Q: Has your position changed on Ultra Clean? In September you felt it did not need to be owned. It is now riding the semi-conductor high and I am curious if you feel differently now?
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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 do you think of this company for a income investor and their latest quarter.
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Celestica Inc. (CLS $493.22)
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Kraken Robotics Inc. (PNG $7.71)
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Zedcor Inc. (ZDC $6.10)
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Axon Enterprise Inc. (AXON $406.31)
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Kratos Defense & Security Solutions Inc. (KTOS $61.66)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Cellebrite DI Ltd. (CLBT $12.68)
Q: I have small 'starter' positions in these stocks , all still in the black with the exception of smallish losses in GLXY and KTOS, Most are in non-registered accounts. I have some spare cash and would like to increase position sizes. Are there any that you would add to at this time or would you continue to keep your powder dry for now ? Also, are there any that you feel should be let go ?
Thank you, as always.
Thank you, as always.
Q: Hi Peter & 5i,
Would you please give your summary of their quarterly earnings and their outlook for 2026?
Thanks so much.
Would you please give your summary of their quarterly earnings and their outlook for 2026?
Thanks so much.
Q: Hello 5i
Looking at recent Q&A HPS has been ranked lower than many other growth stocks.
Does the recent acquisition meaningfully change how you might rank it today?
Thank you
Dave
Looking at recent Q&A HPS has been ranked lower than many other growth stocks.
Does the recent acquisition meaningfully change how you might rank it today?
Thank you
Dave
Q: Any thoughts on why the massive drop in this AI focussed business on Monday? Would this be viewed as a buying opportunity?
Q: The company has set a release date of earnings as of March 25th. That is more than a month past the normal date.
What maybe causing the delay? This release has the stock down 7 %.
Do you expect the price to fall further?
Is GSY a buy, sell or hold? What might be good buy price?
Thank you
Steve
What maybe causing the delay? This release has the stock down 7 %.
Do you expect the price to fall further?
Is GSY a buy, sell or hold? What might be good buy price?
Thank you
Steve
Q: Your comments on United States Antimony Corporation(UAMY)appreciated.
Q: TAL,chc.v(hot chili),cgnt(copper giant).Your comments on these smallish companies would be appreciated.
Q: I see that GSY stock to a big drop today. The stock is now reaching a very strong support level at about $100. Is this now a buying opportunity? Is it better to wait for the Q4 results?
Thanks John.
Thanks John.
Q: Hi team,
Is gsy tanking today from trumps tariff uncertainty? Or is the late earnings date release now of concern? Many growth names are again in free fall today I am assuming must of it is back to trade uncertainty and again software sell off.
Thanks
Shane
Is gsy tanking today from trumps tariff uncertainty? Or is the late earnings date release now of concern? Many growth names are again in free fall today I am assuming must of it is back to trade uncertainty and again software sell off.
Thanks
Shane
Q: I am looking to invest in liquid natural gas. Which company would you recommend?
Q: this company has dropped quite a bit in the last month. Pays a good dividend. Seems to me that the share price is lagging the earnings growth. No debt. what am I missing?
thanks Dave
thanks Dave
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Lundin Mining Corporation (LUN $34.29)
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Capstone Copper Corp. (CS $11.05)
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Koryx Copper S.A. (KRY $3.07)
Q: Koryx Copper Inc .XTSX: KRY
Your opinion on this one, buy or not?
Thank you.
Your opinion on this one, buy or not?
Thank you.
Q: This is not an exciting company but the latest company they bought should move the needle on all metrics. Your thoughts please.
Q: 3 growth stocks
Which one would you think would be the best to buy or none of them?
Rocket Lab (RKLB)
Rigetti Computing (RGTI)
Regencell Bioscience (RGC)
Thank you.
Which one would you think would be the best to buy or none of them?
Rocket Lab (RKLB)
Rigetti Computing (RGTI)
Regencell Bioscience (RGC)
Thank you.
Q: what are your thoughts today about this company? value trap or good opportunity when digital assets come back into favour.
Dave
Dave
Q: Both GSY (go easy) and Well health float at annual lows. When are they expected to report? Is the current valuation "fair value" given what we know today? or are they trading at a discount
Q: Ultra Clean Holdings Inc(UCTT) Is up 200% since almost a year ago and Ichor Holdings, Ltd. (ICHR) has followed suit by 220%.
Can you explain why they move in tandem so often or is that a fluke? Why the meteoric rise in a year’s time? What do the companies do ?Please comment on the outlook for both, their balance sheets, on insider ownership buys/sells and the industry they serve. How does your opinion of them now compare to past opinions. Buy, hold or sell?
Can you explain why they move in tandem so often or is that a fluke? Why the meteoric rise in a year’s time? What do the companies do ?Please comment on the outlook for both, their balance sheets, on insider ownership buys/sells and the industry they serve. How does your opinion of them now compare to past opinions. Buy, hold or sell?
Q: Could I get your view of Chorus Aviation.