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.
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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.
- Roper Technologies Inc. (ROP)
- United Rentals Inc. (URI)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Transdigm Group Incorporated (TDG)
- Axon Enterprise Inc. (AXON)
- Heico Corporation (HEI)
- Vertiv Holdings LLC Class A (VRT)
- Trane Technologies plc (TT)
- RTX Corporation (RTX)
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
Thanks
- NVIDIA Corporation (NVDA)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
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!
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!
- EPAM Systems Inc. (EPAM)
- Globant S.A. (GLOB)
- Perion Network Ltd (PERI)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. Class A (PLTR)
- Snowflake Inc. Class A (SNOW)
- Upstart Holdings Inc. (UPST)
- C3.ai Inc. Class A (AI)
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
EPAM; GLOB; C3AI; PERI; UPST; PLTR; SNOW; CAN; VRT
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Salesforce Inc. (CRM)
- Eli Lilly and Company (LLY)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (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.
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
Q: Hi, can you give me your 5 best US growth stocks ideas, ranked 1 to 5 (one being best), with a high degree of safety yet good growth to hold and not touch for 3-5 years? Thank you.
- Celestica Inc. (CLS)
- ATS Corporation (ATS)
- Kinaxis Inc. (KXS)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Advanced Micro Devices Inc. (AMD)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Duolingo Inc. (DUOL)
Q: Which 5 Canadian and 5 US companies would you buy for pure growth over the next 6 months? Can you provide a bullet for each on risk and main reasons for selection?
- Apple Inc. (AAPL)
- Adobe Inc. (ADBE)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Super Micro Computer Inc. (SMCI)
- CrowdStrike Holdings Inc. (CRWD)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. Class A (PLTR)
- C3.ai Inc. Class A (AI)
Q: Hi, I would like to invest in AI (Artificial Intelligent)
I own: . AAPL.3%, ADBE. 3%, MSFT.3%, NVDA. 3%.
Do you have other stocks to suggest to me or add 2% to the four I currently have.
Thanks
Jean Guy
I own: . AAPL.3%, ADBE. 3%, MSFT.3%, NVDA. 3%.
Do you have other stocks to suggest to me or add 2% to the four I currently have.
Thanks
Jean Guy
- Converge Technology Solutions Corp. (CTS)
- Vertiv Holdings LLC Class A (VRT)
- Nuvei Corporation (NVEI)
Q: Hi, I'm still down about 57% in Nuvei and haven't realized much of any January bounce in CTS. I'm considering a consolidation of these two into my existing VRT stake . For a one year hold, could you give me your thoughts and how you would rank these three based on potential SP appreciation. Thanks.
Brad
Brad
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Chevron Corporation (CVX)
- Freeport-McMoRan Inc. (FCX)
- Eli Lilly and Company (LLY)
- Altria Group Inc. (MO)
- NextEra Energy Inc. (NEE)
- PulteGroup Inc. (PHM)
- Williams Companies Inc. (The) (WMB)
- Exxon Mobil Corporation (XOM)
- lululemon athletica inc. (LULU)
- Digital Realty Trust Inc. (DLR)
- Eagle Materials Inc (EXP)
- Vertiv Holdings LLC Class A (VRT)
- Trane Technologies plc (TT)
- RTX Corporation (RTX)
Q: I'm looking to add more US companies. Could you please give an answer to Larry's question but substitute 2 US companies per sector for 2024?
- Broadcom Inc. (AVGO)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- JPMorgan Chase & Co. (JPM)
- Mastercard Incorporated (MA)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Advanced Micro Devices Inc. (AMD)
- Palo Alto Networks Inc. (PANW)
- Arista Networks Inc. (ANET)
- Cadence Design Systems Inc. (CDNS)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?
Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?
Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?
Q: Hello may I have your thoughts on VRT
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Vertiv Holdings LLC Class A (VRT)
Q: Would you give me 5 of your TOP picks CANADA and USA Thank you RAK
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Vertiv Holdings LLC Class A (VRT)
Q: I am looking to initiate a 2.5% position in one of these two companies, in order to increase the industrial component of my portfolio. Both have received favourable commentary by 5i. Looking at a five-year time horizon, which one would be deemed to be the more prudent position to initiate?
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- The Trade Desk Inc. (TTD)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
Q: Hello 5i,
I own the following in a non registered account: SHOP TTD GSY HPS NVDA WELL KXS. I'm thinking of adding SCMI VRT AMD.
Could rank these ten stocks for growth over the next two-three years for an above average risk tolerance.
Thanks
Dave
I own the following in a non registered account: SHOP TTD GSY HPS NVDA WELL KXS. I'm thinking of adding SCMI VRT AMD.
Could rank these ten stocks for growth over the next two-three years for an above average risk tolerance.
Thanks
Dave
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
Q: Dear 5i
Are smci and vrt different enough to own both in a TFSA ?
Also i was thinking of buying NVDA for one TFSA and AMD for the other TFSA as a way of not betting just on one or the other . Would you agree with this line of thinking or not ?
Thanks
Bill C
Are smci and vrt different enough to own both in a TFSA ?
Also i was thinking of buying NVDA for one TFSA and AMD for the other TFSA as a way of not betting just on one or the other . Would you agree with this line of thinking or not ?
Thanks
Bill C
- 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. Class A (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
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
- Lumine Group Inc. (LMN)
Q: Good Day,
You have identified the above stocks as all having high growth prospects. Can you please rank them in the order of what you would purchase first today, and risk level associated with each one.
Thank you,
You have identified the above stocks as all having high growth prospects. Can you please rank them in the order of what you would purchase first today, and risk level associated with each one.
Thank you,
Q: With AI currently being recognized as an energy hog - can you suggest investment strategies ( in comparison to garden variety search) to play this issue?
Q: Good Morning
Regardless of sector, what are your top 3 stock choices in the US right now.
Thank you
Regardless of sector, what are your top 3 stock choices in the US right now.
Thank you