Investment Q&A

Q: Who are competitors to SMCI, and which one would benefit most in long term from the tanking of SMCI so I can initiate a position today? Thank you.

Q: Is Peter and team still bullish on NVDA not withstanding Super Micro's issues?

Q: A year ago I asked for your assessment of the prospects of Fiserv. A year later it is up substantially. Given its share price gains and recent earnings release I would appreciate an update on your assessment of the company over 3-5 years. I would also like your opinion on this stock being a buy, hold, or time to take some profit off the table?

Thanks very much.

Dave

Q: My tech holdings consist of CSU, KSX, TOI, QQQ, XIT, & TEC. What other equites would you advise looking at so I am covered in all things tech related including AI, Cyber and Semi-conductors? My preference in this order is 1} ETF 2 } Mutual fund 3} Individual stocks.

Thank you

Paul

Q: Hi 5i
What is 5i opinion on DELL, would 5I be interested at the current SP and where do you see it going from here and also into earnings....
Currently share holder at $148, would 5i continue to hold on with an eye to the future or exit....

Have they been been affected by SMCI affair...

Thx

Q: I'm considering a new position in MU and/or VRT. The latter has run up, the former hasn't recovered from the tech reversal. Would you favour either one for a new position, or if there is enough funds, would you try to own both? Thanks.

Q: Hi, With the stock's magnificent rally of 25%, Today, after the blow out results, would you consider trimming and rebalancing the SHOP weight in the Balanced Portfolio ( Should be 8.5%, I believe, now from 5.96%, Oct end ) ? Or, you would be comfortable with it and let it run ?

Thank You

Q: Good day guys .
Yet another question about this name .. I know u like names with strong momentum and certainly this is the case here at the present time .. do u expect this price action to carry on here and do u believe the stock price will fall back to the low thirties when I bought or will it continue to chug along higher with some volatility on occasion .
Thx
Mark

Q: Nvidia has grown to be just over 10% of my portfolio. That is getting a little high for me, I am thinking to bring it down to around 8%. Not sure whether to sell some prior to the earnings report or wait until after. Any thoughts?

Q: Please give initial comments on Shopify's quarter; thanks

Q: Thoughts on buying MU today looking ahead to expected 2025 revenue and EPS growth? Thank you

Q: Could you give me your take on Doximity earnings please?

Q: Hello Peter,
CSU's results did not beat estimates , yet stock is up. If other companies had similar results, the response in the market may not be that great. Is it due to constellation's history of being a good capital allocator? I saw this article on yahoo, link provided with an extract ,

"Toronto-based Constellation reported third-quarter financial results after the closing bell on Friday, booking a higher profit on an annualized basis, topping analyst expectations. Revenue for the three months ended Sept. 30 fell shy of estimates, while rising nearly 20 per cent year-over-year to US$2.5 billion."

https://ca.finance.yahoo.com/news/dubbed-canadas-berkshire-hathaway-constellation-softwares-stock-seen-hitting-new-all-time-high-162056191.html

Question,

Could you explain the higher profit that exceeded the estimates in the above extract? Thanks very much

Q: Hi 5i,
I really like your creation of DOCCKS through amalgamating those 6 Canadian names, and the comparative 5 yr history you've put together of some salient numbers.
I think it might be helpful to also see where the money comes from, and wonder if you would also be able to break down the geographical origin (percentagewise) of each company's revenue and, further, compare those results to the net profit, FCF etc resulting from each geographical source of revenue?
Thanks 5i,
Peter

Q: What would be your favourite 3 Canadian tech stocks that have consistent growth potential.

Thanks Tom

Q: The shares of CHKP had a significant drop recently. Was there anything in the last quarterly report that spooked investors? Does the current price offer a buying opportunity?
Many thanks for your thoughts.
Ian

Q: Please comment on the latest quarterly results. Buy, Hold, Sell?

Q: CLS has had a strong run since their latest results. At today's price would you consider it a buy, hold or sell and what is your reasoning for the rating? Thanks so much!

Q: Hi, Could you please comment on CSu earnings. Thank you

Q: Hi 5I,
If lspd is able to take itself private at what price would you expect a deal to be successful?
What is the Capital Analyst day? I read that this event was postponed. Do you know if is this correct and if it is correct what would you expect the reason would be?
thx