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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: A few software companies do 'Process Mining', do you see substantial future growth in this process and can highlight successful other players than the ones I outlined above?
Read Answer Asked by Adel on February 21, 2024
Q: hi folks:

would you agree that panw and crwd are the 2 'best' (of the better) c-security firms?

if so, and given the market hit panw is taking, would you consider it a worthwhile upgrade (high grade) to transfer FTNT or even from hack/cybr (realizing an etf should be less volatile) to one of the above 2?


thanks in advance
Read Answer Asked by Robert on February 21, 2024
Q: I own 3 of the big 7, Apple, Amazon and Nvda and manage the positions for weighting. I would like to own Microsoft and/or Google. Please suggest if you think it's necessary to expand to one or both of these, and if better to have a half position in both, or full position in one or both considering the other holdings. Thanks!
Read Answer Asked by Kim on February 21, 2024
Q: The AI fields are currently very much the talk of the tech world. Do you have names of Canadian companies active in the AI fields, other than OTEX, we can check out as names of interest for potential investment? Thanks.
Read Answer Asked by Victor on February 21, 2024
Q: Hi 5i. on SMCI

In a previous answer you said "It will do its thing and find a 'level' (whatever that might be) where volatility starts to abate."
Could you hazard a guess at what that 'level' might be - just for fun of course.

On a slightly more serious note - do you think momentum will drive this UP or DOWN in the short term (days/weeks) (and how about 3-5 years) ?

Thanks
Read Answer Asked by mike on February 19, 2024
Q: Can you compare/contrast these two businesses for me? Does SMCI order NVDA chips and sell the entire integrated system with chips as well as the infrastructure without chips that customers can plug and play their own NVDA or other chips into? Is SMCI's technology more efficient for thermal management than VRT's? Their growth rates seemed comparable each quarter over the last year. I am wondering if VRT has a good chance to post a nice beat in their upcoming quarter as SMCI did. Thanks
Read Answer Asked by Marco on February 16, 2024
Q: I have a position in TOI and with the recent run, have some decent profit. You have mentioned a few times that TOI is expensive. Does it make sense to sell half my position and purchase LMN or do you think there is some positive momentum here and let TOI run a little more?
Read Answer Asked by Thomas on February 16, 2024
Q: Bought Eng at $64 some 3 years ago,It basically traded in a range of $28 to $38 the past year.Saw u answer on Feb 8.Please provide some replaements besides those mentioned on Feb 8,How about Goog or Amzn? Txs for u usual great services & views
Read Answer Asked by Peter on February 16, 2024
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