Q: A while back I asked about your top picks in the water solutions space, and I recently came across this new one. It's quite small, and seems focused on the Oil and Gas sector. Could you give me your thoughts on it as a small cap hidden gem? How does it compare to a company like HPS in terms of its growth phase?
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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: Out of NVO and LLY, which one would own today over a 3-year period? What kind of gains can we expect over that period?
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The Trade Desk Inc. (TTD $40.27)
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Super Micro Computer Inc. (SMCI $34.23)
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Axon Enterprise Inc. (AXON $535.06)
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CrowdStrike Holdings Inc. (CRWD $517.85)
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Vertiv Holdings LLC Class A (VRT $160.90)
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Celsius Holdings Inc. (CELH $40.37)
Q: I have made money on TTD but am getting bored with it. It goes up and down like a yoyo and does just fine but I'm wondering if there is something with a clearer path to growth if I am okay with volatility? If it was a simple question of owning TTD or buying something different would you keep it? If not, which two stocks would be good to keep growth exposure with a bit of diversification?
Q: Nvda has had a hell of a run is it time to get out or let it run. Do you see more upside.
Q: Hello 5i
The last question I found on Radnet was six years ago. Could I have your current assessment?
Thank you
Dave
The last question I found on Radnet was six years ago. Could I have your current assessment?
Thank you
Dave
Q: Any thoughts on Red Violet’s future prospects?
Q: Hi guys,
Please provide feedback on KKR'S recent quarter. Would you add at these prices. I hold a 2% holding.
Thanks
Jim
Please provide feedback on KKR'S recent quarter. Would you add at these prices. I hold a 2% holding.
Thanks
Jim
Q: In your answer to my previous question you referenced a link to which i have no access.
Was this in error?
Was this in error?
Q: I have reading a lot of GE planned Spin Off's and would like to know your thoughts on whether to continue to own shares of GE and the new entities after the new companies have been launched?
Q: I recently picked up some POWL:US stock. Today (Friday March 1st) I see the stock has dropped approx 5%. I also note that Mr. T Powell, owner, sold 25K shares. This might have been a trigger for some investors as a time to sell. However, he owns 2.4M shares. I am thinking that his sale is actually immaterial to his overall holdings. In other words, this might be a good time to purchase more. Am I on the right track?
My thanks.
My thanks.
Q: Hello 5i,
Interested in your perspective on CDRs vs traditional US holdings. Understanding you are comfortable with them did want to validate 2 scenarios -
1 - Would you always prefer the traditional US holding versus its equivalent CDR and assuming so - is there a minimun you would consider in terms of holdings. Simply put - does it make sense to buy only (example) 3 shares of GOOG or should I instead use that liquidity to purchase equivalent CDR's
2 - Can you please rank top 3 CDR's at the moment
Thank you as always!
Interested in your perspective on CDRs vs traditional US holdings. Understanding you are comfortable with them did want to validate 2 scenarios -
1 - Would you always prefer the traditional US holding versus its equivalent CDR and assuming so - is there a minimun you would consider in terms of holdings. Simply put - does it make sense to buy only (example) 3 shares of GOOG or should I instead use that liquidity to purchase equivalent CDR's
2 - Can you please rank top 3 CDR's at the moment
Thank you as always!
Q: Hello 5i researchers,
I bought this ARKK ETF during the pandemic time ARKK's hype days. As of today, many stocks recovered from 2023 lows, but ARKK. I am kind of losing patience, especially watching their daily trade information they published, keeping buying losers and selling winners. May I have your view on this ETF? Hold or move on? Thank you.
I bought this ARKK ETF during the pandemic time ARKK's hype days. As of today, many stocks recovered from 2023 lows, but ARKK. I am kind of losing patience, especially watching their daily trade information they published, keeping buying losers and selling winners. May I have your view on this ETF? Hold or move on? Thank you.
Q: Is the drop in these 3 is a buying opportunity or is it something more concerning regarding the business and outlook. Would you be OK to stay put or add or sell some. Thanks
Q: Positive article in Barron’s “the split could pay off handsomely”
What does Peter think?
What does Peter think?
Q: My question is about the special/unique/dynamic etc CEOs Michael Dell and Ryan Cohen. What is your estimation of each in respect to both DELL and GME. Different trajectories and challenges but curious on your insights about their management and decisions in the last couple of years etc thanks.
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Booking Holdings Inc. (BKNG $4,785.62)
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AutoZone Inc. (AZO $3,842.93)
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Interactive Brokers Group Inc. (IBKR $62.45)
Q: Looking for advice on how to rank these 3 stocks for a medium-term investment. All seem solid based on past performance and metrics but not sure if any have a particular advantage given their respective foci and expansion potential.
Q: Snow has been hit hard recently.Can you provide a current outlook and level of attraction at current price?
Q: Is it a good time with the sell off today to initiate a position in VRT?
Q: If you had to choose today? Which would you prefer? BKNG or CROX?
Thanks
Thanks
Q: What are your thoughts on the portfolio diversification and growth potential of these securities? Thx!