Q: Could you review ESTC earnings and call? And if your feelings about the company remain strong.
Thx, M
Thx, M
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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.
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NVIDIA Corporation (NVDA $185.41)
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Dell Technologies Inc. Class C (DELL $121.05)
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Vertiv Holdings LLC Class A (VRT $195.58)
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Palantir Technologies Inc. (PLTR $135.90)
Q: Good Morning
Setting aside the results, clearly they were good, but just focusing on market expectations and future returns, would you initiate a position in NVIDIA today? What other themes for AI would you look at going forward?
Thank you
Setting aside the results, clearly they were good, but just focusing on market expectations and future returns, would you initiate a position in NVIDIA today? What other themes for AI would you look at going forward?
Thank you
Q: On 29 Aug 2024 you replied to a question about a 10:1 stock split of Super Micro Computers. You also seem to have been discussion nvdia but it is not clear which comments are for which stock. Thanks
Q: Do you have any updated thoughts about this company? They seem to be doing the right things and have good sponsorship by key partners such as Walmart and SoftBank but under followed...thanks!
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HubSpot Inc. (HUBS $232.58)
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Splunk Inc. (SPLK)
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Elastic N.V. (ESTC $59.12)
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Dynatrace Inc. (DT $33.71)
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Datadog Inc. (DDOG $111.69)
Q: how long before DDOG is profitable who their major competitor and what degree of insider ownership
Q: Good morning,
Can I please get your thoughts regarding the likelihood of a strong bounce for SMCI after the dust settles from the Hindenburg report and delayed filing brouhaha? Is it likely that they still go ahead with the 10:1 planned stock split? Thanks. Brad
Can I please get your thoughts regarding the likelihood of a strong bounce for SMCI after the dust settles from the Hindenburg report and delayed filing brouhaha? Is it likely that they still go ahead with the 10:1 planned stock split? Thanks. Brad
Q: Thanks for this fantastic service!
I expect that you 100s of questions regarding NVDA's results, but I will ask anyway.
What is your interpretation of the results and looking ahead as an investor?
Danny-boy
I expect that you 100s of questions regarding NVDA's results, but I will ask anyway.
What is your interpretation of the results and looking ahead as an investor?
Danny-boy
Q: If you'd bought NVDA before the split and held it since in a TFSA, would you continue to hold through earnings, or opt for certainty over risk and sell today? Hypothetically, of course!
Thanks for all your great advice!
Thanks for all your great advice!
Q: Hello 5i
Can you please tell me what you can about Swiss company On Holdings? The last question was almost a year and a half ago.
Thank you
Dave
Can you please tell me what you can about Swiss company On Holdings? The last question was almost a year and a half ago.
Thank you
Dave
Q: Can you provide a review of the short report on SMCI? Thank-you.
Q: whats up with earnings catalyst details on any numbers thanks
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Constellation Software Inc. (CSU $2,434.02)
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Topicus.com Inc. (TOI $94.72)
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Lumine Group Inc. (LMN $20.00)
Q: In the past few months we have purchased a 3% position in LMN at a cost of 33.73 per share. We are currently content to hold these shares indefinitely. Currently LMN's parent (CSU) has about 20 million shares outstanding while LMN has about 250 million shares. As a sometime sceptic, I wonder if the creation of LMN (and TOP) by CSU is a tool for CSU to raise capital? Appreciate any comments you may have on this. Much thanks.
Cyril
Cyril
Q: Thanks, 5i for your efforts that have meaningfully helped me to a more secure retirement which I am enjoying now. I do have a question: please can you compare and contrast PLTR and KXS going forward?
Henry
Henry
Q: I have a question about WTS consolation software INC expiry date 03/31/2040 symbol number C135859 . I own 20 shares with the book value of nothing. This has appeared in one of my accounts and I would be grateful if you could explain what actions I should take. Thank you.
Q: Can I get your thoughts on GDS Holdings Limited as a competitor to NVDIA and possible beneficiary of the move to growing more data centers in Asia and elsewhere. Would it be a company you would be okay with taking a small position at the current price?
Q: hi, in follow up to yesterday, what do you see as the reason for the price decline today? Powell speech? or other things in the earnings/guidance. is this a buying opportunity?
cheers, Chris
cheers, Chris
Q: Would you sell CTS if you were in a loss position? If you were going to sell CTS, what three choices would recommend as better alternatives in order of preference excluding CSU, DSG and SHOP which I own.
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Costco Wholesale Corporation (COST $1,001.16)
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Alphabet Inc. (GOOG $323.10)
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Microsoft Corporation (MSFT $401.14)
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NVIDIA Corporation (NVDA $185.41)
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Coca-Cola Company (The) (KO $79.03)
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Procter & Gamble Company (The) (PG $159.17)
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Walmart Inc. (WMT $131.18)
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Constellation Software Inc. (CSU $2,434.02)
Q: This question is about small TFSA with 98% Canadian equities with 32.06% total weight in the technical sector. Weight for LMN, SHOP and DSG are close to 5i Bal portfolio but CSU is at 14.8% (Thank you). All these names are at profit.
Question 1 -I am contemplating selling CSU to reduce Canadian exposure and buying MSFT or NVDA What is your opinion of such a move? Any other suggestions in technical space?
Question 2 - This TFSA has no exposure in Consumer Staples. Would you suggest buying COST instead of US technical name? Any other suggestions and entry price?
Much Thanks for your very valuable comments.
Question 1 -I am contemplating selling CSU to reduce Canadian exposure and buying MSFT or NVDA What is your opinion of such a move? Any other suggestions in technical space?
Question 2 - This TFSA has no exposure in Consumer Staples. Would you suggest buying COST instead of US technical name? Any other suggestions and entry price?
Much Thanks for your very valuable comments.
Q: It is my understanding that these two companies offer similar services. Are they direct competitors? Can you please compare and contrast these two on balance sheet strength, potential moat, growth prospects and current valuation?
Q: Both SMCI and VRT have dropped significantly over the past 3 months. Do you see that one has stronger turn around potential than the other, and and if you were buying, which would you buy, or would you split the position between both. Thanks!