Q: AMD The perpectives for this stock are sometimes contradictory. Some analysts see it as as a promising competitor of nvidia with a great future. Others on the contrary are very more sceptical...about a possible sustainable performance. What are you appreciation on a 2-3 years range? Thank you very much
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Do you think AMD has a good upside at this time, and if yes, what is your reason pls? Thank you.
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Broadcom Inc. (AVGO $274.38)
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Microsoft Corporation (MSFT $503.32)
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NVIDIA Corporation (NVDA $164.92)
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Advanced Micro Devices Inc. (AMD $146.42)
Q: What would be in your opinion 2 or 3 names that could be giving NVDA some serious competition now and or in the near future?
Thank you!
Thank you!
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Advanced Micro Devices Inc. (AMD $146.42)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $230.40)
Q: I’m trimming Nvidia and Apple because they’re overweight and would like to choose either TSM or AMD to add to my portfolio.
Thoughts?
Thoughts?
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Descartes Systems Group Inc. (The) (DSG $138.29)
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Advanced Micro Devices Inc. (AMD $146.42)
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Fortinet Inc. (FTNT $99.06)
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Palantir Technologies Inc. (PLTR $142.10)
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UiPath Inc. Class A (PATH $12.35)
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Brookfield Corporation Class A Limited Voting Shares (BN $86.38)
Q: What would you consider a good entry point for these companies?
Q: I own AMD but not NVDA. I believe that NVDA has a better growth profile and was thinking of a straight-up switch. I hold AMD in an RRSP account so there wouldn't be any tax consequences. Does this make sense?
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Celestica Inc. (CLS $220.38)
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ATS Corporation (ATS $40.36)
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Kinaxis Inc. (KXS $195.99)
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TerraVest Industries Inc. (TVK $166.47)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.99)
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Advanced Micro Devices Inc. (AMD $146.42)
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Super Micro Computer Inc. (SMCI $49.24)
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Vertiv Holdings LLC Class A (VRT $123.30)
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Celsius Holdings Inc. (CELH $45.09)
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Duolingo Inc. (DUOL $370.82)
Q: Which 5 Canadian and 5 US companies would you buy for pure growth over the next 6 months? Can you provide a bullet for each on risk and main reasons for selection?
Q: NVDA has a p/e of 83 and AMD has a p/e of 329 according to RBC direct investing. I own both and want to sell one. What do you think? Thank you
Q: Please comment on results released today after close. It was down 6.49% to $160.90. Add,Hold or Trim/sell. Txs for u usual great services & views
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Apple Inc. (AAPL $211.16)
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Adobe Inc. (ADBE $363.35)
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Amazon.com Inc. (AMZN $225.02)
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Broadcom Inc. (AVGO $274.38)
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Cisco Systems Inc. (CSCO $67.95)
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Meta Platforms Inc. (META $717.51)
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Alphabet Inc. (GOOG $181.31)
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Alphabet Inc. (GOOGL $180.19)
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Microsoft Corporation (MSFT $503.32)
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NVIDIA Corporation (NVDA $164.92)
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Accenture plc Class A (Ireland) (ACN $281.06)
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Salesforce Inc. (CRM $258.07)
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Oracle Corporation (ORCL $230.56)
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Tesla Inc. (TSLA $313.51)
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Advanced Micro Devices Inc. (AMD $146.42)
Q: hi,
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris
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Broadcom Inc. (AVGO $274.38)
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Alphabet Inc. (GOOG $181.31)
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Microsoft Corporation (MSFT $503.32)
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NVIDIA Corporation (NVDA $164.92)
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JPMorgan Chase & Co. (JPM $286.86)
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Mastercard Incorporated (MA $550.18)
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Constellation Software Inc. (CSU $4,888.06)
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Kinaxis Inc. (KXS $195.99)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
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Advanced Micro Devices Inc. (AMD $146.42)
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Palo Alto Networks Inc. (PANW $187.39)
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Arista Networks Inc. (ANET $108.57)
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Cadence Design Systems Inc. (CDNS $320.60)
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Super Micro Computer Inc. (SMCI $49.24)
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Vertiv Holdings LLC Class A (VRT $123.30)
Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?
Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?
Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?
Q: For someone looking to make a first time entry into the sector, which one of the two would you recommend and why? Are there any others to consider that would rank above these?
Thank you.
Thank you.
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NVIDIA Corporation (NVDA $164.92)
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Advanced Micro Devices Inc. (AMD $146.42)
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The Trade Desk Inc. (TTD $75.38)
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Super Micro Computer Inc. (SMCI $49.24)
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Vertiv Holdings LLC Class A (VRT $123.30)
Q: Hello 5i,
I own the following in a non registered account: SHOP TTD GSY HPS NVDA WELL KXS. I'm thinking of adding SCMI VRT AMD.
Could rank these ten stocks for growth over the next two-three years for an above average risk tolerance.
Thanks
Dave
I own the following in a non registered account: SHOP TTD GSY HPS NVDA WELL KXS. I'm thinking of adding SCMI VRT AMD.
Could rank these ten stocks for growth over the next two-three years for an above average risk tolerance.
Thanks
Dave
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NVIDIA Corporation (NVDA $164.92)
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Advanced Micro Devices Inc. (AMD $146.42)
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Super Micro Computer Inc. (SMCI $49.24)
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Vertiv Holdings LLC Class A (VRT $123.30)
Q: Dear 5i
Are smci and vrt different enough to own both in a TFSA ?
Also i was thinking of buying NVDA for one TFSA and AMD for the other TFSA as a way of not betting just on one or the other . Would you agree with this line of thinking or not ?
Thanks
Bill C
Are smci and vrt different enough to own both in a TFSA ?
Also i was thinking of buying NVDA for one TFSA and AMD for the other TFSA as a way of not betting just on one or the other . Would you agree with this line of thinking or not ?
Thanks
Bill C
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Meta Platforms Inc. (META $717.51)
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NVIDIA Corporation (NVDA $164.92)
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Celestica Inc. (CLS $220.38)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
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Advanced Micro Devices Inc. (AMD $146.42)
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Axon Enterprise Inc. (AXON $729.62)
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Brookfield Corporation Class A Limited Voting Shares (BN $86.38)
Q: Dear 5i
Which of the above listed stocks would you place in an RRSP and which in a TFSA and in what order of preference ?
Thanks
Bill C
Which of the above listed stocks would you place in an RRSP and which in a TFSA and in what order of preference ?
Thanks
Bill C
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Apple Inc. (AAPL $211.16)
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Amazon.com Inc. (AMZN $225.02)
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Costco Wholesale Corporation (COST $970.33)
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Meta Platforms Inc. (META $717.51)
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Alphabet Inc. (GOOG $181.31)
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Microsoft Corporation (MSFT $503.32)
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NVIDIA Corporation (NVDA $164.92)
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Booking Holdings Inc. (BKNG $5,717.10)
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Eli Lilly and Company (LLY $793.01)
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Oracle Corporation (ORCL $230.56)
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Constellation Software Inc. (CSU $4,888.06)
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Alimentation Couche-Tard Inc. (ATD $68.63)
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Advanced Micro Devices Inc. (AMD $146.42)
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Pure Storage Inc. Class A (PSTG $56.36)
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Super Micro Computer Inc. (SMCI $49.24)
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Axon Enterprise Inc. (AXON $729.62)
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Shopify Inc. (SHOP $112.11)
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Vertiv Holdings LLC Class A (VRT $123.30)
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Palantir Technologies Inc. (PLTR $142.10)
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Arm Holdings plc (ARM $145.94)
Q: I'm looking to invest some funds...
Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?
Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...
Thanks,
M
Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?
Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...
Thanks,
M
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Apple Inc. (AAPL $211.16)
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Adobe Inc. (ADBE $363.35)
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Amazon.com Inc. (AMZN $225.02)
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Broadcom Inc. (AVGO $274.38)
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Cisco Systems Inc. (CSCO $67.95)
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Meta Platforms Inc. (META $717.51)
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Alphabet Inc. (GOOG $181.31)
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Microsoft Corporation (MSFT $503.32)
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NVIDIA Corporation (NVDA $164.92)
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Accenture plc Class A (Ireland) (ACN $281.06)
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Salesforce Inc. (CRM $258.07)
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Oracle Corporation (ORCL $230.56)
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Tesla Inc. (TSLA $313.51)
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Advanced Micro Devices Inc. (AMD $146.42)
Q: Peter,
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?
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Broadcom Inc. (AVGO $274.38)
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NVIDIA Corporation (NVDA $164.92)
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QUALCOMM Incorporated (QCOM $157.46)
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Advanced Micro Devices Inc. (AMD $146.42)
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Lattice Semiconductor Corporation (LSCC $53.72)
Q: Hi, Can you suggest some chip equipment makers and your thoughts on them.
Cheers, Chris
All the best for the new year to staff and members
Cheers, Chris
All the best for the new year to staff and members
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Amazon.com Inc. (AMZN $225.02)
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Equinix Inc. (EQIX $756.70)
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Meta Platforms Inc. (META $717.51)
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Alphabet Inc. (GOOG $181.31)
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Intel Corporation (INTC $23.43)
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Microsoft Corporation (MSFT $503.32)
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NVIDIA Corporation (NVDA $164.92)
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QUALCOMM Incorporated (QCOM $157.46)
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $97.99)
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Tesla Inc. (TSLA $313.51)
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Advanced Micro Devices Inc. (AMD $146.42)
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Super Micro Computer Inc. (SMCI $49.24)
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Vertiv Holdings LLC Class A (VRT $123.30)
Q: If the world is going to need all this power to deal with all this Artificial Intelligence that is going to be happening in the coming years, what stocks in your opinion will benefit from this need for electrification? BTW I tend to like stocks that are on the more liquid side so please push your answer in that direction please and thanks
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NVIDIA Corporation (NVDA $164.92)
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United Rentals Inc. (URI $814.28)
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Advanced Micro Devices Inc. (AMD $146.42)
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Ulta Beauty Inc. (ULTA $476.84)
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Super Micro Computer Inc. (SMCI $49.24)
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Elastic N.V. (ESTC $84.27)
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Vertiv Holdings LLC Class A (VRT $123.30)
Q: Hi team,
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS