data storage theme?
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
Q: My portfolio is 35 per cent technology. I own 600 shares of Nvidia which comprise close to 10 per cent of my holdings. I also own Goog Amazon Microsoft and Apple but no Meta. Does it make sense to sell 200 shares of Nvidia to buy into Meta at this time or do I not interfere with the Nvidia momentum.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Please comment on the recent big price swing in SHOP , HPS . I want to add either LMN or TOI , which one offer better return ? Thanks for your excellent service.
Q: For someone with no current cybersecurity holdings would you buy either crowd or Palo Alto at current prices or hold off? If you had to pick one which one would you select and why? Thank you,
Thank you.
Jason
Thank you.
Jason
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Tenable Holdings Inc. (TENB)
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CrowdStrike Holdings Inc. (CRWD)
Q: Dear 5i, can you please provide some Canadian and US listed stocks that you consider best of breed related to the Cyber Security theme. Many thanks!
Q: An analyst quoted in Bloomberg said "Ferragu downgraded the AI-focused chipmaker to neutral from buy, writing that the stock is “getting fully valued” after soaring 154% this year, on top of a gain of almost 240% in 2023. Shares fell 1.9% on Friday, compared with a gain of 1% for the Nasdaq 100 Index.
Additional upside “will only materialize in a bull case, in which the outlook beyond 2025 increases materially, and we do not have the conviction on this scenario playing out yet,” Ferragu wrote.
It seems he's alone in his downgrade to 'hold'. Do you share his view? Should we bail out of the stock now, or take some profits at least?
Additional upside “will only materialize in a bull case, in which the outlook beyond 2025 increases materially, and we do not have the conviction on this scenario playing out yet,” Ferragu wrote.
It seems he's alone in his downgrade to 'hold'. Do you share his view? Should we bail out of the stock now, or take some profits at least?
Q: Your thoughts if this a good entry point to invest in AMD. My tech savy son and his buddies feel it is a winner.. Short term and long term..
Q: What are your thoughts on Cisco as a long term technology play?
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Tenable Holdings Inc. (TENB)
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CrowdStrike Holdings Inc. (CRWD)
Q: Could you please provide the 1 and 3-yr revenue and eps growth projections for fortinet? In your opinion, is it a buy or do you have a better suggestion for this sector?
thx,
thx,
Q: Could this stock be a good play on AI over the next 10 years?
Q: A final (?) adjustment to my RRIF. I would like to add some Tech with a dividend component. I would appreciate your thoughts on HTA as an option. If you have other comments or suggestions they would be most welcome. Thanks Dan.
Q: Would you consider the CEO compensation package to be excessive or is this just business similar to TSLA and Musk? Thx
Q: Can you comment on what may explain the jerkiness of this stock? It goes up and down in dramatic moves. Any idea as to what may explain the high volatility? Thank you.
Jason
Jason