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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: These two stocks were recommended as AI growth investments relating to data centres. Could you provide a comparison of the two in terms of upside downside relative valuation and whether you would buy either or both at this time with confidence for a 3 year hold. Thank you.
Read Answer Asked by Ken on March 27, 2024
Q: SMCI has raised cash twice in the last 6 months, arguably much more cash than they really need which has increased speculation about possible acquisitions.

From their corporate presentations we know VRT have planned to scale production of a newly acquired liquid cooling technology over 40x through the course of this year. Seems like something that would take some up front capital investment. Does your crystal ball foresee VRT raising cash? Do they need to raise cash or is cash flow strong enough to grow the business?

Thanks.
Read Answer Asked by Marco on March 26, 2024
Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?
Read Answer Asked by John on March 26, 2024
Q: AI is expected to increase data generation requiring "massive increases in bandwidth" [BAC] to transmit that data. Which companies are investable to provide the equipment to handle the data increase. What target buy prices would you advise. Please rank your top 3 ?
Read Answer Asked by sam on March 26, 2024
Q: 1) If you could only hold 10 names from 5i’s Balanced portfolio with the aim of maximizing total returns over 10 years, what would you choose?

2) Same as previous question, but the 10 names can be any security, Canadian or U.S.

Thank you!

(Public question)

Read Answer Asked by Trevor on March 25, 2024
Q: Hi Team,
I was debating taking a position in VRT. However, I am way overweight in NVDA at the moment in my portfolio. I was wondering if VRT is a stock that will be highly correlated to AI, and might track the sector same as NVDA? Perhaps they are too closely related to hold both? Or do you feel they are different enough that I should be holding both? I have been hesitant to trim NVDA for other AI plays simply due to the fact that NVDA seems to be the clear leader in the space and why sell the "Best"? Your thoughts please. Thanks

Shane.
Read Answer Asked by Shane on March 25, 2024
Q: I want to spend the next 14 months growing my TFSA to pay down my mortgage when it comes due in June 2025. I started this quest about 6 months ago with 20% of the funds, and I'm now about halfway there. I have funds in US for 6 positions, and Canadian for 3, and currently own the above stocks. I haven't yet made my TFSA contribution for 2024, so could add a position to either. Keeping in mind the remainder of my portfolio is well balanced (cash account and RRSP) and this is a 14-month growth mission, do you see anything I should sell, or can you recommend something I should buy?
Read Answer Asked by Kim on March 22, 2024
Q: Would you be comfortable bringing VRT up to a full position? I currently have half a position and uncommitted funds to increase that to a full position. If you would prefer more diversity, can you provide three other suggestions for a US growth stock - not in the consumer cyclical space - for a TFSA? (NVDA already held.) Thank you.
Read Answer Asked by Maureen on March 22, 2024
Q: EDGE AI - which stocks are aligned with EDGE AI? In your view, is this an important next step in the evolution of AI?
Read Answer Asked by sam on March 22, 2024
Q: As part of a growth oriented US$ portfolio, I have 1.5% positions in each of VRT and CELH . I now have some extra cash available from taking a bit of the very nice profit in my SMCI holding (thank you, 5i)
My plan was to increase one or both of those 1.5% positions with that cash, but I have also been considering a starter position in AXON. Your comments would be appreciated, and if you think Axon would be your preference, could you give a ballpark buy price.
Many thanks, as always.
Read Answer Asked by Alexandra on March 22, 2024
Q: You recommended about a month ago the above stocks
Would you still purchase these and can you rank them in order of which to buy first?
ESTC seems to have fallen a lot- is it still a buy?
Thank you
Read Answer Asked by Indra on March 22, 2024
Q: I have listed a number of companies you like. Most of the companies named have done well (some very well).

Do you consider all these names a Buy at current levels? From the list what would be your 5 favorite stocks?

Thanks
Tim
Read Answer Asked by Timothy on March 20, 2024
Q: Can you suggest 3 "best" US stocks for growth other than MAG7 ?
3 best US with dividends. thanks
Read Answer Asked by Fernando on March 20, 2024
Q: I have some US cash and was looking at APH. There haven't been many questions on it. What do you think? I'm interested in growth. I will also be buying crox, axon and vertiv.
Read Answer Asked by Andrea on March 19, 2024
Q: In a previous question I asked a few months ago,
- One of the questions I asked was :
- What Companies do you think was a screaming Buy... And You said SMCI...
- Good call!

- Now my Question is : Currently in this environment, What would you suggest is a Screaming Buy.. - In any Sector, Based on current stock price and valuation

Thanks in advance,
M
Read Answer Asked by michael on March 18, 2024
Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...

2. What would be the Core Holdings going into this Ai moment +

3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...

4. How do you feel about the Valuations and Stock Price of the Current companies listed...

5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...

Thanks in advance,
M
Read Answer Asked by michael on March 18, 2024
Q: Time to do some spring cleaning. Can you please rank the above industrials to purchase/hold? Thank you
Read Answer Asked by Neil on March 18, 2024
Q: I opened an FHSA and am looking to max it out and put half in index and half in high growth potential stocks. Not looking to purchase a home for min 5 years up to 10. If i end up not buying I would just flip it over to the RRSP. What are some stocks that you would recommend that have a high upside potential? CAD or US stocks.
Read Answer Asked by Ashleigh on March 15, 2024
Q: Good afternoon, Just wondering if your conviction for Elastic N.V. is still as high as it was several weeks ago? Since the drop following the recent earnings report, ESTC hasn't really participated much in any of the tech rallies. I'm down about 11% and wondering if I should be patient, or consider selling and adding to other high conviction picks already owned, such as NXT, VRT or AXON? Thanks. Brad
Read Answer Asked by Bradley on March 14, 2024
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