Q: Recently FIX has been very favourably mentioned in the Q + A. I have been holding TT for some time (and wow, thanks very much 5i for referring to this). Are the 2 very similar or can both be held? And if only one, which would you see as having the better total return performance going forward? Thank you for the excellent service.
Q: I am a long term investor at break even point on Adobe. Fundamentals look good to me but momentum is terrible. Earnings come out June 13. Would you sell with a view to possibly buying back later or ride it out?
Why did Adbe drop so much yesterday? I saw another comment that it’s related to CRM reporting but is there something seriously wrong with Adbe or is this drop overblown and it’s an opportunity to add for 1-3 year period?
Q: This ETF was mentioned in an answer a few months ago. Its focus and objectives appealed to me. I purchased a position and then added. It has worked out well so far but as I am wont to do, I shot first and am now asking questions later.....
At present, the AUM is reported to be just over $1.1B (US); has this been growing much in the last year? And at that size, is there any small cap risk as would be the case with an equity? Last, does the fund use leverage, and if so, is it an amount that meaningfully adds risk?
Q: Peter and His Wonder Team
This stock is suddenly up 20% today on heavy volume and I have no idea why. Please give me your thoughts. Thanks as always!
Q: Hi 5i
How were the latest earnings....and how do you view them going forward,.....Shares price down 5% today...would this present an opportunity to increase a small position ---2 year time frame.
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.