Q: Can you give your comments around INMD's earnings release. Seems they expecting more conservative quarters, rev dropped, but not all bad and close to expected. They now have close to 1/3 of their market cap in cash, yet still no buybacks or plan. I'm wondering if things are starting to look bad here or just a bump in the road and you'd still hold? Thx
Q: Hi,
I trimmed some of my SMCI last week as the weight was getting too high. Since then it shot up another 25%. Obviously in hindsight I should have waited.
My question is does this stock movement scare you? Why does it keep going up this fast?
Thanks
Q: Interested in a pick in US building materials as a play on infrastructure spend but equities like Martin Marietta, Vulcan Materials, Granite Construction and Quanta seem expensive. However Eagle Materials appears cheaper. Of these 5 are there two you would comfortably buy today with greatest growth potential. Secondly which two seem to you to be least risky. Finally is there another building material equity you would prefer more than any of these and if so what would be your reasoning for that pick. Thanks as always.
Q: Could you shed some light on the class action lawsuit against PAYS that appears to have been settled recently. I have just received a notice from my broker advising investors to check to see if they had purchased shares within the indicated timeframe. Is it even worth submitting a claim? Thanks!
Q: Cerence's last result (Feb 6) appeared to show progress, yet the share price declined.
What is your view of the company and would you start a position here or prefer to wait for positive momentum first.
Thanks for the great service, Peter
Using round numbers NVDA share price is currently about 100 times revenue. For comparison purposes MSFT is 15 times revenue and AAPL is 7.5 times revenue. I understand NVDA has more growth than MSFT and AAPL but what am I missing here?
Q: Hello, thank you for your last answer on 5 industrial and consumer names suggestions with a brief reason for each. Now, I would like you to suggest 3 names of the same, but chosen within the CDRs offering. Thanks!
Q: Thanks to 5i, I've done extremely well with NVDA. After the launch of ChatGPT and seeing Elon Musk mention on X how hard it was to get his hands on NVDA's chips, I increased my exposure to semiconductors. Among the trades I made towards the end of last year was averaging down on UCTT, which was also a favorite of 5i. I already had a partial position and was fortunate to buy more near the bottom of 2023. Recently, however, you seem to have adopted a somewhat negative outlook on the company in your commentaries. I'm relieved to see this stock back above water in my portfolio, now with a decent gain. Is there a specific reason or news for the stock's recent catch-up, and should I continue to hold it, or is it still considered overvalued, suggesting I should take my profits and move on? Thanks, as always.