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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: Team, I sold LLY from a 4% to a 1% position at $950ish. It’s come down a lot and has been negative to flat recently. Is this a stock you would start adding back? ISRG is a 5% and Well a 3% with LLY at 1%. 5+ year horizon. Is there a different Healthcare firm I should be looking at?
Read Answer Asked by Don on July 18, 2025
Q: At what price point does CPRT become a compelling buy? A month ago you said it was still too expensive to consider, it has dropped nearly 5% since. Would you step in here?

Also, I am very pleased with my subscription upgrade to include analytics. Can you please provide more clarity about your monthly stock selections? Are they meant to be ideas for a trade or for a buy and hold? It would be helpful if you could specify that for each pick.

Thank you
Read Answer Asked by Karim on July 18, 2025
Q: NBIS market cap is much lower than CRWV yet NIBS has more offerings in autonomous driving, robotics, training etc. It was nice to see the recent GS price target of $68.

Do you see a pathway for NBIS market cap to expand further as they continue to execute and get discovered?
Read Answer Asked by Sal on July 18, 2025
Q: Keeps moving to the right. What is the current institutional ownership? Can't just be retail investors moving the stock higher. Seems like analysts want to like the stock but they keep putting out low share price targets because of valuation.

Did TSLA, NVDA, AMZN etc have stretched valuations and then they grew into them? Can you see PLTR at a 1T market cap valuation over time?
Read Answer Asked by Sal on July 18, 2025
Q: Hi 5i,
Dominari Holdings (DOMH) , other than the two sons of Trump association with this Co. Is there something here worth keeping an eye on??
thank you
Read Answer Asked by Fernando on July 17, 2025
Q: Could you please share your top 10 US names for long-term total return (10+ year horizon)? Can be a mix of dividend yield and capital appreciation, but I'm indifferent as to whether the company has a dividend or not. Also, no need to hit all sectors. Much appreciated!
Read Answer Asked by Stefan on July 17, 2025
Q: I hate to ask this but I have to because I keep adding little bites of CLBT as it comes down and it won't stop coming down which means I want to keep adding more little bites.

What would you view as the floor for this share price? As much as you like it, can you see any reason for its continuing steady decline? Is there a worst case scenario that investors are exiting based on or is it just a lack of excitement/news? Lastly, are fundamentals improving or declining and what do you expect from their upcoming earnings?
Read Answer Asked by Tim on July 17, 2025