Q: Can you explain reaction to Q results - is it the sudden termination of CEO or Q results (which looked OK) or guidance. Overaction or justified market reaction? thanks John
Q: As you take a look at the quarterly results, are the fundamentals still intact for NTNX? What in the results is the market reacting negatively to? Would you add to a partial position now?
Q: Still have trouble having this stock when entered as SN, but here is my question. So if you walk into a Costco, Walmart, Target, Cdn. Tire and need a vacuum or a kitchen appliance, your choice is mostly Shark vacuum and a Ninja appliance. They have most of the self space for these products. On top of that look at the performance of this stock. What do you like and not like about this stock?
Thanks Again
Q: One thing maybe one of you can help me understand is how Salesforce is unable to lower share count even after doing buybacks. From what I can see their free cash flow is far higher than the dilution from SBC. So I dont fully understand why share count isn’t lowering.
Q: Is there an AI ETF that you would recommend that holds software or other sectors that would benefit when AI is fully implemented. Either in CDN or USA market
Q: Hi Team,
Given Nvdas recent euphoria, is it time to take profits here or do you see this rise warranted and likely to hold its gains? Looking at market cap it looks set to pass apple and possibly take top spot over Microsoft soon if the stock keeps up this pace of rising. How are valuations looking here compared to the other magnificent 7 and how much possible upside can we possibly gain from here given current valuations ?
Q: Hi, Could you please shed some light on this company, its valuation, debt, growth prospects and insider ownership. How would you rank it vis-a-vis its competitors ? Would you buy it for a long term hold in the Industrial Sector, after Tuesday's $9 pullback or wait ? Thank You
Q: Hi, Could you please provide more details on Quanta Services, as a niche operator in Power Infrastructure sector. Why do you consider it as one of your best picks in the sector ? How is its debt and current valuation ? After recent earnings of May 2, stock has gone up from $255 to $285, before pulling back briefly yesterday to $280. Would you be comfortable to start a position at current level or wait for a better entry point ?
Q: I read about this company recently and bought a 1/2 position.
In reviewing a 1 year and a 3 year and 6 month chart fix out performed apple, MSFT,meta,AMZN . Which for an industrial company I found interesting.
My question , did something unique occur in the past 3 years for this outperformance and if not does the future look as bright
Q: As per Hussein's recent question, I too was under the impression that the Flutter listing on the LSE was moving to the NYSE and our shares, if they were on the LSE would be moved to the NYSE automtically. Is my understanding wrong and they are in fact going to continue with listings on both the LSE and NYSE??