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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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Micron Technology Inc. (MU $441.26)
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NVIDIA Corporation (NVDA $194.33)
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Teradyne Inc. (TER $365.45)
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Vertiv Holdings LLC Class A (VRT $310.42)
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Palantir Technologies Inc. (PLTR $136.16)
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Nebius Group N.V. (NBIS $163.59)
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.
Q: The chart of AMZN today looks like a capitulation - steep drop and high vol. What do you think?? Thanks Jim
Q: VST Would you please share your thoughts on this company.
I have owned TLN in the past, but VST has a lower P/E.
If there are others that you prefer, please advise.
Thanks.
I have owned TLN in the past, but VST has a lower P/E.
If there are others that you prefer, please advise.
Thanks.
Q: Would you be a buyer of either name after their good results today? Have a small position in SPOT already but none currently in RACE. I did have RACE before but sold back in Dec. Would you consider these good long term growth stocks and which would you choose if you had to pick one for long term growth or would you have positions in both? Thanks!
Q: Versant Media Group Inc VSNT:NASDAQ
What's your opinion on this one for an investment?
Thank you.
What's your opinion on this one for an investment?
Thank you.
Q: Which of the three companies would you lean towards holding for a long-term hold? Or would you think owning all 3 would be a better choice?
Q: Comments on earnings?
Thank you
Thank you
Q: What is your opinion of this stock as a possible buy?
Thank you. Cheers
Thank you. Cheers
Q: Why is krmn dropping this much?
Thanks,
Milan
Thanks,
Milan
Q: What are you thoughts currently ? Seems like the Alani Nu products are popular and should start adding growth . Any seasonality to buying before summer in NA ?
Many Thanks
Many Thanks
Q: I am considering an investment in private investment company OWL which has been hit hard by recent sentiment. It pays a dividend of over 7%. I would sell a current holding of BINC which pays a dividend of around 5.7%. I understand OWL has much greater risk and appreciate BINC being managed by Rick Reider. Would you endorse this change not to squeeze an extra 1% of dividend but rather because you agree that over a period of 3 to 5 years sentiment is likely to change regarding private investment firms such that a substantial capital upside is achievable along with the generous dividend. What opinion do you have specifically regarding OWL. At current price levels do you see substantial risk. Thank you.
Q: Follow up to my recent question. Crashing 17% Wednesday , but earnings look like a beat. Comments please. Would you hold , sell or buy? Thanks.
Q: It's been a while since anyone has asked about ITT. Will you please update your opinion of this company?
Thank you,
Mike
Thank you,
Mike
Q: Hi;
Please let me know what your view of Crox is currently. Seems solid, but maybe limited upside with the current tariffs. Seems to be a pretty loyal customer base though. Thank you.
Please let me know what your view of Crox is currently. Seems solid, but maybe limited upside with the current tariffs. Seems to be a pretty loyal customer base though. Thank you.
Q: This stock just keeps on running up, nice 1 yr return, not that expensive when you look at other companies in the same business. Why would not buy it now?
Thanks Again
Thanks Again
Q: Unity has me cooked. Any thoughts?
Q: Thoughts on recent earnings?
Q: Why is MSCI dropping so much? Do you still expect good earnings for 2026?
Q: I know that you (I assume Peter) aren't a fan of averaging down, but would GOOG be an exception? I feel that the stock has been unfairly punished, especially when considering its latest (excellent?) results.
As always, your comments are valued.
As always, your comments are valued.