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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: Your thoughts on their earnings and guidance please? Is the drop today overdone? Analysts downgrading but still seeing significant upside. I know your approach is often to let shares settle so my question is whether today's news has changed the story (not investable) or if expectations were so high that a still good business/investment is being punished disproportionately
Read Answer Asked by Tim on September 10, 2025
Q: Your thoughts please on the Marvell earnings after hours Thursday? If it could be bought for $70 tomorrow would it be an add for you in a hypothetical portfolio with a 12 month window? Please provide a high level analysis and whether you rate it as a buy, sell or hold based on the results.
Read Answer Asked by Tim on August 29, 2025
Q: Based on your last comments on SNOW, you said "...expensive and volatile, and expectations are very high. Thus, they perhaps need 'perfect' numbers to see substantial gains."

SNOW nWhat is your take on the earnings I'm assuming you're fine with it from what I'm reading all over the internet.

Can you explain more about the data modernization theme in software and the long term growth (Compound Annual Growth Rate) for Snowflake and has the hype from it's IPO days remained the same, ramp upped or been less muted ..... is this a future 10 bagger, will it be as successful as a Nvidia or Microsoft?

Who are its competitors? and should SNOW be worried about them longer term?

What has to keep working for this stock for it to keep growing in the next decade and what might stop it from rising?

oh and ps....what is the insider ownership looking like and is that a metric I should be looking at for this particular stock?

Thanks again, please take as many credits off as needed to answer.
Read Answer Asked by James on August 29, 2025
Q: I don't know what to think of OKTA ? It jumped up in March to May and has been going down since. Do I keep it or invest the money elsewhere ? Thanks.
Read Answer Asked by Frank on August 28, 2025
Q: EQB's earnings were surprisingly bad. I expected maybe not great after seeing NA report, but its worse than that. Deposit growth is way below the projections they gave a few years ago, which never came to fruition. Customer growth is lagging and the loan book continues to deteriorate. They seem to be trying to smooth the impact with a big 17% div raise. But this is starting to be consecutive quarters or bad news. Thoughts?
Read Answer Asked by Adam on August 28, 2025
Q: SMTC Can you please comment on their recent quarter and update your thoughts since your last comments.

Which other semi conductor companies do they compete with, and how does it compare against them?
Read Answer Asked by Adam on August 27, 2025
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