Investment Q&A

Q: With the down day and negative news on Friday for BKNG, I’ve been thinking of selling and buying into SYK. Bookings has had a good run but if travel is measurably slowing it may make sense to migrate into a company that has a more positive outlook. Thoughts??

Q: Opinions on these two companies. Looks like Intel created a foundry division in which Cadence will be assisting Intel with designing and producing new chips. From my reading Microsoft is also involved and wondering if this may be a strategy to decrease reliance on Taiwan semiconductor and increase "home grown" chip manufacturing.
Do you think Intel can find some momentum from the AI surge and this strategy?
Is Cadence a viable way to get involved in the "back door" of the AI surge? Do you have other preferences that provide the same services?
Thank you.

Q: I do wonder if you could comment on the recent news releases in regard to Cadance and Intel foundry systems. I just started researching this and am going to admit a lot of this is over my head and comprehension. From my initial readings it looks like Microsoft has joined in on this as well, so looks like Intel, Cadence and Microsoft are in an initiative in the AI space. Is there a possibility that Intel may get some legs in this AI surge as well? The share price of this stock has certainly not soared like others in this sector. Wondering if the Microsoft relationship will have some impact on the future performance of Intel?
Could this be a way for Microsoft to lessen it's dependence on NVDA?

Q: Thank you for the great webinar on Tuesday. I found it very interesting with some interesting picks.
One of those ideas as NXT. The main question I had was why is NXT has been increasing in share price despite just about every other solar company I can think of (CSIQ, ENPH, FSLR, SEDG) in the toilet. What makes it different? Why is NXT moving in the opposite direction in comparison to the rest of the sector?

Q: Please comment on AXON's earnings report.
Thank you.

Q: May I get your thoughts on this company? Thanks.

Q: "History doesn’t repeat itself but it often rhymes". Does the AI/tech surge remind Peter of anything in the markets before in history? If so, how does it all end?

Q: Morning, thoughts on the WDAY quarter and how you feel about the potential for this company.

(Also, when does LMN report?)

thanks, M

Q: Your thoughts please about the merger with Discover and their competitiveness versus the dominance of Mastercard and Visa

Q: The Fed bailout ends March 11. Is it a big nothing burger, or something to pay attention to for equity owners? If so, what is the potential risk?

Q: Why it keeps going down?

Thanks,
Milan

Q: Is the FOXF growth story broken or just terrible macro right now? Are they losing share to a competitor? They have had a bumpy ride with the earning shocks and wondering if they can still kick it back into high gear. Or if earnings will continue to deflate.

Q: What’s the best strategy to purchase Vrt? It doesn’t seem to be pulling back much?

Q: I have been interested in this company for quite a while.

You seem positive on it but one of your answers suggested that it may be a bit expensive.

Is it a good point to buy? Also, what metrics in the company profile would most help me to determine if a company is reasonably priced?

Q: Can I please get your comments on Shift4 Payments latest results? Thanks

Q: Thanks to Peter, Ryan and the 5i Team, my portfolio has recovered from the Tech Wreck of 2022. Much of this is due to my holdings in Nvidia and SMCI. I have been trimming some along the way up, but Nvidia is now over 12% and SMCI is over 6% of my portfolio. This time around, I'd like to hold on to my gains (unlike in 2022).

My questions are: What "sleep at night" ETF or stock might you suggest to put some of my profits into (sector doesn't matter)? Also, what percentage of your holdings would you be comfortable with SMCI going to?

My pension covers my living expenses, so I am able to take a little more risk.

Thanks,

Brad

Q: CSCO reported miserable earnings on February 15 and guidance was also poor. I understand the company will also raise more debt. I am not clear on the company’s reasoning for yet more debt. CSCO was added to AAII’s “stock super stars” list in February 2016 under its “good values” strategy. I was thinking of selling CSCO last year but held off when I saw the business was added to Morgan Stanley’s global dividend portfolio in June 2023. I continued to on to CSCO, especially as hardly any of my other holdings pay dividends. Given CSCO’s latest report and guidance, is it worth holding on to CSCO for investors whose folio is all US, and who are getting concerned that their folio generates little dividend.

If its worth holding on to CSCO, please comment on the company’s business model, the strength or not of its suite of security products. Please also comment on CSCO’s PEG ratio, its debt to equity in addition to its competitive position and moat referenced above. Many thanks.

Q: If you had to put a value on SMCI today based on it's fundamentals and earnings potential what price range would you put on it?

Thanks in advance.
David

Q: Thoughts on the quarter and commentary ? We already have a big position. Is there any good reason you would'nt add more ? Thank you.

Q: Any concerns with the Booking Holdings results? Possible regulatory issues in Spain.