Investment Q&A

Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.

Q: The FTC today warned visa and three others about denying customer access to financial services due t political or religious reasons. Is this why visa dropped 10.5 dollars so far today? If not, why is the stock doing so poorly? Is this FTC warning a real concern for Visa?

Q: Is Firefly a buy after an ongoing investigation into it as the price has dropped considerably.

Q: I watched an informative youtube on the war in Iran . So the war is a long ways from being over and from what I heard has made aircraft carriers obsolete. New warfare is drones ,missiles and satellites . What companies large or small is one to look at .I know about Raytheon and Lockheed but what other ones would you put first.

Q: Hi, I would appreciate if you can share your insight about ADP. Do you consider it a buy, Hold, or Sell and Why?

Q: Been awhile since anyone has asked for your thoughts on this (picks and shovels?) technology company. Steady stock price increase over the past five years or so. Doesn't seem to be doing much organic growth. Any interest?

Q: hi
assuming further downside in the markets, and potential longer term effects on global economy from most recent unprovoked Israel/USA attacks on Iran/Middle East, can I get your response for these 8 equities. please provide a buy/sell/hold recommendation, and a price to BUY for each. if your price to BUY is today's price, can you add another BUY price target that is lower than todays price, that considers the chart and fundamentals.
cheers, Chris

Q: What do you make of VCX rocket-like rise? Too late to jump in?

I'm down on Broadcom, not by a lot but it has been stuck there for months. I'm thinking of selling and use proceeds for better plays. Your thoughts?

Thanks!

Q: Hello 5i Team,
I'm looking for 2 or 3 US high yield ETF's; which do you recommend?
Thanks,
Brent

Q: Some commentators have said that the recent court decision against Meta is equivalent to the decisions against tobacco companies a few decades ago. Your thoughts on potential ramifications of recent decisions in California and New Mexico, please.

Q: In a recent article that I read, the focus was on filtering “companies with expected ROE expansion driven by improving margins and total asset turnover, not financial engineering.”

Among those at the top of his list, the one that interested me was MDT.

- Do you agree that MDT should see favourable ROE going forward?

- Any concerns about valuation or competition?

- Would you agree that the requirement for MDT's devices would be more resilient during recessionary times compared to other types of surgeries?

Q: Do you have any comments on this AI travel company that recently beat earnings, and was mentioned on BNN today. Also brokerages apparently have buy recommendations.
It is also down from its high.
Thank you

Steve

Q: Greetings 5i, which one you you buy today, Micron or Intuit, and why the one over the other? Thank you.

Q: HEy 5i, I’m tired of looking at Comcast in my portfolio (down 37%) and looking to swap it out with Blackstone which I believe has a better future. I believe this is an upgrade even though it’s in a different sector. What do you folks think.

Q: Is Palantir a good trading proxy for this "Trump Excursion" as it does have a lot of contracts with the US defence dept?

It is trading at the lower end of its range.

Thnx
Dave

Q: I am up over 800% NVDA which is starting to make up a substantial part of my portfolio. I am 5 years from retirement. would you let it ride? How much more is left in the tank here for NVDA?

OR would you sell off a portion of profits here and if so which solid dividend paying US stocks (hold and forget) would you purchase with the proceeds (maybe name 2 or 3).

Thank you !

Q: Please polish the 5i crystal ball and suggest a reasonable entry point for NBIS. Thanks!

Q: I am wondering about your thoughts on AMD. It’s P/E ratio is 83, and there is a big gap on the chart last October in the $160-200 range. I have held it for a long time and I’m happy with the overall gain, but I am surprised at the volatility. I have a half position in it, which was originally a quarter position. So I can’t say as I’m unhappy with it, but I have never had the conviction to go to a full position. Based on a long term objective, can I have your thoughts on whether I should move on, hold, or go to a full position?

Q: Not a question but a comment:

• Jevons Paradox: Historically, making a resource more efficient actually increases total demand. If AI inference becomes 8x cheaper and faster, companies will deploy it in 10x more places, ultimately requiring more total memory. 
• Inference vs. Training: TurboQuant primarily affects the inference phase (running the model). It doesn't reduce the massive amount of memory needed for the training phase, where Micron's HBM3E/HBM4 is most critical.

Most analysts (including those at Morgan Stanley and Wells Fargo) view this as a healthy evolution. It solves a bottleneck that was making AI too expensive to scale. By making AI cheaper to run, Google is actually ensuring the "AI Supercycle" lasts longer, even if it removes some of the "scarcity premium" from memory prices

Q: How do you interpret MU's buy back of senior notes. Comparing with shares buy back, is it more like management's confidence in futur earning or boosting value of shareholders. Does the negative market reaction means that traders are looking elsewhere for quick gains in a volatile market?