Q: Nvidia has been a ten bagger for me and I’m obviously ecstatic with this momentum. I’ve trimmed with my original stake at just under 100.00. It’s about ten percent of my portfolio. I know you don’t advise on individual portfolios but might it be wise to trim more and diversify further within the sector with Oracle! I also own Vertiv Holdings. Thanks. Your support and knowledge have been tremendously helpful over the years.
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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.
- Oracle Corporation (ORCL)
- Advanced Micro Devices Inc. (AMD)
- Cadence Design Systems Inc. (CDNS)
- CrowdStrike Holdings Inc. (CRWD)
Q: Morning you fabulous people,
My TFSA is heavily tilted toward tech and growth.
I'm gearing up for 2025. I see Orcl has had a healthy small consolidation.
I already own the big players. Is Oracle a buy in its current range?
Outside of the mag7, PANW, ANET, AVGO.
Do you have a compelling buy to add at a reasonable valuation in the broad tech sector.
Please deduct accordingly.
Thank you so much.
My TFSA is heavily tilted toward tech and growth.
I'm gearing up for 2025. I see Orcl has had a healthy small consolidation.
I already own the big players. Is Oracle a buy in its current range?
Outside of the mag7, PANW, ANET, AVGO.
Do you have a compelling buy to add at a reasonable valuation in the broad tech sector.
Please deduct accordingly.
Thank you so much.
- F5 Inc. (FFIV)
- NVIDIA Corporation (NVDA)
- PayPal Holdings Inc. (PYPL)
- Bristol-Myers Squibb Company (BMY)
- Eli Lilly and Company (LLY)
- Oracle Corporation (ORCL)
- Walmart Inc. (WMT)
- Fortinet Inc. (FTNT)
- EVINE Live Inc. (EVLV)
- Datadog Inc. (DDOG)
- Vertiv Holdings LLC Class A (VRT)
- Sprout Social Inc (SPT)
- monday.com Ltd. (MNDY)
- Uranium Energy Corp. (UEC)
- Symbotic Inc. (SYM)
- Arm Holdings plc (ARM)
Q: Hello 5i,
We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?
WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL
Thank you for your help.
D&J
We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?
WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL
Thank you for your help.
D&J
- Broadcom Inc. (AVGO)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Oracle Corporation (ORCL)
Q: In replying to Dave's question on CRM you ended answer with "We generally view CRM positively and think it's valuation at 25x forward earnings is fair, although there are higher growth opportunities at similar multiples. We would be fine switching from CRM into another mega-cap tech name. "
Please list your top 5. Thx
Please list your top 5. Thx
Q: If you were to replace CRM, what would you replace it with?
Thanks for your service!
Thanks for your service!
Q: What are your thoughts on their strong Q2 earnings? Would this be a good entry point? It may finally be ready to rally over the next quarter.
Q: Hi there what’s your thoughts on all the announcements by O yesterday?
Is it too late to buy or do you see a good run up in the coming few years?
Thanks!
Is it too late to buy or do you see a good run up in the coming few years?
Thanks!
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Oracle Corporation (ORCL)
- Constellation Software Inc. (CSU)
- Vitalhub Corp. (VHI)
- Super Micro Computer Inc. (SMCI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: hi 5i, these stocks are in my cash account , I need to sale 2 or 3 of them to raise some cash. I'm happy with all of them. but unfortunately have to sale. I'm thinking I could let go SMCI (since I have NVDA), VHI, and META. Or trim a bit of each. Your opinion please! thanks
- Cisco Systems Inc. (CSCO)
- Oracle Corporation (ORCL)
- UnitedHealth Group Incorporated (DE) (UNH)
- Constellation Software Inc. (CSU)
- Metro Inc. (MRU)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- North West Company Inc. (The) (NWC)
- Agnico Eagle Mines Limited (AEM)
- Open Text Corporation (OTEX)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Acadian Timber Corp. (ADN)
- T-Mobile US Inc. (TMUS)
- West Fraser Timber Co. Ltd. (WFG)
- Topicus.com Inc. (TOI)
- Elevance Health Inc. (ELV)
- Lumine Group Inc. (LMN)
Q: Retired (25 years) investor, preservation of capital and income paramount. Can you please provide the following, ETF or equity suggestions for:
Basic Materials (hold 2% LIF), Communications Services (hold 4% BCE), Consumer Cyclical and Consumer Defensive (hold 0%), Healthcare (hold 1% HHL), Industrials (hold 0%), Technology (hold TXF 4%).
Thank you for considering my lengthy question for which I apologize.
Basic Materials (hold 2% LIF), Communications Services (hold 4% BCE), Consumer Cyclical and Consumer Defensive (hold 0%), Healthcare (hold 1% HHL), Industrials (hold 0%), Technology (hold TXF 4%).
Thank you for considering my lengthy question for which I apologize.
- Microsoft Corporation (MSFT)
- QUALCOMM Incorporated (QCOM)
- International Business Machines Corporation (IBM)
- Mastercard Incorporated (MA)
- Motorola Solutions Inc. (MSI)
- Oracle Corporation (ORCL)
Q: Hi Peter can you provide opinion on TDV etf. What are your thoughts of it price and quality?
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Oracle Corporation (ORCL)
- Tesla Inc. (TSLA)
- Super Micro Computer Inc. (SMCI)
- Celsius Holdings Inc. (CELH)
Q: I have these companies on my cash account , they all are doing good, but now I'm looking to sell 3 of them, so I can buy some BRK.B.
Which 3 would you let go. thank you.
Which 3 would you let go. thank you.
- Broadcom Inc. (AVGO)
- Cisco Systems Inc. (CSCO)
- Alphabet Inc. (GOOG)
- Intel Corporation (INTC)
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- Oracle Corporation (ORCL)
- Pfizer Inc. (PFE)
Q: Held Cisco,Oracle,Pfizer,intel,for many years now. is it time to cut the umbilical cord? i am 82 but still continue to invest.What U.S. stocks should i consider replacing them with?
- Apple Inc. (AAPL)
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Broadcom Inc. (AVGO)
- Cisco Systems Inc. (CSCO)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Accenture plc Class A (Ireland) (ACN)
- Salesforce Inc. (CRM)
- Oracle Corporation (ORCL)
- Tesla Inc. (TSLA)
- Advanced Micro Devices Inc. (AMD)
Q: hi,
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Eli Lilly and Company (LLY)
- Oracle Corporation (ORCL)
- Constellation Software Inc. (CSU)
- Alimentation Couche-Tard Inc. (ATD)
- Advanced Micro Devices Inc. (AMD)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Axon Enterprise Inc. (AXON)
- Shopify Inc. Class A Subordinate (SHOP)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. (PLTR)
- 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
- Apple Inc. (AAPL)
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Broadcom Inc. (AVGO)
- Cisco Systems Inc. (CSCO)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Accenture plc Class A (Ireland) (ACN)
- Salesforce Inc. (CRM)
- Oracle Corporation (ORCL)
- Tesla Inc. (TSLA)
- Advanced Micro Devices Inc. (AMD)
Q: Peter,
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Eli Lilly and Company (LLY)
- Oracle Corporation (ORCL)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: HI 5I, I like to reduce my tech stocks, I like to keep 5 of them (the ones with more stability) , the rest will sell to buy BN & COST (or any other suggestion) , I hate to let go some of them since they have provided me good gains , but I need peace of mind, and balance, I hate to be in your shoes with this question, please advice, thanks
Q: Can you please comment on the earnings report .Is the company a buy, hold or sell? Thanks
Q: What are the best stocks in the data memory storage space?
- Adobe Inc. (ADBE)
- Autodesk Inc. (ADSK)
- Intuit Inc. (INTU)
- Microsoft Corporation (MSFT)
- Salesforce Inc. (CRM)
- Oracle Corporation (ORCL)
- ServiceNow Inc. (NOW)
Q: Dear Peter et al:
Recently a tech expert came on BNN and mentioned that going forward, it is the SaaS companies that will benefit from AI revolution. His top pick was ORCL. But he mentioned NOW and CRM as well in passing. I looked at these companies using Finviz's screener (free version!) and I see ORCL has a lot more debt than the other two.
What would be your choice? If not these three do you have any other favourites? Many thanks.
Mano
Recently a tech expert came on BNN and mentioned that going forward, it is the SaaS companies that will benefit from AI revolution. His top pick was ORCL. But he mentioned NOW and CRM as well in passing. I looked at these companies using Finviz's screener (free version!) and I see ORCL has a lot more debt than the other two.
What would be your choice? If not these three do you have any other favourites? Many thanks.
Mano
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- International Business Machines Corporation (IBM)
- Oracle Corporation (ORCL)
Q: IBM pays a nice dividend that has shown good growth over the past 5 years (the last 3 years, not so much). How would you rank it for both income and equity growth going forward? It seems that at one time is was the leader in AI and now it does not seem to get mentioned in that vein.
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.