Investment Q&A

Q: What are your thoughts on their strong Q2 earnings? Would this be a good entry point? It may finally be ready to rally over the next quarter.

Q: Anything happening at Topicus to account for the new highs?

Thx

Q: What is your opinion of SOXX or SOXQ as a means of entering the semiconductor space at this point?

Thanks.

Debrah

Q: Hi 5i In a registered account
I've held TXF, TXF.B and HTA for quite a while, all at roughly the same cost base. In terms of total return HTA at 52% has outperformed TXF (10.3%) and TXF.B (38%) substantially, although I've got no real complaints about TXF.B's performance.
TXF and TXF.B have the same portfolio holdings, so I assume the vast difference in total return between them is solely due to hedging.
My questions;
Based on your view of the foreseeable future, do you think TXF.B will continue to substantially outperform TXF based on US vs. CDN currency differences? and
Would you endorse selling TXF and putting the proceeds 50/50 into HTA and TXF.B or in some other proportion? (TXF.B and HTA have quite different holdings so I was thinking that splitting TXF proceeds between them rather than all into HTA might be sensible ...).
Thanks - I look forward to your thoughts.
Peter

Q: I have been living under a rock during all this AI frenzy, is NVDA exploring and expanding for the post AI era, or are they “all in” with chips and AI?

Q: Am I correct that it appears SMCI wants to delay, but not redo, its 10K Filing? It appears a 10K Filing is required by the SEC and is far more detailed than an annual report. A delay in filing suggests there is weakness in Senior Management which is a definite negative. I don't believe in coincidences so I think it likely the Hindenburg report, posted 1 day before SMCI announced the filing delay, have sniffed out something. According to SMCI there is a problem with "the design and operating effectiveness of its internal controls over financial reporting". A pretty general statement if ever I saw one! If they have been evading sanctions that could spell serious trouble. SMCI has a reputation in Silicone Valley as a "sweat shop" according to my son-in-law who once worked for them. Anyways I'm lightening my long position on the up days as I just don't want to sell into panics. Any comments you might have would be appreciated.
Regards,
Jim

Q: Results looked good, why the huge drop in share price?

Q: Could you review ESTC earnings and call? And if your feelings about the company remain strong.

Thx, M

Q: Good Morning
Setting aside the results, clearly they were good, but just focusing on market expectations and future returns, would you initiate a position in NVIDIA today? What other themes for AI would you look at going forward?
Thank you

Q: On 29 Aug 2024 you replied to a question about a 10:1 stock split of Super Micro Computers. You also seem to have been discussion nvdia but it is not clear which comments are for which stock. Thanks

Q: Do you have any updated thoughts about this company? They seem to be doing the right things and have good sponsorship by key partners such as Walmart and SoftBank but under followed...thanks!

Q: how long before DDOG is profitable who their major competitor and what degree of insider ownership

Q: Good morning,

Can I please get your thoughts regarding the likelihood of a strong bounce for SMCI after the dust settles from the Hindenburg report and delayed filing brouhaha? Is it likely that they still go ahead with the 10:1 planned stock split? Thanks. Brad

Q: Thanks for this fantastic service!

I expect that you 100s of questions regarding NVDA's results, but I will ask anyway.

What is your interpretation of the results and looking ahead as an investor?

Danny-boy

Q: If you'd bought NVDA before the split and held it since in a TFSA, would you continue to hold through earnings, or opt for certainty over risk and sell today? Hypothetically, of course!
Thanks for all your great advice!

Q: Hello 5i
Can you please tell me what you can about Swiss company On Holdings? The last question was almost a year and a half ago.
Thank you
Dave

Q: Can you provide a review of the short report on SMCI? Thank-you.

Q: whats up with earnings catalyst details on any numbers thanks

Q: In the past few months we have purchased a 3% position in LMN at a cost of 33.73 per share. We are currently content to hold these shares indefinitely. Currently LMN's parent (CSU) has about 20 million shares outstanding while LMN has about 250 million shares. As a sometime sceptic, I wonder if the creation of LMN (and TOP) by CSU is a tool for CSU to raise capital? Appreciate any comments you may have on this. Much thanks.
Cyril

Q: Thanks, 5i for your efforts that have meaningfully helped me to a more secure retirement which I am enjoying now. I do have a question: please can you compare and contrast PLTR and KXS going forward?

Henry