Q: Why the drop in calian today?
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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: Watching this new IPO go this bad right of the start.
Can you give us some insight on why this would be.
Might this be an opportunity here?and how do their financials look to you?
Any insiders ownership?
Thank you
Can you give us some insight on why this would be.
Might this be an opportunity here?and how do their financials look to you?
Any insiders ownership?
Thank you
Q: I know this company has just been listed on the New York Stock Exchange. And I believe 5i views it quite positively. Can you tell me why are you feel it is a good stock to buy and what are its prospects for the future. I believe they have been around many year's and are not that profitable at this time. Could you give me some insight into the company.
Thanks John
Thanks John
Q: I have been investing for a long time, and have always looked carefully at the p/e ratios and other valuation metrics of stocks that I have bought. I've always felt that the valuation of a stock matters. I read 20 or 30 years ago that the ultimate value any stock holds is the long term ability to generate profits and return these to shareholders in the form of dividends. Lately, it seems that a lot of that is being ignored. There are so many well owned, highly regarded stocks that aren't even profitable on a GAAP basis, and p/e ratios are non-existent in many cases because the company is losing money. I like growth stocks, but it just seems to me that there needs to be some kind of reasonable valuation factored in as well. Many of these high flying tech stocks are now trading at multiples of sales instead of non-existent earnings, and many of those at 20, 30 or more times sales. I know that you like a lot of these, so no need to specify any particular stock. I can see that these companies are growing revenues rapidly, but it can't be as simple as that can it? The revenue is going up 40% or 50% or more a year, and it's a good business, without a ton of debt, so it's a buy? Isn't there some kind of limit? Not trying to be critical - I own some of these high priced tech stocks myself. Some of them, I just can't get my head around what looks like astronomical valuations. Thank you for any comments or insight.
Q: May I please have your opinion of AT. Thank you.
- Broadcom Inc. (AVGO)
- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Lattice Semiconductor Corporation (LSCC)
Q: I am looking to buy semiconductor company. Was wondering what you thought of the three that I have been following. Could you please rank them in order of preference and if you have one or two others you can include It would be appreciated.
Thanks John
Thanks John
Q: Do any of the mega tech names stand out as good buys ? I’m contemplating buying MSFT.
- Salesforce Inc. (CRM)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Veeva Systems Inc. Class A (VEEV)
- ServiceNow Inc. (NOW)
- Real Matters Inc. (REAL)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Unity Software Inc. (U)
Q: I am looking to buy a position in U.US (Unity Software), but I need to sell one of the other listed companies to raise the cash to do this. Which one would you sell (or trim) to do this, taking into consideration this would be a long term investment. I am looking for maximum share price appreciation. Thanks
Shane.
Shane.
Q: I’m seeing more and more questions from members about the EV space. I’ve taken a small position in EXRO with money I can afford to lose because their technology could be a game changer. I’m comfortable with the thought they may not succeed. It seems to me you always wait to endorse until a company has established a track record through sales, etc. This is obviously sound investing advice but doesn’t apply to many startups or companies with new technologies. I don’t often take ‘a flier’ but I feel we’re observing a sea change in energy and related industries. Could you discuss the EV space and identify some of the companies who may have your interest if not your dollars.
Q: For a long term growth position would you choose REAL or PLTR or both and why?
Thank you for your service
Thank you for your service
Q: I'm trying to get my old fart head around BBTV. { When my TV asks me to hook up to the internet I stare at it with a blank expression } . But I have read your blog on it and if I am reading it correctly it doesn't have " good " market share it has " massive " market share in their product. But just what is their product ? " What is " unique video " ? How big a market is this ? And reading further in the blog it explains how they make money . Well I don't see a whole lot of overhead there . Just take your cut . So why are the revenues they are reporting not profit ? As I read it they had $120 million revenue and lost $11.5 million . Why are they losing money ? Could you please briefly explain your blog assuming you are explaining it to a tech idiot { cause I am a tech idiot } . I see Mr Market is so far unimpressed and I'm wondering why ? If one were to put a per share valuation on the company based on what they paid for the part they didn't own. What would that share price be ?
Q: Hi Peter
Bought BBTV @15. Shall I keep holding or take a tax loss.
Thanks
SK
Bought BBTV @15. Shall I keep holding or take a tax loss.
Thanks
SK
Q: Thoughts on Unity software
Q: Update on exro please.
thank you
thank you
Q: Hello 5i
Please comment on Blink Charging’s latest quarter and their runaway stock price.
Thank you
Dave
Please comment on Blink Charging’s latest quarter and their runaway stock price.
Thank you
Dave
Q: What is " The Team's " opinion of Palantir? Is it a buy here? Thanks.
Q: Hello, Would love to see more info on Palantir as part of investor suite if possible. Made an initial small investment which doubled. Have since made an additional double that investment at just under $18. Still less than half position. I would like to go to a full position if recommended. Thanks.
Regards,
Shyam
Regards,
Shyam
Q: TCS began its recent ascension in early Sep at $26.50,reaching a peak of $42.50(1 yr H) on Oct 22,then started decension till Nov 15 @ $33.59.($34.86 on Nov 20.) What is its record of Q results vs estimates? Is it time to establish a position or wait after its Q report on Dec 2? Note that U have recent favourable comments. Txs for u usual great services & views
Q: Thinking of buying shares in this company.
Would this company be good for a long term buy?
Thank you.
Would this company be good for a long term buy?
Thank you.
Q: Wanting to get involved in the TaaS movement. Do you think it would be wise to invest in APTV and NVDA as the suppliers of parts for electric vehicles or to stick with investing in the completed car, and if so which one, or some of each.?