The earnings season is about to begin! VRT on 23/07 and NBIS on 31/07. I know you don't like to buy something purely based on one quarter's earnings. But if one needs to add to an existing VRT position, is it prudent to wait or add now? I have no position in NBIS. Should one buy now or wait till the earnings or out? The main reason I am asking is NOT to time the market but to avoid that free fall that sometimes these earnings bring on! Seem to be more unpredictable nowadays than ever before!
Q: We're taking some profits from my wife's position in TVK, and I'm looking to establish a new position for her.
For what might qualify as tech/AI, she has DSG, AMZN.ca and Goog.ca. On the AI theme, I'm considering Avgo.ne (I'm overweight Nvidia), ASML.ne or AMD.to. She also lacks in Communications and tech generally, so I'm also thinking NFLX.ne. and Uber.ne.
This is intended to be a long-term holding with growth in mind, so can you rank the five companies -- AVGO, ASML, AMD, NFLX and UBER in order of preference please in terms of long-term growth.
And thank you for your service over the last decade-plus, because retirement certainly wouldn't be in sight without 5I's help.
Q: Might buy a house, probably won't buy a house. Prices so high, I've been maxout out the FHSA so far and it's mostly in VEQT, bit of PLTR and CRWD which have done well. What other US or CAD stock would you recommend (shorter term BUT will leave it in there longer if market goes down/ ultimately could convert to RRSP) that is underpriced and or could have huge potential upside. Imagining turning the FHSA $40,000 limit into ... ideally a $200,000 down pmt over the next 3-10 years
Q: why are consumer staple stock like these ones not doing well.are these cheap to buy at current levels.... can you pls rank these in your preference order many thanks
Q: the impact of AI seems to be negatively affecting many SAAS companies - in particular CRM and NOW. Is this temporary in your opinion or could it be existential risk?
the market seems to be thinking the latter..
Q: I'm thinking that we are still in early innings of the AI / Data Centre / Power Consumption game. Assuming that to be true, I'm trying to figure out the best strategy to capitalize on this opportunity. So, what are the top 3 to 5 sectors & their companies you would curate in a portfolio to "win" this series over the long term and why? I would appreciate your valuable insight once again. Thank you.
Q: Can you please compare and contrast these two companies? KTOS has great momentum which makes sense. AVAV had the same until its capital raise a week or so ago. If someone wanted a growth tilted investment in the defence sector with an eye to Trump's bill would you choose one over the other and why? What would your entry point be for both?