Q: What are your thoughts on SMCI today? Are there fundamentals strong?
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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: Please comment on BL's latest Q & outlook,and the company.Have small position at a 46% loss. Add,Hold or Sell. Txs for U usual great services & views
Q: Can you provide a comment on the current valuation and outlook for TFII.?
Q: Hello 5i,
Maybe it was replied in context of an answer to a question when it was stated tat Pfizer is a value trap. Yes, I am down $7,000 in Pfizer but I have a long term outlook. As a value investor, should I just wait it out and enjoy the dividends or get out, take the hit and replace it with something else? If replacing please suggest the alternative.
thank you
Maybe it was replied in context of an answer to a question when it was stated tat Pfizer is a value trap. Yes, I am down $7,000 in Pfizer but I have a long term outlook. As a value investor, should I just wait it out and enjoy the dividends or get out, take the hit and replace it with something else? If replacing please suggest the alternative.
thank you
Q: Read U comments on PATH on May 30.It is a big holdings of ARK and it bought additional1.5132m shs on the huge drop on May 30.I am holding a small position at a loss and thinking at taking the loss and move on.Please comment.Txs for U usual great services & views
Q: Hi 5i,
I realize this company is newly public so with little history it is hard to comment on fundamentals.
But do you feel the nuclear fission industry has a significant play in AI energy and basically is there anything compelling about buying this name for a 3 year hold?
Really appreciate all you folks do - the community you’ve created here with your expertise is inspiring!
I realize this company is newly public so with little history it is hard to comment on fundamentals.
But do you feel the nuclear fission industry has a significant play in AI energy and basically is there anything compelling about buying this name for a 3 year hold?
Really appreciate all you folks do - the community you’ve created here with your expertise is inspiring!
Q: Hi! Vertiv seems to be drifting down over the last couple days ...Is this a buying opportunity or a sign of a longer downturn in the stock?
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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Vertiv Holdings LLC Class A (VRT)
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Palantir Technologies Inc. (PLTR)
Q: What emerging AI companies do you recommend getting into and do you think Nvidia is still one to invest in at this time? First time investor.
Q: DC This was a top pick on BNN last week. Do you think Dundee has good long term potential if Gold rallies?
Thanks
Thanks
Q: Both KXS and MANH offer software solutions to manage supply chains.
KXS has low single digit operating margins and ROIC.
MANH has high operating margins (20%+), and high ROIC (40%+).
They have similar gross profit margins (~50-60%), and in fact, KXS is the higher of the 2. In comparison, is KXS "bleeding" money on certain expenditures that MANH is not, or why does MANH screen so much better? What is MANH doing different that has allowed its stock to grow over 3x the CAGR of KXS over the past 5 years?
If your investable universe included US stocks, would you side with MANH going forward as a replacement to KXS in your model portfolio?
Thanks,
KXS has low single digit operating margins and ROIC.
MANH has high operating margins (20%+), and high ROIC (40%+).
They have similar gross profit margins (~50-60%), and in fact, KXS is the higher of the 2. In comparison, is KXS "bleeding" money on certain expenditures that MANH is not, or why does MANH screen so much better? What is MANH doing different that has allowed its stock to grow over 3x the CAGR of KXS over the past 5 years?
If your investable universe included US stocks, would you side with MANH going forward as a replacement to KXS in your model portfolio?
Thanks,
Q: I see COHR is up 16% today as I type this question. My news feed doesn’t show any news which would explain the rise. Does Bloomberg show anything?
Thanks,
Jim
Thanks,
Jim
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Pfizer Inc. (PFE)
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Philip Morris International Inc (PM)
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BCE Inc. (BCE)
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Canadian Natural Resources Limited (CNQ)
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Restaurant Brands International Inc. (QSR)
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Algonquin Power & Utilities Corp. (AQN)
Q: Hello. I’ve held Algonquin Power & Utilities Corp. (AQN) for quite some time now. Unfortunately, all the gains have vanished, and the investment has turned negative in my non-registered account. Should I sell, hold, or consider other options? I also have Brookfield Renewable Partners (BEP.un), Brookfield Infrastructure Partners (BIP.un), Fortis, Enbridge, Telus, BCE, TD, SLF, NWC, BAM, PFE and Exchange Income Corp in my portfolio. As a retiree, do you have any suggestions for a dividend portfolio replacement? Thank you.
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Alimentation Couche-Tard Inc. (ATD)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Ulta Beauty Inc. (ULTA)
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Axon Enterprise Inc. (AXON)
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Airbnb Inc. (ABNB)
Q: Can you please list in order your top 5 Canadian and top 5 US stocks in order based on conviction? Please also list a management rating, 10 being the highest.
Time frame 5+ years
Thanks
Time frame 5+ years
Thanks
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Equinix Inc. (EQIX)
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Alphabet Inc. (GOOG)
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM)
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Snowflake Inc. Class A (SNOW)
Q: Hi 5I. I hold VRT and am quite happy to do so. The names I have listed may also have big potential in the AI / Data Center explosion. Could you comment on the worthiness of an investment in any of them, please?
Carl
Carl
Q: Is it time to sell SNOW and move on to an alternate tech stock? If so, may I have a couple of suggestions?
With appreciation,
Ed
With appreciation,
Ed
Q: How much of Chevron's revenue comes from Russia and how much would you estimate the stock price would drop, if Russia confiscated Chevron's properties, please?
Q: With respect to my last question just asked, can you please also address the high short interest in Powl. Is it best to avoid stocks with such high short
Interests? Thanks.
Interests? Thanks.
Q: These are seeing big drops today - powl in particular. Are you aware of any reason? I was planning on holding all three for at least a year but am now wondering whether I should bail. Any insight would be appreciated. Thanks.
Q: It seems that any earning beat or miss is creating huge price movements, I realize this is speculation, but with the recent drop in Adobes price would you anticipate much of a drop from here if Adobe's numbers aren't in line. I am a shareholder just looking for some support.
Q: Thoughts on recent earnings? Thoughts going forward?