Investment Q&A

Q: What does the market expect with Revenue and EPS from TOI today?

Thx

Q: Hi Team,
I am a bit perplexed about why the last couple days NVDA has been trending down after earnings releases such as Meta, GOOG, Msft which all seem to show massive spending on AI. You would think this will translate into high demand for NVDA chips which hopefully will bold well for NVDA earnings. Any thoughts on the outlook here for NVDA earnings estimates? I assume the correct answer as usual will be to hold the stock into earnings. I am also surprised Meta and Msft are dropping after great earnings.

Thanks,
Shane.

Q: What do you think of SPOT? How does it look from an earnings/growth perspective, and how expensive is it?

I've done quite well on it but wondering if i should sell before the Nov 12 earnings - what are analysts expecting for that?

Thank you!

Q: AMD shares fell over 15%, apparently due to the company issuing forecasts that were noticeably lower than analysts’’ expectations. I bought AMD close to highs and have a substantial loss in a non-registered account. I thought I could harvest the very large tax loss and buy back after 30 days. However, given the company’s respectable record, wide moat (good products that are expected to stay in demand) shares could easily surge in a month or two in amounts higher than any tax-deduction benefit one might realize. I would appreciate your views on the short-term likelihood of AMD shares making a quick recovery. Due to my own biases, I am likely mis-calculating the risk-reward equation.

AMD’s financial results were good vs. estimates. Management gave credible answers and logical comments in the earnings call (although Lisa Su , CEO, did give self-contradictory remarks in media interviews). Although AMD is far behind NVDA , would you agree that its research and development is such that it will produce, after 2025, chips that will compete extremely well? Wishful thinking on my part ? The above is a leading question, so I would appreciate your thoughts independent of my preconceptions. :ao:sab

Q: Hi 5i

Considering the auditor news, all selling is being acquired by someone who expects to make a gain (sometime in the future) as you often point out (generally speaking). Could you comment on the bravery/optimism of these buyers as these circumstances are different to day to day "normal" news/activity.
Just curious...
Mike

Q: Hi Peter...I have some cash in my TFSA and I'm considering buying either SHOP or DSG. I like SHOP but I just don't think the large amount of stock based compensation is shareholder friendly. I'm going to spend about $80,000 CAD so I want stock liquidity. I do have a lot of IT companies (NVDA, CSU, LUM, TOI, COHR). Do you think either DSG or SHOP would strengthen my IT grouping? Also do you think I am being unreasonable about SHOP and its stock based compensation? CSU, where the executives have to buy stock in the open market, being so shareholder friendly makes me hesitant with SHOP. Any comments you have would be appreciated.
Thanks,
Jim

Q: Please comment on earnings. Would you add here? Thank you.

Q: Please advise date of 4th quarter results scheduled:

Q: In an answer to a question you quote 'do not buy if the auditor resigns'. But would YOU sell if there was a gain? a loss in a registered account?
Many thanks

Q: When does SHOP next report? What is the consensus? More importantly, what does 5i expect? Can you provide background/explanation on your assessment? Looking forward, what do you see as the biggest potential risks that might hurt SHOP over the next year and what are the biggest catalysts that can elevate SHOP to new highs over this time period?

Q: NVDA has 6 of 7 criteria for the definition of a bubble. Is there excessive exuberance in the AI space? More importantly are we in a bubble cause by excess hype and fear of missing out? Is NVDA in a similar situation as CSCO was a number of years ago with all mania surrounding it? Lastly, does NVDA really have an super moat that makes them near invincible, because would that not be the high of hubris…even the formidable Achilles had an exploitable weak spot and I wonder if there is a real danger NVDA & the AI space writ large has one too.

Q: Could you please rank your top 3 software security companies that you like today. thank you.

Q: Please comment on the latest quarterly results foe ASGN and the outlook for this stock.

Q: Please advise your thoughts on You. Do you recommend as Buy or hold. Their earnings will be next week do they usually beat their earnings and their forecast

Thanks for the great advice

Q: What is your outlook for BTC? It seems it has been consolidating since may. Do the technicals suggest it is due for a breakout?

I added aggressively to my position in IBIT this Monday, upping my stake to 13% of my portfolio. I own no gold.

For an aggressive investor, what would
Be the maximum reasonable position size for BTC?

Please comment on my move. Feel free to admonish me know if needed.

Thank you.

Q: For argument sake let’s say ChatGPT slowly takes market share from Google search over the next several years. Are you still as bullish on Google as you are today? Outside of search where do you think the growth is coming from?
Thanks

Q: Hello 5i! Prices seem to be dropping on these over the past few days. Would you be comfortable buying them, and in which order please?

Q: Current and future outlook for this company.

Q: An update on Garmin please. It was regularly recommend by your service up until 6 months ago.

Where does it rank amongst your favourite ideas? How compelling of a buy is it ?

Also, do you view it as consumer discretionary or technology?

Thank you.

Q: Do you think this is a good entry point - price and timing for LMN Thansks