Q: Thoughts on HIMS latest Q? 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.
Q: when Netflex is going to splite
Q: Hi,
Warren B steps down at year-end and it should be a non-event in the markets, as the succession plan has been well planned out and fully disclosed. But any thoughts on the new direction coming from CEO Greg Abel in the new year?
Maybe a new dividend, or spend some of the 381B sitting in cash?
Thanks.
Warren B steps down at year-end and it should be a non-event in the markets, as the succession plan has been well planned out and fully disclosed. But any thoughts on the new direction coming from CEO Greg Abel in the new year?
Maybe a new dividend, or spend some of the 381B sitting in cash?
Thanks.
Q: Can you outline why you like NBIS?
Thank You
Peter
Thank You
Peter
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Alphabet Inc. (GOOG $313.80)
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Intuitive Surgical Inc. (ISRG $566.36)
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United Rentals Inc. (URI $809.32)
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CECO Environmental Corp. (CECO $59.85)
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Galaxy Digital Inc. (GLXY $22.36)
Q: Good Day,
I just trimmed back my position in GOOG and would like to start a new position in one of the following: CECO; GLXY; ISRG; URI. Please indicate what your order of preference would be if buying today?
Secondly, would you start a position now, or would you wait until tax loss selling is in full swing within the next few weeks?
Thanks for the great service.
Cheers
I just trimmed back my position in GOOG and would like to start a new position in one of the following: CECO; GLXY; ISRG; URI. Please indicate what your order of preference would be if buying today?
Secondly, would you start a position now, or would you wait until tax loss selling is in full swing within the next few weeks?
Thanks for the great service.
Cheers
Q: What is your opinion of this trust.
Thank you for your insight
Thank you for your insight
Q: Re the DUPONY stock spinoff called QNITY, I anticipate there might be a big rise then a decline. When and how would be a good time to invest in it?
Q: Why is NBIS down almost 8% today? Is this something to be concerned about?
Q: Does this company have a debt problem? Dividend yield looks attractive, is it a good buy now?
Q: I own shares in this company, but I get vibes of the last .doc bust. I hear bubble, I see bubble, but I also see major strategic AI infrastructure investments.
Is this still a hold for the next three years <very hard question>?
Is this still a hold for the next three years <very hard question>?
Q: Hi 5i, please provide thoughts on this new deal between Amazon and OpenAI. Is there a downside to Microsoft? Thx
Q: Hi 5i, rumor has it Apple is going to sign a deal with one of the best chatbots out there, and this could add more revenue than Google provides. Please opine on this and Apple's AI strategy. Thx.
Q: Assuming that one is a bit overweight in CSU and lacking NVDA, how would you consider a reallocation of investment dollars at the current time (i.e., realizing they have been trending in opposite directions)?
Relatedly, would you be comfortable purchasing NVDA at current levels (~$205).
Thanks!
Relatedly, would you be comfortable purchasing NVDA at current levels (~$205).
Thanks!
Q: With these companies being in the Financial Exchanges and Data would TMX Group be considered a reasonable peer and favourable Canadian alternative with regard to growth prospects and valuation or do you have a few preferred alternatives? Thanks
Q: Hi there,
Why is TXN falling so much from its high of approx 220.00 in August? Do you see this as a short term issue?
Ok thanks!
Why is TXN falling so much from its high of approx 220.00 in August? Do you see this as a short term issue?
Ok thanks!
Q: Morning. What's you're take on this spinout company? Earnings potential, growth etc. Worth taking a position?
thx, M
thx, M
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Amphenol Corporation (APH $135.14)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $159.48)
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nVent Electric plc (NVT $101.97)
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Vertiv Holdings LLC Class A (VRT $162.01)
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GE Vernova Inc. (GEV $653.57)
Q: If HPS.A is already owned at a 3.5% weight, would you consider NVT as well? I heard they do somewhat different things but also overlap in certain areas. Both have a global presence and serve various industries. Would you consider these two great choices for continued electrification and data center growth? If you had to consider 1-2 more names, what would they be? Thanks!
Q: what is the payout ratio on the PFE dividend? on a percentage basis what is the chance of a dividend cut? thanks Richard
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Amphenol Corporation (APH $135.14)
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Flex Ltd. (FLEX $60.42)
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Jabil Inc. (JBL $228.02)
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Arista Networks Inc. (ANET $131.03)
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Ciena Corporation (CIEN $233.87)
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Celestica Inc. (CLS $295.61)
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Fabrinet (FN $455.28)
Q: Thanks for the recommendation on CLS!! To further the AI supply chain theme...What do you think of these other companies that are wiring, cooling, and building data centres for the future? Besides CLS, which of these do you think offer good upside from today with reasonable risk/reward?
Q: What did you think of the quarterly earnings yesterday? Thank you!