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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: This stock has been a huge disappointment.Please can you explain why this is.And where does this company comes in with AI?How is there balance sheet ,insiders buying?
Does it have a chance to go on the AI bandwagon trend?
Are there any AI companies in Canada that have a chance to become a big success in this field?or you think its mostly hype?
Read Answer Asked by Josh on May 31, 2023
Q: Hi Peter, I was wondering what your thoughts are regarding CSU, TOI and LMN as it relates to Artificial Intelligence. What role do you think software will play in this revolution and do you think that part of the move in CSU, TOI and LMN has been a result of the AI positioning by investors in these software companies. Canada has a smaller tech space than the US. Are these companies in the early innings of this AI theme and do you see higher prices for all three. I
Read Answer Asked by Frank on May 31, 2023
Q: Yesterday CGI Group announced that they have partnered with Helsinki University Hospital to produce an AI solution for analyzing brain CT scans and detecting brain hemorrhages. They noted that the solution may be offered to hospitals around the world and that it may also be used to advance the development of other AI-based healthcare solutions in the future.

This seems like an interesting new field for CGI and I am wondering if you think it is of significance in their future growth.
Read Answer Asked by Dan on May 30, 2023
Q: Is AI a net headwind or tailwind for the software companies within CSU? Are their legacy companies particularly vulnerable to being displaced by AI?

Thanks.
Read Answer Asked by Joel on May 30, 2023
Q: Hi 5i,
I don't know much about these names but am thinking about investing in one or both, so a few questions to get me started and please deduct as you see fit.
You were asked this morning if SHOP's entry into the POS arena would affect LSPD, and I have the same question, but with respect to NVEI - will SHOP be competing with NVEI in that area?
I think tech may be getting ready for a turn around. Do you think that conclusion is justified by the facts on the ground so far as they are known and, if so, are either or both of SHOP and NVEI likely to benefit given their current prices or, put another way, are they at good entry points?
Does it make sense to own both, or better to take the $$ that would be split between them and go all in on one? If so, which one?
Thanks.
Peter
Read Answer Asked by Peter on May 30, 2023
Q: Is it too late to get into NVDA? Is it a FOMO trade now? Where would you put new money for growth (3-5 years) NVDA, SMCI, AMD or some other name? Please reply with a short reason and take as many credits as needed. Thanks in advance.
Read Answer Asked by K on May 30, 2023
Q: I hold UNITY and APPS , now less than 1% and at a substantial loss as part of a US $ registered account tilted to growth and, intentionally, heavy in tech. In addition to the above two, it has the following holdings, with % shown of TOTAL (U.S. & Cdn) portfolio, followed by % of profit/loss, Our Canadian portfolio is balanced and much larger.

META .75% (+21%) , TEAM 1.9% (0%), CRWD 2.7% (-20%),
QCOM 3.7% (+45%), MSFT 3.8%(+116%), GOOG 4.5%(+6%), and NVDA 8.8% (+200%).

I am looking at selling U and APPS and perhaps TEAM (?) , increasing META to about 1.5 and looking for something new. Maybe SMCI - but after the parabolic increase in the last month maybe that needs to be on a pullback. Anything about this that you would do differently., including alternatives to SMCI ?
Take as many question credits as needed - many thanks.

Read Answer Asked by Alexandra on May 30, 2023
Q: I have a small position in MDB and I'm uncertain to add to or just hold. After reviewing past answers I wonder if your views have changed. Are you more positive? Analyst reviews from Scotia McCloud are so so. To my eyes, the technicals look good - actually better than its peers. Does MDB have an advantage in the market? Would you prefer another company competitor with more torque? Thanks..........Lionel
Read Answer Asked by Lionel on May 29, 2023
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