Investment Q&A

• Lantronix Inc. (LTRX $6.58)
  • $6.58 Cap: $258M
  • View LTRX Profile
  • View Questions on LTRX

Q: What is your opinion on LTRX's fiscal 2024 Q3 results and Q4 outlook and the valuation of its current stock price?

Upvote 1

Read Answer Asked by Charles on May 02, 2024

• Lantheus Holdings Inc. (LNTH $63.10)
  • $63.10 P/E (TTM): 25.66X Cap: $4.18B
  • View LNTH Profile
  • View Questions on LNTH

Q: Your thoughts on Lantheus last quarter report. Do you see this as a good investment for the next 3-5 years, and if so why?

Upvote 1

Read Answer Asked by Alvin on May 02, 2024

• Vestis Corporation (VSTS $7.25)
  • $7.25 Cap: $923M
  • View VSTS Profile
  • View Questions on VSTS

Q: You recently suggested Vestis as an alternate to Cintas
The stock dropped 40% today
Do you still do you see this as a potential buy? Why or why not?
Ty

Upvote 1

Read Answer Asked by Indra on May 02, 2024

• GigaCloud Technology Inc (GCT $38.19)
  • $38.19 P/E (TTM): 11.48X Cap: $1.48B
  • View GCT Profile
  • View Questions on GCT

Q: Are you a buyer of this stock today with the latest financial report. How would you characterize todays stock price as far as cheap/expensive.

Upvote 2

Read Answer Asked by Steve on May 02, 2024

• WhiteHorse Finance Inc. (WHF $7.58)
  • $7.58 P/E (TTM): 18.02X Cap: $177M
  • View WHF Profile
  • View Questions on WHF

Q: any recommendations pro or con on this company? very attractive dividend

Upvote 1

Read Answer Asked by steve on May 02, 2024

• DoorDash Inc. (DASH $224.52)
  • $224.52 P/E (TTM): 110.7X Cap: $96.97B
  • View DASH Profile
  • View Questions on DASH

Q: Morning, your thoughts on the quarter including forward earnings. Growth seems strong. Any interest here?

thx, M

Upvote 1

Read Answer Asked by Mark on May 02, 2024

• Golub Capital BDC Inc. (GBDC $13.83)
  • $13.83 P/E (TTM): 10.14X Cap: $3.75B
  • View GBDC Profile
  • View Questions on GBDC
• Oaktree Specialty Lending Corporation (OCSL $13.76)
  • $13.76 P/E (TTM): 35.33X Cap: $1.21B
  • View OCSL Profile
  • View Questions on OCSL
• TriplePoint Venture Growth BDC Corp. (TPVG $6.62)
  • $6.62 P/E (TTM): 8.06X Cap: $267M
  • View TPVG Profile
  • View Questions on TPVG
• Sixth Street Specialty Lending Inc. (TSLX $22.59)
  • $22.59 P/E (TTM): 11.16X Cap: $2.10B
  • View TSLX Profile
  • View Questions on TSLX

Q: What are your thoughts on this BDC?
And can you recommend another high dividend US BDC? Thanks

Upvote 1

Read Answer Asked by Michael on May 02, 2024

• Advanced Micro Devices Inc. (AMD $221.43)
  • $221.43 P/E (TTM): 110.05X Cap: $360.49B
  • View AMD Profile
  • View Questions on AMD

Q: I thought yesterday was my last question on AMD. I can't reconcile your 40x and 26x numbers using the concensus eps on your web pages nor on G&M's numbers, so where are you getting your forward eps? Thx

Upvote 3

Read Answer Asked by Christopher on May 02, 2024

• Global X Marijuana Life Sciences Index ETF (HMMJ $7.91)
  • $7.91 P/E (TTM): 11.2X Cap: $50M
  • View HMMJ Profile
  • View Questions on HMMJ
• Cronos Group Inc. (CRON $3.91)
  • $3.91 P/E (TTM): 27.68X Cap: $1.49B
  • View CRON Profile
  • View Questions on CRON
• Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
  • Cap: $3.73B
  • View CURA Profile
  • View Questions on CURA
• AdvisorShares Pure US Cannabis ETF (MSOS $3.76)
  • $3.76 P/E (TTM): 3.4X Cap: $690M
  • View MSOS Profile
  • View Questions on MSOS
• Tilray Brands Inc. (TLRY $11.59)
  • $11.59 Cap: $1.34B
  • View TLRY Profile
  • View Questions on TLRY

Q: Hi folks
What do you think of marijuana stocks now with the US starting to reschedule the industry? Which US company or ETF would i invest in at this juncture...? I have stayed away and have no pot stocks at the moment. Many are soaring today.
Much thanks
Ps..I have been with 5iResearch for 10 years now..and I can't express how you have helped, guided, inspired And soothed my nerves along the way. THANKYOU

Upvote 3

Read Answer Asked by El-ann on May 02, 2024

• Ulta Beauty Inc. (ULTA $593.41)
  • $593.41 P/E (TTM): 23.06X Cap: $26.32B
  • View ULTA Profile
  • View Questions on ULTA
• e.l.f. Beauty Inc. (ELF $77.99)
  • $77.99 P/E (TTM): 55.37X Cap: $4.65B
  • View ELF Profile
  • View Questions on ELF
• Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY $147.18)
  • $147.18 Cap: $5B
  • View LVMUY Profile
  • View Questions on LVMUY

Q: I see that you are still recommending ULTA as a BUY. What makes ULTA one of your favorite positions? What would be a good price.to buy ULTA? When do you expect the stock price to stop falling?

Which of these would you buy today for a 3 year hold:ULTA, ELF and LVMUY?

Upvote 2

Read Answer Asked by V on May 02, 2024

• First Solar Inc. (FSLR $272.83)
  • $272.83 P/E (TTM): 20.13X Cap: $29.27B
  • View FSLR Profile
  • View Questions on FSLR

Q: Hello
Could you comment on most recent earnings?
Thank you very much.
Stephane

Upvote 1

Read Answer Asked by Stephane on May 02, 2024

• Alphabet Inc. (GOOG $313.70)
  • $313.70 P/E (TTM): 31.69X Cap: $3.77T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $483.47)
  • $483.47 P/E (TTM): 34.04X Cap: $3.59T
  • View MSFT Profile
  • View Questions on MSFT

Q: Hi Folks,
I would like to add to my holdings in either MSFT or GOOG in my RRSP account. May I have your opinion as to which one you feel would be the better choice at this time.
Thanks

Upvote 13

Read Answer Asked by JOHN on May 02, 2024

• TransMedics Group Inc. (TMDX $127.62)
  • $127.62 P/E (TTM): 52.91X Cap: $4.36B
  • View TMDX Profile
  • View Questions on TMDX

Q: good day to you
what is your opinion about this company and would you add after todays surge ?
thanks for your super service
Georges

Upvote 3

Read Answer Asked by georges on May 01, 2024

• Sunrun Inc. (RUN $18.71)
  • $18.71 Cap: $4.34B
  • View RUN Profile
  • View Questions on RUN

Q: What are your current thoughts on Sunrun? It seems to have support at the $10 level and with the talk of increasing power demand in the US renewable energy should be part of the solution.

Upvote 1

Read Answer Asked by Brendon on May 01, 2024

• Advanced Micro Devices Inc. (AMD $221.43)
  • $221.43 P/E (TTM): 110.05X Cap: $360.49B
  • View AMD Profile
  • View Questions on AMD

Q: Thx for your answer earlier on results but I forgot to ask about your forward valuation and opinion on holding, and or buying more at a certain price level.

Upvote 5

Read Answer Asked by Christopher on May 01, 2024

• Lemonade Inc. (LMND $82.01)
  • $82.01 Cap: $6.12B
  • View LMND Profile
  • View Questions on LMND

Q: Please comment on LMND's results released today.
Thanks !

Upvote 2

Read Answer Asked by Nancy on May 01, 2024

• Advanced Micro Devices Inc. (AMD $221.43)
  • $221.43 P/E (TTM): 110.05X Cap: $360.49B
  • View AMD Profile
  • View Questions on AMD

Q: Please opine on yesterday's results. It looks like a meet expectations release and sell-off for no reason. Thx.

Upvote 4

Read Answer Asked by Christopher on May 01, 2024

• Vanguard S&P 500 Index ETF (VFV $168.90)
  • $168.90 P/E (TTM): 27.07X Cap: $27.76B
  • View VFV Profile
  • View Questions on VFV
• Vanguard Information Technology ETF (VGT $776.34)
  • $776.34 P/E (TTM): 36.27X Cap: $111.64B
  • View VGT Profile
  • View Questions on VGT

Q: I need to raise funds from my NR account, capital gains are the same. I need to raise funds immediately for an expense. Which would you sell between these 2 right now to raise cash? What I don’t sell is for 15+ year LTBH.

Upvote 1

Read Answer Asked by John on May 01, 2024

• Super Micro Computer Inc. (SMCI $34.02)
  • $34.02 P/E (TTM): 27.48X Cap: $20.30B
  • View SMCI Profile
  • View Questions on SMCI

Q: Hi. Would you please comment on SMCI's earnings. Thanks

Upvote 9

Read Answer Asked by Bruce on May 01, 2024

• CVS Health Corporation (CVS $80.83)
  • $80.83 P/E (TTM): 207.82X Cap: $102.60B
  • View CVS Profile
  • View Questions on CVS

Q: Would you add to a small position in a dividend portfolio with this drop?

Upvote 1

Read Answer Asked by Gregory on May 01, 2024