Investment Q&A

Q: How do you see the Cerebras IPO as being disruptive to NVDA, AMD, AVGO etc given their CEO’s claim of superior AI chip performance at lower cost?

Q: Do you think now is a good time to add to my Microsoft? Thank you

Q: An addition to my previous question about bitcoin. Feel free to take another credit.

Do you think now is a good time to buy bitcoin?

Q: Would you nibble at Blackberry at today's price or best to stay away. What do you see in the future for this comany? Anything positive? Thank you.

Q: I owned GIB.A, DSG,TOI,LMN,NVDA,DCBO and would like to know if there is an overlap between any of these stocks or do they have their own unique business so all should be owned? I am trying to decide if I should reduce the numbers of tech stocks as I currently have 27 stocks and have read that best to have around 20-25 stocks.

Thanks

Q: what do you about this company and is it a buy?

Q: I noticed that SMCI has a P/E ratio of 20.23, which is quite appealing for a tech stock. Do you believe the business will continue to perform well in the future? Considering today’s significant drop in the stock price, would you see it as a buying opportunity? Thank you.

Q: Lumine has basically drifted lower for the past eight months.Do you see anything contributing to this lack of interest or any alarming signposts?

Q: Time to sell SMCI?

Q: I am concerned that AI will disrupt traditional software companies including the companies within the CSU family. What are some early signals that would indicate AI is disrupting CSU's traditional businesses and growth prospects?

Thanks.

Q: Hi,
I reviewed Q&A on INTC post "melt down"! I can understand your words of caution.

My question is based on a recent comment by a guest on BNN Bloomberg (Mark Sebastien) who said that INTC's fabrication unit alone is worth 22$. With QCOM and hedge funds circling around and the technical pattern indicating the possibility of island gap reversal, worth taking a small position for a quick 20-30% profit?
(22 to 30$ jump).

Am I dreaming or being delusional?!

Q: Visa fell yesterday (because of DOJ's accusation?). How significant do you think this is?

Q: Can you provide your latest thoughts on MRVL. It seems to be gathering speed. What say you?

Q: I still have my LSPD stock (at quite a loss) and just wondering with the current announcement of the companying possibly selling or taking it private, if this is the time to sell now or hold on to see what materializes? Is it conceivable that the Company could sell and if so, what might the stock price go to? Your thoughts please...
Thank you!

Q: Hello 5i team,
Considering how well the techs have done in the balanced portfolio, OTEX seems to be the laggard thus far. Are you still comfortable/confident with this equity. Do you still have patience for this one?
Andrew

Q: Thoughts on investing in Serve Robotics (SERV: Q) as a complement to UBER, with potentially greater upside, for investing in robotic delivery systems.

Q: Recent answer to question from Rajeev regarding Lumine lagging Topicus... part of your response... "LMN is now currently cheaper on valuation. We think $130 makes sense for TOI and $33 for LMN. "

What valuation are you using here for LMN being cheaper?

Q: Do you expect better results going forward with the changes being implemented? What would be a good entry point? Do you foresee any significant headwinds?

Q: Hi,

Why is this "Radio silence" on/from SMCI? When are they going to release their revised numbers? No news on their response to class action suits either. Next earnings report is on the 29th October. Is that when the proverbial muck hits the fan? Or do you think things might improve after their 10 to 1 split takes place on October 1st?

I see that this is not their first time with this type regulator related troubles. They seem to have survived the storms before. Will they survive them again?

The price action indicates a little bit of steadying around 400$. (+/-).
Can you gaze into your crystal ball and a. give us a floor and a ceiling, say with December 2024 in mind, b. tell us when it will hit at least 700 again? (Pre split price.)

Many thanks.

Q: What has driven SMTC to its breakout share price. What are your current thoughts. Is it a buy?