Investment Q&A

Q: Dear Peter et al:

Your consistent positive answers about PLTR and your courage of conviction is admirable. Whether fellow subscribers pose questions on PLTR lumping it with other technology companies (different fields) or on its own (in Nov/Oct 2023) you have always expressed your positive endorsement of PLTR.

But it has been slipping recently despite positive AI environment and Govt contracts. Whilst it has recovered from its low , it hasn't taken off like other AI darlings. (especially today when Meta added 200B in a day!!)

From your consistent previous answers I know:

You are not a fan of "averaging down".
Yet some times you suggest one take 1/3 or 1/2 position and then take a full position later.
You also have cited studies that suggest taking a full position has better outcome in long term instead of averaging down or up.

I know you answer to fellow subscribers' questions based on the way they pose the question.
That may explain the apparent conceptual contradictions. I understand that.

What are your words of wisdom about PLTR taking above points into consideration. Take a full position/or do a 1/2 now and 1/2 later, wait for a while? Will it reach it's once peak of 40+$? Who are it's real competitors? Should one switch?


Many thanks.

Q: Hi Team,
NVEI announced partnership with CASH APP yesterday. I had expected this to be a bigger deal than the market is telling us. It seems nothing can move the needle with this name. Is it being constantly held down by the shorts? Is it worth holding on to? I am down huge in this name (-78%), and so far, it doesn't seem to be recovering.

Thanks,
Shane.

Q: would appreciate your view on AIP arteris on nasdaq.
thank you

Q: I am trying to purchase 5 american companies to hold in an AI-focussed portfolio, probably for 5 years or so through this next bull market. I already own the megacaps and so I am specifying less than $200 billion market cap for each of these. Can you give me your top AI-related plays with these criteria? Thanks.

Q: Good Morning

Anybody”Red Flags” with Topicus deferring their earnings release?

Thank you

Q: NVDA now compromises 9% of my total portfolio. What's the maximum weight YOU would be comfortable with? Alternatively, would you consider selling - say - 2% of NVDA and buying VRT? If yes, can you please compare potential risk/reward for both NVDA and VRT over the next two years on a scale of 1-10? Thank you.

Q: Could you comment on Meta's results and whether, with the jump in price, you would inititate a position here? Thanks.

Q: Can you please comment on the recent earnings, today's drop, and your views of it moving forward (buy, sell, hold). Thanks so much!

Q: Would investing in both Amazon and Shopify be too much overlap?

Thanks.

Q: Hi,
Kicking myself in the butt for not buying SMCI a few months back after humming and hawing about it. I guess because I have a large NVDA and GOOG position already so didn’t want too much AI exposure.

For some of these names that have run hard over the last 3-6 months, would you add or initiate new positions? I own NVDA, HPS.A and TVK and have nice gains but want to slightly add for long term. I’m reluctant now to buy these new daily highs in SMCI and VRT, afraid of a sharp pullback. How would you proceed? For all the stocks mentioned, what inning do you think we’re in for each? Still long runways? And I know it’s hard, but what would be good price targets to buy if they pulled back? Thanks!

Q: I'm hoping you can give your thoughts on these as well as rank these potential AI companies for a 5 year hold.

EPAM; GLOB; C3AI; PERI; UPST; PLTR; SNOW; CAN; VRT

Q: I have owned KXS for several years and although I am not unhappy with its performance it is rather volatile. DSG which is in a similar business seems to experience more price stability. I am ok with volatility and tend to hold equities for the long term. Using long-term growth prospects and current valuations as a guideline would you favor one over the other to any great extent? Taxes are not an issue so I could easily switch to DSG if the metrics suggest this is the better stock.

Appreciate your insight.

Paul F.

Q: Can you compare NVDA and SMCI on their valuation? Which one do you expect to do better in the short term and long term?

Q: Hi 5i,

I have held OTEX for many years as a 1.5% weighting and have a loss in a registered account. I am currently underweight tech and would like to slowly increase this sector. Based on the recent earnings and the division sale would you recommend adding, holding, or moving on with the position as a portfolio cleanup? If OTEX was sold would adding to a small position in CSU be a good move?

Q: Good morning, could this idea from morgan stanley be good for topicus?

https://www.morganstanley.com/ideas/thoughts-on-the-market-european-equities?subscribed=true&dis=em_2024131_wm_5ideasarticle&et_mid=555779&et_mkid=&sfmc_id=159521626

Q: Hi 5i
Shopify seems to be getting hit hard again today... any obvious reason that and should we should be concerned about this ...is this a buy opportunity in your opinion.
Thx

Q: QCOM Could you please comment on results and what kind of growth expectations you might see for the coming year.
Many thanks as always.

Q: Looks like SYZ might be waking up; volume and price both higher. I see no news... what do you think?

Q: I want to build a long term position in either LMN or CLS. Which do you recommend. I like LMN if they can duplicate their founders performance
RAK

Q: Thoughts on the quarter please?

Thx