Investment Q&A

Q: Your thoughts please on the Marvell earnings after hours Thursday? If it could be bought for $70 tomorrow would it be an add for you in a hypothetical portfolio with a 12 month window? Please provide a high level analysis and whether you rate it as a buy, sell or hold based on the results.

Q: Based on your last comments on SNOW, you said "...expensive and volatile, and expectations are very high. Thus, they perhaps need 'perfect' numbers to see substantial gains."

SNOW nWhat is your take on the earnings I'm assuming you're fine with it from what I'm reading all over the internet.

Can you explain more about the data modernization theme in software and the long term growth (Compound Annual Growth Rate) for Snowflake and has the hype from it's IPO days remained the same, ramp upped or been less muted ..... is this a future 10 bagger, will it be as successful as a Nvidia or Microsoft?

Who are its competitors? and should SNOW be worried about them longer term?

What has to keep working for this stock for it to keep growing in the next decade and what might stop it from rising?

oh and ps....what is the insider ownership looking like and is that a metric I should be looking at for this particular stock?

Thanks again, please take as many credits off as needed to answer.

Q: Hello 5i
In the last Q&A on ONDS you mentioned the market cap was 200mil. My Yahoo finance today shows 1.5 billion. Can you clarify this and offer a current assessment please?
Thank you
Dave

Q: Hi,

Boomer here looking for a newish stock after my kids regularly use these products. Of these two entrants in categories (which did not exist 20 years ago) which would you recommend for long term growth without gut wrenching volatility? Are there other options you prefer?

Q: do you recommend these 3 and in order of preference

thank you

Q: For a 5-10 year hold within a TFSA could you please provide your top 10 Canadian stocks or CDR’s ranked by total return/compounding potential? For a non-registered account with a 3-5 year timeframe could you also do a top 10 list including both Canadian or US equities (no CDR’s), again ranked by total return/compounding potential? Thanks.

Q: What are your thoughts on VEEV latest quarterly results

Thks marcel

Q: Box seems to have reinvented itself. Doing lots of promo of it's role in readying a company's data and security so that it can use A I effectively. Count MS among clients. Can you assess the new version please?

Q: I currently hold these 4 ETF's in a RRSP account. Is there any other ETF that you would add to this list?

Q: Do you think AMAT is the best stock in it's space? If not, can you please provide one's you think are just as good or better? Can you also mention if you think any of them are reasonable valuation at this time for a long term hold in a TFSA.

Q: Please ignore if other have asked. Your thoughts on NVDA's earnings and conference call. Thank-you.

Q: I note that Sail is now a significant holding in BUG, which seems a vote of faith. Burning cash, but less so than in the past, I gather and earning more. I believe it has no debt currently. Could you please evaluate its prospects and whether it looks buyable here?

Q: I don't know what to think of OKTA ? It jumped up in March to May and has been going down since. Do I keep it or invest the money elsewhere ? Thanks.

Q: Hi, could you please report and comment on CRWD earnings, forcasts and post market reaction ? thank you.

Q: Hello 5i
Could I have your assessment of Weatherford International?
Thank you
Dave

Q: hi 5i
Current holder of goose and see this morning it is up on rumours it may be taken private...any validity to these rumours as far as you know....and in your opinion what would you expect a take out price to be?
thx

Q: Hi 5i,

What are your thoughts on this company, its future prospects, business model and valuation.

Thank you!

Q: Quite a “Bullish” article on NBIS by Benzinga. Not sure if I believe it all however I’m definitely holding. Thank you very much for bringing this company to our (5i’s members) attention.
https://www.benzinga.com/markets/tech/25/08/47307261/nebius-just-made-its-stock-a-limited-edition-ai-upside-fewer-shares
Regards,
Jim

Q: Around what price would you recommend taking a starter position in NBIS? I read yesterday that they are cancelling 40 million shares and are authorizing a 20% buyback on class A shares, yet not much movement today in price action. Further, are there any options strategies you would recommend for these growth-oriented companies?

Q: SMTC Can you please comment on their recent quarter and update your thoughts since your last comments.

Which other semi conductor companies do they compete with, and how does it compare against them?