Investment Q&A

Q: Hi,

I have speculative positions in SOUN and SMCI. Both of them are raising capital and SMCI has been dropped from Nasdaq100 as well. I would like your opinion on this capital raise and the companies in general; independent of my view.

I think SOUN stock price is being pumped and it would be prudent to exit the position and wait for share dilution to happen before entering again.

As far as SMCI is concerned, I think that the company is trying to come clean and start afresh. Even then I am a little suspicious. I also think that the exit from Nasdaq100 had been priced in and should not contribute further to the slide. And that they are raising capital is indicative of a strong order book. It is a matter of establishing credibility and feel it would be rewarding to give them a chance..

How would you deal with these two? Buy or Sell? Since these are speculative positions it is not just a Hold into the year end rally (hopeful).

Regards

Rajiv

Q: Looking to invest $20,000 Canadian in the TSX.and Neo exchange. Any recommendations for growth companies for 2 year hold?

I already own the following but can add more to them also:

DRX 3% DOWN
EQB. 2% Up
XSU 6% Up
HPS.A 9% Up
AMZN 35% up
BN 56% Up
CLS 133% Up
DOL. 40% Up
LMN 58% Up
NVDA. 68% Up
PRL. 57% Up

Thanks

Q: What company do you expect would do better from a pure growth perspective in the short term and long term?

Q: I provided some funds to my two grandsons approximately 6 months ago. One grandson invested his funds in the stocks and ETFs noted above. He is very pleased to see an increase in market value for all his investments. I will be providing my grandsons with additional funds to add to their existing investments. Please rank the existing investments shown above for long term growth. I will submit a second question for my other grandson. Best wishes for the Holiday Season.

Q: The existing investments for my other grandson are shown above. Please rank his investments for long term growth. Best wishes for the Holiday Season.

Q: Hi There, I am trying to stear my portfolio decisions going into 2025, and looking for some of your feedback. I am 28 with 55k in myTFSA ( all after home purchase, so longer time horizon), I have about 5K of the 55K to invest, and the other 50K in the stocks below with their respective weightings of the 55K. I am trying to decide if I should add any other specific stocks or top up weightings to 2% on BSX / BKNG / ISRG / TSM / CELH / SMCI and add to CRWD, DIS, GOOGl, another 1.0%.

Are there any other stocks you would recommend to diversify this portfolio some more. Do you have any concerns with any holdings or their weightings?

Please deduct however many questions you feel necessary, I don't often ask Q's.

NVDA - 15%
SHOP - 10.7%
MELI - 9.8%
TTD - 9.2%
PLTR - 9.0%
MSFT - 7.6%
AMNZ - 7.6%
META - 4.1%
GOOGL - 3%
DIS - 2.5%
AXP - 2.45%
CRWD - 2%
NBIS - 2%
SMCI - 1.75%
NU - 1.64%
CELH - 1.54%
BSX - 1.12%
BKNG - 1%
ISRG - 0.7%
TSM - 0.7%


Thanks,
Dan

Q: Hi Peter,

Can you please give your initial take the impact of Willow developed by Alphabet on the stock price of NVDA.
The stock price takes into account the future growth of the company, its market share in the growing AI and Quantum computing marketplace with the expectation the earnings will grow significantly to bring down the P/E ratio.
With Willow coming into the market a few years from now, what is the impact on NVDA's dollar price today; in your view?
Regards
Rajiv

Q: If the stock market closed for the next 10 years, what 10-15 stocks in Canada or US would you own right now for total growth? Looking for top, highly predictable compounding businesses that have strong pricing power.

Q: The total portfolio holds both AVGO (2.88% of total portfolio) and NVDA (3.20%) and both are in the sub-industry of "semiconductors". AVGO is considered to be analog semiconductor devices and MVDA is considered to be marketing graphic mobile processes. My question is are these two stocks substantially different that both should be held or not? Also what is the maximum weight to be held for AVGO?
.....Many thanks for your insights.....Tom

Q: Could you please clarify your answer to Bruce Dec 5. In your answer you first say NVDIA as the 'if we have to pick one' but then you go on to say if an investor is looking at only one, you say you would be picking BN should be the investors choice if choosing only one ?????
Also, the ranking doesn't seem to match up with those comments...please expand.

Q: In regard's MRVL's last question on Sept 27 you noted a sales decline. I understand they reported on December 4 and seem to have done well. Is sales growth still negative year over year and is it's forward PE ratio still with-in reason? I suppose they are a competitor of NVDA which may be a risk more than an asset even if its chips are cheaper than NVDA's. Have they invented a better chip or is there anything about them which is better than NVDA other than price? Any thoughts you have would be appreciated.
Jim

Q: I notice that Nividia has invested in Nbis & Soun,
Appprciate if you could name other companies that Nividia has invested in that trade on North American exchanges’
Thank You

Q: What do you think is a better investment in terms of growth for the next year or so, NVIDIA or NBIS? Do you think we should wait for a pullback in NBIS?

Q: At this time and for a long term hold, what 5 US large capital stocks or so would think would be a worthwhile investment?.....Tom

Q: Hello 5i
SOUNDHOUND is up 230’ish % since the last question was asked on July 2/24. Can you please give an updated opinion? Is it all hype and no substance or starting to get traction?
Thank you
Dave

Q: Of the above companies which would you choose for a TFSA if you were to select only one? Please rank them in order (best to "less best") re your expectations for long term growth (say, over the next 10 years).
If you had only one pick for a long term TFSA hold of any stock (or ETF) without regard to CAD vs US, market sector or market cap, what would that be, assuming a young (mid-20's) investor with a currently well diversified, growth-oriented TFSA?

Q: Noticed this company has come up a few times in the Q&A the past several days. How much of this is a speculative buy vs. an investment? The only thing I can seem to gather here is that there is positive momentum, it was endorsed by Citron, members of 5i seem to own it, but it is still losing money.

Are there similarities to the dot com boom here? What makes this company buyable?

Q: The CAD continues to weaken against the USD. Interest rates are declining in the US so I’m not sure why the USD is so strong. Trump’s tariffs are thought to be inflationary so possibly the market is already anticipating higher interest rates. Typically I am fully invested. Trying to decide if I should sell a portion of my USD stocks like NVDA to raise some cash. I agree that the tariffs are coming in spite of what we Canadians do to secure our border. May I have your thoughts on the USD and the tariffs?
Thanks,
Jim

Q: Please provide your analysis of Nebius (NBIS). I noticed you did not endorse the company on the question posed on Oct 29?
Has your opinion changed since?
Thanks
Ben

Q: - I sense something happening these days with the whole space in tech, with AI, Information, etc on how its controlled, used, etc...

- Companies like Google and Microsoft have been targeted with lawsuits from many countries, based on Size , Monopoly and Other concerns...
- Companies like NVDA, ARM,AAPL and META are also included in my question...

- The Trump Factor is also a concern...

1. How do you see this playing out for these tech companies playing out ? Short/Long Term

2. Which are the best in class to weather the storm ?

3. Who is the Most Vulnerable To successful lawsuits against or breakup?

4. Best Pick/Picks To Buy and Hold Going Forward??

Thanks,
M