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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: I believe the Canadian is going lower from here . What's the best way to play this theory. I assume you will say simply buy US stocks if so please give me your top 5 taking into account the pierced risk going fwd (tariff's, plus trade war, political unrest Etc. I have room in registered account as well as TSFA
Read Answer Asked by Terence on January 29, 2025
Q: First, thx for your earlier answer to my questions on Nvidia. I forgot to include a few other questions.

If appears as though DeepSeek might make AI more ubiquitous as the cost of using it would be cheaper. Wouldn't this create more demand for GPUs? I imagine more hardware players will enter thereby creating more competition thus dropping Nvidia's enormous margins. What are the current forward looking numbers? There obviously will be compression, so what do see as potential valuation if this occurs. Lastly, have moved on from the hardware companies to more of the hyperscalers and other downstream companies? Could you list a few safer companies for the last two categories?

Thx
Read Answer Asked by Christopher on January 29, 2025
Q: While picking up the pieces from the Deep Think carnage on my tech stocks, it occurs to ask which stocks will benefit from the possible reduction in the cost of AI......can you provide a short list 5 - 10 of potential beneficiaries of that? Many thanks for your excellent service.
Read Answer Asked by Leonard on January 29, 2025
Q: Good morning 5i,

VRT obviously the onslaught has continued. I'm viewing this as a potential add. Looking over their revenue, profitability etc.

Despite deepseek and all other noise. Would you wait to see a potential turn or be comfortable adding in this range?

Or do you see a more inherent risk than I?

Looking forward to your thoughts. Thank you.
Read Answer Asked by Adam on January 29, 2025
Q: Hi 5i, here goes another question on Nvidia. Did you glean anything out of their comments on DeepSeek's innovation? Many of the mag 7 are reporting in the next 8 business days, which would be the most important regarding the data centre craze? Lastly, your favorite predictive question - buy, hold or reduce?

Thx again for your service.
Read Answer Asked by Christopher on January 28, 2025
Q: I have the above tech stocks sitting at just over 30% weighting in portfolio. Could you please rank them as to which you might sell first. I sadly sold Crowdstrike last summer when they had their issues and I am thinking I need a cybersecurity stock. Would you buy Crowdstrike or Palo Alto or half of both. Also, What do you think about Saleforce? With the thought of cheaper AI, is that one that would possibly benefit and how where would it rank within my aboce tech stocks? Thanks for all your help. With all your advice, last year was awesome and still up this year following yesterday’s falloff.
Read Answer Asked by Neil on January 28, 2025
Q: What are the implications of DeepSeek - if proven, aside from loss of prestige? Loss of business/ product, fewer facilities, support capacity reduction, and so on? You likely already have questions on this topic. Appreciate your view.
Read Answer Asked by Mike on January 28, 2025
Q: ARES vs. APO:

APO's P/E ratio (18.6) is significantly lower than ARES's (90). Is there a reason for this discrepancy? Which one is a better buy?

In the past three years, both stocks have surged nearly 300%, marking a substantial increase. Any comments or insights on this?

Thanks.
Read Answer Asked by Esther on January 28, 2025
Q: Amazon's decision to close operations in Quebec and lay off workers disappoints me. I wish to sell it and find some alternatives. I already own Costco. Coincidentally Astrazeneca announced Canadian expansion plans. What do you think of their stock?
Read Answer Asked by Alex on January 28, 2025
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