Investment Q&A

Q: May I have your current views on this company?

Q: AVGO Thoughts on the quarter? If I'm reading things correctly, they bean expectations, but it still sold off after hours. Still a buy?

Q: What is the max you would have for a combined weighting of CSU, TOI, and LMN in your portfolio?

Q: What do you feel is a good entry point for VRT? Is it better to wait after their earnings report?

Q: Hello
Could you comment on most recent TIXT earnings release?
Best regards
Stephane

Q: Good Day,

Big wins on a lot of your recent answers to my previous questions, thanks.

Obviously there's a tonne of hype on the Semiconductor market/AI/Data Center space right now, and after picking up SMCI, VRT, etc, I came across CDNS and by proxy, SNPS as well.

It appears they have the market corners on the design software side of this market. Logically, however, this wouldn't appear to be a space that grows in the number of customers in it very readily.

Is this similar to ASMLs type of monopoly (albeit a duopoly), with growth coming from advantageous pricing conditions and the relative difficulty of a new player popping up?

Do you see these companies gaining significant share price appreciation over time? Which company is better and why? I really liked a recent question that asked where they were relative to a baseball game. For each could you relate their lifecycle to what inning in a game they are, as well as an out of 10 for risk and growth potential.

The prices of these have climbed for sure, but definitely don't seem to have exploded like the rest of the segment. Are there any other companies with this same type of competitive advantage in the semiconductor/AI space?

Thanks!

Q: In your expert opinion what would be the best buy back share etf to invest in and could you provide the rationale behind your choice or choices. Thanks so much.

Q: Your comments on the numbers please.

Q: Could you please compare and contrast NOW and SPSC?? Would you consider both of them a buy, for a 3-5 year hold? Thanks.

Q: Nvidia has grown to 8% in my portfolio thanks to your analisis and opinion. I have no problem letting it run a bit more if justified. My concern is their competition will eventually catch up and they lose their edge. I'm also wondering about their valuation and that they might be forming a bubble. Your analisis and opinion would be appreciated. Thanks to 5i and team.

Q: What are the expectations for next quarter? What will trigger a definitively positif development?

Thanks

Q: Everyone, you indicated recently that you will give NVEI two more quarters - I assume to make a decision to sell or buy. But the 50 day MA crossed the 200 day MA. It has recently passed to most recent high with higher highs and higher lows. The chart is giving positive signals. Are you still more cautious or more bullish? Clayton

Q: Motley Fool published its Top 10 stocks to buy now/ as of January

I have followed most of them for too long …..watching them go up. So, for me its buy now or wait for pullbacks which hasn’t worked so far.

My 4 favourites of the 10 are: Meli #1….NOW #2…ANET #7…TSLA …#3

Can I have 5i’s perspective please. Thank you.

Q: What will be the effect if any to the common shares with mandatory redemption of preferred shares announced late day Friday ?

Q: KXS shares are basically flat over that past four years. Yet the company continues to grow nicely quarter after quarter and the balance sheet is strong. So the fundamentals look really good. This would imply major valuation compression. Can you please comment on the valuation four years ago compared to today? How does the current valuation compare to their industry and software sector?

Thanks.

Q: Up 202% on FSLY . I am trying to decide whether to trim or hold having been burned by this stock in the past. Is this now a hold and celebrate the turnaround or are their any worrying negatives you see in their recent improved performance.

John

Q: After reading your response to earnings, I was surprised by the sell off. Things looked pretty good but I guess the market wants more, and quicker. What's your take on things after the sell off? Was the size of it justified? Buy, hold or sell?

Q: I own AMD but not NVDA. I believe that NVDA has a better growth profile and was thinking of a straight-up switch. I hold AMD in an RRSP account so there wouldn't be any tax consequences. Does this make sense?

Q: Good morning,

Just curious. In your opinion, do you suspect that Nividia will announce a stock split sometime this year? I sort of recall the last one was around $500 a few years ago.

Thank you

Q: any particular reason for the recent run up in Shopify?