Q: I don't see a recent answer for HUT8.
I know little about this company, yet a technical flag (Diamond Bottom, with $8.80 target in 60 days), caught my eye.
The Morningstar Quant report of July 30 shows a rating of Three Stars, with a PE of 10.2, and Fair Value of $7.42.
Sounds interesting.... if only I had a clue on how they make $$ and if the above factors are even relevant to a stock in this sector.
Many many thanks.
Q: Can I get your opinion on some publicly traded bitcoin mining companies. The only player in Canada I've come across is HUT 8.
Specifically:
1. Do you see these as actual viable companies / viable business models or just another play on rising bitcoin prices?
2. earlier this year [Feb/21] you noted you didn't see much differentiation between any particular publicly traded mining companies. Has that view changed since then.
3. Can you explain the massive rise in prices in late 2020 and the recent drop? Just tied to the price of bitcoin?
Thanks (as always) for the excellent service and assistance
Q: Hello,
I am looking to purchase a stock for my RRIF. I would like to have something fairly safe.
With Amazon/Google being so expensive I would only be able to purchase a small number of shares but with Amazon having recently pulled back is now a good time to start a position? Where it is a RRIF would the dividend of IBM be a better choice or TOI for growth?
Thanks very much.
Q: Hi 5i,
ATVI reported earnings today and shares are down over 5%....and considering initiating 2% position for 3 year hold.
How were the earnings and how do you view company going forward? What is your opinion on this company and would you be interested in starting a new position?
Why/why not and if so, what would you consider good entry price.....Suggestions for alternatives in same space?
Q: Hello 5i,
I made a mistake of not investing in AMD with a proper weight this stock deserved (with all the new chips). So now what to do? How do you view AMD's future?
SOXX 1.75%, Q 2%, UCTT 2%, AMD 1%, ICHAR 0.5%
My end goal is to fold individual stocks into SOXX eventually but perhaps AMD deserves an increase in its weight to 3% given the momentum?
Q: Hi team. Two of my most "unsure" holdings are pltr and mgni. I was wondering how you feel about these long term. Would you continue to hold them? I was considering adding to TOI with the proceeds if I were to sell one, or both of them. What would be your suggestion for the long term here? Or is there any other of your absolute favourites at the moment that I should be buying today instead of holding pltr and mgni? Note that I already own TTD (same sector as mgni). Thanks for your input.
Q: Hi 5i
Could you provide your latest thoughts on AYX please? I currently own and expect to hold for some time unless you think something has changed. Perhaps they should use their analytics to help improve expectations !
Q: Hello Team,
What are the potential benefits forToi in remaining in the Venture exchange as opposed to migrating to the TSX?
Could you briefly describe their debt picture- by all means delay your answer until after the second Quarter financials.
Q: All the four companies have ad revenue and three of them showed slowdown from ad and have provided weak guidance. What differentiates Alphabet from the three?
Q: With recent earnings releases for the above companies completed did anything specifically surprise you or excite you about their futures more so then before? Specifically Microsoft PayPal visa and Facebook.
For Google, it’s revenue growth was massive (68%) for a company it’s size and YouTube contributing almost the same revenue this quarter as Netflix was crazy to me. With ads growth via search not going away and cloud being a big focus for them I don’t see many things stopping it…
What do you see as the biggest risk for it specifically other then the big scary Antitrust breakup?