Investment Q&A

Q: What do you think of this company and do you think it could be a good investment for the long term ? I know they are the leaders in this kind of business and the valuation seems reasonable. Thanks

Q: Hi 5i,

How is the report, does the new CEO passed the exam? What do you think his grade?
Many thanks.

Q: Hi Peter
Can you elaborate on the merger of Ceco and Thurman group industries . What will we receive as shareholders of Ceco and do we need to do anything ? How would you proceed

Q: If you were to create a portfolio of USA stocks or International ETFS for lets say a 68 year old person with $$1 million, what would buy for growth and safety protection in todays market. % would be helpful.
Thanks Again

Q: What is your opinion of the potential for a turnaround for various of these Private Credit firms? I have already put a small percentage of my portfolio in ARCC but:
a) is this firm the solid alternative it seems or
b) would I be better off with a position in BXSL,
c) the others, or
d) None at all?
Thanks
Best regards,

David

Q: Why is NBIS and related companies moving today (Friday) ? Early in the week they were down, and then absolute no movement on Thursday after big tech earnings report Wednesday. This market makes no sense.

Q:

NBIS announced the acquisition of Eigen AI on Friday and surged over 11%. What do you think of the acquisition? Does it continue to be one of your top recommendations for growth and why?
Thanks so much! I always appreciate your insight.

Q: Any thoughts on Bill Ackman's Pershing Square USA (PSUS) and Pershing Square Inc (PS) IPO as potential investment ideas?

Q: The reaction to the earnings report is similar to that of Mu recently..
A trend, good results and guidance and stick tanks.

What is your opinion of Wdc going forward.

Q: Hi,
In reading a recent article on AMD's move into the NVDA market I read at: https://finance.yahoo.com/markets/stocks/articles/3x-amd-cracked-nvidia-code-133943897.html
I had to wonder about whether it would be prudent to sell some NVDA shares currently held in my TFSA to diversify into AMD, INTC and possibly MRVL. I've done extremely well on NVDA over the years and am starting to think about how much farther NVDA can run, vs some of the smaller semis at this point. I am also concerned with NVDA's price movements lately, as it finally broke out of consolidation, only to drop back today when others are climbing. Are there other names I should be considering as well? I use this account for shorter term momentum stocks, and keep a close eye on it. I would greatly appreciate your thoughts regarding NVDA and other semis - I also really enjoyed your Jan 5 Opinion piece on all things AI related and have been able to do well from a number of the stocks you highlighted - many thanks!
D

Q: Purchase ranking today, 3-5 year hold.

Q: Greetings 5i, if you held Qualcomm today, would you continue to hold or sell? If selling, what would you replace it with (does not have to be same sector)? Why? Thank you.

Q: I own mcdonalds,pepsi and visa and notice that over the 3 and 5yr period that they have been outperformed by the SPY etf.Would you sell the three stocks and simplify by replacing them with SPY?

Q: What's your opinion on taking a capital loss on Hood (non-reg account), with an eye to perhaps rebuying (or not) in one month? Back around its Feb-March lows, coming off a badly-received quarter, does it seem likely it will reverse its negative momentum in the short term? Thanks.

Q: Intel is up 120% in a month, What has happened at the company? and would you be a buyer and at what price?

Thx

Q: I see there has not been any question yet on USAR. What do you think about the growth prospects of this company? Do you see it as a good investment?

Thanks
Jocelyne

Q: 5i comments on the Q results were positive.
Do i take it as an endorsement on accumulation strategy on down days like today?
I only have 1% position and would like to increase it. if it was a 5i portfolio what would be your desired target position of MSFT?

Q: Please comment on Amzon's lastest Q and the muted response today(initially hit 1year H ,then into negative terriority then rallied towards the end to close at $265.06+2.02).Add,Hold or Sell. Txs for u usual great services & views

Q: HI, your comments on MSFT's recent quarterly financial results and guidance . Thanks

Q: When do we get back in to digital currency? Seems to have bottomed out and gaining some traction again.