Q: Trying to understand analyst changes on SHOP. TD lists analyst 3 changes this week. One sell and 2 holds. On the surface, this could be interpreted as almost 3 sells. What indicators or factors might drive some analysts to come to this conclusion when others, including 5i, are much more upbeat, even bullish.
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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: What do you think about ALAB for 1 year then for longer term?
Thank you
Peter
Thank you
Peter
Q: SMCI is starting to rebound. Thoughts on entering a position for a aggressive investor?
Q: Any company specific reason for the recent strong stock performance? How were their most recent quarterly results? Do you still view this name as a long term winner?
Q: Hi There,
Could you please comment on the differences between these 2 companies including software product/services, revenue and profit growth going forward, acquisition strategies, overall valuation.
Is it prudent to own both for growth in a diversified portfolio or too much overlap?
Ok thanks so much!
Could you please comment on the differences between these 2 companies including software product/services, revenue and profit growth going forward, acquisition strategies, overall valuation.
Is it prudent to own both for growth in a diversified portfolio or too much overlap?
Ok thanks so much!
Q: Hello,
Can I get your evaluation of the current circumstances. Since November 11th these stocks have dropped significantly all while bitcoin has increased significantly from that same date. It does not seem like their share price is directly correlated with the price of bitcoin which is odd as they mine bitcoin.
Thank you
Can I get your evaluation of the current circumstances. Since November 11th these stocks have dropped significantly all while bitcoin has increased significantly from that same date. It does not seem like their share price is directly correlated with the price of bitcoin which is odd as they mine bitcoin.
Thank you
Q: Would appreciate if you could provide an updated opinion on Hive. Buy, sell or hold.
Thanks
Thanks
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Autodesk Inc. (ADSK)
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Intel Corporation (INTC)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Trimble Inc. (TRMB)
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Aptiv PLC (APTV)
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Leidos Holdings Inc. (LDOS)
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Lyft Inc. (LYFT)
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Uber Technologies Inc. (UBER)
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Luminar Technologies Inc. (LAZR)
Q: Besides TSLA and GOOG, what would be some companies that will benefit the most from autonomous vehicles?
Q: Dear Peter et al:
I know you don't like to predict and set price targets. But with VRT/NVDA on a tear, surely one has to have a floor and a ceiling price target? I know they are your high conviction long term favorites.
I ask this question with a specific trade strategy on mind. Take a position with say 200 shares. Write a call, just one contract each. Even if one gets called away, I will have the other 100 shares to capture the price appreciation.
Any words of wisdom on this strategy? Price targets?
Thank you for your answer.
I know you don't like to predict and set price targets. But with VRT/NVDA on a tear, surely one has to have a floor and a ceiling price target? I know they are your high conviction long term favorites.
I ask this question with a specific trade strategy on mind. Take a position with say 200 shares. Write a call, just one contract each. Even if one gets called away, I will have the other 100 shares to capture the price appreciation.
Any words of wisdom on this strategy? Price targets?
Thank you for your answer.
Q: Hello Peter and team,
I would like to invest in Space X and closest i find it Ark Venture fund which does not seem to trade so was wondering what is the best way to invest in the Space X which is privately held. I would appreciate it.
I would like to invest in Space X and closest i find it Ark Venture fund which does not seem to trade so was wondering what is the best way to invest in the Space X which is privately held. I would appreciate it.
Q: Hello Peter and team,
Other than the recent good news (microsoft partnership) which saw the stock surge, the stock has not done much. What is your view on long term potential for C3.ai? Other AI related stocks have done quite well. Thanks very much
Other than the recent good news (microsoft partnership) which saw the stock surge, the stock has not done much. What is your view on long term potential for C3.ai? Other AI related stocks have done quite well. Thanks very much
Q: Hi Team,
What’s your take on Nvda earnings? For the 2nd quarter in a row now the stock is falling after an earnings beat. Just wondering if the shares are fully valued (topped out) here? Is it worth selling some shares for the prospect of better share price gains with other smaller cap growth names? Is nvda now “too big” of market cap to see much more gains from here ?
Thanks ,
Shane
What’s your take on Nvda earnings? For the 2nd quarter in a row now the stock is falling after an earnings beat. Just wondering if the shares are fully valued (topped out) here? Is it worth selling some shares for the prospect of better share price gains with other smaller cap growth names? Is nvda now “too big” of market cap to see much more gains from here ?
Thanks ,
Shane
Q: Hello 5i team
Does the recent 18% decline represent an attractive entry point for this quality stock?
Thanks
Does the recent 18% decline represent an attractive entry point for this quality stock?
Thanks
Q: CLBT is a company that you seem to be high on. Revenue seems to growing at healthy rate , margins are but looks like they are not yet profitable. What makes this company intriguing ? What are the expected revenue and net income /eps for the next 2 years
Q: Thoughts on SYM? - it is surging.
Q: Now that the dust settled after Q results and SHOP drifted a bit lower would you view it as a good entry point? Would you expect it to grow faster then the Amazon stock?
There was very positive Barron’s article on Nov 12th.
There was very positive Barron’s article on Nov 12th.
Q: Hi, could you update the latest quarter and your feelings on the company, it's competition and it's moat potential for a long term hold.
thx, M
thx, M
Q: Please provide your comments on earnings and outlook for this stock.
Q: Hi 5i
You mention that you lost confidence in smci. Does that mean it's in the penalty box forever or put another way, what would it take for you to consider ever investing in it again?
I'm interested in your thought process as a fund manager.
Is it just a matter of time passing with no cockroach sightings or would management have to change etc..
I no longer hold it but may reconsider one day.
Thanks
You mention that you lost confidence in smci. Does that mean it's in the penalty box forever or put another way, what would it take for you to consider ever investing in it again?
I'm interested in your thought process as a fund manager.
Is it just a matter of time passing with no cockroach sightings or would management have to change etc..
I no longer hold it but may reconsider one day.
Thanks
Q: Good morning,
What happen to LMN in the last 10 trading days? It's been increasing from 33$ to 42$?
Martin
What happen to LMN in the last 10 trading days? It's been increasing from 33$ to 42$?
Martin