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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: Though different, of these three companies, which would likely have a better run in the electrification theme? Are there better US plays on the theme?
With many thanks.
Read Answer Asked by David C. on June 06, 2024
Q: In many of your answers regarding the AI phenomenon, SMCI used to pop up along with VRT. VRT has hung in there very nicely, but SMCI is struggling near a 60% haircut from its peak. From your last comment on May23, you advise to keep both eyes on it, but I,m wondering if some compitition is affecting the company. Who are its closest competitors? How did the last quarter report compare to the previous 7 quarters, and would that explain the current negative momentum? What should the next report show that would give me comfort to hang in there?

Thanks, Lionel
Read Answer Asked by Lionel on June 05, 2024
Q: You have often noted your preference for investing in stocks exhibiting positive momentum. Do you promote this strategy to obtain the best price for the stock - i.e. not buying a failing knife or to ensure that the stock being purchased has a solid following with other investors and therefore a "good future"? I reference CELH and VRT in this question in order to determine the best way to purchase these stocks as both have been declining significantly for a short time ( although I think any volatile stock could be used). There is no question in mind that I want to buy both. Normally, I would wait to see their prices turn north before buying but both have shown in the past that a 10% - 20% one-day rise is not impossible. So is a partial buy-in called for here and risk missing in on a one-day big jump? Or is it best to see positive momentum first in case the stock isn't coming back?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 05, 2024
Q: I would like to add another tech name. With software being weak as of late, I was thinking of either ADBE or CRWD but would be open to another suggestion or two as well. I currently own GOOG, TSM, AMZN, and MSFT.. VRT and BKNG as well even tho they aren't really tech names. Thank you.
Read Answer Asked by Martin on June 05, 2024
Q: Looking for your advice on stocks with accelerating capital returns, excluding IT, for 5 year hold.
Read Answer Asked by sam on June 05, 2024
Q: Hello 5i,
Maybe it was replied in context of an answer to a question when it was stated tat Pfizer is a value trap. Yes, I am down $7,000 in Pfizer but I have a long term outlook. As a value investor, should I just wait it out and enjoy the dividends or get out, take the hit and replace it with something else? If replacing please suggest the alternative.
thank you
Read Answer Asked by STANLEY on June 04, 2024
Q: Hi 5i,

I realize this company is newly public so with little history it is hard to comment on fundamentals.
But do you feel the nuclear fission industry has a significant play in AI energy and basically is there anything compelling about buying this name for a 3 year hold?

Really appreciate all you folks do - the community you’ve created here with your expertise is inspiring!
Read Answer Asked by Josh on June 04, 2024
Q: What emerging AI companies do you recommend getting into and do you think Nvidia is still one to invest in at this time? First time investor.
Read Answer Asked by Scott on June 04, 2024
Q: Both KXS and MANH offer software solutions to manage supply chains.

KXS has low single digit operating margins and ROIC.
MANH has high operating margins (20%+), and high ROIC (40%+).

They have similar gross profit margins (~50-60%), and in fact, KXS is the higher of the 2. In comparison, is KXS "bleeding" money on certain expenditures that MANH is not, or why does MANH screen so much better? What is MANH doing different that has allowed its stock to grow over 3x the CAGR of KXS over the past 5 years?

If your investable universe included US stocks, would you side with MANH going forward as a replacement to KXS in your model portfolio?

Thanks,
Read Answer Asked by Adam on June 04, 2024
Q: Hello. I’ve held Algonquin Power & Utilities Corp. (AQN) for quite some time now. Unfortunately, all the gains have vanished, and the investment has turned negative in my non-registered account. Should I sell, hold, or consider other options? I also have Brookfield Renewable Partners (BEP.un), Brookfield Infrastructure Partners (BIP.un), Fortis, Enbridge, Telus, BCE, TD, SLF, NWC, BAM, PFE and Exchange Income Corp in my portfolio. As a retiree, do you have any suggestions for a dividend portfolio replacement? Thank you.
Read Answer Asked by Esther on June 03, 2024
Q: Can you please list in order your top 5 Canadian and top 5 US stocks in order based on conviction? Please also list a management rating, 10 being the highest.
Time frame 5+ years
Thanks
Read Answer Asked by Nick on June 03, 2024
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