Q: Can you provide an updated view on Splunk post it’s recent earnings report
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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: Currently not invested in this sector. Considering starting a position in this company. Appreciate your insights.
Thank you
Thank you
Q: In the last quarter NVDA increased revenue >100% YoY yet cost of revenue was only up 7%. Very impressive but something doesn’t add up here.
Did they give an explanation for this and/or do you have any thoughts on how they managed this?
Did they give an explanation for this and/or do you have any thoughts on how they managed this?
Q: Hi
Wondering about your latest addition to the growth portfolio. Curious as to this selection as the fundamentals are awful, with negative cash and operating flow and negative EPS. I assume this is a mock portfolio but do any of the contributors of 5i have any skin in the game especially in a high risk name such as GLXY?
I assume a 1.5% holding would be $1500 in a $100,000 portfolio.
Thanks
Jeff
Wondering about your latest addition to the growth portfolio. Curious as to this selection as the fundamentals are awful, with negative cash and operating flow and negative EPS. I assume this is a mock portfolio but do any of the contributors of 5i have any skin in the game especially in a high risk name such as GLXY?
I assume a 1.5% holding would be $1500 in a $100,000 portfolio.
Thanks
Jeff
Q: Which do you prefer and why ? Thanks.
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Illumina Inc. (ILMN $132.70)
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The Walt Disney Company (DIS $103.26)
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Tucows Inc. (TC $23.25)
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Fortinet Inc. (FTNT $79.65)
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Wolfspeed Inc. New (WOLF $24.13)
Q: These stocks are all down substantially
Would u see any of them as a buy for 2 year hold
If so pls rank in order with a possible entry price
Can u comment on possible downside from here?
At present I don’t own any so this would be new positions
Thank you
Would u see any of them as a buy for 2 year hold
If so pls rank in order with a possible entry price
Can u comment on possible downside from here?
At present I don’t own any so this would be new positions
Thank you
Q: Sorry for another inquiry about CSU. This was listed in my brokerage account.
WTS CONSTELLATION SOFTWARE INC EXP 03/31/2040
INC EXP 03/31/2040 EXP 03/31/2040 SPINOFF ON 28 SHS ***CONSTELLATION SOFTWARE INC REC 08/24/23 PAY 08/30/2
What does this mean? Are these the rights or the warrants?
Can I do anything with them yet? If yes what and how? Im with a banking brokerage firm so independent of any personal advisor/broker.
Thanks
Jeff
WTS CONSTELLATION SOFTWARE INC EXP 03/31/2040
INC EXP 03/31/2040 EXP 03/31/2040 SPINOFF ON 28 SHS ***CONSTELLATION SOFTWARE INC REC 08/24/23 PAY 08/30/2
What does this mean? Are these the rights or the warrants?
Can I do anything with them yet? If yes what and how? Im with a banking brokerage firm so independent of any personal advisor/broker.
Thanks
Jeff
Q: I am underwater on these two equities and their recovery has been slow compared to some others. I am wondering if more patience is required or is it time to harvest a tax loss and move on. Thanks
Keith
Keith
Q: Hello 5i Research,
I have read the recent questions and answers about CSU rights. I have some interest in becoming a CSU debenture holder. I'd like to know what strategy you recommend: selling the rights I've obtained or buying them on the secondary market? How do you assess the value of the rights? Are they overvalued, undervalued or well valued? Or, given the low price of $0.53, do I buy as many rights as I need to buy as many debentures as I want to hold? Thanks for your help, Eric
I have read the recent questions and answers about CSU rights. I have some interest in becoming a CSU debenture holder. I'd like to know what strategy you recommend: selling the rights I've obtained or buying them on the secondary market? How do you assess the value of the rights? Are they overvalued, undervalued or well valued? Or, given the low price of $0.53, do I buy as many rights as I need to buy as many debentures as I want to hold? Thanks for your help, Eric
Q: One of the thing most analyst covering CSU along with 5i is how they have not issued new shares since going public. The stock is up over 15,000% and seems to be more growth ahead. If they have not issued any shares hows the stock up 15,000%? is this just new investors buying the limited shares that are traded at higher and higher prices and holding on to them?
Q: Fortinet dropped 25% after poor billings guidance. Based on that, and the fact that Palo Alto announced around that time that it would report on a Friday, Palo Alto stock dropped 20%. But after Palo Alto reported earnings, the stock jumped, so net Palo Alto is down around 5%. Yet Palo Alto also projected a slowdown in billings. Why did investors like Palo Alto’s earnings report and not like Fortinet’s earnings report? Thanks.
Q: Wts constellation software 20 shares, 0 value appears in my account….. can you please enlighten me….
Q: Your opinion on WTS-constellation 31MAR40. Thank you. Fooklin
Q: Everyone, what are the main risks with LMN and is the company managing those risks. Clayton
Q: Do you feel these companies can become long term compounders? If so, which company do you feel has the better prospects of becoming a long term compounder?
Q: 1. Has the company been totally honest prior to reporting last month. Please explain, since many research groups were recommending it including yours.
2. Is this thing worth holding while being down + 50%
3. Why would a company in such a mess declare a dividend?
Thanks DAN
2. Is this thing worth holding while being down + 50%
3. Why would a company in such a mess declare a dividend?
Thanks DAN
Q: Two questions pertaining to CSU issuing warrants to CSU stock holds. 1) Were the warrants issued in lieu of September’s dividend payment? 2) What is the advantage to CSU to issue these warrants? Thanks … Cal
Q: Thoughts on this company.
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Salesforce Inc. (CRM $179.44)
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Veeva Systems Inc. Class A (VEEV $167.88)
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CrowdStrike Holdings Inc. (CRWD $411.20)
Q: Hi team,
I don’t see any questions for your thoughts on todays earnings for Crwd, Veev, CRM so I will ask for your brief take on earnings and outlook for all 3. The market has liked the results on all 3 today which was a nice surprise. Do you still view these 3 stocks positively and advise holding for the long term growth stories? Thanks and deduct credits as required.
Shane
I don’t see any questions for your thoughts on todays earnings for Crwd, Veev, CRM so I will ask for your brief take on earnings and outlook for all 3. The market has liked the results on all 3 today which was a nice surprise. Do you still view these 3 stocks positively and advise holding for the long term growth stories? Thanks and deduct credits as required.
Shane
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Veeva Systems Inc. Class A (VEEV $167.88)
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Everpure Inc. Class A (PSTG $65.08)
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CrowdStrike Holdings Inc. (CRWD $411.20)
Q: Please share your thoughts on their earnings. Thank you.