Investment Q&A

Q: Would you consider these as early winners as AI "picks and shovels", quite apart from SMCI which has had a huge run-up?
What are your views on other hardware for cloud benefitting from AI - such as, IBM DELL HPE NET and CSCO. Bottom line - which are buyable today or could you suggest buy prices?

Q: Why the big drop today? Results? Buy more?

Q: Hi there,

I'd like to own 8 companies listed in the USA (but not necessarily USA based companies). The holding period can be 5 - 10 years or more as I am many years from retirement. I would like to focus on companies that have a moat and pricing power and strong earnings growth now and anticipated future earnings growth.

I am leaning towards an oil company, an insurance company, a resource company, a semi conductor or 'tech' stock, and the financial services industry. I want to avoid stocks de jour as I got badly burned this year in things like upstart, apps, and unity, although I understand that upstart may benefit from AI and I am open to considering that one as well.


I am considering: Abbv, Lnth, Sanofi, ISRG, Visa, Fisv, Nvda, STmicroelectronics NV, Sea Limited, Meli, and Anet, Mckesson Corp, Oxy or COP, among others.

I am not asking for a full report on any of the names above, just trying to throw a few names out that I was looking at. I am also open to etfs.

What would be your top 8 picks (not necessarily the ones I've mentioned)? I am okay with risk. Thank you,

Jason

Q: Hello Peter & Team:

What is your thought about these companies with a high Insider ownership 20%+.
Could u rank them from 1 to 5 with 5 being most prefer as the best growth potential
in the next 3-5 years. Thank you.

Q: Which one do you like more for 3 to 5 years. ASML or ANET?

Q: How do you like these now for growth please?

Q: Your thoughts on these 2 stocks please.

Q: Good day,

It seems your outlook on ANET has changed from Nov 2nd to Nov 5th, going from ‘not that compelling’ to a strong US idea. Can you give some context pls. Thx as always for terrific service

Q: Good Morning

Could you please provide your top 6 US picks regardless of sector.

Thank you

Q: Hi Guys,

Can I please get your opinion of Arista Networtks (ANET). Thanks

Dave

Q: Can you please provide a few of your favourite US companies with low beta, high ROE and no debt that would be worth buying now for long term growth? Thanks

Q: After the recent crash of this company how think the stock will preform, and why?

Thx.

Q: Which one of these two stocks would you prefer and why. Thanks for your great service!

Q: What is your opinion on Arista Networks

Q: I have some extra cash to deploy for US growth stocks, how would you rank these when it comes to the best opportnity for purchase right now?

Thanks,

Q: Hello 5i, I hold the following US stocks: AMZN, SQ, NVDA, PAYC, ADBE, ANET, CRM, TNDM. I would like to buy: GRUB, ISRG, ILMN, FTNT, TEAM.
Do you see any of the current holdings that could/should be sold to purchase some or all of the new? I have an above average risk tolerance, a long time frame and a focus on strong growth.

Q: Hello 5i,
Could you please tell me the expected earnings increases ,if any, over the next 12-18 months of the above mentioned companies?
Thanks
Dave

Q: I hold the above and they all had favorable comments from 5i on growth at one point. Is growth still intact? Do you see anything that's changed in the companies or the environment that would affect any of these? They are inside an RSP for long term growth. TIA!

Q: Hello 5i gang,
What is your opinion on ANET for a full position buy now?
Thanks,
Ken

Q: Thoughts on Arista Networks?

Also, if I bought this company back in January for a long-term hold how much homework do I need to do moving forward? The volatility doesn't bother me I just never know when a pullback is due to a long term structural issue or short term trading activity. There is a lot of noise out there!