Investment Q&A

Q: Down again on big volume today. Any idea why? Does it have to do with competition from HPE? With a stock like this still being up a ton I worry about how much further it can fall before it finds a bottom. Do you have confidence in holding? Thanks.

Q: Where do you feel a good support level will be for VRT?

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

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

Q: You have often noted your preference for investing in stocks exhibiting positive momentum. Do you promote this strategy to obtain the best price for the stock - i.e. not buying a failing knife or to ensure that the stock being purchased has a solid following with other investors and therefore a "good future"? I reference CELH and VRT in this question in order to determine the best way to purchase these stocks as both have been declining significantly for a short time ( although I think any volatile stock could be used). There is no question in mind that I want to buy both. Normally, I would wait to see their prices turn north before buying but both have shown in the past that a 10% - 20% one-day rise is not impossible. So is a partial buy-in called for here and risk missing in on a one-day big jump? Or is it best to see positive momentum first in case the stock isn't coming back?

Appreciate your insight.

Paul F.

Q: I would like to add another tech name. With software being weak as of late, I was thinking of either ADBE or CRWD but would be open to another suggestion or two as well. I currently own GOOG, TSM, AMZN, and MSFT.. VRT and BKNG as well even tho they aren't really tech names. Thank you.

Q: Hi! Vertiv seems to be drifting down over the last couple days ...Is this a buying opportunity or a sign of a longer downturn in the stock?

Q: What emerging AI companies do you recommend getting into and do you think Nvidia is still one to invest in at this time? First time investor.

Q: A bit of a rough day for VRT. Is this related to Dell earnings?

Q: Any reason for the drop in VRT today? I haven't seen any news that would account for this.

Q: Everyone, my tech portfolio is as follows: AAPL, AMZN, CSU, MSFT and NVDA. Is VRT a company to buy and hold forever or a stock buy for a few years and reassess. I.E. is its moat (people, technology, business plan, etc) wide enough to keep ahead of its followers Clayton

Q: Hello Peter, Ryan, and the Fab 5i Team:

If investing $5K USD today for a three year hold in a TFSA, in which order might you add to these holdings:

ESTC, VRT, NXT, BKNG, TMDX, ASPN.

Thanks very much for your excellent service!

Brad

Q: I purchased these two based on your recommendations. NXT slightly off but it is early days. NXT up 50%. Thank you your guidance. My question is about the volatility of these two stocks. They will trade +/- 5% in a day quite often. Does this kind of movement concern you or does it represent the kind of investor involved in these stocks?

Q: What would you consider good entry points for the noted stocks? Is there any you would not purchase at current levels?

Thanks
Tim

Q: The stock market keeps on climbing ahead. At what point should we be careful due to valuation?
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks

Q: Everyone, my neighbour just bought a ‘Back to the Future’ car with spoilers and all - yes he really did - and last night, without his knowledge I used it to go back to 1981. Then I used my life savings of $10000 to buy 125,000 shares of Apple stock. After the market closed that day in 1981 I flew back home to today. Now, I want to buy a stock from the next big growth industry AI. If I could buy just one stock, what stock would I buy? Clayton

Q: Can you provide a few aggressive names you like Can or US for a TFSA? Thanks

Q: Is AI becoming big enough to warrant its own category? I'm trying to find out what your recommendations are on AI companies going forward.

Q: Can you please comment on FIVE and your recent thoughts on its most recent quarter. Do you think the recent decline in price is an attractive entry point? Or do you have other ideas/recommendations that you have higher conviction in. Thanks so much!

Q: All of the above companies have now reported thier respective quarterly results in the last two weeks and their respective prices adjusted accordingly.

I appreciate that all have been suggested by 5i in response to numerous and varied questions. Based on your overall assessment, the recent results and forecasts and their respective pricing as of todays date, would you be able to rank them for acquisition together with a brief comment please.

Regards,

Terry