Investment Q&A

Q: Is DIS a sell???....And would you buy NFLX as a replacement for DIS???.....Tom

Q: I am wondering about protecting myself from downward moves of NVDA price based on earnings results and news next week. My strategy so far is limited selling as the stock has ramped up beyond any "normal" I have seen.
Of course the dichotomy is:
- Fear that the bubble / AI hype will fizzle and my paper gains never materialize, and;
- Trepidation that I will regret selling another single share if NVDA's future stays bright.

So would options be a way to play this or is this quite expensive? It appears that ATM puts are $7.00 for AUG30. A full 5% premium to protect downside. Crazy? Other Thoughts? Thanks as always - you guys are amazing.

Q: Hi 5i!

I’m a little overweight in the AI sector and want to diversify. Respecting that growth and stability are not often in tandem, would you endorse a selling VRT and buying TMDX, ASPN or CLBT?
Do you see either of these three companies as having a better growth (and some stability) outlook over the next 2-3 years than VRT?

If you could only pick one which company do you have the most conviction in today?

Thanks so much for all you do!

Q: AFRM has been going down all of this year although it is signing up more customers. What do think of the future for this company and when could it show profit? Thx James

Q: Portfolio Analytics has suggested I reduce of my exposure in the Utilities sector. My holdings consist of AEP, CPX, EIX and NI. Is there one you would sell or should I maintain a position in all.

Thank you

Q: Would you buy into the momentum of ASPN($16.98) , TMDX ($88.71) and CLBT ($11.85) at current valuations for a 2-year hold?

Can you provide 5 or 6 other stocks with similar growth profile in US or Canada?

How would you tank them?

Thanks

Q: Upstart looks to have had a good couple of weeks climbing from $25 to $40. In answers to previous questions, mention was made of a very high short interest at the time. Can I please ask for your usual insightful analysis for the recent Upstart quarterly results, and whether their recent stock price climb can be attributed to their recent performance and future prospects in a declining interest rate environment, or well speculation and short covering? Is the stock worth holding onto for a few more Quarters and see if they benefit from declining interest rates or if they catch another everything-AI wave, or take the cash and invest elsewhere? Thanks kindly.

Q: Could I get your opinion on KLDiscovery as a "moon shot". Thanks Ron

Q: Peter; Did you see any news on TMDX to account for the quick jump - then drop back this am?
Thanks. Rod

Q: In the past you have commented on this co when it was called Salona Medical. would like a cuuent comment ,please, on it's new name Evome medical after the recent earnings report. Stock is up about 70% since published. Thanks

Q: Hi 5i Team,

I currently own Super Micro and Nextracker and wondering if you would prefer a switch into TMDX, ASPN, CLBT and PLTR? How would you rank the 6 for a hold over the next 3-5 years?

Thanks as always,
Jon

Q: In responding to a question regarding ZSML in Nov 2021 you stated "While volume is low, it has $351M in assets, and is likely quite profitable for the bank at that level." I see that, according to TDW, it now has $166.2M in assets. At this lower level would you still see it as profitable for the bank? Are the assets lower due to investors selling units? You have indicated recently that small caps could be coming into their own, so is ZSML a good option to add to my small caps at this time? Many thanks.

Q: Do you think these names remain attractive at current valuations? How would you rank for buying today?

Q: Hi Team,
Two part question. Firstly, like a fool I sold out of crwd at the worst possible time during the selloff in anticipation of more bad news and to raise cash in the overall sell off. Ever since it seems to be on a steady rise back up. Is it time to buy back the shares or should I wait until after earnings?
Second; do you see any compelling buys out there today to put new cash to work? If so what are some of your favourite names to purchase today Canadian and US. I was looking at adding to propel possibly …it boggles me it had such strong results and a muted share price ; not sure why but it seems undervalued. Same with go easy but I am already over weight in that one.

Thanks ,
Shane

Q: Former Google CEO Eric Schmidt reently made an apparently controversial statement saying that Google is fialling behind because of decision for work/life balance, rather than concentrating on competitiveness. the video was soon taken down. But here is what he said:
"Google decided that work-life balance and going home early and working from home was more important than winning," Schmidt said at a talk at Stanford University. "The reason startups work is because the people work like hell."

You often suggest Google as a good buy. ( Following your lead I bought some yesterday, in fact.) but I was wondering whether you might have information to suggest that this may be just sour grapes on his part or whether there is a real reason to worry here
thanks as always

Q: Could you please rank these five companies, best first, for a 3-4 year hold. Thanks

Q: Hi Everyone!!
Do you think that Google will actually be forced to break up? If so, do you think that the share price will go down significantly?
Cheers,
Tamara

Q: Hello 5i,

We sold two stocks that had were poor performers but they improved in the past few months in our RRSP. Can you rank the following stocks to purchase if we were to initiate a 1/4 position today for a 5-year hold? Our intention is to start 2 or 3 positions to see where they go, and add funds to the best two over time.
Would the ranking be the same for a TFSA or non-reg account?

Thank you
D&J

Q: So all 3 have returned about the same on investment in 24. If you were to invest $20,000 today, and bought all 3, how would you alot the dollars.
Thanks again

Q: I have a question about 2514