Investment Q&A

Q: Hello, do you like SBUX after the 9% drop for a 5-year holding period and if do, why? Thanks

Q: Hi Everyone at 5i!!
I bought some TSM just about the time Buffett bought his stocks in TSM. Unlike Buffett, I did not sell mine when he did, which was shortly after he bought them, citing geopolitical concerns. I find this a head scratcher. Why? To approve of an investment and then quickly disapprove, it seems someone at Berkshire was asleep at the wheel . This was rather sloppy of them. Just like the Fed, you don’t want to bet against Warren, but still, my inclination is to hold onto the stock since I am a long term investor. What are your thoughts on TSM?
Cheers,
Tamara

Q: in laymans terms why are a lot of the regional banks in the u.s. dropping like a rock.
will this affect the canadian banks in your opinion .

Q: i own some of smci based on a recommend in an answer to a question to 5i a while back. thank you.
my question after their fantastic earnings report , is smci still a buy or getting too expensive. dave

Q: Saw an Ad today to WSJ suggesting PLTR has the most Revenue in AI, even higher than MSFT, GOOG, etc. etc.
True or False?
Thanks!

Q: I have a significant loss on CARS and I would like your opinion if I should take my loss and buy something else with better outlook

Q: Thoughts on AMD after its earnings? Would it be a good time to step in now?

Q: Is it too late to get into a NASDAQ ETF or do you think it will continue to go up?

Q: It's been a while since any questions on this company - what are your current thoughts on it's operations compared to competitors and any thoughts re: catalysts to drive earnings higher?

Thanks for all you do, John

Q: In the wake of turbulence there is often opportunity - is that the case for "brave" and NOT risk averse investors in the regional banks of the US? If so, what key metrics would you use and do you see some larger and safer opportunities within the regional bank space - maybe this could be an article you could write for clients?

Regards
John

Q: Hi Peter and company,

With Pacwest being the latest troubled regional bank, are there any high quality regionals being sold down in sympathy? Feel free to suggest any others not included above.

Thanks for the great service,
Angelo

Q: Your thoughts on the quarter? Would you pick some up at these prices?

Thanks

Dave

Q: Hello 5i, I know you like CRWD as a cyber security company. Over the last 3 years FTNT has increased by 190% whereas CRWD has increased by 61%. I know that past performance is not a guarantee for the future, but if you had to buy just one today which one would you buy? Would you sell CRWD and replace it by FTNT? Thank you

Q: Why the big drop today? Results? Buy more?

Q: Hello
I’ve held Guardant Health in a loss position for too long in a TFSA account. Would you please suggest several possible replacements in the small to mid cap space.
Thank you

Q: Please comment on the review from a new book from Michio Kaku and how the coming of quantum computing would affect companies in the SOX index such as NVDA. Are there any public or private companies at the forefront of this advance?

"The runaway success of the microchip processor may be reaching its end. Running up against the physical constraints of smaller and smaller sizes, traditional silicon chips are not likely to prove useful in solving humanity's greatest challenges, from climate change, to global starvation, to incurable diseases. But the quantum computer, which harnesses the power and complexity of the atomic realm, already promises to be every bit as revolutionary as the transistor and microchip once were. "

Apparently the auto industry and medical research areas are already using it.

Q: How do you feel at the moment about adding to Perion after it reported today?

Thanks. Lesley

Q: How do you feel about qcom after their earnings today? Not much to get excited about. Would you continue to hold? Thanks.

Q: Hi,

I am intrigued by your answer to Derek's question May 3 about TTNM and others.

You said with "...with small caps a basket of three or four companies often is a better approach."

I own IWO (have for years) and note its performance against a US dividend grower like VIG, for almost any period for the last 5 years, has not been as good. That comparison combined with your notion of 3 or 4 small caps, would you be able to suggest your best small cap picks that I could use to replace IWO (recognizing the change in risk/profile of individual stocks vs. a hugely diversified ETF).

Thanks very much. Michael

Q: Does the earning real ease by Qualcomm suggest that there may be a slowdown with Broadcom that reports later? Do you view Broadcom as a hold, buy or sell? And, would you consider a switch to AMD that had a significant drop is it’s share price today? Which semiconductor stock (Broadcom or AMD) is a better buy right now especially given potential growth in the future due to AI?