Q: Good day team, if you were to invest in the solar industry, what would be your preferred choice? FLSR or ENPH maybe? That said, what are your views on the industry.
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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: Came across this very small cap Company this morning on the Globe Investing Watchlist and was curious an them.
If possible could you give me your View and a short Summary of this Company!
Thanx as always
Gary
If possible could you give me your View and a short Summary of this Company!
Thanx as always
Gary
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Intuitive Surgical Inc. (ISRG $460.99)
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NVIDIA Corporation (NVDA $174.40)
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Booking Holdings Inc. (BKNG $4,210.32)
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Eli Lilly and Company (LLY $919.77)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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RTX Corporation (RTX $192.90)
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Nebius Group N.V. (NBIS $103.76)
Q: In case of market pullback. What will be your top 5 US and Canadian companies you would like to buy? Considering diversification within these 10 names.
Thank you
Thank you
Q: Can you please advise if this is buyable now. Is there any insider selling.
Thanks for your great service
Thanks for your great service
Q: Could you please comment on the story "FanDuel owner cuts profit forecast, to launch event contracts next month". The market certainly does not show a belief in this investment at the moment!
Q: What can you see for this little bio tech companies future Sellas life Sciences group. Their approach to cancer treatment or cures seems interesting but what does the business side look like.
Thanks
Thanks
Q: ARTY NYSE Arca/US iShares Future AI & Tech ETF
Worth buying or not?
Thank you.
Worth buying or not?
Thank you.
Q: May I have your current thoughts on BBAI? Is the stock still 15x sales? Is PLTR a competitor? Thank you for your assistance.
Jim
Jim
Q: This stock has experienced significant value decline over the past several years. Based on the most recent results and forecast, I’m becoming concerned about the long-term prospects for the company.
1) While I’m willing to hold through a downturn, I’m considering whether it makes sense to maintain my position or exit.
2) The company continues to increase its annual dividend and execute share buybacks. However, I question whether these actions meaningfully improve EPS compared to reducing debt. Is this a case of short-term investor appeasement, or would the market penalize a shift toward debt reduction?
Can I please get your thoughts on the company and the EPS question. Much appreciated.
1) While I’m willing to hold through a downturn, I’m considering whether it makes sense to maintain my position or exit.
2) The company continues to increase its annual dividend and execute share buybacks. However, I question whether these actions meaningfully improve EPS compared to reducing debt. Is this a case of short-term investor appeasement, or would the market penalize a shift toward debt reduction?
Can I please get your thoughts on the company and the EPS question. Much appreciated.
Q: Is this a good time to start a position in ceco?
Q: What do you think 1) of farmland as a long-term investment 2) of farmland as an inflation hedge, and 3) can you compare the two companies on growth, valuation, and other characteristics and what do you prefer?
(Please take more than one question credit if needed - thanks)
(Please take more than one question credit if needed - thanks)
Q: hi folks...Q3 results for Tssi/q look to be a disaster...stock -40% AH...not sure if you listen to conference call, if so....is there anything going forward to hold onto this stock. or bite the bullet and take a big loss...I really thought with new facility and added capacity...it would be a great Q, (as Dell seemed positive on latest talk,etc) ....not reductions in figures across the board...any silver lineing ??....thanks as always, jb
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Meta Platforms Inc. (META $572.13)
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Alphabet Inc. (GOOG $286.86)
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Intuitive Surgical Inc. (ISRG $460.99)
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NVIDIA Corporation (NVDA $174.40)
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Booking Holdings Inc. (BKNG $4,210.32)
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JPMorgan Chase & Co. (JPM $294.16)
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Oracle Corporation (ORCL $147.11)
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United Rentals Inc. (URI $728.56)
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Walmart Inc. (WMT $124.28)
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Axon Enterprise Inc. (AXON $424.69)
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CECO Environmental Corp. (CECO $59.58)
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EnerSys (ENS $173.72)
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RTX Corporation (RTX $192.90)
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Coinbase Global Inc (COIN $174.61)
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Robinhood Markets Inc. (HOOD $69.30)
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Nebius Group N.V. (NBIS $103.76)
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Galaxy Digital Inc. (GLXY $18.45)
Q: Hello 5i,
Following my SEPT 30th question and joining portfolio analytics I’ve embarked on my retooling. Following some of the great suggestions, still entering haha.
Long, Eq Wt; JPM, BN, NVDA, GOOG, META, NBIS, HOOD, COIN, GLXY, ORCL, AXON.
Starters; KRMN, CLS, SHOP, URI, WMT, CSU.
If this is YOUR U.S. portfolio what are the
next 3 full positions? And 2 starters to build out?
Yours truly, acutely aware of the risk etc etc.
Following my SEPT 30th question and joining portfolio analytics I’ve embarked on my retooling. Following some of the great suggestions, still entering haha.
Long, Eq Wt; JPM, BN, NVDA, GOOG, META, NBIS, HOOD, COIN, GLXY, ORCL, AXON.
Starters; KRMN, CLS, SHOP, URI, WMT, CSU.
If this is YOUR U.S. portfolio what are the
next 3 full positions? And 2 starters to build out?
Yours truly, acutely aware of the risk etc etc.
Q: This healthcare tech stock just reported earnings, and appears to have beat on all marks. Yet the stock has dropped significantly since reporting. Wondering if you could give me your analysis if this is a good opportunity to buy relative to other healthcare tech, given its valuation metrics, support and resistance, and current growth trajectory. Any other similar small cap names in healthcare like this intrigue you right now?
Q: what are your thoughts about the earnings, is it a buy, sell or hold?
Q: hi folks, opinion on Q3 results for Cellebrite clbt/q....looks good across the board vs Q2 results...I see Needham upgraded Target from $22 to $24....all looks good with job new CEO doing??....5i see any red flags....thanks as always, jb
Q: There’s concern NBIS gets left without a seat when the music stops - said differently, they are stuck owning infrastructure that’s not needed once the AI boom starts to normalize. I know they have two other business units.. what’s your counter to the sell side? You mentioned below $100 is decent .. is today’s $93 better or do we have to consider other variables?
Q: Are you surprised by the post earnings decline? I know you advocate holding stocks for many years and while I agree that this is probably best but I worry about where this will find a bottom. I find it hard psychologically to hold stocks that fall 20%. (Note to self - remember this feeling before you buy a growth stock next time).
Jason
Jason
Q: Would you add today after the recent earnings?
Q: My understanding is that the original company, Yandex, sold its Russian assets to a group of Russian investors in July 2024 and the renamed parent company, Nebius, retains the international assets of the original company. I'm not sure I fully understand what all this means. What exactly is the connection between Nebius and Yandex. Is there any connection to the group of Russian investors that bought the Russian assets. Do you have any concerns over the connection with the original company. As a parent company does Nebius have any liability over its ownership of the international assets of the original Yandex.
Thanks.
Thanks.