Q: Please advise if this is a buy, hold or sell after earnings.
Thanks
Thanks
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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: Q : Hello 5i team
Would you be willing to complete a position on LMN today? Since it's US-centric, can the Trump administration hinder its development in any way? Is your conviction in this stock as high as ever?
Thanks
Would you be willing to complete a position on LMN today? Since it's US-centric, can the Trump administration hinder its development in any way? Is your conviction in this stock as high as ever?
Thanks
Q: GLXY has come to life over the past week.
Is there anything happening here other than the price of BTC?
Sheldon
Is there anything happening here other than the price of BTC?
Sheldon
Q: Hello 5i team,
How material is this data privacy class action lawsuit against SHOP in California?
Will this continue to be appealed or will this go forward?
This seems major since it's in California.
Andrew
How material is this data privacy class action lawsuit against SHOP in California?
Will this continue to be appealed or will this go forward?
This seems major since it's in California.
Andrew
Q: Would be interested in your take on The search question. Many are saying Goog has lost its leadership position due to AI - I believe search is still the overwhelming cash cow for the company. It’s Gemini doesn’t appear to be getting much traction?
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.42)
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lululemon athletica inc. (LULU $211.90)
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Celestica Inc. (CLS $328.56)
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DeFi Technologies Inc. (DEFI)
Q: According to Yahoo Finance average vulume for Canada is 1.2 million shares and for the US IT IS 5.5 million shares per day. Where did 5i get your numbers from?
Thx
Thx
Q: Celestica trades up to 25% of its outstanding shares on a weekly basis and up to 50% some weeks lately. Any thoughts as to the turnover of shares? Could this be hedge funds churning the stock ?
Thx
Thx
Q: What are your thoughts on Nano:ca
Q: How do you think Celetica will perform in the current environment? Recent significant downgrade at JPM. Is it likly to react based on NVDA performance?
Thanks for all your guidance,
Mike
Thanks for all your guidance,
Mike
Q: Today you had question on negatives for SHOP that would trigger analysts Sell rating. Can you please comment on what would be the positives that would support analysts Buy rating for SHOP?
Q: SHOP has received some so-so analyst ratings recently. Some are buys and some are hold and sell. I know 5i likes SHOP. But if you had to put a bad report together on SHOP, what would be the negatives that would result in a poor rating. I guess I'm asking what does one have to worry about specifically with SHOP?
Q: What does the market expect next week? CLS has dropped 30% since last ER which was good so any thoughts please?
Q: I'm sure you'll have a bunch of questions on NVDA, AVGO and semis in general. How far do you think this particular Trump Train Wreck will go? Any guesses are appreciated, as well as thoughts on whether to hold, sell or buy more - !
Thanks!
Thanks!
Q: Nvidia down 6-7% A/H on news will be taking a $5.5B charge on shipping H20 processors to China....banned 9 April by Trump??......your thoughts on ban/charge....and is growth story now gone/limited for Nvda.....is stock now a buy/hold/sell....thx as always, jb
Q: MRVL is down well over 50% from its highs before and after year end. Can you explain why it's being hit so hard and comment on its recovery prospects?
Thanks, Hugh
Thanks, Hugh
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QUALCOMM Incorporated (QCOM $165.29)
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Texas Instruments Incorporated (TXN $188.53)
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Monolithic Power Systems Inc. (MPWR $983.28)
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Marvell Technology Inc. (MRVL $83.05)
Q: What is your current opinion on TXN? Seems to be struggling.
Q: Hi...
Could you discuss RBRKs last earnings, it's business model, head and tail winds and your thoughts in general.
thx, M
Could you discuss RBRKs last earnings, it's business model, head and tail winds and your thoughts in general.
thx, M
Q: TOI has outpaced the market by a wide margin this year.
I currently have less than a 2% holding accross all of my ports.
1) Why is performing so well, just so i fully understand.
2) Given its rise would you buy more at this point or, given the market, would you put a 'stink' bid in for it and let it sit?
Thanks
Sheldon
I currently have less than a 2% holding accross all of my ports.
1) Why is performing so well, just so i fully understand.
2) Given its rise would you buy more at this point or, given the market, would you put a 'stink' bid in for it and let it sit?
Thanks
Sheldon
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Axon Enterprise Inc. (AXON $641.51)
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Comfort Systems USA Inc. (FIX $1,073.14)
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Vertiv Holdings LLC Class A (VRT $172.72)
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Shift4 Payments Inc. Class A (FOUR $65.51)
Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX
Q: Hi,
I own very small position in CTS. There was a meeting on last Friday to vote on an offer for selling the company at C$5.50. The price at present is C$5.98. I will book 55% loss if I sell at this price of C$5.98. As a fresh eye what is your thought on
1) Sell the shares and invest it in CSU or Lumine to take advantage of this price weakness (I hold GIB and DGS) or
2) Waite until it is taken out by some one if this offer is raised or some one makes counter offer?
I am unable to make quick move to take advantage of this weakness of market.
Thanks
Piyush
I own very small position in CTS. There was a meeting on last Friday to vote on an offer for selling the company at C$5.50. The price at present is C$5.98. I will book 55% loss if I sell at this price of C$5.98. As a fresh eye what is your thought on
1) Sell the shares and invest it in CSU or Lumine to take advantage of this price weakness (I hold GIB and DGS) or
2) Waite until it is taken out by some one if this offer is raised or some one makes counter offer?
I am unable to make quick move to take advantage of this weakness of market.
Thanks
Piyush