Q: Comments on TWST results please, particularly concerning their path to profitability and the effect on production of their "factory of the future" when completed.
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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.
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Analog Devices Inc. (ADI $233.41)
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Applied Materials Inc. (AMAT $228.67)
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Broadcom Inc. (AVGO $351.96)
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Intel Corporation (INTC $37.88)
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KLA Corporation (KLAC $1,190.90)
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NVIDIA Corporation (NVDA $193.16)
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Marvell Technology Inc. (MRVL $89.33)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $291.17)
Q: Greetings 5i,
What are your thoughts on INTEL? What are your thougths on the domestic tailwinds via Biden Administration and roughly 75B in federal support for domestic chip manufacturers? Seems almost like the industry is being considered a matter of national sercurity in the US and will back the chip makers. Are there other companies who stand to do well in this environment?
Cheers!
What are your thoughts on INTEL? What are your thougths on the domestic tailwinds via Biden Administration and roughly 75B in federal support for domestic chip manufacturers? Seems almost like the industry is being considered a matter of national sercurity in the US and will back the chip makers. Are there other companies who stand to do well in this environment?
Cheers!
Q: SentinelOne (S NYSE) Could not bring this up in your question search.
What is different about it than others in cybersecurity?
Is this a buy?
Thank you.
Thank you.
What is different about it than others in cybersecurity?
Is this a buy?
Thank you.
Thank you.
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The Walt Disney Company (DIS $114.85)
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JPMorgan Chase & Co. (JPM $315.62)
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Parkland Corporation (PKI $39.84)
Q: Can I get the fundamentals on these companies.
How do you see them performing in an inflationary environment.
How do you see them performing in an inflationary environment.
Q: 2 part question:
What did you think of PLTR earnings?
Also, any thoughts on the NVDA news release?
Thank You
What did you think of PLTR earnings?
Also, any thoughts on the NVDA news release?
Thank You
Q: I just received an alert regarding preliminary results for 2nd quarter for NVDA. Not pretty. Sit tight or let it go?
Carl
Carl
Q: Can you comment on the earnings and whether this pullback is a buying opportunity? My concern is that the stock has a premium valuation - would you have other suggestions you prefer in the health care space (pharma or otherwise)? Thanks
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $101.15)
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Realty Income Corporation (O $57.16)
Q: What are your thoughts on Iron Mountain REIT? Stock has held up relatively well but I wonder if the dividend is covered - are there alternatives you would suggest? Thanks
Q: i have fairly large positions in both companies.
inmode seems to move higher everyday with huge margins and crox after its earnings seems to be back on track. what is your opinion.dave
inmode seems to move higher everyday with huge margins and crox after its earnings seems to be back on track. what is your opinion.dave
Q: What is your take on SMR? Still early days but future seems bright with the certification. Thanks
Q: Could you comment on Block earning? Would you step in at this level?
Thank you so much!
Have a nice weekend!
Thank you so much!
Have a nice weekend!
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Alphabet Inc. (GOOG $291.74)
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Microsoft Corporation (MSFT $508.68)
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Constellation Software Inc. (CSU $3,257.27)
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Enghouse Systems Limited (ENGH $20.95)
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Alimentation Couche-Tard Inc. (ATD $70.40)
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Aritzia Inc. Subordinate Voting Shares (ATZ $97.71)
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WELL Health Technologies Corp. (WELL $4.15)
Q: Hi Peter & team:
Could you name the order of preference for stocks to be put in TFSA- from most prefer to least prefer. Thank you
Could you name the order of preference for stocks to be put in TFSA- from most prefer to least prefer. Thank you
Q: Do you see problems with a long term holding of this company for the dividend and small growth? Do they hold good real-estate which could be profitable in the future. Thanks James Any further comments will be appreciated !!
Q: Can I please have your opinion on Bausch and Lomb (BLCO). The company was recently created from its heavily indebted parent company Bausch Health. To what extent is it insulated from the parent's issues and do you recommend it for growth at a reasonable price.
Q: Hello again your thought please on Yeti
Q: What order would you currently buy PINS, PYPL and SQ ? Would you avoid any of them ? Thank you.
Q: What do you make of the current arbitrage on twitter?
Q: If you owned both but had to let one go, which one would it be?
Q: Does BNTX have the same upside as Moderna. Would you buy either one at theses levels and if so which one? Thanks for your analysis.
Q: I own shares in this company and obviously holders were not enthused with the recent earnings. I am thinking of lightening up on my holdings and adding some Accenture. Your thought on this would be much appreciated.