Q: Any news ? RAK
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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: Can you provide recent EPS, revenue metrics and outlook/forecasts. Do you consider this company a buy? Thank you.
Q: Hi guys,
Please provide feedback on the most recent quarter (ZDC). Also, would you hold with a half of a position or buy for a full position (4%)
Thanks
Jim
Please provide feedback on the most recent quarter (ZDC). Also, would you hold with a half of a position or buy for a full position (4%)
Thanks
Jim
Q: Good day, can you please comment on ZDC earnings. Thanks
Q: Profit comment and outlook please RAK
Q: Hi folks, loved the report on DOCCKS with stats...just wondering how OTEX/t got added as you show 1 year Rev E at -8%, & 1 year EPS E is -12%....been a choppy 2024 & few years for Open Text, with regularly missing Q estimates....what did 5i like about Otex to include it in Canada's version of "Mag 7"....thanks, jb
Q: comment on earnings please.
Q: Have you seen any news from MPWR regarding the Edgewater Research report suggesting the company could lose
part of its business with chip maker Nvidia?
Thank you.
part of its business with chip maker Nvidia?
Thank you.
Q: Could I have your assessment of earnings for Tantalus Systems .
Thank-you.
Thank-you.
Q: On Monday morning it was at 29 dollars and now Wednesday morning it is at 22.70. There was no news. Im assuming it was because of Trumps tariff plans. Do you believe this is an over reaction and a good buying opportunity especially after the impressive release of q3.
Q: Is this a good entry point for this stock?
Q: I'm trying to find reasons not to buy a little taste of this. With all of the oockroaches etc hiding here, what are the odds of a takeover? Would another company step in here and purchase and if so, what could a projected sale price look like? At what point does the risk/reward make sense if a buyout is unlikely?
My thought is that if the company/governance is terrible but the business is excellent there has to be a price that makes sense but admittedly I am just looking for a reason to do it!
My thought is that if the company/governance is terrible but the business is excellent there has to be a price that makes sense but admittedly I am just looking for a reason to do it!
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Hewlett Packard Enterprise Company (HPE)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
Q: Who are competitors to SMCI, and which one would benefit most in long term from the tanking of SMCI so I can initiate a position today? Thank you.
Q: Is Peter and team still bullish on NVDA not withstanding Super Micro's issues?
Q: A year ago I asked for your assessment of the prospects of Fiserv. A year later it is up substantially. Given its share price gains and recent earnings release I would appreciate an update on your assessment of the company over 3-5 years. I would also like your opinion on this stock being a buy, hold, or time to take some profit off the table?
Thanks very much.
Dave
Thanks very much.
Dave
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Celestica Inc. (CLS)
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Descartes Systems Group Inc. (The) (DSG)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
Q: My tech holdings consist of CSU, KSX, TOI, QQQ, XIT, & TEC. What other equites would you advise looking at so I am covered in all things tech related including AI, Cyber and Semi-conductors? My preference in this order is 1} ETF 2 } Mutual fund 3} Individual stocks.
Thank you
Paul
Thank you
Paul
Q: Hi 5i
What is 5i opinion on DELL, would 5I be interested at the current SP and where do you see it going from here and also into earnings....
Currently share holder at $148, would 5i continue to hold on with an eye to the future or exit....
Have they been been affected by SMCI affair...
Thx
What is 5i opinion on DELL, would 5I be interested at the current SP and where do you see it going from here and also into earnings....
Currently share holder at $148, would 5i continue to hold on with an eye to the future or exit....
Have they been been affected by SMCI affair...
Thx
Q: I'm considering a new position in MU and/or VRT. The latter has run up, the former hasn't recovered from the tech reversal. Would you favour either one for a new position, or if there is enough funds, would you try to own both? Thanks.
Q: Hi, With the stock's magnificent rally of 25%, Today, after the blow out results, would you consider trimming and rebalancing the SHOP weight in the Balanced Portfolio ( Should be 8.5%, I believe, now from 5.96%, Oct end ) ? Or, you would be comfortable with it and let it run ?
Thank You
Thank You
Q: Good day guys .
Yet another question about this name .. I know u like names with strong momentum and certainly this is the case here at the present time .. do u expect this price action to carry on here and do u believe the stock price will fall back to the low thirties when I bought or will it continue to chug along higher with some volatility on occasion .
Thx
Mark
Yet another question about this name .. I know u like names with strong momentum and certainly this is the case here at the present time .. do u expect this price action to carry on here and do u believe the stock price will fall back to the low thirties when I bought or will it continue to chug along higher with some volatility on occasion .
Thx
Mark