Q: Hi 65i, May I have your current opinion on DOMO ? is it a Sell, Hold, or a Buy.
thank you
thank you
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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: How did UPST do in the quarter just past?
Q: Can you please explain the press releases by $oscr $cnc and others related to Medicare and the weak skate prices for these Healthcare companies? Is this weakness likely to last with the Trump policy changes? It's there value here or a longer lasting fundamental change to the revenue potential?
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Amazon.com Inc. (AMZN $230.28)
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Netflix Inc. (NFLX $94.09)
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The Walt Disney Company (DIS $111.46)
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The Trade Desk Inc. (TTD $37.02)
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Roku Inc. (ROKU $106.30)
Q: TTD Your thoughts on the quarter and outlook from here please. Hold or change over to something else? Thx
Q: $four had negative reaction to earnings. How attractive do you see it at current price?
Q: Dear Peter:
This is primarily a BIG THANK YOU note! But for your repeated vote of confidence I wouldn't have taken a position in NBIS. What a POP today, eh?! More than paid for my next year's 5i Subscription!!
Secondarily a quick question. Now that it has gone up (and I sold part of my position today to lock in my profits), should one be tempted to rite Cash secured Sell Puts?
If so, what would be your strike price and exp date?
Many thanks again for your insight and most importantly your "courage of conviction"!.
This is primarily a BIG THANK YOU note! But for your repeated vote of confidence I wouldn't have taken a position in NBIS. What a POP today, eh?! More than paid for my next year's 5i Subscription!!
Secondarily a quick question. Now that it has gone up (and I sold part of my position today to lock in my profits), should one be tempted to rite Cash secured Sell Puts?
If so, what would be your strike price and exp date?
Many thanks again for your insight and most importantly your "courage of conviction"!.
Q: Given that $nbis reported new guidance today and is up 20%, how is the company valued versus yesterday? Growth seems to be accelerating and profitability closer, so in my mind risk is down further and valuation actually looks better?
Q: Peter; Would you add to FCX at this time? Thanks.
Rod
Rod
Q: MRVL is said to have a attractive future in AI but has not participated in the recent rally. Can you provide your thoughts on its finances, area of specialization and future prospects, please.
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Intuitive Surgical Inc. (ISRG $547.36)
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Eli Lilly and Company (LLY $1,009.38)
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ResMed Inc. (RMD $252.39)
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Medpace Holdings Inc. (MEDP $566.15)
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The Ensign Group Inc. (ENSG $174.15)
Q: Hi,
With the purpose of investing in the health sector, which stocks would you consider now for best growth, either in the U.S or Canadian market, for the next 3 to 5 years ?
In addition, which are your high conviction stocks in the sector ?
Gratefully,
Jacques IDS
With the purpose of investing in the health sector, which stocks would you consider now for best growth, either in the U.S or Canadian market, for the next 3 to 5 years ?
In addition, which are your high conviction stocks in the sector ?
Gratefully,
Jacques IDS
Q: Hi 5i
Crox is down 25% this morning. How were their earnings and forecast?
Would you continue to hold...What is the outlook going forward...tarrifs impact going to get worse? etc....Would 5i have any interest in crox and if so at what price....
Is there business comparable to others such as deckers, footlocker, nike etc..If so would you expect similar issues?
thx
Crox is down 25% this morning. How were their earnings and forecast?
Would you continue to hold...What is the outlook going forward...tarrifs impact going to get worse? etc....Would 5i have any interest in crox and if so at what price....
Is there business comparable to others such as deckers, footlocker, nike etc..If so would you expect similar issues?
thx
Q: Hi 5i,
Could you comment on the results? Would you still continue to accumulate at this lower price?
TIA!
Could you comment on the results? Would you still continue to accumulate at this lower price?
TIA!
Q: Can you provide some background to the big drop in Fortinet today please.?
Q: Using wisdom from 5i I like to think I have a good policy of dealing with winners- which I've had many being a long time subscriber, as they get to 10% of my portfolio I trim back to 5-7%, this system has worked very well. I struggle with handling loosers, which are few and far between I must say, I'm down 15% and appears that loss will get bigger today on BKSY. I realize every company is a different situation and have often read " often the best thing to do is nothing", curious how staff at 5i handle loosers, get out at 25% down or ?
Q: Hi, can you please give me your thoughts on the earnings and future outlook.
Q: Seemingly poor results from BSKY today. Unexpected? Please update your views on this company and note any changes since the last company specific answer below. Is it a buy, sell or hold and if a buy, at what price?
The sector has seen some fairly aggressive profit-taking and that is partly to blame. BKSY shareholders are also adjusting to the fairly large recent convertible financing. But the outlook really has not changed, is still quite positive in terms of growth expectations, and we would still be comfortable buying. But it is a risky small cap company still, so we would size a position accordingly.
The sector has seen some fairly aggressive profit-taking and that is partly to blame. BKSY shareholders are also adjusting to the fairly large recent convertible financing. But the outlook really has not changed, is still quite positive in terms of growth expectations, and we would still be comfortable buying. But it is a risky small cap company still, so we would size a position accordingly.
Q: LYB has a pretty high divi but Results of late seem challenged.
In the hi 40s is this a good investment based on historical share price levels or would I just be gambling on a cyclical likely to continue to decline in price with the potential of a divi cut?
In the hi 40s is this a good investment based on historical share price levels or would I just be gambling on a cyclical likely to continue to decline in price with the potential of a divi cut?
Q: Hello everyone,
FICO is down 32% year-to-date, and looks like a falling knife.
Although it still looks pricey, I was wondering, if there is a buying price range you would start to nibble on FICO stock? Waiting is also an option :).
Cheers.
Peter
FICO is down 32% year-to-date, and looks like a falling knife.
Although it still looks pricey, I was wondering, if there is a buying price range you would start to nibble on FICO stock? Waiting is also an option :).
Cheers.
Peter
Q: Hi 5i Team,
Pls comment on Catalyst Pharmaceuticals quarter earning and this company going forward.
Thanks .
Pls comment on Catalyst Pharmaceuticals quarter earning and this company going forward.
Thanks .
Q: Hi Team,
This new offering from Strategy came on my radar and I'm wondering if it's on any of yours at all? If we take the company at it's word that it will pay the 9%-10% dividend and keep the share price consistent, it seems like a good option for short term cash or just a place for a probable good rate of return (though they have stated the dividend can be adjusted higher or lower based on demand for the product --> very high demand=lower dividend rate and vice versa). I'm wondering what your thoughts are on this product and also more broadly the tax implications for US dividends for a Canadian investor in this situation.
Thanks very much
This new offering from Strategy came on my radar and I'm wondering if it's on any of yours at all? If we take the company at it's word that it will pay the 9%-10% dividend and keep the share price consistent, it seems like a good option for short term cash or just a place for a probable good rate of return (though they have stated the dividend can be adjusted higher or lower based on demand for the product --> very high demand=lower dividend rate and vice versa). I'm wondering what your thoughts are on this product and also more broadly the tax implications for US dividends for a Canadian investor in this situation.
Thanks very much