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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: What are your thoughts on VEEV recent earning? I have less than 1% in VEEV and have become frustrated with it after 3 years. Who is the leader in this sector? Who do they compete with? What kind of prospect do they have? Add, hold or sell?

Thanks
Read Answer Asked by Lin on December 16, 2024
Q: Please explain the drop in TOL stock price when all the metrics look are looking good (as far as I can tell).

Does profit taking explain a 5% drop? What would be the logic in selling the stock of a company that has tailwind ?

Finally, if systematic, would a good contrarian strategy to buy those dips?

Thank you very much, especially for your patience with member's layman questions.

Merry christmas to all hard working staff at 5i Research
Read Answer Asked by Jean on December 10, 2024
Q: In regard's MRVL's last question on Sept 27 you noted a sales decline. I understand they reported on December 4 and seem to have done well. Is sales growth still negative year over year and is it's forward PE ratio still with-in reason? I suppose they are a competitor of NVDA which may be a risk more than an asset even if its chips are cheaper than NVDA's. Have they invented a better chip or is there anything about them which is better than NVDA other than price? Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on December 09, 2024