Q: Not a question, but a response to today's question on Lumine. There was a relevant news release yesterday from Incognito Software Systems: https://www.stockwatch.com/News/Item/Z-C!LMN-3641751/C/LMN. At the end of the item, Incognito is descibed as a Lumine Group company.
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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: Hi there. I am wondering your thoughts on QQQI as a way to capture the 100 biggest tech growth names and get an outsized yield (currently 12%) versus just owning VOO or something similar. I would like to generate income over time, and this would also be a way I could have some exposure to options without having to really understand how they work.
Does this thinking make sense? If so, what possible portfolio weighting would you suggest? Thanks for any information you can provide.
Does this thinking make sense? If so, what possible portfolio weighting would you suggest? Thanks for any information you can provide.
Q: Hi 5i Team, could you comment on the likelihood of Evertz Technologies being a takeover target in the near future. I have this as a small loss in a TFSA and trying to decide if I should continue to hold for the dividend or sell for a potentially higher growth stock. Any replacement suggestions welcomed.
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Super Micro Computer Inc. (SMCI $32.33)
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Comfort Systems USA Inc. (FIX $967.95)
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Dell Technologies Inc. Class C (DELL $129.98)
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Vertiv Holdings LLC Class A (VRT $161.27)
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Nebius Group N.V. (NBIS $87.69)
Q: Could you provide me with a few a few names that you feel will benefit from the build up of Data Centers to support AI and would Comfort Systems be on that list? Thank you.
Q: I am up ~800% on NVDA and plan is to hold for 10+ years. Curious to get your thoughts on this strategy vs splitting the position with AMD. Plan will always be a 10+ year hold.
Q: Good day, Adobe has taken a big hit in the couple of months. Revenue forecast for 2025 is below analysts' consensus. Is this a good technology stock to still hold or can one move to something better. Thanks
Q: Lumine has been especially weak of late.Thoughts Comments?
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Applied Materials Inc. (AMAT $259.21)
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KLA Corporation (KLAC $1,193.92)
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Lam Research Corporation (LRCX $160.52)
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ASML Holding N.V. (ASML $1,080.85)
Q: Would you consider KLA and/or ASML as "core" IT/AI holdings for 3-5 years, apart from current M 7 holdings. Among IT/AI opportunities available, how would you rank one or both, given current valuations, and taking into account vulnerabilities [China]. Or, would you suggest 3 others instead.
Thanks
Thanks
Q: Can I get a valuation/ outlook on this name
Q: Hi 5i,
Can i have your opinion on CRNT?
I was conaidering a small position in a bag of small caps but i see no news on the 8% drop.
Thanks
Can i have your opinion on CRNT?
I was conaidering a small position in a bag of small caps but i see no news on the 8% drop.
Thanks
Q: Very volatile with a lyrH of $2.37 & lyrL .35 with great leap since mid Dec last.Please comment on company especially as to Dec 31 Corporate update,Jan 9 closing of12,738853 shs @ $1.57 and flagship product,Genius. Buy,Hold or Sell. Txs for u usual great services & views. All the Best for the New Year
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Apple Inc. (AAPL $278.28)
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Amazon.com Inc. (AMZN $226.19)
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Alphabet Inc. (GOOG $310.52)
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The Trade Desk Inc. (TTD $36.65)
Q: Hi team, Amazon DSP.. I think people just assume it’s always going to be a two-way race between Google and TTD. Can I get your take
on Amazon’s DSP and if it *could* become the 2nd most dominant player after Google? I have a 3% position and looking to make it 5%. Are you a buyer today? I have a 3.4% position in Apple which I’m considering selling completely to fund this.
on Amazon’s DSP and if it *could* become the 2nd most dominant player after Google? I have a 3% position and looking to make it 5%. Are you a buyer today? I have a 3.4% position in Apple which I’m considering selling completely to fund this.
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NVIDIA Corporation (NVDA $175.02)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $226.15)
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Vertiv Holdings LLC Class A (VRT $161.27)
Q: Names like VRT, NVDA, SHOP have now corrected about 15%. I like to buy in these situations all the while being fully aware that I suck at timing the bottom of a correction, knowing only that I am getting a deal compared to recent highs. My questions are: Any red flags on any of these? Do you see other names with similar or greater pullbacks that are equally or more compelling? A list of those would be appreciated. Thank-you.
Q: As Google spent US$48 Bn a year (2024) it should have very robust search engines. The startup, perplexity.ai, is reportedly valued at US$9 Bn now. Mr Bezos and others back the firm. Personally, I haven't noticed big change for quite a while in Google's searching features. Do you if / know when perplexity might be brought public, and whether is looks at this point to be close to being knock Google's searching feature away? If it could, would you expect this to have much impact on Google's profitability?
Thanks for your valued insights.
Thanks for your valued insights.
Q: In follow-up to the Q&A on Howard Marks' recent memo, out of the current "Mag 7", which one do you think is most likely to be in the S&P500's top 20 companies in 20 years, and which one do you think is least likely to be there? Feel free to make two picks for each or decline to respond. I own 5 of the 7.
Q: Hello 5i Team
I have noticed that Black Berry stock has started to rise in price, is it because of improved fundamentals ? Is this a company that you would recommend for a 3 year purchase?
Thank you
I have noticed that Black Berry stock has started to rise in price, is it because of improved fundamentals ? Is this a company that you would recommend for a 3 year purchase?
Thank you
Q: Hello 5i
Since last earnings and most recent Q&A in 5i (Nov 7) this share price has been falling.
Is the price action related to the previous earnings miss or earnings growth expectations changing due to business or Tariff concerns?
With a 5 year view on this name, does one just continue to hold through the downside volatility with anticipation for better future earnings and share price?
Thank
Since last earnings and most recent Q&A in 5i (Nov 7) this share price has been falling.
Is the price action related to the previous earnings miss or earnings growth expectations changing due to business or Tariff concerns?
With a 5 year view on this name, does one just continue to hold through the downside volatility with anticipation for better future earnings and share price?
Thank
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Global X S&P 500 Index Corporate Class ETF (HXS $96.83)
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Global X Nasdaq-100 Index Corporate Class ETF (HXQ $99.62)
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Evolve FANGMA Index ETF (TECH $20.60)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.87)
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Lumine Group Inc. (LMN $28.20)
Q: I have some fund from RRIF that I would like put into a TFSA and was just reading the latest issue of your ETF & Mutual Fund Update report. I am thinking of the above three ETFs and one stock. What are your thoughts. As a perspective, I would include some i2i fund if it was allowed in a TFSA.
Q: Hi Team,
Thoughts on adding this etf to a long term portfolio?
After the big run in U.S markets there seems to be great value here relatively.
Thoughts on adding this etf to a long term portfolio?
After the big run in U.S markets there seems to be great value here relatively.
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Galaxy Digital Inc. Class A common stock (GLXY $36.87)
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Coinbase Global Inc (COIN $267.46)
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ISHARES BITCOIN TR (IBIT $51.20)
Q: Do you see a urge in price of Bitcoin after January 20th when President
Trump comes in power ? What plays should one look at RAK
Trump comes in power ? What plays should one look at RAK