Q: If you were starting a new position in Alphabet today, would you buy GOOG or GOOGL?
Thanks as always
Thanks as always
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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 the most recent quarterly results. Buy, Hold or Sell?
Q: Interested in your outlook for TTD? hanging around a 52 week and all time high.
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Broadcom Inc. (AVGO $324.85)
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Microsoft Corporation (MSFT $470.28)
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QUALCOMM Incorporated (QCOM $154.52)
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Salesforce Inc. (CRM $229.40)
Q: Hi There,
I own the first 3 companies in equal weightings and have done reasonably well with each. I’d like to buy AVGO but I need to sell one of the three.
All things considered which 1 do you think I should sell with a 5 year horizon.
Thank you!
I own the first 3 companies in equal weightings and have done reasonably well with each. I’d like to buy AVGO but I need to sell one of the three.
All things considered which 1 do you think I should sell with a 5 year horizon.
Thank you!
Q: What would be a good entry point for MSFT, in your opinion ?
Q: Good Morning, I would like to know what you think of Robinhood's last quarter and future outlook for the company? Thank you.
Q: What is your opinion of CNC as a near-term (for < 1 year) or long-term (5 years+) hold?
Do you believe its recent one month -14.37% drop to be strictly "election jitters"?
Thanks,
David
Do you believe its recent one month -14.37% drop to be strictly "election jitters"?
Thanks,
David
Q: The last question in the Q&A for CoStar Group was in June. Do you have any more recent thoughts? What do you think of it for a long-term hold?
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Shake Shack Inc. Class A (SHAK $90.57)
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Uber Technologies Inc. (UBER $81.98)
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DoorDash Inc. (DASH $209.41)
Q: Hi,
Which one of the three would you expect to bounce back in the short term. Any one of them that you would not invest in?
Regards
Which one of the three would you expect to bounce back in the short term. Any one of them that you would not invest in?
Regards
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Arista Networks Inc. (ANET $143.72)
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Super Micro Computer Inc. (SMCI $30.80)
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Vertiv Holdings LLC Class A (VRT $181.23)
Q: Can you do a head to head comparison between VRT and ANET as for as which one you would prefer going forward and why? Does one have a bigger risk of something going wrong (Yup I'm talking about you SMCI) than the other?
Q: Hi! Thoughts on a switch from PINS to RDDT. Pros/Cons. I know you are showing interest in RDDT with recent earnings but does PINS still have potential or is it time to move on? Thank you!
Q: Hi- could i get your take on UBER earnings ? Was the sell off warranted- would you add to a position at this level. forward P/E of 50 seems a bit rich
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Alphabet Inc. (GOOG $333.59)
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Intuitive Surgical Inc. (ISRG $528.81)
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ATS Corporation (ATS $40.01)
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Super Micro Computer Inc. (SMCI $30.80)
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Crocs Inc. (CROX $83.98)
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Ceragon Networks Ltd. (CRNT $2.25)
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Aspen Aerogels Inc. (ASPN $3.57)
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Celsius Holdings Inc. (CELH $54.54)
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TransMedics Group Inc. (TMDX $139.33)
Q: Good Day,
Rough day in the markets Thursday. After mine and other questions, getting a sort of analysis paralysis trying to make the 'right' move. Some (potentially) attractive dips, and Looking to set up the accounts for the next couple months.
Current concerning holdings. Hold, Sell, or add?
ASPN
ATS
CELH
CRNT
CROX
SMCI
TMDX
For the adds and holds, please rank with the following names in terms of highest conviction and total returns in the coming year. Knowing you can't get personal, what would be the highest portfolio percentage you would think would be appropriate for each given the nature/stage of the lifecycle each is in?
GOOG NTR ATD LUG GAU AEM WPM BCE SHOP ISRG
Thanks for everything!
James
Rough day in the markets Thursday. After mine and other questions, getting a sort of analysis paralysis trying to make the 'right' move. Some (potentially) attractive dips, and Looking to set up the accounts for the next couple months.
Current concerning holdings. Hold, Sell, or add?
ASPN
ATS
CELH
CRNT
CROX
SMCI
TMDX
For the adds and holds, please rank with the following names in terms of highest conviction and total returns in the coming year. Knowing you can't get personal, what would be the highest portfolio percentage you would think would be appropriate for each given the nature/stage of the lifecycle each is in?
GOOG NTR ATD LUG GAU AEM WPM BCE SHOP ISRG
Thanks for everything!
James
Q: Would you consider Roku a good candidate to slowly accumulate or at best a hold letting the dust settle?
Thanks
Thanks
Q: Greetings 5i,
PTON reported Oct31. What are your thoughts on the results and also the announcement of a new CEO?
Cheers!
PTON reported Oct31. What are your thoughts on the results and also the announcement of a new CEO?
Cheers!
Q: Hello 5IR,
The stock dropped $8.44 today after the earnings. What caused this drop? I did not think that the earnings were bad. Would you consider this to be a good entry point?
Thanks you. Cheers
The stock dropped $8.44 today after the earnings. What caused this drop? I did not think that the earnings were bad. Would you consider this to be a good entry point?
Thanks you. Cheers
Q: Would you see BRK.B as a buy-and-forget type purchase for a 5-10 year hold? What do you see happening post-Warren Buffet?
Thanks
Thanks
Q: The market seems to really like the earnings of ABBV. Got a nice dividend raise too. Where do you see the runway for this is over the next five years?
Jimmy
Jimmy
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NextEra Energy Inc. (NEE $85.47)
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Vistra Corp. (VST $158.81)
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Brookfield Renewable Corporation Class A Subordinate (BEPC $39.32)
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Constellation Energy Corporation (CEG $285.27)
Q: Please provide me with a few recommended tickers that would benefit from supporting the data centers in USA with their electric needs.
Q: A SC 13G was filed on October the 18th. BlackRock was the name in the filing. Does this hit the radar as very interesting and boost the confidence.