Q: Ignoring considerations such as sector weights, is now a good time to start a position in NVDA, say as ~2% of a portfolio? Also, how do you see risk affected for NVDA in the current market?
Thanks.
Q: This seems like a great buy at the moment , pays a 4.4% dividend, ex dividend the 12th of June, how safe is the dividend? Sports hopefully will be back at one point, can they survive and prosper?
Q: Hi 5i, With CHINA-US trade war scalating, what are the chances of apple-manufacturing returning back to the USA, and is it a good time to switch from apple to one of : TESLA, GOOGL
Thanks
Q: Can you give me names of 10 companies - CDN and U.S - that you feel have:
* strong balance sheets,
* a strong likelihood to survive or thrive in the current environment
* appear to be of good current value with an eye on a potentially strong rebound given a bit of time.
Your opinion is greatly appreciated.
Thanks
I own a basket of chip companies including AVGO, Nvidia, Microchip in my US 401K and am looking to add Intel based on research that they have the best AI chips out there and will set them up for new technology going forward. Your thoughts. It would bring my total position to 5% of my portfolio.
Q: Hi 5i
After Zscaler earnings today and subsequent jump in share price, would you consider current price as reasonable entry point into the stock? How do you view the future for this company.
Thx
I seem to recall this theme being addressed as it pertains to Shopify but after listening to the PayPal CEO on Mad Money last night I Have to wonder if LSPD would not be a nice add for Paypal? It sounds like they really want to get more directly involved with retail/restaurants and POS to expand how people use their service. Could you foresee this happening and would you consider PYPL a buy today? Their CEO came across well.
Q: My thinking is that as we come out of these unusual times, most people will be hesitant to travel by plane or train or even bus. Day trips and shorter excursions to explore our beautiful country may be the norm. Is there a company or companies to invest in to reflect this upcoming alternative vacationing? Possibly an RV company or one that rents motor homes? Thnks Dennis