Investment Q&A

Q: Good Morning,

Do you fell that SMCI is in a consolidation phase after it's rapid run-up, or has the shine rubbed off for a much longer time frame. It's now down over 25% from peak.

Thanks.

Brad

Q: I am hearing good things about Cruise Ships. People don't want to pay High Air fares and High Hotel prices so are moving towards taking a Cruise . What companies do you recommend RAK

Q: Hello 5i,

Could you please share your thoughts regarding the TSLA robotaxies announcement.

Also do you think there are downsides in owning TSLA via the CDR as opposed to the US stock directly? Is $16 CAD a good entry point for the TSLA CDR?

Thank you

Q: What are top 5 AI stocks you recommend please?

Q: Could you please give your opinion on BELFB as company that could benefit in this sector similar to Hammond or are other companies that you prefer such as SPXC, EME, WCC, .Thanks so very much for you expertise.

Q: I mean this looks far more serious than just the stock going lower for no apparent reason. Seems to me there's trouble in the henhouse. Should we be concerned?

"Mar. 10, 2023, The Capitol Forum reported that prior to Feb. 2023 InMode had not been submitting mandatory reports to the FDA regarding injuries and malfunctions stemming from the use of its devices. The report also observed "a search of personal injury lawsuits filed against InMode over the last several years indicates the company has been aware of dozens more alleged serious injuries that it never reported to the FDA."
Then, on Oct. 12, 2024 The Capitol Forum published another investigative report finding that "far from charging full price for its products, InMode heavily discounts almost every device it sells and expects sales representatives to discount devices anywhere from 16% and 40% off the 'list price[]'" and "[a]ccording to one former salesperson at InMode 'the price is basically whatever the customer can get financing for.'"
These events sent the price of InMode shares sharply lower."

Q: Could CLS get a premium valuation similar to VRT and SCMI based on its forward earninggs and AI involvement?

Thx

Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!

Q: Further to Peter's column in the Financial Post [always good, plain ,common sense advice] I'm wondering what US companies in the health care sector might be considered?
Thanks

Q: Everyone, my average cost of AAPL is $22.50. There has this recent noise in the market about AAPL. What would make you not sleep at night and what is the probability of that event happening. I have no interest in selling any of my shares. Clayton

Q: You made the following comment in answer to Stephen R. April 5th: "On the other hand, BKNG tracks pretty closely with the health of consumer spending as its revenue source is directly related to travel spending, which is expected to experience a slowdown in the near term."
Could you please expand a bit on the theme of travel expected to experience a slowdown in the near term. Could you include your reason/sources for saying this and your definition of "near term" . As always, thank you.

Q: As a follow-up to my question last week about this company and based on the news this morning, has the answer changed in terms of it being fine to sell now versus still holding for a little while?

Q: QTUM NYSE Arca/US Defiance Quantum ETF.

What's your opinion on this ETF? Has a high MER.

Would you recommend something better?

Thank you.

Q: Good morning

If a person was to choose only one company which do you believe would be the best for a long term investment?
Thks
Marcel

Q: Do you think now would be a good entry point for a new position. If not what price would you suggest?

Q: I know you rate AMD highly for growth potential. There is some speculation that it could double from here in the next two years. Is this at all reasonable and what do you see as downside risks? Thanks Jim

Q: Does not look cheap, but performance looks good. What do you think of this company for a buy now and its future growth?
Thanks Again

Q: MU vs NVDA

Which is the better buy today, why and what would be a good buy point?

Thanks

Q: I have enjoyed the ride with KNSL but it seems to have taken big hit in the past week. Can you comment on what, if anything has transpired to trigger the sell off as well as whether it's a buying opportunity, a hold or if something has changed that might make it a sell? Please explain the rational behind your view. Thanks!!

Q: JPM share price has outperformed BAC by a wide margin over the past 5 years. And especially over the past two years. Do you know what would account for the divergence?

Thanks.