Investment Q&A

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

Q: How would you rank the following Ai-related companies (best first) with an outlook of at least a year or two?

VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM

Q: I am down about 19 percent on MU and thinking of selling as it seems to be out of favor these days. Could I have your opinion and what would be a better growth option or two. Thanks

Q: I am up 140% on NVDA and 65% up on DRX ( DRX has lost some gains recently

I am looking to maximize gains for the next 2 years.

I am planning to sell half of my NVDA shares and all my DRX shares to buy MU and AVGO.

The thought is that I want to cash some gains from NVDA and DRX might not grow much after the recent insider sale.

Does this sound like a good plan? Or do you think that NVDS, AVGO and MU are in similar markets and would suffer once AI-hype dies down in the next 2 years?

Do you have other alternatives for a 2 year hold? I am buying with Canadian dollars. So stocks need to be listed on TSX or NEO.

Thanks

Q: Would you please comment on micron’s earnings and guidance? Earnings looked like a bear but the guidance wasn’t as favourable as perhaps was hoped and it’s presently down after hours. I’m trying to decide whether to sell it tomorrow or hold. Thanks.

Q: Two questions, deduct accordingly. What is the consensus for MU and regarding VLE, with the stock dropping regularly these days, why wouldn't they do a stock buy back at these prices with the cash at hand. Please give your opinion on VLE. Thanks

Q: Thanks to your sage advice, I am up significantly (again) on NVDA. Last year, I let it run up to 10% of my holdings, sold half and purchased VRT (now up 30%). NVDA has now increased to 8% of my portfolio. I understand there are multiple drivers currently at work turbo-charging the price of this stock (earnings, stock split, upcoming DOW listing, forced acquisition by ETFs, etc.). All this prompts three questions. How large would YOU let your NVDA grow as a percentage of your portfolio before trimming? Assuming you wanted to trim, when do you think the stock price will start leveling off (assuming the absence of black swan events)? If you wanted to take some profit and invest it outside tech, what would be your three highest conviction US stocks today? AMZN, MSFT, VRT, GOOG, V, and J already held. Thank you.

Q: Good Morning - I need to trim Nvidia a little. Can you please suggest a few high conviction names for TFSA (US or CDN) with a similar risk profile. Thanks!

Q: Would you buy this today or would you add more nvda? I also have avgo in the semi space along with smci. Maximum growth potential is my primary consideration followed close second by not wanting undue risk. Thank you.

Jaso

Q: Would you please please order the tech stocks in order of preference for long term hold with a brief explanation of each.
Would you consider CEG comparable to NEE?