Investment Q&A

• Eli Lilly and Company (LLY)
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Q: I have been having a hard time pulling the trigger on Eli Lilly.

It has doubled in the last year.

I know that it is recommended, but it looks potentially overvalued.

Does there long term financials justify the current price?

Should I continue to wait for a pullback, that may never come;)

Upvote 2

Read Answer Asked by Colin on March 11, 2024

• Baxter International Inc. (BAX)
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Q: Please provide your view on Baxter and the significance of the spinout(or sale) of the kidney division. The stock has finally gained some traction after a tough few years. Do you like it as a position in a diversified USD account?

Upvote 1

Read Answer Asked by Robert on March 11, 2024

• MEDIFAST INC (MED)
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Q: Hi folks
Awhile back (FEB 21)you answered my question about a few of my losers. I meant Medifast not Medgold. And you mention ELY..who are they? So what would your answer be now???
Much thanks

Upvote 2

Read Answer Asked by El-ann on March 11, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: BAM and BN charts are almost the same and over 6 months there is only about a 1% difference in price appreciation, even though PE and dividend yield are very different. Any idea why this is happening and if/when it might change? Thanks

Upvote 7

Read Answer Asked by Martin on March 11, 2024

• NVIDIA Corporation (NVDA)
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• Super Micro Computer Inc. (SMCI)
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Q: Hi 5i
The options market seem to be very busy these days especially in the AI area. ..,,,How does this affect the share prices of these AI companies... If so can you give a coles notes explanation how this might work.

thx

Upvote 7

Read Answer Asked by jim on March 11, 2024

• Super Micro Computer Inc. (SMCI)
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• Vertiv Holdings LLC Class A (VRT)
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Q: How much of an overlap is there with SMCI and VRT? Would you prefer to own one over the other? If so which one?
Thanks

Upvote 10

Read Answer Asked by Marco on March 11, 2024

• Elastic N.V. (ESTC)
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• Lumine Group Inc. (LMN)
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Q: Hi,
Looking to switch nvei to one of the above. Which would you choose?

Thanks

Upvote 7

Read Answer Asked by sean on March 11, 2024

• Super Micro Computer Inc. (SMCI)
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Q: It will be added to the S&P500 Index on March 18th 2024. For funds and ETF that purchase stocks in the S&P500 do they have to wait until March 18th to buy or can they start now based on the upcoming addition? Also the daily volume for SMIC was ~11.5M on March 8th, what factors will that have when it is added will there be a need for more shares etc? Finally, the recent 5i US webinar there was mention of on-shoring of chip production into the US, will this be a tailwind for SMCI vs NVDA who does most of their manufacturing overseas?

Upvote 4

Read Answer Asked by Sal on March 11, 2024

Q: LEXX on Nasdaq, Lexaria Bioscience Corp, do you have any insight on this company and why it is trending higher of late? Thanks.

Upvote 1

Read Answer Asked by Christopher on March 09, 2024

• Broadcom Inc. (AVGO)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Advanced Micro Devices Inc. (AMD)
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Q: What would be in your opinion 2 or 3 names that could be giving NVDA some serious competition now and or in the near future?
Thank you!

Upvote 8

Read Answer Asked by Jacques on March 09, 2024

• Hewlett Packard Enterprise Company (HPE)
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Q: Is it too late to buy hpe following their news about entry into the ai server market? Looks like it has a low P/E ratio. Thanks.

Jason

Upvote 2

Read Answer Asked by Jason on March 08, 2024

• Global Payments Inc. (GPN)
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• FleetCor Technologies Inc. (FLT)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Shift4 Payments Inc. Class A (FOUR)
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• Nuvei Corporation (NVEI)
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• Fiserv Inc. (FI)
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Q: Could you formulate who are the direct competitors of Nuvei listed on North America stock market please?

Thanks

Upvote 5

Read Answer Asked by Daniel on March 08, 2024

• NVIDIA Corporation (NVDA)
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• Crocs Inc. (CROX)
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• Axon Enterprise Inc. (AXON)
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• CECO Environmental Corp. (CECO)
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• Churchill Downs Incorporated (CHDN)
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• Eagle Materials Inc (EXP)
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• Celsius Holdings Inc. (CELH)
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• Blue Bird Corporation (BLBD)
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Q: Thoughts on the dramatic reversal today in NVDA? Are these just the bots selling and then retail panicking causing more selling? Near term top? What are your general thoughts on the markets currently? Does tech need a cooling off period to reset? If you were trimming NVDA, what are some best ideas non tech or AI related to currently buy or add to? Long term investor and focused on keeping position sizing in line. Thanks!

Upvote 15

Read Answer Asked by Keith on March 08, 2024

• Costco Wholesale Corporation (COST)
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Q: Can I have your thoughts about Costco’s most recent quarterly results?

Upvote 8

Read Answer Asked by David Michael on March 08, 2024

• Accenture plc Class A (Ireland) (ACN)
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• Fortinet Inc. (FTNT)
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• Palo Alto Networks Inc. (PANW)
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• Zscaler Inc. (ZS)
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• FTI Consulting Inc. (FCN)
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• Booz Allen Hamilton Holding Corporation (BAH)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Digital Currency

With the long-rumored conversion of US currency to digital format, and presumably Canadian followup, what types of companies will most profit from these changes and what specific recommendations do you have? Are there any overall structural changes to handling a portfolio that you suggest?
Thanks for your ongoing great service.

Upvote 3

Read Answer Asked by David on March 08, 2024

• Zoetis Inc. Class A (ZTS)
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Q: Hello,

Would Zoetis be a stock that you would recommend and if yes what would you suggest for an entry price?

Upvote 2

Read Answer Asked by Josette on March 08, 2024

• Cardinal Health Inc. (CAH)
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• McKesson Corporation (MCK)
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Q: Hi - do you have a preference between these two drug distribution companies? If you would avoid both at this time, then that's fine too!

Upvote 3

Read Answer Asked by Doug on March 08, 2024

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Tesla Inc. (TSLA)
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Q: Having very little in technology in a pf and limited new funds are mag7 cdr’s a reasonable means of entering the sector?

If so what would be a reasonable buy point for each

Upvote 7

Read Answer Asked by Barrie on March 08, 2024

• Silicon Motion Technology Corporation (SIMO)
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Q: Any new thoughts on SIMO, buy, sell or hold?

Upvote 2

Read Answer Asked by Gregory on March 08, 2024

• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• The Trade Desk Inc. (TTD)
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• illumin Holdings Inc. (ILLM)
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Q: Hi 5i, and would welcome your review of the Quarterly results from illumin Holdings. Do you see any red flags or concerns with the recent performance and future business prospects conveyed? At a past point in time they had a large cash cushion that presumably provided a floor for the stock price, hence can you please comment on how they're using that cash recently. All things considered, do you see any rays of sunshine, and could you consider it a hold or a little better?

Upvote 3

Read Answer Asked by Michael on March 08, 2024