Q: Why is Datadog falling over the last couple of days? What's the longer term outlook for the company and the industry it serves? Is it a buy sell or hold? Thank you.
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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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INVESCO QQQ Trust (QQQ)
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Technology Select Sector SPDR ETF (XLK)
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Vanguard Information Technology ETF (VGT)
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iShares U.S. Technology ETF (IYW)
Q: QQQ is not a tech-ETF, yet is made up of mainly tech. Do you think QQQ is a better long-term investment than pure tech ETFs? Explain your reasoning.
Q: UBER Can I have your analysis on the report. Buying opportunity or hold ?
Q: Hi,
In a response to Joseph on BRK.B yesterday you stated
"Lastly, a 5% risk-free yield does look attractive here. "
When you say yield I assume you mean dividend? I thought there was no dividend on BRK.B.
Can you please clarify? Thanks
In a response to Joseph on BRK.B yesterday you stated
"Lastly, a 5% risk-free yield does look attractive here. "
When you say yield I assume you mean dividend? I thought there was no dividend on BRK.B.
Can you please clarify? Thanks
Q: My question has two aspects. One genral and another one specific
First. numerous analysts and professional investors (and not necessary professional short term traders) use to claim a golden rule saying if a company following poor results in the earnings season, slides 10% or about, you sell immediately and the sooner the better. What is your position on this issue?
Second. What kind of application could be envisaged in the specific case of a stock like Cloudflare with a recent splash of more than 17%?
Thank you very much in advance
First. numerous analysts and professional investors (and not necessary professional short term traders) use to claim a golden rule saying if a company following poor results in the earnings season, slides 10% or about, you sell immediately and the sooner the better. What is your position on this issue?
Second. What kind of application could be envisaged in the specific case of a stock like Cloudflare with a recent splash of more than 17%?
Thank you very much in advance
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Home Depot Inc. (The) (HD)
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Philip Morris International Inc (PM)
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Enbridge Inc. (ENB)
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TMX Group Limited (X)
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North West Company Inc. (The) (NWC)
Q: For a retired senior needing income, which would have more safety and growth NTR or ACO.X or would you suggest another stock?
Q: Some really smart investors hold positions in this company. What are the growth opportunities for this business moving forward?
Thanks
Thanks
Q: Hi,
We have held a small position of PLTR since the IPO. Could you please comment on PLTR’s earnings? Street is obviously not happy. Thinking about switching to VRT. Which company do you think is better going forward PLTR or VRT? We already own NVDA, Google and Meta.
Thanks!
Kerri
We have held a small position of PLTR since the IPO. Could you please comment on PLTR’s earnings? Street is obviously not happy. Thinking about switching to VRT. Which company do you think is better going forward PLTR or VRT? We already own NVDA, Google and Meta.
Thanks!
Kerri
Q: If less than a 1% positioin held would you add to it today?
Q: Hi, I would appreciate your current view and level of conviction on this company. Based on numerous comments, it's been a 5i favorite for quite some time, although, stock pulled back from its highs, during the month of April. Stock price seems to stabilize a bit for past week or so. Utilities ( Power producers, specifically) also seem to be slowing finding some favour, possibly due to expectation of incredibly large demand for electricity/power from Data centres, over next 10 years or longer.
Would you consider this co. to be a good fit to have an exposure to this area and if so, whether the recent concerns have been mitigated and what price levels would you suggest to start a position.
Thank You
Would you consider this co. to be a good fit to have an exposure to this area and if so, whether the recent concerns have been mitigated and what price levels would you suggest to start a position.
Thank You
Q: Peter, the 1/4 & FY looked good to us, your thoughts ? How has it compared to benchmarks over the past 5, 10, 20 yrs ? Is it a 1 stop shop vs S&P 500 ? Thank you as its our biggest holding.
Q: Hello 5i, can you comment on Crocs earnings please. The market seems to like them, but what do you think about the declining Hey Dude revenues? Thanks.
Q: please review the results. is it still a buy after a miss?
Q: Good morning 5i
A number of people have commented on the large amount of cash that Berkshire is holding and worry about it. Mr. Buffet says they haven’t seen much to swing at and mentions that it is not a bad time to hold cash, given numerous unresolved and potentially dangerous situations in the world at the moment. I realize that Mr. Buffet has much more money than the average investor and that makes buying significant assets more difficult. I would be interested in your take on this?
With appreciation
A number of people have commented on the large amount of cash that Berkshire is holding and worry about it. Mr. Buffet says they haven’t seen much to swing at and mentions that it is not a bad time to hold cash, given numerous unresolved and potentially dangerous situations in the world at the moment. I realize that Mr. Buffet has much more money than the average investor and that makes buying significant assets more difficult. I would be interested in your take on this?
With appreciation
Q: No healthcare exposure other than WELL, could you compare these, or if you have a better idea?
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
Q: I used to own NVDA at <$100/share and foolishly sold it around $300 USD before it started to climb vertically. I am now too chicken to buy back in. What would be some names to own in the AI and Semi conductor theme that are still reasonably priced? Or would you suggest sitting out of this theme for now?
I already own MSFT and GOOG.
I already own MSFT and GOOG.
Q: Hello 5i,
I appreciate your thoughts on Axon’s quarterly results and announced acquisition of Dedrone. Would now be a good time to add to a 1/2 position in the company. Thanks
Brad
I appreciate your thoughts on Axon’s quarterly results and announced acquisition of Dedrone. Would now be a good time to add to a 1/2 position in the company. Thanks
Brad
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Insight Enterprises Inc. (NSIT)
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Aspen Aerogels Inc. (ASPN)
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Powell Industries Inc. (POWL)
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Vertiv Holdings LLC Class A (VRT)
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DraftKings Inc. (DKNG)
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TransMedics Group Inc. (TMDX)
Q: Could you please give me 5 or 6 of your favorite momentum stocks at present?
Thx
Thx
Q: I would like your opinion on Fulgent and its potentiel .Is it a buy,hold or sell?
Thanks !
Thanks !
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NVIDIA Corporation (NVDA)
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Arista Networks Inc. (ANET)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
Q: Hi
Thank you for your assistance with my portfolio style questions. I am looking at a company, Vertiv? What are their prospects, would this be a good stock to invest for the next 5 years and are there similar stocks that may be better purchases?
Thanks, Len
Thank you for your assistance with my portfolio style questions. I am looking at a company, Vertiv? What are their prospects, would this be a good stock to invest for the next 5 years and are there similar stocks that may be better purchases?
Thanks, Len