Q: Nvidia down 6-7% A/H on news will be taking a $5.5B charge on shipping H20 processors to China....banned 9 April by Trump??......your thoughts on ban/charge....and is growth story now gone/limited for Nvda.....is stock now a buy/hold/sell....thx as always, jb
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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: MRVL is down well over 50% from its highs before and after year end. Can you explain why it's being hit so hard and comment on its recovery prospects?
Thanks, Hugh
Thanks, Hugh
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QUALCOMM Incorporated (QCOM $155.62)
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Texas Instruments Incorporated (TXN $195.87)
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Monolithic Power Systems Inc. (MPWR $1,071.00)
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Marvell Technology Inc. (MRVL $81.03)
Q: What is your current opinion on TXN? Seems to be struggling.
Q: Hi...
Could you discuss RBRKs last earnings, it's business model, head and tail winds and your thoughts in general.
thx, M
Could you discuss RBRKs last earnings, it's business model, head and tail winds and your thoughts in general.
thx, M
Q: TOI has outpaced the market by a wide margin this year.
I currently have less than a 2% holding accross all of my ports.
1) Why is performing so well, just so i fully understand.
2) Given its rise would you buy more at this point or, given the market, would you put a 'stink' bid in for it and let it sit?
Thanks
Sheldon
I currently have less than a 2% holding accross all of my ports.
1) Why is performing so well, just so i fully understand.
2) Given its rise would you buy more at this point or, given the market, would you put a 'stink' bid in for it and let it sit?
Thanks
Sheldon
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Axon Enterprise Inc. (AXON $613.04)
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Comfort Systems USA Inc. (FIX $1,126.67)
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Vertiv Holdings LLC Class A (VRT $180.88)
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Shift4 Payments Inc. Class A (FOUR $64.17)
Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX
Q: Hi,
I own very small position in CTS. There was a meeting on last Friday to vote on an offer for selling the company at C$5.50. The price at present is C$5.98. I will book 55% loss if I sell at this price of C$5.98. As a fresh eye what is your thought on
1) Sell the shares and invest it in CSU or Lumine to take advantage of this price weakness (I hold GIB and DGS) or
2) Waite until it is taken out by some one if this offer is raised or some one makes counter offer?
I am unable to make quick move to take advantage of this weakness of market.
Thanks
Piyush
I own very small position in CTS. There was a meeting on last Friday to vote on an offer for selling the company at C$5.50. The price at present is C$5.98. I will book 55% loss if I sell at this price of C$5.98. As a fresh eye what is your thought on
1) Sell the shares and invest it in CSU or Lumine to take advantage of this price weakness (I hold GIB and DGS) or
2) Waite until it is taken out by some one if this offer is raised or some one makes counter offer?
I am unable to make quick move to take advantage of this weakness of market.
Thanks
Piyush
Q: I own the above stocks/funds. Do you think it’s best to continue to hold or sell to purchase different investments?
Thanks
Thanks
Q: Hi 5i,
Would appreciate your thoughts on DND at this current valuation. ($8.23 as of April 11/25)
At current levels its a pretty tempting buy.
Thank you,
Greg C.
Would appreciate your thoughts on DND at this current valuation. ($8.23 as of April 11/25)
At current levels its a pretty tempting buy.
Thank you,
Greg C.
Q: Hello,
Can you please recommend an ETF for the technology sector (US, CAN or international exposure) that can be held long term and with reasonable fee. Moderate risk. If not trading in $CAD, what are the implications if held in RRSP, TFSA or cash account? Thank you.
Can you please recommend an ETF for the technology sector (US, CAN or international exposure) that can be held long term and with reasonable fee. Moderate risk. If not trading in $CAD, what are the implications if held in RRSP, TFSA or cash account? Thank you.
Q: In the answer about "5 Canadian growth stocks would you start to accumulate today" you mentioned that Celestica was "high risk, but it has come down to attractive valuations". Can you give you us the most important and particular risks you see for Celestica?
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Constellation Software Inc. (CSU $2,817.63)
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Topicus.com Inc. (TOI $113.10)
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Lumine Group Inc. (LMN $24.41)
Q: Hi 5i,
In which risk level would you place each of them?
CSU, LMN, TOI
High
Medium
Low
In which risk level would you place each of them?
CSU, LMN, TOI
High
Medium
Low
Q: Any further insight or update on their progress? I would have thought the turmoil in their sector would prompt use of their facilities - but the stock languishes.
Q: Hi Gang
What your take on it now
Thanks Mike B
What your take on it now
Thanks Mike B
Q: This company seems exempt from much tariff impact according to their recent press release and since they're continuing to expand their manufacturing capabilities and growing into new US markets - how do you view this company going forward?
It seems expensive on a PE basis but wondering your thoughts.
Also - do you know when this company reports and the outlook for earnings?
It seems expensive on a PE basis but wondering your thoughts.
Also - do you know when this company reports and the outlook for earnings?
Q: Good morning, may I have your view of the latest results? Cheers
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NextEra Energy Inc. (NEE $85.65)
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Brookfield Renewable Partners L.P. (BEP.UN $38.79)
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Celestica Inc. (CLS $418.58)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.66)
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Super Micro Computer Inc. (SMCI $31.28)
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Vistra Corp. (VST $161.13)
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Vertiv Holdings LLC Class A (VRT $180.88)
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Constellation Energy Corporation (CEG $285.11)
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Nebius Group N.V. (NBIS $96.03)
Q: Hi 5i Team - Could you name a few companies that service AI data centres in a structural way such as construction, maintenance/repairs, cooling, etc. Also a few companies that provide the power needed to run these centres. These would be stocks that have good growth ahead of them. Any market cap is fine but at least one small cap and a couple of mid caps. Also a combination of U.S. and Canadian companies.
Thanks.
Thanks.
Q: In your Q & A section, Feb. 12, was the last time you commented on their quarterly report. What is your is your outlook for the remainder of the year. On a scale of one to ten, with ten being high, how would you rate it. I also, noticed where you recommended this company in place of AVGO.
Thank you very much for your excellent service.
Earl
Thank you very much for your excellent service.
Earl
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.66)
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Celestica Inc. (CLS $306.00)
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Vertiv Holdings LLC Class A (VRT $180.88)
Q: One would think that CLS, HPS.A and VRT would be screaming buys if Trump said "just kidding" and ended his tariff war tomorrow. But I wonder if this is true. What are the chances that AI/data centre stocks were in a bubble and all it needed to burst was a new low energy search engine like DeepSeek? Is it possible that the wider market chaos is just masking an inevitable re-pricing of AI and data centre stocks? If so, the current lower price for these stocks may not be the screaming buy they might appear to be.
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Celestica Inc. (CLS $418.58)
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Vertiv Holdings LLC Class A (VRT $180.88)
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Nebius Group N.V. (NBIS $96.03)
Q: I am, as you put it, sharpening my pencil. Can you comment a bit on the above three companies. How much overlap is there? Which is the one you would rank the lowest of the three? Leaving aside stable mega caps, for the agressive side of my tech holding, are there any others that you would rank in the top 5 to start looking at that are better or roughly in the same class as these? Thank-you.