Q: Why the Brk.B is getting weak for these days. Seem like no matter what the new CEO done, ppl don’t trust him.
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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.
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Micron Technology Inc. (MU $382.09)
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NVIDIA Corporation (NVDA $178.68)
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VanEck Vectors Semiconductor ETF (SMH $399.02)
Q: SMHX doesn't come up in your data base. What are your thoughts on it VS the SMH for more focused semi design exposure? How do they compare?
thx, M
thx, M
Q: You may not have recent information on this company but if you do, I would like to know if the reason for its drop over the last few months is solely due to the class action. Regardless of the reason(s) for its drop, it has been volatile in past years and recovered, so wonder if you think the current downtrent is significantly different and low investor interest would mean a slow recovery? No new questions have been asked here recently. If you don't think the class action will create long term damage then can you please evaluate the company?
The lead plaintiff deadline is 17 Feb 2026.
Thanks your your valued insights.
The lead plaintiff deadline is 17 Feb 2026.
Thanks your your valued insights.
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Intuit Inc. (INTU $426.86)
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Workday Inc. (WDAY $127.07)
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ServiceNow Inc. (NOW $103.06)
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MongoDB Inc. (MDB $246.54)
Q: You've discussed declines in the CSU family as a potential opportunity... Many software companies are in a similar position. NOW and INTU come to mind. What would be 1 or 2 each of your fav. Large and Smid companies suffering from a similar fate and why and do you think it's time to invest or not. We've been discussing this scenario for some time now with ADBE and waiting has proven the best course.
thx, M
thx, M
Q: Anything to worry about with APP. What is driving the price down over the last month? Is this still one of your top picks?
Q: Can you please give me your thoughts on ISRG, for a continued hold. I am a longer term hold investor but do wonder if this position wouldn't be best elsewhere in the health care sector. I have ABBV already, thanks to a 5i suggestion a couple of years back. Many thanks
Q: Hi Team,
Is it worth holding onto SRAD and Geni much longer? I am taking a bath on both of them for quite a while now. I had thought the gambling sector was "hot" when I bought these, but it seems I had bought at peak and sentiment has fallen off a cliff for the sector ever since. I understand patience may be required, but am also looking at lost opportunity. If you recommend selling them today, what opportunity would you look at deploying the cash into tomorrow?
Thanks,
Shane.
Is it worth holding onto SRAD and Geni much longer? I am taking a bath on both of them for quite a while now. I had thought the gambling sector was "hot" when I bought these, but it seems I had bought at peak and sentiment has fallen off a cliff for the sector ever since. I understand patience may be required, but am also looking at lost opportunity. If you recommend selling them today, what opportunity would you look at deploying the cash into tomorrow?
Thanks,
Shane.
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Amazon.com Inc. (AMZN $211.71)
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Broadcom Inc. (AVGO $318.81)
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Meta Platforms Inc. (META $594.89)
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Alphabet Inc. (GOOG $289.59)
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Microsoft Corporation (MSFT $371.04)
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Micron Technology Inc. (MU $382.09)
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NVIDIA Corporation (NVDA $178.68)
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Arista Networks Inc. (ANET $135.01)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $347.75)
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VanEck Vectors Semiconductor ETF (SMH $399.02)
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Vertiv Holdings LLC Class A (VRT $276.16)
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Palantir Technologies Inc. (PLTR $154.96)
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Tortoise AI Infrastructure (TCAI $37.55)
Q: Hello Team 5i & Everyone,
With regard to the A.I. theme: If you had to pick 9 American stocks to watch that have been already running since 2023 because of A.I., which stocks would they be?
Nividia & Microsoft seem obvious. Maybe VST, AVGO… Gemini provided a list, but I’d like to know what you think please.
I find that the MAGS etf is a simple way to track the big tech stocks, but I’m not sure if the SMH etf would be too specific to track the A.I. stocks/theme?
Thank you for your help!
Sandra
With regard to the A.I. theme: If you had to pick 9 American stocks to watch that have been already running since 2023 because of A.I., which stocks would they be?
Nividia & Microsoft seem obvious. Maybe VST, AVGO… Gemini provided a list, but I’d like to know what you think please.
I find that the MAGS etf is a simple way to track the big tech stocks, but I’m not sure if the SMH etf would be too specific to track the A.I. stocks/theme?
Thank you for your help!
Sandra
Q: KSCP your view on this one please
many thanks
many thanks
Q: Could I have an update on this name - the chart looks very impressive
Q: This ETF was mentioned the other day in an answer. My question is in part about it…can you comment on its MER, volatility, liquidity and your overall assessment about it. But also, can you suggest what size market cap you would want to see an ETF have to be comfortable with taking a position of some size? Thanks for your excellent service.
Q: Greetings:
Would you please comment on this fertilizer company. It is down badly while Nutrien is on a roll.What are the politics surrounding it.? I see that they have Mayo Schmidt involved, if that will be any help.
Thanks,
Ben.
Would you please comment on this fertilizer company. It is down badly while Nutrien is on a roll.What are the politics surrounding it.? I see that they have Mayo Schmidt involved, if that will be any help.
Thanks,
Ben.
Q: Hi, Any reason for the drop in AVAV over the last few days? Jim Cramer Considers AeroVironment “Incredibly Expensive at These Levels”. What do you think?
Thanks.
Thanks.
Q: Could you tell me about this Bio tech company - New Amsterdam Pharma NAMS? Looks like they have an interesting drug coming out. How high risk would this be?
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Broadcom Inc. (AVGO $318.81)
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Meta Platforms Inc. (META $594.89)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $347.75)
Q: I’m considering selling Meta to purchase either AVGO or TSM in the tech sector of my portfolio. This is within my RRIF account.
Thoughts for a three year hold??
Thoughts for a three year hold??
Q: Any reason for the drop in MSFT?? Thanks Jim
Q: What in the fundamentals support the recent run up in TSSI stock price? Would you be a buyer at the current price? Thank you for this service!
Q: What is your opinion of Leidos and would it benefit or be threatened by AI? What price would you start a position at? Thanks
Q: What is your opinion of Xylem and what entry price would be attractive if you like it? Thanks...
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Constellation Software Inc. (CSU $2,406.75)
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CrowdStrike Holdings Inc. (CRWD $385.86)
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Cellebrite DI Ltd. (CLBT $14.16)
Q: I am a 75 year old pensioner and hold these stocks in my Rrif at a significant loss:Csu -20%,Clbt -17% and Crwd -20%.Is there any point in holding on to these considering my age and probably not a long term view(say 2-3 years)?What is the likeliehood that they will each be 10% above my purchase price in that time?