Q: I got an avalanche of questions on small cap companies that you probably don't even cover but I've been doing some research and this one popped up. What are the metrics you like about it? What do you think of the industry? And it's competitors. CEO seems to have been doing alot of buying and a huge surprise upside on the last earnings release. Thanks.
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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: Hi
Can I get your opinion on this company - POSH
Can I get your opinion on this company - POSH
Q: Any thoughts on Yelp at these levels?
Q: Your opinion on AN today?
Thanks
Thanks
Q: Hi 5i Team, Could we please get your opinion on GoPro current situation/valuation, updates from your last analysis/answer (on July 10, 2019) + future perspectives/growth potential ?
Many thanks
Many thanks
Q: I kept waiting for the semi-conductor stocks to get cheaper and missed the big run. Has the sector not been cyclical historically? Do you think the sector is cooling off or entering a downturn, or is it time to step in? Qualcomm or Nvidia?
Q: Under the heading “no question is a stupid question”. In your answer to Ford & NCR you stated Ford is 10X earnings & NCR is 14X earnings. From your companies page what numbers did you use to calculate those multiples. Thanks … Cal
Q: Looking for suggestion of a proxy for potential tax loss selling of ICLN in clean energy space.
Q: Do you think Unity Software is a buy under $90?Thanks
Q: Would you see this dip in Ford below 12 as a good place to add to the name?
- NVIDIA Corporation (NVDA)
- Veeva Systems Inc. Class A (VEEV)
- CrowdStrike Holdings Inc. (CRWD)
- Celsius Holdings Inc. (CELH)
- Unity Software Inc. (U)
Q: The 2021 market hasn't been as fun the 2020 market, though I'm optimistic for a much improved remainder of 2021 - like 2020.
All things considered, if you were to pick up five stocks that have sold off (US/CDN) for a 5 year hold, what would they be?
Cam.
All things considered, if you were to pick up five stocks that have sold off (US/CDN) for a 5 year hold, what would they be?
Cam.
- Wynn Resorts Limited (WYNN)
- Air Canada Voting and Variable Voting Shares (AC)
- Superior Industries International Inc. (DE) (SUP)
- Reliance Inc. (RS)
Q: I’d appreciate your thoughts on SUP (in the USA) and its outlook. On a related note, what other cyclicals come to mind that are still way down from their historical highs but are a good bet to reach them again? They could be small, mid or large caps, but the more upside the better. Thanks.
- NVIDIA Corporation (NVDA)
- Qorvo Inc. (QRVO)
- Advanced Micro Devices Inc. (AMD)
- MKS Instruments Inc. (MKSI)
- ON Semiconductor Corporation (ON)
Q: Hi Peter, in the semi space we have AMD, NVDA, QRVO, ON, and MKSI. Knowing that NVDA is your favorite would you exit or trim any of these ? In Tech what do you think happens if/when the big guys AAPL, GOOGL etc and then the smaller guys report more good earnings numbers ? Will this boost them or are we past that for now ? Thanks for all you do !
- Honeywell International Inc. (HON)
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- Jacobs Solutions Inc. (J)
- RTX Corporation (RTX)
Q: Significant infrastructure is being planned in the U.S., also in the defense sector. Would any of these stocks listed (or others) benefit more or less from this initiative?
Thank you for your insights!
Thank you for your insights!
Q: Your thoughts on the recent news of a new 20 billion dollar plant and the new ceo's game plan and would you view this as positive or a drag on the stock and would you still see adobe as better than intc with more upside.Own msft nvda,intc,orcl and aapl
Q: Hi
I am trying to find out more about the lawsuit against MITEK you reference in your March 16 response to a question from Joel. I found a USAA lawsuit against MITEK which was settled in 2014 and a lawsuit where MITEK sued USAA in 2019 claiming USAA's litigation against MITEK's customers "placed a cloud over MITEK's products and services." Is this the lawsuit you were referencing? Thanks
Kenn
I am trying to find out more about the lawsuit against MITEK you reference in your March 16 response to a question from Joel. I found a USAA lawsuit against MITEK which was settled in 2014 and a lawsuit where MITEK sued USAA in 2019 claiming USAA's litigation against MITEK's customers "placed a cloud over MITEK's products and services." Is this the lawsuit you were referencing? Thanks
Kenn
Q: now that rblx has traded for a few days what is your opinion of the company and if favourable what would be a good entry point. thanks Richard
Q: Can you give me your opinion on Dynex Capital. The information I am looking at shows that the company has no debt, a low PE of 9, a 40% ROE, and a 8% Dividend. Would you be comfortable owning it in an income portfolio?
Many Thanks
John
Many Thanks
John
Q: This has broken through support levels and is really acting badly. What is your
view on it given the Google news - still think its worth holding - or broken ?
Also TTD is similarly affected - any concerns
view on it given the Google news - still think its worth holding - or broken ?
Also TTD is similarly affected - any concerns
Q: What are the potential downfalls/risks in starting a position in ARK Innovation ETF today, and are there other alternate ETF options in this arena that are worth considering