Investment Q&A

Q: Hi there, can you please provide an update on FLUT, getting hit hard today based on news.

Also, will flutter shares listed on the LSE now be transferred over to the NYSE only?

Any other thoughts or information you can provide regarding FLUT will be greatly appreciated!

Thanks!

Q: Hi there,

What’s your thoughts on the proposed deal to sell AY to Energy Capital Partners. Seems like price is too low will shareholders balk at this?

Ok thanks.

Q: Battery storage for renewable energy production in the US is expected to double over the next year. Can I get your opinion on the above stocks as well as any others that may benefit from this?
Thank you

Q: Today, May 28 at 08:30 PST NVDA is up over 5%, but the cdr is up just over 1%. I expected the percentage price change to be similar. Would you please clarify. Thank you

Q: Sensor stocks - what is your assessment in this area, which stock(s) do you like in this sub-sector and how do they stack up investment-wise against your favorites. In other words, is there anything here worth pursuing?

Q: Why the big drop in price today on CELH?

Q: What is your current opinion of BCAT? It has been around for approximately 2.5 years since the last question you’ve had and seems to be growing well despite its incongruously large upcoming dividend.
Thanks,
David

Q: looking through your past answers (suggestions) i selected these two.
which one would you favor at this point? why?

Q: Greetings 5i,

My portfolio is well established with many blue chips and large cap tech companies. However, I keep a small seperate portfolio for interesting "moonshots" and I recently I took a small intial position in OKLO, small nuclear reactors, for a 5-10 year hold.

What are 5is houghts on OKLO?

What is Sam Altmans involvement?

additionally..

SEC FILING for OKLO STATES ".... Peter Thiel are the members of the investment committee established by Mithril II GP".

What is Thiel's involvement?


Thanks for the help over the years :-)

Cheers!

Q: Your thoughts please thanks

Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks

Q: Your thoughts on KKR currently.

Is it a buy?

Q: QCOM What could be the reasons behind the recent jump in share price?

Thanks,

Q: Everyone, my tech portfolio is as follows: AAPL, AMZN, CSU, MSFT and NVDA. Is VRT a company to buy and hold forever or a stock buy for a few years and reassess. I.E. is its moat (people, technology, business plan, etc) wide enough to keep ahead of its followers Clayton

Q: I have a few questions re the upcoming Tesla Shareholder vote in June.
1. Do you have any thoughts re how the markets may react if Elon Mush does not get what he wants re his compensation package (in the short and long terms). My thoughts are that the price may drop quite a bit (in the short term) if he does not get what he wants; however, long term I feel that Tesla still has great potential. The reason I am confused with my (short term) logic is that if Elon does not get what he wants, it is the result of shareholders voting against it (so why would the price drop if that is what shareholders want – unless it could cause a sell off for those that wanted the package)?
2. If we feel that the price of shares will drop and wanted to insure our investment, I know that we can buy ”puts”; however, in one of your postings you mentioned that this was an expensive way to do so and that you were going to write something up. I am wondering if you could provide me the link (assuming you’ve had the time to do the writeup). If no writeup, can you provide a few words.

Thanks.

Q: AI requires greater electrical power to operate. Which utility companies are positioned to benefit from this boom in Canada and in US? Could you please provide a list? Thank you!

Q: Good morning,

Can we please get your take on Intuit's earnings, and why the large share price drop considering their beat and raise? Is there a risk that the IRS is creating their own tax return software that will kibosh TurboTax? Still a hold, sell or a buying opportunity?

Thanks.

Brad

Q: A couple of unrelated laggards...

Is ESTC a show me stock or would you be comfortable with a starter position as of today?

I own NXT but looking to add another position. Do you like SHLS? It is cheap if this solar move has legs. FSLR has moved far and fast. Would you buy into this or pick an alternative at this point?

thx, Mark

Q: Looking at BBY as a play on a pandemic-era refresh cycle on computers as well as the belief that recently announced AI-powered computers from Dell, Microsoft, and others accelerate this cycle. Expect AI integrations on other electronic devices as well, + juicy divvy to cushion through the turbulence as we wait. Thoughts?

Q: Your thoughts on LULU? They’ve performed very well for so long, but fashion trends don’t last forever. Do you see this year’s decline as an opportunity to start a new position?