Investment Q&A

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

Q: Any company specific reason for the recent strong stock performance? How were their most recent quarterly results? Do you still view this name as a long term winner?

Q: Hi Peter, chart is steady from the lower left to the upper right and it's a home USA industrial; keep holding ? Thank you.

Q: The Trade Desk Announces Ventura, a Revolutionary Streaming TV Operating System. What is your opinion of this move ? Do ypu think it can become a major part of future income ?

Q: What would a good entry price be?

Q: 1) My 20 ry old son wants to invest his money and seems to have high risk tolerance.. I'm generally more confident in the US mkt rather than the CDN. Is he better off...
a) transferring his CN money into US and taking the 24% hit and selling in 10 years the exchange rate might be...?
b) buying US stocks in their CDN version which is usually hedged?
c) or buying a US stock in a CDN acct and losing the exchange fee when buying and selling?

2) Can you pick 6 stocks that you think should do well for the next 5 years?

Q: I have had this stock for a long time. I'm tring to clean up some underperforming stocks in my portfolio. In your opinion is this stock worth holding?
Thank you