Investment Q&A

Q: I have seen comparisons drawn between DFH, as an 'early stage' version of NVR. With its recent branching out, to now include title insurance and mortgage broker services... would you see a big runway for growth for this company in the long term?

Q: Can I have your general thoughts on ATKR? Also, more specifically can you comment on 2 things 1) debt and2) timing. I have been watching it and can imagine some tax loss selling impact the share price. However the turn yesterday was interesting and I am tempted to take a half position now in case interest outpaces any tax loss selling and maybe add to it in late December or early January. Does this seem like a reasonable course of action? Please and Thank-you.

Q: Can you suggest 3/4 software companies you feel would best benefit from AI? Thanks.

Q: I purchased VRT today before a big drop. It was a limit order. The stock is down by 5% approximately. Are there any reasons for such drop?

Q: Hello 5i
The last question on KD was six months ago at which time you suggested watching for continued improvements over the next few quarters. How does it look now?
Thank you
Dave

Q: A handful of months ago you were very luke warm about SOFI but it seems that has recently changed. What are your current thoughts on this stock's potential for high growth?

Q: Hello 5i
Could I have your assessment of Rocket Lab please?
Thank you
Dave

Q: Opinion on Synopsys. Synopsys is taking over Ansys. Am I better off holding Ansys shares instead if the deal goes through (or not)?

Q: Hello,
What are your thoughts on GPK currently. Seems to be going sideways. What would one think of switching to UFPT for upside potential.
Thx Luke

Q: Looking at my Communication names I am wondering if it isn't time to move on from PINS and ROKU as I try to streamline my portfolio. Currently down 55% on both names after 4 years.

Allocation aside, I am thinking of selling both and simply increasing my position in GOOG. Thoughts? High risk investor with a long investing horizon.

Thank you as always!

Q: I have been doing some research on the UCaas space. Ring (RNG) seems to have the best product but ZOOM has a better balance sheet. Or can Microsoft's teams eat both of their lunches (after all teams is free!) What is your opinion? I am leaning towards RNG. Should I be concerned with liquidity in 2026 when they have over $600 to be refinanced (or paid off)?

Q: Thoughts on this company now breaking out?

Q: Hello team,

Which one of these 3 would you average down if any:

PINS (down 48%)
BFLY (down 81%)
U (down 82%)

I would appreciate it if you could elaborate on your reasons.

Have a good week! :)

Q: If Trump pulls the plug on providing weapons to Ukraine, how will this impact the stock?

Q: In which order would you buy these for growth with a long timeframe

Q: Good morning. Saw a question regarding RTX on Friday and was wondering if you would recommend solely holding this or would you prefer an ETF holding this and LMT, NOC, GD?
Thanks
Steve

Q: What do you think about ALAB for 1 year then for longer term?
Thank you
Peter

Q: SMCI is starting to rebound. Thoughts on entering a position for a aggressive investor?

Q: Hi, great momentum but is it overpriced? Time to get in, or fish elsewhere? Any idea of expected growth over the next 3-5 years? Thanks.

Q: Good Day,

I, like many 5i folks, have enjoyed a sizable run up on NVDA. It is now the largest company in the world, north of 3.5T. Now that we are this size, is it safe to say that it is unlikely it will double within the 18-24 month 'safe window'? From here, a Double makes it approx 14-15% of the entire US Stock market (google says it's currently about 54T).

Now that many AI models are advancing/pushing focus to the next stages, inference, etc, and with MSFT working with AMD on a chip for such, and those chips also requiring HBM3 memory, would there be an argument for managin ones NVDA position down to a more normal size, IE not overly overweight, and picking up positions in AMD and MU, for example?

I know that NVDA is optimally positioned to capitalize, with excellent margins, market share, etc, but at this size, I feel like NVDA losing even 5% market share would be punished, even though it would still have the lions share. But if AMD took that 5%, that would be a significant increase for it and could precipitate it being the next T market cap with a bit of momentum.

What are your thoughts on this type of logic? Are their other companies you think have a better chance of doubling in the coming year or 2?

Thanks for everything,

James