Q: Can you compare NVDA and SMCI on their valuation? Which one do you expect to do better in the short term and long term?
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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.
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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Eli Lilly and Company (LLY)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
Q: If you had to put together a portfolio to hold for at least one year for max gain what would they be? No concern for risk or the size of the company. Must be traded on a USA exchange although not necessarily a USA company. I’m guessing you will include smci, vrt, google and amazon. Part two of the question is whether I should sell some smci to lock in a gain? I’ve never in my life enjoyed such a large gain so quick. Thanks.
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Super Micro Computer Inc. (SMCI)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
Q: Hi, can you give me your 5 best US growth stocks ideas, ranked 1 to 5 (one being best), with a high degree of safety yet good growth to hold and not touch for 3-5 years? Thank you.
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Celestica Inc. (CLS)
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ATS Corporation (ATS)
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Kinaxis Inc. (KXS)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Advanced Micro Devices Inc. (AMD)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Duolingo Inc. (DUOL)
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?
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Apple Inc. (AAPL)
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Super Micro Computer Inc. (SMCI)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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Palantir Technologies Inc. (PLTR)
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C3.ai Inc. Class A (AI)
Q: Hi, I would like to invest in AI (Artificial Intelligent)
I own: . AAPL.3%, ADBE. 3%, MSFT.3%, NVDA. 3%.
Do you have other stocks to suggest to me or add 2% to the four I currently have.
Thanks
Jean Guy
I own: . AAPL.3%, ADBE. 3%, MSFT.3%, NVDA. 3%.
Do you have other stocks to suggest to me or add 2% to the four I currently have.
Thanks
Jean Guy
Q: Just a comment - thanks! Most of my questions have usually been about when something for me has gone wrong…well this one seems to be working. Honestly, if it weren’t for your positive comments, not only may I never have bought it but I would’ve sold as soon as I had a small profit. The same is true for nvda - another awesome name that you’ve stuck with for years even when things looked downright gloomy! Thanks be to 5i.
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Broadcom Inc. (AVGO)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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JPMorgan Chase & Co. (JPM)
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Mastercard Incorporated (MA)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Advanced Micro Devices Inc. (AMD)
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Palo Alto Networks Inc. (PANW)
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Arista Networks Inc. (ANET)
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Cadence Design Systems Inc. (CDNS)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
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?
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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The Trade Desk Inc. (TTD)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
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)
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Advanced Micro Devices Inc. (AMD)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
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
Q: I sold SMCI in my TFSA the other day after the initial 30% boost, intending to buy it in my RRSP but got sidetracked and it has shot up some more. Still buyable? Or wait for a pull back? I’m also wondering if CELH is a hold or a buy. Thanks.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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Oracle Corporation (ORCL)
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Constellation Software Inc. (CSU)
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Alimentation Couche-Tard Inc. (ATD)
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Advanced Micro Devices Inc. (AMD)
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Pure Storage Inc. Class A (PSTG)
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Super Micro Computer Inc. (SMCI)
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Axon Enterprise Inc. (AXON)
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Shopify Inc. (SHOP)
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Vertiv Holdings LLC Class A (VRT)
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Palantir Technologies Inc. (PLTR)
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Arm Holdings plc (ARM)
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
Q: In answer to a question regarding the noted company you suggest the PE is still just 22 times even after the almost 35% increase on Friday. In the same answer you suggest 2023 earnings could be as high is $5.50 and 2024 earnings are projected to increase by 70%. Can you explain further please how you get a PE of 22? Thank you so much since I feel like I missed this one but if PE is that low perhaps not. John
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
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Lumine Group Inc. (LMN)
Q: Good Day,
You have identified the above stocks as all having high growth prospects. Can you please rank them in the order of what you would purchase first today, and risk level associated with each one.
Thank you,
You have identified the above stocks as all having high growth prospects. Can you please rank them in the order of what you would purchase first today, and risk level associated with each one.
Thank you,
Q: With AI currently being recognized as an energy hog - can you suggest investment strategies ( in comparison to garden variety search) to play this issue?
Q: Could you comment on SMCI's earnings? Do they change your (already positive) opinion of the comany's prospects?
Thanks.
Thanks.
Q: Understanding that portfolio weights are personal, what weight would YOU be comfortable holding SMCI?
Thanks
Thanks
Q: Good Morning
Regardless of sector, what are your top 3 stock choices in the US right now.
Thank you
Regardless of sector, what are your top 3 stock choices in the US right now.
Thank you
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Nutanix Inc. (NTNX)
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Super Micro Computer Inc. (SMCI)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Nextracker Inc. (NXT)
Q: Hi team,
In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.
Could you provide a list of aggressive US growth stocks ?
Gratefully,
Jacques IDS
In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.
Could you provide a list of aggressive US growth stocks ?
Gratefully,
Jacques IDS
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Amazon.com Inc. (AMZN)
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Booking Holdings Inc. (BKNG)
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Tractor Supply Company (TSCO)
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AutoZone Inc. (AZO)
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Eli Lilly and Company (LLY)
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McKesson Corporation (MCK)
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Novo Nordisk A/S (NVO)
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Super Micro Computer Inc. (SMCI)
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Axon Enterprise Inc. (AXON)
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e.l.f. Beauty Inc. (ELF)
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UBS Group AG Registered (UBS)
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Vistra Corp. (VST)
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Interactive Brokers Group Inc. (IBKR)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Fiserv Inc. (FI)
Q: I currently hold all these stocks, with the exception of elf. I came up with the thanks in large part to 5i as these are names that have come up in various Q&As. If you had to pick only 10 to hold long term (which for me is 1 year), what would be your ten? The 10 should be those that are the best expected performs regardless of diversification or risk. Just the top 10. Alternately., would you suggest holding them all but with different weightings and if so please comment on a suggested weighting.
My plan was to hold 10 with 10% in each but I’m not married to that idea.
Thank you kindly.
Jason
My plan was to hold 10 with 10% in each but I’m not married to that idea.
Thank you kindly.
Jason
Q: If you could only own one of these, which of these would you prefer? Please explain you reasoning. Happy New Year