Investment Q&A

Q: Can you compare/contrast these two businesses for me? Does SMCI order NVDA chips and sell the entire integrated system with chips as well as the infrastructure without chips that customers can plug and play their own NVDA or other chips into? Is SMCI's technology more efficient for thermal management than VRT's? Their growth rates seemed comparable each quarter over the last year. I am wondering if VRT has a good chance to post a nice beat in their upcoming quarter as SMCI did. Thanks

Q: Is now a decent time to purchase VRT or should I wait for a potential pullback/consolidation? Are there other similar companies to VRT?
Thanks

Q: If this is too broad a question, please feel free to decline. If you were to start from scratch today, with a goal of maximizing total return at 10 years regardless of income/growth/dividends/distributions etc., which stocks would be on your list?

Q: If you had $31,000 in a new US rrsp, what 5 holdings would you buy? What would be a decent price for the holdings?

Q: I'm very interested in VRT. When do they report? I may buy some now and more after they report.
Much much thanks

Q: What do you feel is a good entry point for VRT? Is it better to wait after their earnings report?

Q: Good Day,

Big wins on a lot of your recent answers to my previous questions, thanks.

Obviously there's a tonne of hype on the Semiconductor market/AI/Data Center space right now, and after picking up SMCI, VRT, etc, I came across CDNS and by proxy, SNPS as well.

It appears they have the market corners on the design software side of this market. Logically, however, this wouldn't appear to be a space that grows in the number of customers in it very readily.

Is this similar to ASMLs type of monopoly (albeit a duopoly), with growth coming from advantageous pricing conditions and the relative difficulty of a new player popping up?

Do you see these companies gaining significant share price appreciation over time? Which company is better and why? I really liked a recent question that asked where they were relative to a baseball game. For each could you relate their lifecycle to what inning in a game they are, as well as an out of 10 for risk and growth potential.

The prices of these have climbed for sure, but definitely don't seem to have exploded like the rest of the segment. Are there any other companies with this same type of competitive advantage in the semiconductor/AI space?

Thanks!

Q: What you interpret or put value on 1 year target price on yahoo finance. example -
VRT at 63 and 1 year target price is 53
DDOG at 135 and target is 129
AXON at 270 and target 258.
Does this mean these have reached at prices as expected by analyst and as such not much upside (until analyst revise prices)? Don't have position in these. Is it too late to start. Thanks

Q: I'm a fairly unsophisticated investor so your advice has been well worth the price.

I am trying to understand the metrics to better value a company.

The price of some companies like Costco and CSU has soared, but you have mentioned such rises not being a bubble if other metrics like P/E ratio are in line with that. Is that the case for these two companies or are they now over-priced?

Also, you seem to be recommending VRT but the P/E ration on that is around 90. That seems very high.

Q: Hi Group what's going on with FFH this am. Is it a buy sell or hold is it a good time to add more as i already own it. Also what's you top 3 picks in (stocks or ETFs /US or Cad ) Financials / Health care /Industrials /Tech / Consumer Disc...Thanks for your help it is much appreciated

Q: I’m currently a momentum/swing trader, but running out of names to hop on with everything up. Can you provide 5 US growth names that you might enter based on their current momentum? Either a bounce or continued rise in the next month?

Q: I hold a U.S.$ portfolio of 9 stocks geared to growth - all of which are doing well, in large measure to 5i questions/answers/ comments/suggestions. Thank you for providing such a beneficial service. I have just lightened up on Crowd and would like to add the proceeds to one of the other existing stocks that are at lower percentage holdings (CELH @ 1% , CROX @ 1.5%, Amazon @ 2.2%) . Your thoughts would be appreciated.

Q: Are there any good ETFs that hold both VRT and Eli Lilly?

Q: I recently retired and looking to place some of my savings into the market with a 5 year horizon at which time I will re-evaluate. Will tolerate a moderate to light risk. Could you please recommend 3 or 4 stocks or etf’s for my TFSA and 5-6 stocks for growth. Appreciate all your efforts. Thank you. Brian

Q: I am trying to purchase 5 american companies to hold in an AI-focussed portfolio, probably for 5 years or so through this next bull market. I already own the megacaps and so I am specifying less than $200 billion market cap for each of these. Can you give me your top AI-related plays with these criteria? Thanks.

Q: NVDA now compromises 9% of my total portfolio. What's the maximum weight YOU would be comfortable with? Alternatively, would you consider selling - say - 2% of NVDA and buying VRT? If yes, can you please compare potential risk/reward for both NVDA and VRT over the next two years on a scale of 1-10? Thank you.

Q: I hold ROP HEI WSP ATS TFII AXON VRT in the industrial sector. 5i has also recommended TT TDG RTX and URI. I would like to sort out which could be sold [in whole or in part] and which could be added to. For a long-term hold, which could go and which would you advise to be the core for this sector.
Thanks

Q: Hi,
Kicking myself in the butt for not buying SMCI a few months back after humming and hawing about it. I guess because I have a large NVDA and GOOG position already so didn’t want too much AI exposure.

For some of these names that have run hard over the last 3-6 months, would you add or initiate new positions? I own NVDA, HPS.A and TVK and have nice gains but want to slightly add for long term. I’m reluctant now to buy these new daily highs in SMCI and VRT, afraid of a sharp pullback. How would you proceed? For all the stocks mentioned, what inning do you think we’re in for each? Still long runways? And I know it’s hard, but what would be good price targets to buy if they pulled back? Thanks!

Q: I'm hoping you can give your thoughts on these as well as rank these potential AI companies for a 5 year hold.

EPAM; GLOB; C3AI; PERI; UPST; PLTR; SNOW; CAN; VRT

Q: If you had to put together a portfolio to hold for at least one year for max gain what would they be? No concern for risk or the size of the company. Must be traded on a USA exchange although not necessarily a USA company. I’m guessing you will include smci, vrt, google and amazon. Part two of the question is whether I should sell some smci to lock in a gain? I’ve never in my life enjoyed such a large gain so quick. Thanks.