Investment Q&A

Q: Everyone, my tech portfolio is as follows: AAPL, AMZN, CSU, MSFT and NVDA. Is VRT a company to buy and hold forever or a stock buy for a few years and reassess. I.E. is its moat (people, technology, business plan, etc) wide enough to keep ahead of its followers Clayton

Q: I have a few questions re the upcoming Tesla Shareholder vote in June.
1. Do you have any thoughts re how the markets may react if Elon Mush does not get what he wants re his compensation package (in the short and long terms). My thoughts are that the price may drop quite a bit (in the short term) if he does not get what he wants; however, long term I feel that Tesla still has great potential. The reason I am confused with my (short term) logic is that if Elon does not get what he wants, it is the result of shareholders voting against it (so why would the price drop if that is what shareholders want – unless it could cause a sell off for those that wanted the package)?
2. If we feel that the price of shares will drop and wanted to insure our investment, I know that we can buy ”puts”; however, in one of your postings you mentioned that this was an expensive way to do so and that you were going to write something up. I am wondering if you could provide me the link (assuming you’ve had the time to do the writeup). If no writeup, can you provide a few words.

Thanks.

Q: AI requires greater electrical power to operate. Which utility companies are positioned to benefit from this boom in Canada and in US? Could you please provide a list? Thank you!

Q: Good morning,

Can we please get your take on Intuit's earnings, and why the large share price drop considering their beat and raise? Is there a risk that the IRS is creating their own tax return software that will kibosh TurboTax? Still a hold, sell or a buying opportunity?

Thanks.

Brad

Q: A couple of unrelated laggards...

Is ESTC a show me stock or would you be comfortable with a starter position as of today?

I own NXT but looking to add another position. Do you like SHLS? It is cheap if this solar move has legs. FSLR has moved far and fast. Would you buy into this or pick an alternative at this point?

thx, Mark

Q: Looking at BBY as a play on a pandemic-era refresh cycle on computers as well as the belief that recently announced AI-powered computers from Dell, Microsoft, and others accelerate this cycle. Expect AI integrations on other electronic devices as well, + juicy divvy to cushion through the turbulence as we wait. Thoughts?

Q: Your thoughts on LULU? They’ve performed very well for so long, but fashion trends don’t last forever. Do you see this year’s decline as an opportunity to start a new position?

Q: Hi,

Which sector you think is worth taking a position in at this point in time as a non correlated asset, IF and WHEN a correction takes place. Not about market timing for I know you don't believe in it! But more as part of portfolio tune up.

Gold/Metals/Utilities/Pvt equities/any other sector that interests you?

Q: Me thinks that spaceship that fearless leader Blaarg is piloting is actually an elaborate can of worms. In 10 years time, according to some environmentalists, we earthlings may be drowning in our own carbon-laced pollution, unless a better solution to or energy needs can be met. As a pessimistic Albertan, I suspect most of us will still be driving evil combustion engines in 2034; however, I am hopeful that there are some game changers in the energy horizon - maybe not Canadian - that may save the planet. Do you have any suggestions we can put on our watchlist? I'm waiting for 5i to beam me up !

Q: Follow up question regarding CDR NVDA.

(Answer: NVDA shares represented in its CDRs so they are not split in the same way. )

Currently it shows 0.06903387shares on CIBC website for each NVDA share. Is that means this will go up by 10.(0.06903387 * 10) if they don’t split CDR shares.

Thanks for your great service and support

Q: Hi, AXON has now broken down 20/50/100 day support levels and continues to drift lower, after the recent results (supposedly strong). After 9 straight days of losses and despite yesterday's tick up, it continues to march down. You had cited investors' concerns ( Taser deaths etc ) and profit taking to be the main factors for this large drawdown. Investors' skepticism could also be the high valuation of the stock (10/11X Sales), which is not supported by the growth, as forecasted by the management, in the recent commentary.

Does this stock deserve such high valuation ?

In any case, stock price is what market perceives, at least, in the near term.

Analysts have generally been supportive of the Co but, by nature, by nature, they are most of the times. behind the curve and try to follow the stock price.

I think, if the next quarter is not a blow out quarter with some extraordinary numbers, analysts will start slashing their price targets, in blink of an eye.

It's a Co, highly liked by 5i and certainly you would be keeping a tab on what is going on.

Should we be concerned about the persistent weakness in the stock and move the capital elsewhere ?

Thank You

Q: Hello Peter, Ryan, and the Fab 5i Team:

If investing $5K USD today for a three year hold in a TFSA, in which order might you add to these holdings:

ESTC, VRT, NXT, BKNG, TMDX, ASPN.

Thanks very much for your excellent service!

Brad

Q: I am underwhelmed with my health sector holdings - ABBV and IHI - both of which have been recently underperforming the market. I have held each for several years in a cash account and they are up 20% and 50%, respectively. I would appreciate your go forward recommendation on both, balancing future prospects, tax consequences and alternative (i.e. faster growing) investments in this sector. Hold or sell? And if sell, replace with what? Thank you.

Q: Your thoughts on the future of this company. Is it a buy, hold or sell?

Q: Could you make sense of the quarterly earnings. The street liked the results in the post market last night and then after sleeping on it the price reversed course significantly in the other direction.

Q: Hi 5i!

Can you comment ELF earnings? Trying to understand the 19% rally vs different price target cut.

Thank you,

Frank

Q: The US Department of Justice is set to announce a lawsuit against Live Nation, will this have a major impact on the company? Is LYV a good long term holding or could one move on to better opportunities?

Q: Hello, In a previous answer, you say that Nvidia announced a 150% dividend boost and a 10-to-1 stock split. On which calendar date will this take effect? Thank you

Q: Thank you for your comments this morning on NVDA results from yesterday. Could you comment on starting a position at today's current levels? Would you recommend a half position to start or have enough conviction to start a full position. I know people can be nervous to start a position at new all time high's but also know this is something that does not necessarily deter 5i. Thanks so much!

Q: Asked about this 2 years ago, I'm currently down 55% on this stock - what's the future outlook looking like on this one?