Investment Q&A

Q: What happened to Humana ? Thoughts on the future and an investment ? Thx

Q: Hi team,
What's your take in NVDA announcement yesterday regarding the partnership with Accentra. Jensen had also mentioned in his interview that Blackwell chip demand is now "insane". NVDA stock has been essentially flat now since June. Do you see this as a healthy consolidation period with potential to breakout for another leg up? Or a caution sign? What's your prediction for the stock from here in the short to medium term? Is it time to buy more/ hold/ or take caution with a trim? Lately it feels like the NVDA stock run is over...but in my view AI is just getting started.

Thanks,
Shane.

Q: Hi 5i Team,

Based on the webinar that Chris presented it appears that the equal-weight S&P 500 has lagged compared to the market-weight S&P 500. Based on this I suspect you would recommend having some exposure to the equal-weight S&P 500? If so, what would be a good ETF that you would recommend or are there any individual stocks within the equal-weight S&P 500 that you think might have a bit more upside than the average?

Thanks as always,
Jon

Q: Hi,
Once again, NVDA is in the news - for Huang Jensen's comment today that sales of their Blackwell chips "is insane" and also for the fact that Mark A Stevens sold just over 200 thousand shares at the end of Sept. Jensen himself has also been a seller, however I see that he still holds some 800+ million shares, and Stevens retains 38 million post Sept sales. These insider sales make news, but how worried should we be when we see this sort of volume? Logic tells me that Stevens' amounts to around 1/2 a percent of what he owns, Jensen's recent sale is about .001 of his total. Would you just ignore the insider sales and focus on the high interest generated by the Blackwell chips?
As always, you're clear headed thinking is appreciated - thanks!
Dawn

Q: I have considerable difficulty justifying TDOC’s fall from around $300 to present day levels of about $9, after a further low, in the absence of malfeasance, some sort of conceptual shortfall or some other equally catastrophic event. While I also disagree with much of what Warren Buffet says the exception is his dictate “know your company”, as each commitment of your “hard earned” funds is a commitment in that particular company. While that achievement may take a while it is essential.

On this side of the border we have WELL which is involved in a similar industry, and for want of a better description continues to disappoint after a significant (four year) gestation period during which it should have found its feet, which I suggest indicates an undeclared conceptual difficulty which was either not anticipated or whose execution has taken much longer than anticipated to adjust to and accommodate.

Your observations and prospects for WELL would be appreciated along if possible with some indication of TDOC fortunes. I look forward to your response.

Q: I believe that the traditional "weight loss advisory" firms will recover especially once some of the attendant health risks from such drugs as Ozempic become better known. Does this theory resonate with you and, if so, which Weight Watcher-type firms do you like?
Best regards,
David

Q: Peter; Would you add to NET at these levels? Thanks.
Rod

Q: I hold shares of Jacobs Solutions Inc. (J). My online broker informed me that for each share of Jacobs Solutions Inc. I own, I will receive one share of Amentum (AMTM). What should we do with these new Amentum shares? What is the outlook for Amentum compared to Jacobs Solutions? Thank you for your help

Q: What are you thoughts about the class action lawsuit against LULU? Can you give an assessment of the management, how significant the allegations are if true, and in your experience whether more negative findings will come to light?

Q: Can I have your opinion on this company. It seems to keep going up every day.

What would be a good entry point if there is a pullback in the market?

Q: Hello,

Can you please comment on the recent performance of the stock. It's current performance is quite a bit lower than analyst ratings.

Looking forward to your comments.

Q: can you comment on the extent to which first solar may face competition from China, which of course, subsidizes its solar industry and engages in empty competitive practises? I am interested in the name but I worry about the above issue when it comes to the solar space. Thank you.

Q: Structure Therapeutics was mentioned in Barron’s as an up and coming GLP-1/ozempic style drug provider. What is your opinion of GPCR and this space, in general?

Q: I am lucky as I bought this stock less than two weeks ago, and it has risen around 40 percent since then on no news. Is this a short squeeze, and should I say the course until they have covered. Feels like once in a lifetime as they had close to 30 percent of the float shorted.

Q: Kindly comment on sprucepoint’s recent short announcement on Intuit.

It was a recommendation of your’s in the past and I am well up on it, thank you.

Regards.

Q: hi and thanks
what are your thoughts on TMDX? I see my screen shows a PE of 4397. Is the price a little ahead of itself?

Q: How do you see the Cerebras IPO as being disruptive to NVDA, AMD, AVGO etc given their CEO’s claim of superior AI chip performance at lower cost?

Q: I have positions in these companies. some of the names have pulled back recently. Would you be adding to any of these names? What entry point would you be adding?

Thank You
Tim

Q: As you noted in a previous question, Amentum Holdings was spun off from Jacobs Solutions. From your response it appears you are positive on Jacob Solutions.

My question is what to do with Amentum Holdings. Is the stock worth holding?

Thanks

Q: Inmode announced today, the departures of President of North America, Chief Medical Officer and VP of Sales USA as part of a global reorganization strategy. Thoughts on the short term and long term potential of this stock and company now?