Q: I reserve a small portion of my portfolio for a few more speculative names and am taking a look at Fastly. It came down from very lofty levels but seems to have formed a bottom over a decent period of time and has been breaking out. Do you feel this breakout is warranted based on current fundamentals and what do you think of the company going forward? Is it worth buying at current levels?
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What would be your recommendations for public traded companies that make robots for restaurants? Thanks
Q: Peter; With no news on the “ strategic review “ would it be considered a material event if they have not agreed to any “ offers”? Thanks
Rod
Rod
Q: Have you had a chance to review Spruce Point's report on Nuvei?
Thanks
Thanks
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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GLOBAL X FDS (BOTZ)
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EPAM Systems Inc. (EPAM)
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iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
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Palantir Technologies Inc. (PLTR)
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Snowflake Inc. Class A (SNOW)
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Upstart Holdings Inc. (UPST)
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C3.ai Inc. Class A (AI)
Q: Its pretty obvious that AI is going to be a big investment thesis this year and likely for a number of years. It looks like it will be very disruptive, which will create investment opportunities. With that will come hype and promotion of low quality companies that will get propped up in the wave of AI. Like crypto, NFT's, etc etc I think AI will probably be the next craze, and a lot of money will be made and lost. But so far the only recommendations I'm reading about are mega caps like Nvidia, Apple, GOOG which can do well but they aren't going to be multibaggers. Do you have any insight into smaller companies that may benefit most from this AI boom? Looking for game changing smaller companies that have the best chance at multibagger gains? Thx
Q: The Dec financials show restricted cash held by NVEI, Please advise the reason for the restriction.
Thanks
Mike
Thanks
Mike
Q: I am following the above through Investor Suite which was a pick a while back. Morpheus appears to be the purchaser.
Is 5i is going to follow, or should this be just dropped.
Just wondering and thanks for your reply
Rick
Is 5i is going to follow, or should this be just dropped.
Just wondering and thanks for your reply
Rick
Q: Hi there,
Spruce Point put out an update on their short today. What is your opinion on this? Is there any merit? Or alternatively, does this present a buying opportunity?
Thanks!
Spruce Point put out an update on their short today. What is your opinion on this? Is there any merit? Or alternatively, does this present a buying opportunity?
Thanks!
Q: Hello Peter et al,
From your answers your faith and belief in GOOG seems unshakeable! Would say it is worth nibbling at this price? Or is it worth buying cash covered puts and be ready if assigned? In other words, wade in gradually (DCA as per your recent editorial in CMS!) or use options strategy? If you do hazard a guess, what would be the floor for GOOG? 90$? Your crystal ball is as good as anyone's on CNBC!!
Mano.
P.S. BTW miss you at BNN! You folks may want to consider regular webinars for the subscribers with a Q&A function.
From your answers your faith and belief in GOOG seems unshakeable! Would say it is worth nibbling at this price? Or is it worth buying cash covered puts and be ready if assigned? In other words, wade in gradually (DCA as per your recent editorial in CMS!) or use options strategy? If you do hazard a guess, what would be the floor for GOOG? 90$? Your crystal ball is as good as anyone's on CNBC!!
Mano.
P.S. BTW miss you at BNN! You folks may want to consider regular webinars for the subscribers with a Q&A function.
Q: Any reason for the 4.5 % big rise in price today (Monday) . Thanks a million.
Q: What did you think of earnings?
Q: Hi 5i, there was REUTERS article published in G&M today: "Alphabet shares fall on report Samsung is considering Bing as default search engine", an I would appreciate you analysis on it affecting Google. Thx.
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Snap Inc. Class A (SNAP)
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Spotify Technology S.A. (SPOT)
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Zillow Group Inc. (ZG)
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Palantir Technologies Inc. (PLTR)
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Snowflake Inc. Class A (SNOW)
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Asana Inc. Class A (ASAN)
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ContextLogic Inc. (WISH)
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DigitalOcean Holdings Inc. (DOCN)
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WeWork Inc - Class A (WE)
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Udemy Inc. (UDMY)
Q: Hello 5i!
Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech?
Thank you!
Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech?
Thank you!
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Alphabet Inc. (GOOG)
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Intuit Inc. (INTU)
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NVIDIA Corporation (NVDA)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
Q: Good Afternoon
I currently hold TEAM(even), VEEVE(-10%) TRADEDESK(-10%),CROWDSTRIKE (-35%) and UNITY(-75%). Each of these positions make up less than 2% of my portfolio. Unfortunately there are no tax losses applicable. If you were to consolidate which ones would you keep or in turn what would you buy as a replacement
Thank you
I currently hold TEAM(even), VEEVE(-10%) TRADEDESK(-10%),CROWDSTRIKE (-35%) and UNITY(-75%). Each of these positions make up less than 2% of my portfolio. Unfortunately there are no tax losses applicable. If you were to consolidate which ones would you keep or in turn what would you buy as a replacement
Thank you
Q: I have very small positions in these companies. I can add to one, which do you think has the best long term potential.
Q: Re: Kinaxis KXS and Descartes DSG: I have owned these two Canadian tech stocks for getting onto a decade and have done well with both. My question: at their current valuations are they still a buy? KXS is up 21% this year and DSG 16%. They both have an RSI of 61, high but not crazy high. Thanks for your thoughts!
Q: Good Morning,
For a 3 year hold, in what order might you considering buying these stocks today? If (theoretically) you already held CRWD and were losing patience waiting for its share price to rebound, might you swap it for one of the other two stocks listed or hang in?
For a 3 year hold, in what order might you considering buying these stocks today? If (theoretically) you already held CRWD and were losing patience waiting for its share price to rebound, might you swap it for one of the other two stocks listed or hang in?
Q: You have generally been positive on QCOM but the share price seems to be range bound. Do you see prospects for the price to move? Any catalyst in sight? I own it as well as Nvidia; is there much duplication there? I am considering switching out of QCOM into CRM; can you please comment on this idea. Many thanks for your excellent service.
Q: I own both of these in small positions. I want to sell one and add to the other. Long term hold. Which would you recommend to keep.
Q: Looking to invest in shop for a 3-5 year hold. What is a good entry point? Is there a company you would recommend with high upside over them?