Q: Are you still very positive on Google after earnings? Big tech getting negative press with some calling to boycott due to connection to ICE. Do you think this can have any effect on Google? Thank you!
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi 5I.
Samsung has announced that they will start large-scale production of the next generation of high-bandwidth memory chips as soon as this month which seems to be a significant threat to MU who's recent success lies in the production of HBM chips. I was about to take a position in MU and this news has dampened my decision. Your thoughts and guidance please.
Carl
Samsung has announced that they will start large-scale production of the next generation of high-bandwidth memory chips as soon as this month which seems to be a significant threat to MU who's recent success lies in the production of HBM chips. I was about to take a position in MU and this news has dampened my decision. Your thoughts and guidance please.
Carl
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EnerSys (ENS $177.35)
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Kratos Defense & Security Solutions Inc. (KTOS $67.31)
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Rocket Lab Corporation (RKLB $67.73)
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Karman Holdings Inc. (KRMN $85.83)
Q: Hi 5 I
I’m rebalancing nvda, and thinking of purchasing defence which I don’t have. What would be first and second choice of ktos, krmn, rklb.
Also would ens system be a good buy right now, and if so where would it fit in with the above defence. Thanks very much for all your good advice.
I’m rebalancing nvda, and thinking of purchasing defence which I don’t have. What would be first and second choice of ktos, krmn, rklb.
Also would ens system be a good buy right now, and if so where would it fit in with the above defence. Thanks very much for all your good advice.
Q: Please review the earnings. Is this a buy for future growth? What would be a good entry point?
Q: Hello Peter & Team,
Is there any reason in particular MSFT is down (almost 20%) in the past 3 months? At what price would you say MSFT is attractive to re-buy shares?
Thanks for all you do
gm
Is there any reason in particular MSFT is down (almost 20%) in the past 3 months? At what price would you say MSFT is attractive to re-buy shares?
Thanks for all you do
gm
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The Trade Desk Inc. (TTD $22.05)
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Dropbox Inc (DBX $23.40)
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DocuSign Inc. (DOCU $48.37)
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Elastic N.V. (ESTC $50.67)
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Asana Inc. Class A (ASAN $6.37)
Q: What are your thoughts on the software industry sell-off being an M&A catalyst? Any ideas on target companies being taken out?
Q: Any insights on this company? I've heard this is about to blow up with Grand Theft Auto 6 ...thoughts?
Q: Peter; Would you switch from AMZN to NVDA today? Thanks.
Rod
Rod
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Amazon.com Inc. (AMZN $209.77)
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Alphabet Inc. (GOOG $294.46)
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Micron Technology Inc. (MU $366.24)
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NVIDIA Corporation (NVDA $177.39)
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Teradyne Inc. (TER $309.61)
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Nebius Group N.V. (NBIS $108.82)
Q: hi, with the recent downturn in tech, software, crypto, can I get your top 5 CDN and top 5 US stocks for purchase now ( in the tech, software or crypto space only ).
cheers, Chris
cheers, Chris
Q: Peter & Team, thanks for your calm in this stormy market. With Amzn, Goog, Msft etc indicating >$500B in Capex spend, who are the beneficiaries ? The chips are obvious but who else ? Are the copper companies part of the list ? What are the best names based upon valuation here ? Thank you.
Q: I have a recent purchase of AVGO:CDN stocks and am up 71%. I check my CIBC account for this stock and it shows a drop off the cliff price chart which I don't understand. I can't find any explanation for this. I see the dividend is very low and thought it was much higher when I bought the stocks. Can you shed any light on this?
Thanks
Thanks
Q: how much of a connection to crypto does nebius have ?
Q: Hello,
I am at a loss with this stock. Do you think i should sell it or is it a hold ?
Thanks !
Nancy
I am at a loss with this stock. Do you think i should sell it or is it a hold ?
Thanks !
Nancy
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Coinbase Global Inc (COIN $171.46)
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ISHARES BITCOIN TR (IBIT $37.97)
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Nebius Group N.V. (NBIS $108.82)
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iShares Ethereum Trust ETF (ETHA $15.63)
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CoreWeave Inc. (CRWV $82.24)
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BitMine Immersion Technologies Inc. (BMNR $19.45)
Q: Hi, my question is; if one is to by today in the crypto space knowing all are volatile but looking for maximum return during this cycle with a long term hold. best opportunity to least
Thanks Dave
Thanks Dave
Q: Hello
Please list each in order of preference. At today's price what would be your top 3 Canadian stocks to buy in each small cap, mid cap and large cap for a 3 year hold. Also your top 3 Canadian ETF'S and top 3 US stocks for a buy today. Last but not least what is your top 3 sectors going forward.
Thanks a million
Please list each in order of preference. At today's price what would be your top 3 Canadian stocks to buy in each small cap, mid cap and large cap for a 3 year hold. Also your top 3 Canadian ETF'S and top 3 US stocks for a buy today. Last but not least what is your top 3 sectors going forward.
Thanks a million
Q: What do you think about the results. Would you be a buyer for next 3-5 years? How does it compare to NBIS?
Q: With IREN being down almost 30% over the past 5 days do you see a buying opportunity here? Are there other similar names that you'd prefer to buy on this dip?
Q: Hi 5i,
Could you provide your opinion on the impact if any, of AI on cybersecurity software/companies. They can certainly use AI to their benefit, but can AI provide the same level of protection long term?
Could you provide your opinion on the impact if any, of AI on cybersecurity software/companies. They can certainly use AI to their benefit, but can AI provide the same level of protection long term?
Q: Good afternoon,
I'm curious about your latest view on AXON. The recent price declines are quite significant. Is this a buying opportunity or a sign of more trouble in the near term? I'm considering selling a put or buying shares and wondering which of these 5i would consider at this point? If you'd consider selling a put, what would be your price target and timeframe?
Thanks as always for the wonderful service you provide to this investing community,
Lisa
I'm curious about your latest view on AXON. The recent price declines are quite significant. Is this a buying opportunity or a sign of more trouble in the near term? I'm considering selling a put or buying shares and wondering which of these 5i would consider at this point? If you'd consider selling a put, what would be your price target and timeframe?
Thanks as always for the wonderful service you provide to this investing community,
Lisa
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Tesla CDR (CAD Hedged) (TSLA $31.55)
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Robinhood CDR (CAD Hedged) (HOOD $11.39)
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Broadcom CDR (CAD Hedged) (AVGO)
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CrowdStrike CDR (CAD Hedged) (CRWD $31.27)
Q: Looking to purchase two of these CDR's. what order would you place them in, for pure upside from these levels
Thanks Dave
Thanks Dave