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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: I need to consolidate my tech holdings:I own NVDA, AVGO, VRT, CRWD, MSTR, AMZN, META and IYW (about 3% for each holding). Which stocks should I sell and why- for a long term hold?
Read Answer Asked by Graeme on January 20, 2025
Q: Hi Folks!

Could you tell me what the 24 month expected growth is for Datadog and Celestica? Do you see this as a good entry point or are these companies expensive based on your metrics? They have had quite the run up.
Would you wait for a pull back or be fine hopping in now.
This is for a 2-3 year hold.

Thanks so much for all you do!
Read Answer Asked by Josh on January 17, 2025
Q: Dear 5i
I currently hold VRT in my TFSA and was considering adding NBIS but was wondering if they are too similar in terms of what they do . If so could you recommend another smaller cap high growth stock instead .
Thanks
Bill C
Read Answer Asked by Bill on January 17, 2025
Q: I have read the question history on Quantum related companies and have noted that these 4 seem to be most well known.

Are there any publicly traded, earlier stage (not yet pumped) companies that are worth monitoring for future potential? Not companies you buy today but companies with interesting concepts/potential in this field that could be "next".
Read Answer Asked by Tim on January 16, 2025
Q: Happy New Year 5i team,

I have been holding this name TEAM for several years. It has been underwater for a long period of time until 3 months ago (November of 2024). What is your outlook for this name? If replace it with a better Growth one, what would be your recommendation? Thanks.
Read Answer Asked by Lin on January 16, 2025
Q: This morning you recommended VRT us. I am wondering if there is a Canadian company that is in the AI infrastructure sector and trades on TSX. Also what is the best etf that can be bought on the TSX that focusses on AI infrastructure (US).
Cheers Steve
Read Answer Asked by Stephen on January 16, 2025
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.
Read Answer Asked by Lesley on January 16, 2025
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.
Read Answer Asked by Brian on January 15, 2025
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
Read Answer Asked by sam on January 14, 2025
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