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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: Hi 5i,

There's been a lot of buzz lately about OpenAI/ChatGPT developing a new search engine that will compete with Googles. Also this will be partly functional inside Bing. Given the Google relies on highly Ad revenue, expecting users to scroll through searches, while this new engine would potentially by-pass this Ad revenue clicking, do you see this a game changing to Google?

Thx
Read Answer Asked by Christopher on February 16, 2024
Q: Is now a decent time to purchase VRT or should I wait for a potential pullback/consolidation? Are there other similar companies to VRT?
Thanks
Read Answer Asked by Ben on February 15, 2024
Q: These four companies are all AI-predominant companies, all are growing revenues at about 20% per year or so, have similar market caps, and are coming into profitability for the first time either last year or next.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.
Read Answer Asked by Michael on February 15, 2024
Q: I've been looking at both of these companies but can only add one. BLDR seems to have a better performance looking backwards but you seem to like AXON better looking forwards. Can you tell me which one you like better and why, thanks.
Read Answer Asked by Cheryl on February 15, 2024
Q: I need to trim my holding in CRWD. What are the 3 top tech names outside of the mega caps you would consider as a replacement?
Thanks, Hugh
Read Answer Asked by Hugh on February 14, 2024
Q: I just sold DXCM and am looking for a replacement in the healthcare sector. I've either owned (ISRG, MASI) or watched (DHR) for years, but currently do not own any of these. From my end, they all look like good choices, which would be your preference and why?

If you've got another recommendation, I'm all ears!
Read Answer Asked by Cameron on February 14, 2024