Investment Q&A

Q: This weekend’s WSJ quotes Sun Communities as saying that while there are 11.2mm RV-owning U.S. households, there are only 1.7 sewer/water/power hookups for them to park at. Do current North American demographics suggest a strong future for SUI? If so, is it the strongest option in the Snowbird/alternative residence space?

Q: I hold SNPS at a 2.01% weighting in the total portfolio. And in the US only portfolio, SNPS weighting is 5.04%. The other two individual portfolios are Income and Balance.  SNPS has risen quickly lately....and my reading is that it is related to AI as its "software automates the chip design process, enhancing design accuracy, productivity, and complexity in a full-flow end-to-end solution" But there is chatter that the current price, $449, is way above the fair value that might be as low as $310. Question for me....do I trim back or just ride this out??
What says 5iR??? Thanks for your insights..............Tom

Q: again thanks for smci.
where do you stand now on smci,do you think it has more room to run. dave

Q: Hi All at 5i!!
I was reading an article in the National Post by Barbara Shecter and it made me a little uneasy. The article was about Shadow Banking and its potential risks. She mentioned Blackstone and Brookfield. My question... I own both, but I am more concerned about Blackstone and its exposure to poor corporate loans and office real estate , among other things it dabbles in. I am up in the stock and wondering if I should take a profit. Is the company in for some trouble ?
Thanks,
Tamara

Q: I have some available cash in my TFSA (CAD & USD) I was wondering what are you preferred stocks to buy and hold over the summer now that the debt ceiling is lifted. I am looking for something with short term growth potential over the next 4 months but not high risk.

Thanks

Q: Can i please have your opinion on Riley Exploration Permian, formerly listed under the name Tengasco.

Q: Cathie Wood - “For every dollar of hardware that Nvidia sells, software providers, SaaS providers will generate 8 dollars in revenue.” (from A.I.)

Fact or fiction? If fact what SaaS names would be of most interest?

Q: Hi, Could you please comment on Ai earnings. Thank you

Q: Please suggest a list of 10 US stocks that would be suitable to implement a covered call income portfolio. I plan to use one month options. Thank you!

Q: What is your assessment of the short seller's Hindenburg report on this company and it's response?

Q: Wow, what is happening to TIO this morning?

Thanks for any insight you can provide

Lesle

Q: Hi Peter and the 5i team,

Do you have an insight and opinion on Credo Technologies CRDO?
Regards
Rajiv

Q: What are your thoughts on Mobileye's secondary offering of shares and how does this affect the outlook for the stock price?

Q: I know that 5i has huge respect for a company like CSU. What would be an equivalent stock in the US markets?

Q: What's your take on Tesla at this point? Is it a buy, thinking about a long term position here.

Q: AAPL caused some stress for payment companies with their announcement re: getting more serious about the payments business some weeks ago. Do you think Amazon’s announcement re: “free wireless to Prime members” has a greater or lesser potential impact on VZ and AT&T?

Q: AIDB
NYSE Arca/US
Qraft AI-Pilot U.S. Large Cap Dynamic Beta ETF

Speculative buy?

Thank you.

Q: Despite being currently in a downtrend, the company's seemingly well-funded dividend and diversified business strategy make it interesting to me, a retired, dividend-seeking investor. What are your perceptions? Thanks!

Q: Hi 5i, and would you please review the Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. While the markets gave the share price a 35% haircut on Friday, do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold. Thanks kindly.

Q: when you look at 3M on fundamental, and valuation score high, and the dividend look very attractive at 6.36%, how do i need to be worry about lawsuits again 3M for the used of PFAS?