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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: Hi there, your thoughts on CTS post results on Nov 12?

Looks like the stock has had a nice run back up to 3.60 from 2.90, is it possible that 3.00 is now established as the bottom?

Anything you found interesting from the results or conf. call that would have the markets push the stock back up from 2.90?

Is it still considered cheap based on 3Q results and 4Q/full year guidance?

Can you please provide adjusted rating upgrades/downgrades by analysts after 3Q results?

Thanks!
Read Answer Asked by Hussein on November 18, 2024
Q: Hello 5I. I’m at break even with Smci. Should I hold or move on and catch the next train up?
I presently hold NVDA,AXON,VRT. I’ve done very well with the other three, thanks to your us side suggestions. If I move, what would be your picks.
Thanks again for your great work
Maurice
Read Answer Asked by Maurice on November 18, 2024
Q: I'm trying to find reasons not to buy a little taste of this. With all of the oockroaches etc hiding here, what are the odds of a takeover? Would another company step in here and purchase and if so, what could a projected sale price look like? At what point does the risk/reward make sense if a buyout is unlikely?

My thought is that if the company/governance is terrible but the business is excellent there has to be a price that makes sense but admittedly I am just looking for a reason to do it!
Read Answer Asked by Tim on November 13, 2024
Q: Who are competitors to SMCI, and which one would benefit most in long term from the tanking of SMCI so I can initiate a position today? Thank you.
Read Answer Asked by David on November 13, 2024
Q: A year ago I asked for your assessment of the prospects of Fiserv. A year later it is up substantially. Given its share price gains and recent earnings release I would appreciate an update on your assessment of the company over 3-5 years. I would also like your opinion on this stock being a buy, hold, or time to take some profit off the table?

Thanks very much.

Dave
Read Answer Asked by Dave on November 12, 2024
Q: My tech holdings consist of CSU, KSX, TOI, QQQ, XIT, & TEC. What other equites would you advise looking at so I am covered in all things tech related including AI, Cyber and Semi-conductors? My preference in this order is 1} ETF 2 } Mutual fund 3} Individual stocks.

Thank you

Paul
Read Answer Asked by paul on November 12, 2024
Q: Hi 5i
What is 5i opinion on DELL, would 5I be interested at the current SP and where do you see it going from here and also into earnings....
Currently share holder at $148, would 5i continue to hold on with an eye to the future or exit....

Have they been been affected by SMCI affair...

Thx
Read Answer Asked by jim on November 12, 2024