Q: Is this company in the same type of area of expertise as VRT. Are they also working in the Ai space. I would appreciate your comments if this company would be worth investing. When do they report.
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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: DOCS Announced earnings recently but I have difficulty reconciling that with their past performance and the guidance which seemed quite bullish. Can you give me your take on their outlook please.
Q: Hi 5i, scanned comments for review of recent quarter but could not find anything. Pls opine on their results. Is there any reason for the slow grind down over the last year? I would have thought the "big beautiful" bill coming this year would ignite consumer spending hence their toll fees. I'm looking to lighten up on my Cad financial sector holding due to the lack of progress in our economy getting anything built, plus the bleeding of manufacturing jobs and increasing delinquencies. Thx.
Q: Can you update your opinion on DX please (from 5 years ago)
Q: If you had to choose between GE Vernova (GEV), Quanta Services (PWR) and Enersys (ENS), what would be your favorite?
Q: thoughts on this company its at a 14 year low with a PE of 5.32,what can you tell me about management,headwinds,tailwinds and debt.. would you buy it here for a 1-3 year hold...thanks
Q: I am holding a small position in SRAD and I am down -30% on that investment. I was thinking of switching to ONDS which is also down from its peak similar percentage, in hope for a faster recovery. Would you endorse such a switch?
Thank you
Rob
Thank you
Rob
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Broadcom Inc. (AVGO $396.72)
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KLA Corporation (KLAC $1,717.65)
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Lam Research Corporation (LRCX $260.30)
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Micron Technology Inc. (MU $452.91)
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NVIDIA Corporation (NVDA $197.77)
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Emerson Electric Company (EMR $139.61)
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Eaton Corporation PLC (ETN $392.56)
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NRG Energy Inc. (NRG $167.67)
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Rockwell Automation Inc. (ROK $401.15)
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Advanced Micro Devices Inc. (AMD $273.61)
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Take-Two Interactive Software Inc. (TTWO $213.38)
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MasTec Inc. (MTZ $358.56)
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Elastic N.V. (ESTC $47.59)
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Clear Channel Outdoor Holdings Inc. (CCO $2.39)
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EMCOR Group Inc. (EME $792.86)
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Comfort Systems USA Inc. (FIX $1,600.00)
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SPX Technologies Inc. (SPXC $215.49)
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Pegasystems Inc. (PEGA $43.39)
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Primoris Services Corporation (PRIM $158.32)
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Vistra Corp. (VST $163.91)
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BWX Technologies Inc. (BWXT $232.34)
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Zoomd Technologies Ltd. (ZOMD $0.98)
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Datadog Inc. (DDOG $124.31)
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Vertiv Holdings LLC Class A (VRT $294.30)
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Snowflake Inc. (SNOW $144.45)
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JFrog Ltd. (FROG $43.27)
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Roblox Corporation Class A (RBLX $60.17)
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Applovin Corporation (APP $466.94)
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Constellation Energy Corporation (CEG $297.35)
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Talen Energy Corporation (TLN $359.33)
Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?
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Cummins Inc. (CMI $599.67)
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Hewlett Packard Enterprise Company (HPE $25.42)
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Dell Technologies Inc. Class C (DELL $190.96)
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Vertiv Holdings LLC Class A (VRT $294.30)
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Arm Holdings plc (ARM $162.00)
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Nebius Group N.V. (NBIS $162.35)
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Supermicro CDR (CAD Hedged) (SMCI)
Q: Please rank these providers of products to data centres for a new buy and suggest any you would prefer. Thank you.
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ConocoPhillips (COP $121.07)
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Chevron Corporation (CVX $187.74)
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Devon Energy Corporation (DVN $45.72)
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Exxon Mobil Corporation (XOM $152.28)
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Shell PLC American Depositary Shares (each representing two (2)) (SHEL $91.62)
Q: Please rank these oil stocks for a new buy and suggest any you may prefer. Thank you.
Q: The negative momentum is driving the stock price down big time. Would you sell or hold here?
Q: I am interested in your general perspective on OKLO. Given the recent pull-back I am curious what price you see as being attractive as an entry point (if at all).
Q: Do you still like NBIS and is it a buy today?
Q: What are your thoughts on Paychex after the huge drop in the last 8 months. Is it a buy at this price?
Q: thoughts on NBIS earnings?
Q: Here is an enterprise which presents ver good results above forecast and its shares plummet in the markets (more than 20%! ). What to think and what is the perspective for the future of this enterprise and also for the investor who owns some shares? (I know there is not and automatic correlation between good results and appreciation of shares, but in this case the gap is so large...). I will appreciate your comments in this case
Thank you very much in advance
Thank you very much in advance
Q: Thoughts on Applovin’s latest quarter? Buy, sell, or hold? Thanks
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Super Micro Computer Inc. (SMCI $28.22)
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Vertiv Holdings LLC Class A (VRT $294.30)
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Nebius Group N.V. (NBIS $162.35)
Q: Hi 5i Team - I have a small position in Super Micro Computer but am not sure whether to add to it or sell it and use the proceeds elsewhere. Could you provide an update on fundamentals, insider ownership and your opinion on its potential going forward over the next couple of years.
If I decide to sell, is there another similar company that might have better prospects.
Thank you.
If I decide to sell, is there another similar company that might have better prospects.
Thank you.
Q: What do you think of the latest acquisition of Kodiak? Would you initiate a position in this company or is the stock overvalued in your opinion. This is for a five year hold.
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Micron Technology Inc. (MU $452.91)
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NVIDIA Corporation (NVDA $197.77)
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Teradyne Inc. (TER $361.85)
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Vertiv Holdings LLC Class A (VRT $294.30)
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Palantir Technologies Inc. (PLTR $141.72)
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Nebius Group N.V. (NBIS $162.35)
Q: What are ai cos. are there to many to name them. which one are your favorites?
Thank you so mutch.
Thank you so mutch.