Q: How concerned would you be about Nvidia's revenue guidance warning if you were planning to hold it for at least 3-5 years, and do you think this could be a bad harbinger for the tech sector as a whole near-term?
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi 5i
What do you think the reason is for the stock split in ENGH? Is it time to get out?
Kathy
What do you think the reason is for the stock split in ENGH? Is it time to get out?
Kathy
Q: Hi team,
What is your take on their recent acquisition of Visual Compliance / eCustoms Business? Is it very accretive or just in line with their prior acquisitions? I recall their purchase of Macropoint in 2017 was around $200 mil so this one is a larger acquisition monetary wise I think.
In your opinion, has Macropoint worked out as expected...or are there still better things to come from that integration?
Should we expect similar performance with this new acquisition (over time)?
I have held this company as an overweight position for 10+ years and it has done very well for me...thx! It seems to be a 'steady eddie' type stock for the most part...albeit expensive at times based on PE numbers...but sometimes you have to pay up for those types of companies.
Keep up the great teamwork!!
Cheers,
SteveMc
What is your take on their recent acquisition of Visual Compliance / eCustoms Business? Is it very accretive or just in line with their prior acquisitions? I recall their purchase of Macropoint in 2017 was around $200 mil so this one is a larger acquisition monetary wise I think.
In your opinion, has Macropoint worked out as expected...or are there still better things to come from that integration?
Should we expect similar performance with this new acquisition (over time)?
I have held this company as an overweight position for 10+ years and it has done very well for me...thx! It seems to be a 'steady eddie' type stock for the most part...albeit expensive at times based on PE numbers...but sometimes you have to pay up for those types of companies.
Keep up the great teamwork!!
Cheers,
SteveMc
Q: With revenue guidance released today missing expectations, would you still be comfortable with this? I noticed the stock was still a suggestion on another question this morning, but wasn't sure if that came before or after guidance was provided.
Q: Hi 5iResearch Team,
Just wondering what impact would the slow down in China's economy have on NVDA. Your thoughts on this and the company as whole going forward, would be much appreciated.
Cheers,
Just wondering what impact would the slow down in China's economy have on NVDA. Your thoughts on this and the company as whole going forward, would be much appreciated.
Cheers,
Q: as you know square received a significant downgrade today, last week it had an upgrade.
what i do not understand in todays downgrade he talks negatively about them getting a bank license, i thought this is a positive.
what is your opinion of this downgrade, do you agree.
dave
what i do not understand in todays downgrade he talks negatively about them getting a bank license, i thought this is a positive.
what is your opinion of this downgrade, do you agree.
dave
Q: I initiated a position in both of these companies (<2%) at the beginning of January and am down 7% on NVDA and up 15% in SQ. Both have been under considerable down pressure recently. Would you continue to hold or liquidate at until the dust settles.
Thanks Kindly.
Thanks Kindly.
Q: Based on recent Q4 revenue warning and analysts downgrades, Nvidia's stock price continues to drop. How do you feel about it's prospects going forward and if positive, would this be a good time to buy or should I wait out the negative sentiment?
Q: Hello,
Raymond James analyst downgraded SQ to underperform. "In short, we believe organic growth peaked in 3Q18 and growth on the all-important [subscription] and services line will likely materially decelerate in 2Q19. What do you think about this opinion? Do you still think its a buy?
Thanks
Victor
Raymond James analyst downgraded SQ to underperform. "In short, we believe organic growth peaked in 3Q18 and growth on the all-important [subscription] and services line will likely materially decelerate in 2Q19. What do you think about this opinion? Do you still think its a buy?
Thanks
Victor
Q: Whats driving CLS stock higher?
Is this a good opportunity to pick up SQ? What do you think of the bearish SQ report that drove the stock lower?
Is this a good opportunity to pick up SQ? What do you think of the bearish SQ report that drove the stock lower?
Q: What is your current view on GrubHub? I like the company. The stock has been pretty beaten up. Is it a buy, hold or sell?
Q: What is happening with Square today?...Catherine
Q: I learned from TD Waterhouse that Enghouse did a 2 for 1 stock split in December. I discovered it when I saw, what I thought, was a drastic fall in the share value to $37. My question is: should I not have received some sort of advise about the stock split from the Company?? To my knowledge I did no receive any such advice. And, also can you give me some background about the split?? Thanks
Q: Would you continue to hold SHOP?
Q: Hi there, it looks like Tucows is breaking out as of recently and hitting new highs. What are your thoughts of this company and is it a good buy at today's prices? Thank you!
Q: In September you were generally positive on NTAP. Like the rest of the tech sector it was hit hard during the recent downturn dropping from $88 to $52. It has recovered to $63. Would you hold it here or take a loss and move on to, perhaps, OTEX?
Q: Hi Team,
Your comment on Qualcomm @$51.30 is a buy ?
Thanks as always,
Tak
Your comment on Qualcomm @$51.30 is a buy ?
Thanks as always,
Tak
Q: I am up about 12% on Broadcom. It is close to historical highs. Do you feel it still has some room to grow. I’m wondering if I should take some profits now or let it ride.
I would appreciate your opinion. Thanks.
AJ
I would appreciate your opinion. Thanks.
AJ
Q: With more electric cars coming out I want to invest , but not with the car makers but what supports them. My questions are what companies I can invest in that make the charging stations, batteries , cameras and because these cars do not run on free energy what electrical produces will benefit from the higher demand in power to charge these vehicles.
Q: Thoughts on the recent quarter? Would you lump this company with the likes of NVDA for tech growth? It seems like it has great momentum. Any further thoughts on this name, would it be a good tech/growth addition?