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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 came across these comments in the Globe & Mail:

“We believe the names enabling more efficient interconnect in segments such as module OEMs, analog and DSP [digital service providers] will drive the second wave of AI investments and are still under-priced for the opportunity set (especially given the run-up in power utilities).”

What companies come to mind that fit this description, and how would you rank them (starting with the best ones first)?
Read Answer Asked by Brian on July 12, 2024
Q: Hi, i have a question relating to increase energy demand from Ai.
Most Belief is that with the increase use of Ai there will be significant demand of energy. But at the rate of our technological advance and improvement of efficiency would it not reduce the energy needed for ever newer chips develop in the future. Therefore it would not have a significant impact on utilities and Renewable companies in the longer term. Can i have your opinion on this? Thank You
Read Answer Asked by Danny on July 11, 2024
Q: Hello, Currently I hold NVDA, Meta, Google, and Palantir stocks in the tech sector. Could you recommend additional stocks that would complement my portfolio during this AI boom? Thank you.
Read Answer Asked by Esther on July 11, 2024
Q: Does Applied Digital Coorporation (APLD; not listed as such in 5i database) seem like a somewhat less recognized and thus potentially more profitable stock to play the AI data storage theme?
Read Answer Asked by John on July 09, 2024
Q: My portfolio is 35 per cent technology. I own 600 shares of Nvidia which comprise close to 10 per cent of my holdings. I also own Goog Amazon Microsoft and Apple but no Meta. Does it make sense to sell 200 shares of Nvidia to buy into Meta at this time or do I not interfere with the Nvidia momentum.
Read Answer Asked by Dennis on July 09, 2024
Q: Please comment on the recent big price swing in SHOP , HPS . I want to add either LMN or TOI , which one offer better return ? Thanks for your excellent service.
Read Answer Asked by Lai Kuen on July 08, 2024
Q: Dear 5i, can you please provide some Canadian and US listed stocks that you consider best of breed related to the Cyber Security theme. Many thanks!
Read Answer Asked by Ian on July 08, 2024
Q: An analyst quoted in Bloomberg said "Ferragu downgraded the AI-focused chipmaker to neutral from buy, writing that the stock is “getting fully valued” after soaring 154% this year, on top of a gain of almost 240% in 2023. Shares fell 1.9% on Friday, compared with a gain of 1% for the Nasdaq 100 Index.

Additional upside “will only materialize in a bull case, in which the outlook beyond 2025 increases materially, and we do not have the conviction on this scenario playing out yet,” Ferragu wrote.

It seems he's alone in his downgrade to 'hold'. Do you share his view? Should we bail out of the stock now, or take some profits at least?
Read Answer Asked by TOM on July 08, 2024
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