Q: Hi there. I'm wanting your opinion on this stock and whether it could be put into a portfolio at current price? Seems the sector may still be undervalued.
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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: hi,
can I get Peter's thoughts on the "circular" financing of AI deals going on please. can he compare this to the same phenomenon that was going on in the Dotcom bubble. Does Peter think this is starting to look like the companies propping up the AI theme overall? when an average investor looks into what these companies are involved in, one does not get much confidence in their "leaders" honesty and morality, which could lead an average investor to believe things are being manipulated.
cheers, Chris
can I get Peter's thoughts on the "circular" financing of AI deals going on please. can he compare this to the same phenomenon that was going on in the Dotcom bubble. Does Peter think this is starting to look like the companies propping up the AI theme overall? when an average investor looks into what these companies are involved in, one does not get much confidence in their "leaders" honesty and morality, which could lead an average investor to believe things are being manipulated.
cheers, Chris
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Caterpillar Inc. (CAT $626.62)
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Fluor Corporation (FLR $45.58)
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Quanta Services Inc. (PWR $468.76)
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Vulcan Materials Company (Holding Company) (VMC $300.07)
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Xylem Inc. New (XYL $141.23)
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Generac Holdlings Inc. (GNRC $173.01)
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Eagle Materials Inc (EXP $223.74)
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AECOM (ACM $97.08)
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Jacobs Solutions Inc. (J $137.89)
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Trane Technologies plc (TT $386.22)
Q: Yesterday a BNN article indicated that preparation, clean-up and re-construction after natural disasters has become a growing and significant portion of the US GDP.
Please advise some companies in these categories that I could do some research on?
Thanks for all your help,
Mike
Please advise some companies in these categories that I could do some research on?
Thanks for all your help,
Mike
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Kraken Robotics Inc. (PNG $8.29)
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Zedcor Inc. (ZDC $6.05)
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CECO Environmental Corp. (CECO $68.44)
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EnerSys (ENS $173.41)
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Karman Holdings Inc. (KRMN $108.22)
Q: Could list your top 5 small cap stock picks trading in North America. I do have interest in stocks members of 5i own.
Q: What is your analysis of its last quarter? It seems that the market likes what it saw. How do you view its prospects over the next 3 years? thx.
Q: What do you think of the earnings announcement on Oct 23rd?
They also increased the dividend by 20%. My notes show this is the 4th time this year they have announced an increase to the dividend (Feb, April, July and October).
They also increased the dividend by 20%. My notes show this is the 4th time this year they have announced an increase to the dividend (Feb, April, July and October).
Q: Has the story and your thoughts changed much on Blue Owl? Given the recent META deal and Dimon comments?
Q: Good day,
By the time you answer my question, the earnings for QS should be available,
Kindly comment on what you see. Positives and negatives,
Thank you,
By the time you answer my question, the earnings for QS should be available,
Kindly comment on what you see. Positives and negatives,
Thank you,
Q: Can you please comment on URI’s earnings ? Any optimism or concerns ?
Thank you
Thank you
Q: Peter; DRVN just raised substantial money with debt. Does this make it better , or worse , for common shareholders. I’m thinking of selling it and switch to a totally different sector by buying VNP. Thoughts ? Thanks.
Rod
Rod
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Apple Inc. (AAPL $248.04)
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Amazon.com Inc. (AMZN $239.16)
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Alphabet Inc. (GOOG $328.43)
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Microsoft Corporation (MSFT $465.95)
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Netflix Inc. (NFLX $86.12)
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NVIDIA Corporation (NVDA $187.67)
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Tesla Inc. (TSLA $449.06)
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Palantir Technologies Inc. (PLTR $169.60)
Q: Hi 5i, What technology companies are likely to be in business in 20 years from today.
Of the above ?
Thanks
Of the above ?
Thanks
Q: Hi, Could you please comment on GEV earnings. Thank you
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Robinhood Markets Inc. (HOOD $106.99)
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Nebius Group N.V. (NBIS $94.50)
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Galaxy Digital Inc. (GLXY $31.90)
Q: Can you please rank these companies in order of conviction and future growth potential? Long term hold. Do you see any concern holding all 3?
Are all 3 in your view, considered compounders?
Any news on their respective declines lately?
Thank you
Are all 3 in your view, considered compounders?
Any news on their respective declines lately?
Thank you
Q: Any reason for the drop in the last week or so for the above names. Future outlook for both? Thank you
Q: Are you concerned about recent decline in the share price?
Q: Can you please comment on the recent earnings?
Q: Could you please describe what ENS does and what its future growth looks like? Could you also summarize what in the ENS fundamentals contribute to it being a strong small cap investment?
Q: Hi Team,
Between NVDA and CECO, which "stock" would you consider having the most share price potential over the next 5 yrs? I am considering trimming some NVDA profits for investing in CECO, if this move makes sense. Currently I hold a tech heavy portfolio.
Thanks,
Shane.
Between NVDA and CECO, which "stock" would you consider having the most share price potential over the next 5 yrs? I am considering trimming some NVDA profits for investing in CECO, if this move makes sense. Currently I hold a tech heavy portfolio.
Thanks,
Shane.
Q: Hi, what are your high-level thoughts on this small-cap company?
Q: May I please get you outlook on COR and MCK. Both have done well so far in 2025 and I wonder if you expect this to continue through 2026? DO you have a preference between the two?
Many thanks for your great advice.
Ian
Many thanks for your great advice.
Ian