Q: If you had to choose one "old technology" company, which one would you choose and why?
Thnx for your great service!!
Thnx for your great service!!
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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: Last month Lumine acquired a Dubai located company called Datafusion. Is it a seizable acquisition ? Do you have more insight ?
Q: KXS has had a good run lately. In terms of valuation LMN looks much cheaper. I was thinking I would take some profit and buy LMN. What do you think? T Stephen
Q: What are the forward PE for these companies and how does this compare historically? Thx
Q: With all the turmoil in the Chip Markets and this company owns 30 Chip Companies is it due for a downside correction,. RAK
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NVIDIA Corporation (NVDA $160.00)
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HP Inc. (HPQ $25.80)
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Dell Technologies Inc. Class C (DELL $124.39)
Q: Hi 5i
What is your current opinion and outlook for Dell, given Nvda results. How comfortable would you be holding going into earnings today? Are they expected to meet their estimates or is it essentially a coin toss? They seem to be on a continued downward path.
Are Dell and HPQ considered similar ?
Would 5I have any interest in Dell at current prices?
Thx
What is your current opinion and outlook for Dell, given Nvda results. How comfortable would you be holding going into earnings today? Are they expected to meet their estimates or is it essentially a coin toss? They seem to be on a continued downward path.
Are Dell and HPQ considered similar ?
Would 5I have any interest in Dell at current prices?
Thx
Q: Actual profit didn't seem to be discussed after Shop's recent quarter (I believe they reported "gross" profit, and free cash flow margin, whatever that is). 5i's comment (May 8) also referred to EBITDA of 337 M. My question: how far are they from actually making money, do they have a present and future P/E (none indicated on my Stockhouse website), and when might they actually make a profit? (I'm trying to look at them the way Warren Buffet might, recognizing this isn't a value play.)
Operating expense as a percentage of revenue to be 39% to 40%;
Stock-based compensation to be $120 million; and
Free cash flow margin to be in the mid-teens, similar to the first quarter of 2025.
Operating expense as a percentage of revenue to be 39% to 40%;
Stock-based compensation to be $120 million; and
Free cash flow margin to be in the mid-teens, similar to the first quarter of 2025.
Q: Hello Team, CSU - Any idea what cause the spike 3X volume into the close on Friday? I don't see any news. Repositioning for month end? Doubt it was shorts, covering.
Any thoughts? Thanks for your excellent service. Gord
Any thoughts? Thanks for your excellent service. Gord
Q: Can you comment on this stock? Seems to be quite the roller coaster. I feel sick because I sold it near a low and then recently bought it back. It’s down quite a bit again since my recent purchase. Down about 7% pre market. I think they are issuing more shares to raise money. Thanks,
Jason
Jason
Q: With the competition in search would selling
Alphabet and purchasing Amazon makes sense?
With appreciation,
Ed
Alphabet and purchasing Amazon makes sense?
With appreciation,
Ed
Q: Would you consider this stock a buy now? If not at what level would you consider it a buy?
Q: Hi 5i, Any surprises on final price or size of offering? Looks like $19 usd. Would you add at today's discount to actual price? Thx.
Q: what are your thoughts on this company?
Q: Hi,
I like your your opinion on salesforces' earning? The earning itself look very decent, but why did it drop 5% today? And what do you think of its long-term outlook compare to others in its industry. is there a name you like better?
I like your your opinion on salesforces' earning? The earning itself look very decent, but why did it drop 5% today? And what do you think of its long-term outlook compare to others in its industry. is there a name you like better?
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Fortinet Inc. (FTNT $107.54)
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Palo Alto Networks Inc. (PANW $203.99)
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SentinelOne Inc. Class A (S $18.51)
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CrowdStrike Holdings Inc. (CRWD $507.71)
Q: SentinelOne continues to make me regret not putting all of my cybersecurity dollars into CRWD. It lowered guidance slightly last night and looks to be punished on an otherwise UP day to the tune of 12+ %. Can you comment on the quarter, the longer term and potential for a bounce back? Guidance was lowered but is the market overreacting? How does S typically bounce back from an earnings miss and would you expect a penalty box situation here or a fairly quick forgive and forget situation?
Q: Hello Team,
I'm interested in these two companies after going through most of the questions here, there seems to be a change in your preference. Why is D2L a more prefer investment NOW compare to DCBO. What has cause you to change your opinion on them. Thank You
I'm interested in these two companies after going through most of the questions here, there seems to be a change in your preference. Why is D2L a more prefer investment NOW compare to DCBO. What has cause you to change your opinion on them. Thank You
Q: Hi Team,
Would you consider Rddt a long term buying opportunity here with shares being more than cut in half this year? Does Rddt have the potential to be an early stage Meta perhaps? Is the business model similar to meta with mostly advertising revenue ?
Thanks ,
Shane
Would you consider Rddt a long term buying opportunity here with shares being more than cut in half this year? Does Rddt have the potential to be an early stage Meta perhaps? Is the business model similar to meta with mostly advertising revenue ?
Thanks ,
Shane
Q: No need to post if others have asked already.
Your comments on the Okta quarter? Is it a buy at $107? How did their forecast compare to expectations and do you see this as a company on the right trajectory? Finally, the market didn't like the quarter but was it an overreaction or a justified reaction to a material change in the future value of the company?
Your comments on the Okta quarter? Is it a buy at $107? How did their forecast compare to expectations and do you see this as a company on the right trajectory? Finally, the market didn't like the quarter but was it an overreaction or a justified reaction to a material change in the future value of the company?
Q: Hi Peter,
How would the tariffs, and dampening of corporate and consumers’ spending affects the revenue growth of V, SRAD and ASML? Both V and SRAD are near their 12 months high. What would be a good entry price for these 3 stocks? Thanks.
How would the tariffs, and dampening of corporate and consumers’ spending affects the revenue growth of V, SRAD and ASML? Both V and SRAD are near their 12 months high. What would be a good entry price for these 3 stocks? Thanks.
Q: Please comment on the timing and the reason for the shelf offering for NVIDIA. Ultimately how will this affect the share price going forward.
Thank you
Thank you