Q: Greetings 5i, may we please have your updated opinion and analysis of Block, particularly in light of Q4 2025 results and the announcement on workforce reduction. If you held the stock would you add? Is it a buy? 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: HEI just announced earnings and the stock dropped like a rock. I would appreciate your thoughts on the earnings and on the company as a whole. Is it worth keeping or do you have a better idea in the sector. Thanks so much.
Q: Can you provide your comments on the growth profiles, historical and in the next few years, for both of them?
Which one of the two would you side with today, if growth and valuation both are equally important. Suggest if you have a new name instead.
Which one of the two would you side with today, if growth and valuation both are equally important. Suggest if you have a new name instead.
Q: Greetings 5i, your updated opinion and analysis on this company and its future prospects please. Thank you.
Q: Hi 5i Team,
I see a few older questions related to ASTS - but was wondering if you can provide some commentary on this company with the updates in the last year or so:
- Golden Dome funding
- US Space Development Agency Contract (30M)
- Launch cadence timings on Blue Origin
- Financing package from mid Feb
- Bluebird 6 launch Dec on ISRO
Is it a buy at current prices?
I see a few older questions related to ASTS - but was wondering if you can provide some commentary on this company with the updates in the last year or so:
- Golden Dome funding
- US Space Development Agency Contract (30M)
- Launch cadence timings on Blue Origin
- Financing package from mid Feb
- Bluebird 6 launch Dec on ISRO
Is it a buy at current prices?
Q: Hello
like to add to the above , already has a 1/3 position
would you prefer goog over amzn
also an entry price to suggest would be great
thanks
Michael
like to add to the above , already has a 1/3 position
would you prefer goog over amzn
also an entry price to suggest would be great
thanks
Michael
Q: Hello, can you comment on their latest earnings? Did you listen to Jeff green usually he gives a lot of information
Q: Thoughts on recent earnings, name change and outlook?
Q: four seems to be taking it on the chin today. Any reason why?
Q: Could I please get your thoughts on Axon and TransMedic's latest quarterly results please? I thought both were excellent and Axon's share price responded accordingly. TransMedics not so much.
Thanks,
Neil
Thanks,
Neil
Q: Hi 5i, thoughts on results, and why the market dislikes the results. Going fwd is it still a buy for new positions? Thx
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Constellation Software Inc. (CSU $2,410.80)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.88)
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The Trade Desk Inc. (TTD $23.97)
Q: Can you please comment on the latest quarterly report and conference call as well as your thoughts on if it might be time to move on from this one. If you are more on the sell side with this latest report, any tech sector top favorites you could recommend to replace it with would be greatly appreciated.
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Palo Alto Networks Inc. (PANW $178.54)
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Zscaler Inc. (ZS $135.50)
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CrowdStrike Holdings Inc. (CRWD $448.13)
Q: Would you comfortable initiating a position in either of the above? If yes, which one is your preferred and why?
Thanks
Thanks
Q: Please let me know your thoughts on FPS
- Newly listed and looks interesting
Thanks,
M
- Newly listed and looks interesting
Thanks,
M
Q: Hi,
Further to my question on Feb 24th, I am wondering about whether or not this:
"...Jefferies analyst Brent Thill says that investors panicked entirely too hard over the launch of COBOL translation capabilities through Anthropic's Claude Code:
“We believe the concerns overlook that IBM is already disrupting itself, with watsonx Code Assistant for Z embedding GenAI directly into the mainframe to refactor COBOL into Java and modernize apps with full system context,” wrote Thill. “Importantly, IBM's software reaccel hinges not on mainframe but on broader momentum across hybrid cloud, AI, automation and data.”
might change anything in your strategy of holding to see how things progress and if not, then take the tax loss towards the end of the year.
Even Anthropic said that new AI tools for its Claude Cowork agent software will integrate with, rather than displace, existing systems.
Does this revelation from Tuesday change the dynamics for any of the stocks that have been beaten down hard on Anthropics' recent announcements?
Always nice to read yours thoughts - thanks!
D
Further to my question on Feb 24th, I am wondering about whether or not this:
"...Jefferies analyst Brent Thill says that investors panicked entirely too hard over the launch of COBOL translation capabilities through Anthropic's Claude Code:
“We believe the concerns overlook that IBM is already disrupting itself, with watsonx Code Assistant for Z embedding GenAI directly into the mainframe to refactor COBOL into Java and modernize apps with full system context,” wrote Thill. “Importantly, IBM's software reaccel hinges not on mainframe but on broader momentum across hybrid cloud, AI, automation and data.”
might change anything in your strategy of holding to see how things progress and if not, then take the tax loss towards the end of the year.
Even Anthropic said that new AI tools for its Claude Cowork agent software will integrate with, rather than displace, existing systems.
Does this revelation from Tuesday change the dynamics for any of the stocks that have been beaten down hard on Anthropics' recent announcements?
Always nice to read yours thoughts - thanks!
D
Q: Greetings 5i, your analysis and opinion on this company and its future prospects please. Is it worth holding? Thank you.
Q: Is this a good price range to pick up some Arista stock?
thnx
thnx
Q: What are your current thoughts regarding RTX? Is this a favorite defense stock or are there others you are favoring? If so, why?
Thank you.
Thank you.
Q: This has been a clear winner over the last year / latest report was good - what are your thoughts about this as a HALO stock?
Q: Are these two sort of similar? If so would they be competitors?
Also is the environmental sector growing? The need to clean the air n' stuff?
Also is the environmental sector growing? The need to clean the air n' stuff?