Investment Q&A

Q: Other than the joint venture partners, what companies do think will benefit the most from the AI infrastructure plan introduced by Pres. Trump on Tuesday? I suspect VRT and CLS will benefit, but I am sure there are others in AI support businesses.

Q: Happy New year 5i!

It's been an interesting start to the year, and I've been watching/reading things that seem to be leaning towards or preparing for a 'fearful' period. Thoughts on this? With deployable cash, would you be getting it in the market quickly, or not be in any rush?

That being said, AXON and CSU have all seemed to back up more significantly than they ever have, and CRWD as well with the exception of the update failure event. IESC, PSN, and MU as well trending lower.

I hold none of these and have some USD free for 2 half, or 1 full position. Would paying the FX to get CSU on sale be your top pick? of the ones mentioned, would you rank them in terms of expected growth over the next 1 - 5 years? please add a 3 or 4 more options in there as well if you have other top picks. Small caps are good too.

I currently hold GOOG NVDA AMZN MSFT POWL ISRG CLBT VRT on the US side.

I don't mind managing holdings in a shorter period of time if needed, but aim to find those long term compounders and let them continue to win.

Thanks for everything!

Q: Happy New Year to all of you,
I am heavily weighted in US.. I would appreciate your thoughts for US investments under Trump, for next two years: what do you think will be the top 3 performing sectors? And, what would your top companies be in each sector? Thanks

Q: Please estimate 1-2 year performance rank for these five stocks currently on my watch list. Thanks!

Q: Looking at AMD or MU as an investment. Both appear attractive when considering longer term prospects. Does one appear more attractive to you?

Q: Can you comment on MU earnings? Does the outlook change your views going forward? Anything better to switch into? Thanks.

Q: Do you see value here for Uber and Mu? Both look weak but wondering about lower value opportunities for growth.

Q: Would you add to all of these stocks at these levels?

Q: Are these stocks all buyable at these levels? In which order would you initiate positions?

Q: Good Day,

I, like many 5i folks, have enjoyed a sizable run up on NVDA. It is now the largest company in the world, north of 3.5T. Now that we are this size, is it safe to say that it is unlikely it will double within the 18-24 month 'safe window'? From here, a Double makes it approx 14-15% of the entire US Stock market (google says it's currently about 54T).

Now that many AI models are advancing/pushing focus to the next stages, inference, etc, and with MSFT working with AMD on a chip for such, and those chips also requiring HBM3 memory, would there be an argument for managin ones NVDA position down to a more normal size, IE not overly overweight, and picking up positions in AMD and MU, for example?

I know that NVDA is optimally positioned to capitalize, with excellent margins, market share, etc, but at this size, I feel like NVDA losing even 5% market share would be punished, even though it would still have the lions share. But if AMD took that 5%, that would be a significant increase for it and could precipitate it being the next T market cap with a bit of momentum.

What are your thoughts on this type of logic? Are their other companies you think have a better chance of doubling in the coming year or 2?

Thanks for everything,

James

Q: Have you seen any news from MPWR regarding the Edgewater Research report suggesting the company could lose
part of its business with chip maker Nvidia?

Thank you.

Q: Is this a good entry point for this stock?

Q: I'm considering a new position in MU and/or VRT. The latter has run up, the former hasn't recovered from the tech reversal. Would you favour either one for a new position, or if there is enough funds, would you try to own both? Thanks.

Q: Thoughts on buying MU today looking ahead to expected 2025 revenue and EPS growth? Thank you

Q: A major downgrade on this stock in the last day or 2 and quite a hit to the price as well when you consider most AI stocks appear to be on their way back up. Karl Ackerman is citing over supply of their memory chips which if lower prices result he would adjust his target price lower yet. Do you think this is accurate information, or perhaps almost like a short report. Can you go over their recent sales, EPS metrics and outlook? Please advise if you would buy this and if so at what price. Thank you.
John

Q: What are your thoughts on this company. I noticed it went down to $87.00 US for the second time and now it is starting to slowly climb. Is this a stock you feel one should be purchasing. What are to projections for 2025. Again thank you for your service and good work.

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: LULU,VRT,GLXY,MU,MSFT,ESAB,STARBUX
Which one to keep and which one is sell?

Q: As far as Ai is concerned, to what extent will the performance of the following stocks be dependent on the fortunes of NVDA? Please rate each of them with a number from 1-10, with 10 representing the highest correlation to NVDA.

VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT

Q: On a scale from 1 to 10, what number would you assign the following eight stocks where 10 represents the most upside and 1 the least, and what letter grade would you give them where an A represents the least risk and an F the most?

NVDA, VRT, MU, DELL, QCOM, MRVL, ON, AMAT