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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: My research points to many experts believing that the semiconductor chips will be shifting from NVIDIAs current offerings to cheaper custom silicon, setting up many of the names like AVGO, MRVL, QCOM,AMD and ARM well. Out of these names, which ones would you own, based on price and growth potential.

Are any of these resonably priced at this time and can be bought immediately or shoud I wait for a pullback.

Lastly, seems like NVIDIA has sold part of its ARM ownership today. Is ARM still a name you like and at what price level does it become a resonable buy. Thanks!!
Read Answer Asked by Navdeep on February 19, 2025
Q: I took an initial position in Nebius in mid January with the thought of test-driving it for a few months before adding more. I’ve seen a tremendous rebound in Nebius since Deepseek shook the tech and energy supplier stocks. In fact, the rebound has been so strong I find I’m starting to struggle with FOMO impulses. Patience is one thing but seeing the stock perform for the very reasons I bought in is making me question a lengthier timeline to get to my intended full position.
My question is twofold: 1) Why is this stock performing so well given recent volatility in tech stocks?
2) If this was your money, would Nebius’ recent performance encourage you to accelerate your timeline to get to a full position?
I realize the simple answer is if one wants to get to a full position, then go for it. My thinking, however, is 5i members might find it instructive to hear how an experienced stock analyst would process this decision. Thanks so much for your advice!
Read Answer Asked by Warren on February 19, 2025
Q: On Peter's last visit to Market Call 2 of his picks were ROAD and CLBT.

ROAD has not done well and CLBT started out doing well but has pulled back to the start.

Both of their recent performances have concerned me, especially ROAD.

Can you update his opinion on these 2. Has the outlook he outlined on BNN changed and why the dramatic pullbacks on both of these equities?

Thanks


Sheldon
Read Answer Asked by Sheldon on February 19, 2025
Q: Hi,
Between these high growth names, which do you like best and how would you rank as best risk adjusted return to start a new position? Thanks!
Read Answer Asked by Keith on February 19, 2025
Q: I am looking to buy into the U.S. oil and gas services sector?? I have done very well owning Liberty but would like to pick up a couple more service stocks. I was looking at Halliburton/Baker Hugh’s? Do you have any thoughts on good O&G service companies in the U.S.? Thank you!
Read Answer Asked by Pat on February 19, 2025
Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.

Any other suggestions?

Thank you.
Read Answer Asked by Doug on February 19, 2025
Q: Please rank the following for a new growth position today: VRT, CLBT, SYM, AFRM, UPST, TRAK, FI, SNOW, TMDX, MSTR, CTLP
Read Answer Asked by Andrew on February 18, 2025
Q: Please rate the following stocks to purchase today for a long term hold.
Read Answer Asked by Ben on February 18, 2025
Q: Trane has fallen a bit from the peak what are your thoughts on growth outlook moving forward? I’m up about 100% should I be moving on.

What is the outlook for LSPD? I’m taking a loss on this one and have held on for a few years, is there a chance this will gain any growth or should I cut my losses

Thanks!!
Read Answer Asked by Mark on February 18, 2025
Q: Hi there

I own CVS as part of a diversified portfolio. I’ve held it through its latest funk of a year or more. Suddenly as the result of a somewhat promising earnings report yesterday it’s on a nice uptick.

It’s quite cheap with a nice dividend but some say that’s for a reason even though they seem to have assembled all the pieces for complete healthcare service offering (pharmacy, insurance, medical services tied to us heaithcare program).

Can you give me your thoughts going forward? Buy/Add? Hold? Sell?

Thank you !
Read Answer Asked by Robert on February 18, 2025