Q: Own GIS and after many year's I'm up 1% not including dividends ugh. How would you rate these in the sector?
Many thanks.
Many thanks.
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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: I just wanted to say well done to 5i Research. Today I was watching CNBC and someone from Alger Funds was on talking about AI investing. Her name was Ankur Crawford. At the end of the piece, she was asked to give an AI investment. She named Nebius, and said it was completely under the radar, undiscovered, had great potential and "some of the greatest AI engineers in the world." You guys seemed to have beaten the crowd to this one. Now I have to try to buy it as it goes up tomorrow!
Q: ELF got smoked yesterday after what seems like a decent earnings report (missed earnings slightly and beat on revenue). Is this overdone in your view? Does the valuation now look like a good entry given the future growth potential of this stock or is there too much risk still?
Q: Please comment on earnings. Looked fine to me but alas the stock is down after hours. Thanks.
Q: Long term hold or peaked?
Q: Your thoughts on the just-released results, please.
Q: I have enough money to start a position , which one would you be inclined to hold for a 2-3 years hold.
thanks
thanks
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Pure Storage Inc. Class A (PSTG)
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Axon Enterprise Inc. (AXON)
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Datadog Inc. (DDOG)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
Q: Hi Peter and team,
Can you recommend five U.S. and five Canadian diversified stocks with medium to high risk, strong growth potential, and at least positive earnings?
Can you recommend five U.S. and five Canadian diversified stocks with medium to high risk, strong growth potential, and at least positive earnings?
Q: Do you know why UBER's price swung so much in the last two days? Thank you.
Q: Hello,
Can you please give me your input on Skyworks Solutions earnings. Is it a sell ?
Thanks !
Can you please give me your input on Skyworks Solutions earnings. Is it a sell ?
Thanks !
Q: All OK with COHR? The market seems to like the latest results posted last night. Any red flags? I'm a "Buy and Hold" investor and I'm not overweight in COHR so I'm just planning to do nothing! I don't think Mr. Trump's tariffs will be an issue with this company and COHR don't seem to be to be overly reliant on AI spending. Any comments you have would be appreciated.
James
James
Q: I know this is a small cap but it took a big haircut today. Were the results that bad or is it a result of being thinly traded? Thanks as always.
Q: Could I please get your thoughts on earnings? If already held, would this now be an add/hold/trim/sell?
Thanks
Thanks
Q: I have partial positions in both and ask whether you would consolidate - which one would you prefer - and just as importantly, would you prefer another to these [sell both for a better opportunity at today's prices] for 2+ year hold.
Q: Please comment on this company. I would like to add some US money
Thank you
Thank you
Q: Hi,
I've been in and out of GOOG many times over the years, and love their products. Recently I've been more and more interested in the robo-taxi development and really think there could be something there, but I'm admittedly not so up to speed. I know TSLA is on to something, but I just can't get behind that one...
Can you drop the Coles notes on Googles WAYMO division and your thoughts on their position in this space, and how their tech compares to others in the space as far as how far along they are in going commercial?
Thx,
Cam.
I've been in and out of GOOG many times over the years, and love their products. Recently I've been more and more interested in the robo-taxi development and really think there could be something there, but I'm admittedly not so up to speed. I know TSLA is on to something, but I just can't get behind that one...
Can you drop the Coles notes on Googles WAYMO division and your thoughts on their position in this space, and how their tech compares to others in the space as far as how far along they are in going commercial?
Thx,
Cam.
Q: I am Wondering what 5i has to say about Netflix at this time.
Q: Companies inside IGV not doing well Should I sell and put money in DELL
What others in this space look good RAK
What others in this space look good RAK
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Celestica Inc. (CLS)
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CrowdStrike Holdings Inc. (CRWD)
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Snowflake Inc. Class A (SNOW)
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Nebius Group N.V. (NBIS)
Q: What would be your pick right now for a tech stock for the long-term in a RRSP (3+ years)? Can you provide a few names in order of preference?
Q: I'm down a bit on HPS.A and would like your opinion on topping it up or selling and buying URI in its place?
Thank you
Thank you