Q: Do these 4 companies have the cash/cash flow to finance their current debt obligations? None of the companies are profitable I am concerned that they may not be able to raise the cash needed to fund operations in the current environment of rising interest rates, such that they may not be able to handle any debt due over the next year or two.
Q: Recently trimmed NVDA to bring position weight back in line. For US, any sector, what are a few top picks for a TFSA? And then how would IJT compare for growth potential and risk?
Q: Can I have your overall opinion of Fortinet and in particular comments on the company's first quarter earnings announced on May 4th. I own a small amount and I am considering adding to the position. Your comments please.
Q: Hi Everyone at 5i!!
I bought some TSM just about the time Buffett bought his stocks in TSM. Unlike Buffett, I did not sell mine when he did, which was shortly after he bought them, citing geopolitical concerns. I find this a head scratcher. Why? To approve of an investment and then quickly disapprove, it seems someone at Berkshire was asleep at the wheel . This was rather sloppy of them. Just like the Fed, you don’t want to bet against Warren, but still, my inclination is to hold onto the stock since I am a long term investor. What are your thoughts on TSM?
Cheers,
Tamara
Q: i own some of smci based on a recommend in an answer to a question to 5i a while back. thank you.
my question after their fantastic earnings report , is smci still a buy or getting too expensive. dave
Q: It's been a while since any questions on this company - what are your current thoughts on it's operations compared to competitors and any thoughts re: catalysts to drive earnings higher?
Q: In the wake of turbulence there is often opportunity - is that the case for "brave" and NOT risk averse investors in the regional banks of the US? If so, what key metrics would you use and do you see some larger and safer opportunities within the regional bank space - maybe this could be an article you could write for clients?
With Pacwest being the latest troubled regional bank, are there any high quality regionals being sold down in sympathy? Feel free to suggest any others not included above.