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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: I am really surprised with your answer to Steven on March 3 about Berkshire, especially "In other words, we wouldn't necessarily want to give BRK a weighting that is materially higher than the typical stock in a portfolio." Shouldn't BRK be treated similarly to an ETF with 40+ quality holding plus private equity? You recommend S&P500 ETF as an alternative... well, there are a lot of investors who want their portfolio to be properly balanced and don't want to hold 33% in technology stocks. BRK-B is much better balanced and stable than S&P500. It also delivered better returns over the past year and 5 years despite the technology boom. Some of us still remember dot com bust of 2001...
Read Answer Asked by Ken on March 03, 2025
Q: Hello 5i Team,

What are your thoughts on Arista networks from here? AI demand is still strong and all those GPU's have to be networked. NVDA networking division was actually flat (did not grow) so you would assume there is other networking equipment being used.

If you like it would you accumulate at these prices or lower?
Read Answer Asked by James on February 28, 2025
Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you
Read Answer Asked by Neil on February 27, 2025
Q: I apologize in advance for this question because I'm sure it has been asked before. I wish to purchase either GOOG or GOOGL in my USD, NonReg account. I plan to hold for a long time. Which one is likely to have the best total return or does it make any difference. Please help explain. Many thanks.
Read Answer Asked by Ian on February 27, 2025
Q: XPEL released earnings this morning and the market does not like it. Mostly bad news in there and more head winds and issues they are dealing with. Its starting to seem like more bad quarters than good with XPEL and it'll be in the dog house for a while. But looking for your unbiased opinion, is it still a hold or start looking for the exit? Thx
Read Answer Asked by Adam on February 27, 2025
Q: Blackwell Weighing On Margins

Chief Financial Officer Colette Kress said Nvidia's adjusted gross margin is expected to be 71% in the current quarter. And it will be in the "low 70s" as Nvidia ramps Blackwell production.

"We expect a significant ramp of Blackwell in the first quarter," she said.

Nvidia's gross margins should return to the mid-70s later in the current fiscal year, she said.

In your professional opinion, how likely is this return to mid 70s margins?
Thanks very much
Read Answer Asked by joseph on February 27, 2025
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