Q: Earnings were good Outlook for first quarter soft. It looks cheap What is your opinion Buy ? RAK
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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.
Q: What do think earnings will be for DELL on February 27th 2025
Do you recommend its purchase ? RAK
Do you recommend its purchase ? RAK
Q: Companies inside IGV not doing well Should I sell and put money in DELL
What others in this space look good RAK
What others in this space look good RAK
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NVIDIA Corporation (NVDA)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
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Nebius Group N.V. (NBIS)
Q: DELL How will they benefit from AI and Data Build Up ? Is it a buy or do you recommend something else in this space Thank You RAK
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Super Micro Computer Inc. (SMCI)
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Comfort Systems USA Inc. (FIX)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
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Nebius Group N.V. (NBIS)
Q: Could you provide me with a few a few names that you feel will benefit from the build up of Data Centers to support AI and would Comfort Systems be on that list? Thank you.
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Palo Alto Networks Inc. (PANW)
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The Trade Desk Inc. (TTD)
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ASML Holding N.V. (ASML)
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Aspen Aerogels Inc. (ASPN)
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Banco Santander S.A. Sponsored ADR (Spain) (SAN)
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Berkshire Hathaway Inc. (BRK.B)
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Dell Technologies Inc. Class C (DELL)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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Snowflake Inc. Class A (SNOW)
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Nextracker Inc. (NXT)
Q: I have some cash that I would like to put to work and I have small positions that I would like to reduce. My main objective is growth with a bias towards low beta equities at this time in my work life. I am about 4 years away from my planned retirement.
These are most of my held equities along with weightings. NVDA 13.3% CSU 6.4% BN 6.4% SAN 5.4% SHOP 4.8% CRWD 4.3% TOI 3.8% VRT 3.4% ENB 3.2% BIP-UN 2.6% BEP-UN 2.3%. The following are 1-2% positions 13.5% as group; COST TD ATZ BNS AMZN TTD PANW PRL BRK.B. The rest are< 1%/each approx 10% as group BCE ASML HPS-A TMDX ISRG TMO GSY ASPN DELL SNOW NXT.
I plan on continuing to hold most of these positions including the smaller positions (<2% positions). I would like to reduce the number of these smaller holdings.
Could you please rank these smaller positions with the keepers at one end of the spectrum to goers at the the opposite end of the spectrum.
Thanks for this.
These are most of my held equities along with weightings. NVDA 13.3% CSU 6.4% BN 6.4% SAN 5.4% SHOP 4.8% CRWD 4.3% TOI 3.8% VRT 3.4% ENB 3.2% BIP-UN 2.6% BEP-UN 2.3%. The following are 1-2% positions 13.5% as group; COST TD ATZ BNS AMZN TTD PANW PRL BRK.B. The rest are< 1%/each approx 10% as group BCE ASML HPS-A TMDX ISRG TMO GSY ASPN DELL SNOW NXT.
I plan on continuing to hold most of these positions including the smaller positions (<2% positions). I would like to reduce the number of these smaller holdings.
Could you please rank these smaller positions with the keepers at one end of the spectrum to goers at the the opposite end of the spectrum.
Thanks for this.
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Hewlett Packard Enterprise Company (HPE)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
Q: Who are competitors to SMCI, and which one would benefit most in long term from the tanking of SMCI so I can initiate a position today? Thank you.
Q: Hi 5i
What is 5i opinion on DELL, would 5I be interested at the current SP and where do you see it going from here and also into earnings....
Currently share holder at $148, would 5i continue to hold on with an eye to the future or exit....
Have they been been affected by SMCI affair...
Thx
What is 5i opinion on DELL, would 5I be interested at the current SP and where do you see it going from here and also into earnings....
Currently share holder at $148, would 5i continue to hold on with an eye to the future or exit....
Have they been been affected by SMCI affair...
Thx
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Apple Inc. (AAPL)
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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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Tesla Inc. (TSLA)
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Dell Technologies Inc. Class C (DELL)
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Palantir Technologies Inc. (PLTR)
Q: Hello 5i:
I want to add to my AI exposure with a 3 5 year horizon.
I already have sufficient TSLA and AAPL, and moderate positions in NVDA and MSFT, and a starting position in PLTR.
What would be your choice(s) for adding to any of these, and/or starting new positions such as AVGO, DELL , TSM, or others? I have avoided GOOG due to possible breakup legislation.
Many thanks for your ongoing great service.
I want to add to my AI exposure with a 3 5 year horizon.
I already have sufficient TSLA and AAPL, and moderate positions in NVDA and MSFT, and a starting position in PLTR.
What would be your choice(s) for adding to any of these, and/or starting new positions such as AVGO, DELL , TSM, or others? I have avoided GOOG due to possible breakup legislation.
Many thanks for your ongoing great service.
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Akamai Technologies Inc. (AKAM)
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Amazon.com Inc. (AMZN)
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Cisco Systems Inc. (CSCO)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Hewlett Packard Enterprise Company (HPE)
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Nutanix Inc. (NTNX)
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Zscaler Inc. (ZS)
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VMware Inc. Class A (VMW)
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Dell Technologies Inc. Class C (DELL)
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Fastly Inc. Class A (FSLY)
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Cloudflare Inc. Class A (NET)
Q: Hi gang,
Can you suggest me ntnx or net? What would be a safer bet. ? Who are their competitors?
Thanks. Alnoor
Can you suggest me ntnx or net? What would be a safer bet. ? Who are their competitors?
Thanks. Alnoor
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NVIDIA Corporation (NVDA)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
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Palantir Technologies Inc. (PLTR)
Q: Good Morning
Setting aside the results, clearly they were good, but just focusing on market expectations and future returns, would you initiate a position in NVIDIA today? What other themes for AI would you look at going forward?
Thank you
Setting aside the results, clearly they were good, but just focusing on market expectations and future returns, would you initiate a position in NVIDIA today? What other themes for AI would you look at going forward?
Thank you
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Intel Corporation (INTC)
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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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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
Q: Ive heard that data centre spending between now and 2030 will fall into three buckets: CPUs, Ai accelerators, and infrastructure, where CPUs are the slowest growing segment. Do you agree with that framework, and if so, could you briefly explain the difference between these three areas and recommend the best companies in each? Thank you.
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Hewlett Packard Enterprise Company (HPE)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
Q: These companies are often discussed as rivals. In light of SMCIs results, what do you think of the prospects for HPE and DELL in relation to SMCI? If you had to rank them, which ones get the gold, silver and bronze?
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Applied Materials Inc. (AMAT)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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ON Semiconductor Corporation (ON)
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Marvell Technology Inc. (MRVL)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
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
NVDA, VRT, MU, DELL, QCOM, MRVL, ON, AMAT
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Applied Materials Inc. (AMAT)
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Broadcom Inc. (AVGO)
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Micron Technology Inc. (MU)
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QUALCOMM Incorporated (QCOM)
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Atlassian Corporation (TEAM)
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ON Semiconductor Corporation (ON)
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Arista Networks Inc. (ANET)
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Marvell Technology Inc. (MRVL)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
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Infineon Technologies AG ADR (IFNNY)
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
VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
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Apple Inc. (AAPL)
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Adobe Inc. (ADBE)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Celestica Inc. (CLS)
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Arista Networks Inc. (ANET)
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Pure Storage Inc. Class A (PSTG)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
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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: Hello, Currently I hold NVDA, Meta, Google, and Palantir stocks in the tech sector. Could you recommend additional stocks that would complement my portfolio during this AI boom? Thank you.
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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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Eli Lilly and Company (LLY)
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Vanguard S&P 500 Index ETF (VFV)
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Century Communities Inc. (CCS)
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Dell Technologies Inc. Class C (DELL)
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CrowdStrike Holdings Inc. (CRWD)
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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 5i,
I have a question about currency as it relates to investments made to the TSX or US stock exchanges.
I am embarrassed to ask given this was likely a rookie move; posting publicly in case it helps others.
I have made investments via my TFSA, LIRA, RRSP and self directed investment account in some US equities (above).
What I perceive now to be a "problem" is that all purchases of US stocks (including those with dividends) were made out of my CA account of said RRSP, TFSA, LIRA etc. given I did not hold any USD$ in my investment accounts.
Yesterday there were a few questions around Norberts Gambit approach (which I am not familiar with) and I have since realized the error of my ways. Here are my questions - knowing you cannot personalize responses - but if it were YOU :
- 1) As a Canadian, should the purchase of any US equity always be purchased using US funds in said investment account? OR when available - should you purchase on the CA stock exchange?
- 2) What is the best way to transfer CAD from said investment account into the US corresponding account if one wants to be mindful of fees, exchange rates etc. (is that Norbert's approach?)
-3) What would you suggest I do for the US equities I currently own in CA accounts? Is there anything to do?
Please use any credits you see fit.
Thanks a Million.
I have a question about currency as it relates to investments made to the TSX or US stock exchanges.
I am embarrassed to ask given this was likely a rookie move; posting publicly in case it helps others.
I have made investments via my TFSA, LIRA, RRSP and self directed investment account in some US equities (above).
What I perceive now to be a "problem" is that all purchases of US stocks (including those with dividends) were made out of my CA account of said RRSP, TFSA, LIRA etc. given I did not hold any USD$ in my investment accounts.
Yesterday there were a few questions around Norberts Gambit approach (which I am not familiar with) and I have since realized the error of my ways. Here are my questions - knowing you cannot personalize responses - but if it were YOU :
- 1) As a Canadian, should the purchase of any US equity always be purchased using US funds in said investment account? OR when available - should you purchase on the CA stock exchange?
- 2) What is the best way to transfer CAD from said investment account into the US corresponding account if one wants to be mindful of fees, exchange rates etc. (is that Norbert's approach?)
-3) What would you suggest I do for the US equities I currently own in CA accounts? Is there anything to do?
Please use any credits you see fit.
Thanks a Million.
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Broadcom Inc. (AVGO)
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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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NVIDIA Corporation (NVDA)
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Prologis Inc. (PLD)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Magna International Inc. (MG)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Vanguard S&P 500 Index ETF (VFV)
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Century Communities Inc. (CCS)
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Eagle Materials Inc (EXP)
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T-Mobile US Inc. (TMUS)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
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Lumine Group Inc. (LMN)
Q: Hi 5i!
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you cant get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech and own the above in registered and non-registered accounts.
If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.
Consumer Staples
Healthcare
Industrials
Communications
Energy
Real Estate
Utilities
Materials
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you cant get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech and own the above in registered and non-registered accounts.
If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.
Consumer Staples
Healthcare
Industrials
Communications
Energy
Real Estate
Utilities
Materials
Q: Vertiv Holdings Co dropped over 9% today. What do you think may have contributed to the drop? Do you this stock is still a good buy at these prices?
Thanks
Thanks
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Hewlett Packard Enterprise Company (HPE)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
Q: In many of your answers regarding the AI phenomenon, SMCI used to pop up along with VRT. VRT has hung in there very nicely, but SMCI is struggling near a 60% haircut from its peak. From your last comment on May23, you advise to keep both eyes on it, but I,m wondering if some compitition is affecting the company. Who are its closest competitors? How did the last quarter report compare to the previous 7 quarters, and would that explain the current negative momentum? What should the next report show that would give me comfort to hang in there?
Thanks, Lionel
Thanks, Lionel