Investment Q&A

Q: I am curious as to how best invest in the power demand for AI datacentres? Would you have suggestions for certain equities/ETF’s that you feel are well positioned this impending demand?

Thanks

Q: How do you see AXON stock positioned, going into earnings, next week ?

What are your expectations from the Co, based on past quarters and subsequent company news/ defence related commentary ?

Do you like its current valuation ?

Thank You

Q: Happy Halloween 5i!

I’ve had Cellebrite for over a year now and it’s been largely flat floating between 16 and 20 bucks a share.
It seems to have great growth with high gross margins and reoccurring growth from its subscriptions.
However, investors don’t seem to be excited about it, could this be because of the reliance on the public service (high bureaucracy).
Or is it that they are not hugely profitable on a net income basis?
I know you folks like this company and I do too, just can’t figure out its lack of interest and am wondering if my money may work “better” in other stocks. (Though I know the value of patience can be very rewarding in investing so I’m trying to be disciplined!) :)

Can you tell me what the street expects on earnings this coming month?

Thanks folks - I hope you enjoy some Halloween treats with your coffee today!

Q: I would appreciate your perspective on the latest BMY earnings.

Q: Current thoughts on this company? Thank you

Q: Could you list 2 or 3 female led public company's in AI and 2 or 3 female led public startups in AI in Canada & USA?

Thank you.

Q: Juste a note that Shane was asking if you would endorse a buy based on the drop. Your answer was thorough but did not state what you would advise at todays price:

Q: Hi Team,
Meta took a 15B one time non cash tax hit as a result of trumps “big beautiful bill”. What does this really mean non cash? Why aren’t other companies reporting the same type of hit? Aren’t all companies under the same tax rules? This news seems to be scewing strong operational results and causing a big share price drop. Looks like a buying opportunity to me. Do you agree?

Shane

Q: Can you give me your thoughts on their earnings report and future outlook? Thanks

Q: I had a small position in Intel which doubled in very short time.
It seemed like a falling knife when we bought in but now there are supportive indicators.

What is your opinion on it ?
Would you add more on further weaknesses if you held a partial position or sell and run ?

Q: Is Remitly Global a well run company considering what they have done in the last few years?

Q: Good afternoon;

I am trying to understand first, is the Formula 1 business segment of Liberty an attractive investment and second, if the answer is yet how best to invest in it - there are a number of stock possibilities.

Liberty has a number of arms and businesses; one being F1. The F1 brand is starting to strike me as one Peter Lynch may pay attention to. While I do not watch it much I am bumping into more and more people who have turned to it. Televised events appear to be more frequent and stands seem to be full. It is the pinnacle of racing and a magnet for big money and racing tech.

I would appreciate your assessment of the F1 brand, its fit within Liberty, risks/opportunities, if you consider it a worthy investment and how best to invest.

As always, thanks.

Dave

Q: Hello 5i
Would you be a buyer of POWL after its big run up from June? What is the outlook?
Thank you
Dave

Q: Hi 5i!

Can you comment SFM earnings? What do you think of its long term perspective and of the recent drop since june?

Thank you

Q: I’d like your thoughts on Chipotle after their recent quarterly results. Comparable-store sales have now been flat or slightly negative for the past few quarters, mainly due to weaker traffic, even though the company continues to open a large number of new restaurants each year and expand internationally. At what price would you start to be interested in this company or you would avoid it simply ?

Q: Hi Team,
Meta took a 15B one time non cash tax hit as a result of trumps “big beautiful bill”. What does this really mean non cash? Why aren’t other companies reporting the same type of hit? Aren’t all companies under the same tax rules? This news seems to be scewing strong operational results and causing a big share price drop. Looks like a buying opportunity to me. Do you agree?

Shane

Q: Hi, I’m considering adding these to my portfolio. What’s your opinion on them, how would you rate them, and what would be a good entry price?

Q: After its recent weak Q as a result of a one time cost on a law suit in Brazil, would you consider it buyable? What would you consider a good entry price at this time?

Q: Good Morning

With the forecasted and continued large Capex expenditures of Meta, Google and Microsoft what companies do you see as benefitting the most? I am a bit surprised at the premarket direction of some of the obvious choices.
Thank you

Q: Can I get your view on Crox's earnings this morning? Thanks.

Q: Would you buy into the price weakness resulting from the future capital spend guidance? At what price? A similar sentiment relating to the metaverse capital spend guidance in 2021 lead to a large price decline followed by a reversal by Zuckerberg and a huge price recovery.