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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: Nvidia, Constellation Software and Broadcom (in that order) have pulled away from the other stocks in our portfolio. We know how you view NVDA and CSU and wonder how you would rate AVGO to overweight in the portfolio as well? We hold AVGO in two registered accounts for the nice dividend.
Thank you
Read Answer Asked by J on March 05, 2024
Q: Hi 5i,

While looking into the stock, I found that it has very high stock based compensation. This seems quite concerning to me. I know you like the stock, so is it something that is justified because of its growth?

https://www.macrotrends.net/stocks/charts/ESTC/elastic/stock-based-compensation

TIA
Read Answer Asked by Wayne on March 05, 2024
Q: Hi,
Would you have any concerns for CRWD's upcoming earnings report? Given that PANW got hit fairly hard after their recent earnings, I am wondering if we might see something similar on CRWD, and whether or not today's drop is a bit of a heads' up something is about the change? Any thoughts you can offer would be much appreciated!
Thanks,
Dawn
Read Answer Asked by Dawn on March 05, 2024
Q: I am investigating CLS as a potential long term investment. In a recent answer to a question, 5i stated that CLS seems to be putting things together much better now. What is CLS putting together much better now, and is it sustainable? How important is AI, to CLS future share price? Could you elaborate on the most major risk to CLS share price? Would you consider CLS a good hold for five plus years?? Thanks for the excellent analysis!
Read Answer Asked by Greg on March 04, 2024
Q: Does Apple’s giving up on Project Titan make you wonder their vision and research ability is subpar? Now they are switching to AI … seems to me they were following the crowd several years ago on EV and are now following the crowd on AI. Maybe a few years later they will give up on AI. Where is their vision? Thanks,
Read Answer Asked by Liping on March 04, 2024
Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?
Read Answer Asked by Neil on March 04, 2024
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