Investment Q&A

Q: Morning, what are your latest thoughts on AFRM, the recent quarter and potential going forward? Management is strong, profitability is around the corner, recession fears are abating... Is the debt an issue? Would you be bullish on the company now?

thx, M

Q: Could I get your thoughts I get your thoughts on Intuitive Machines (LUNR) as a speculative investment?

Thanks you for the great service

Q: I have a few questions about the recent special committee report which found no “substantial concerns about the integrity of Super Micro’s senior management or audit committee”,

1) To what extent was the recent report actually “independent” and to what extent can it be relied upon by us as investors? I think the committee was appointed by the board so can the report be trusted? I

2). Can we assume that there’s no fraud? What do you make of the comment that there was no “substantial” concerns about management or the audit committee? It seems that there were issues but those were not “substantial” whatever that means.

Do we have to worry about fraud here or do we simply worry about whether there may a guidance issue? Thank you,

Jason

Q: Hello 5i,
Is Pure Storage a buy after the gap up today? How significant is the company’s Cloud Hyperscale Design Win. Would you add to 1/2 position here?
Thank you.

Q: They seem to have a negative BOOK VALUE/SHARE, what does that mean ? How do you view them at current prices for a long term hold, do you think they can beat the “market” over time ?

Q: Hi,
PLTR has had an incredible run but I believe the fundamentals are disconnected from the stock price. Trading at fwd P/E 150x and P/S 46x!! I believe this not sustainable with the estimated growth. What would PLTR have to grow rev and eps by for the next 5-10 years to get to this valuation? I'm looking to short PLTR and I know the risks of shorting stocks but I believe the risk/reward is good here and the stock will pullback. I am long the tech sector so this is somewhat of a hedge. Your thoughts?

Q: Please provide your analysis of Nebius (NBIS). I noticed you did not endorse the company on the question posed on Oct 29?
Has your opinion changed since?
Thanks
Ben

Q: What is 5i opinion of Investor Business Daily service? They publish an IBD50 and IBD Big Cap 20 list. Have you looked at these names on the list over any period of time and is it a valuable tool? You may not be able to answer this if you don't use the service but if you do out of the names on the lists what would be your top 5-7 names?

Q: TransMedics Group has dropped more than 15% this morning. Do you see this as a buying opportunity or wait and see how things go?

Thanks,
Steve

Q: Are these stocks OK to average into currently or would you wait for a better initial position price?

Q: if you could only buy one stock,which one would you buy CLBT or NBIS?
And why so?

Q: In August you were asked about 10 high growth companies you'd be comfortable holding for 10 years, with the following companies suggested.

GSY, PRL, WELL, BN, ISRG, NVDA, BKNG, TMDX, SHOP, LLY

A lot has happened since August! Any updates you'd make at this time?

Q: Which one do you prefer and which one has the better long term return?

Q: What do you think of this fund? Good. bad?

Q: DOCS; As I understand matters while this issue reported very good progress in its last earnings statement the investment community seems luke warm so I wondered what contributed to their last earnings and whether the improvement was durable, or not, while on TMDX the projections are quite aggressive against the backdrop of a poor quarter, so once again I am curious as to what triggered their poor performance in the last reported quarter and whether the service they offer is unique or copied/ replicated by others. Look forward to your response.

Q: Colin Cieszynski had this ETF as a top pick. My Question is is it a better stock to own compared to Russel's IWM.

Thank You
Earl

Q: Forward metrics for LLY and NVO show roughly the same revenue growth, but LLY shows much better earnings and ROE growth. What, then, is the case for recommending both (other than that the market is big enough for both to appreciate)? I realize that, for drug developers, depth of pipeline and patent expiry are also factors, but for simplicity have assumed that, in these respects, their situations and risks are comparable - in which case, shouldn't things like ROE growth turn out to be decisive?

Q: I'm planning on purchasing some additional US investments in my RRSP. I already own QQQ, which represents approximately 38% of my US holdings. I was planning on dividing the remaining 62% between SPY and VTI. I'm described as a growth investor with a 5-7 time horizon before possibly beginning withdrawals. May I get your thoughts on this division? Should I consider cutting back on QQQ to redistribute to the other two? The US represents 45% of my overall RRSP holdings.

Q: Team, I have holdings in all three and although I have done great with BDX over the years, it seems to be struggling. I am thinking of selling but would like your comments on increasing my holdings in SYK and ISRG or would you provide insights another option. All three stocks are in my non registered account.
By the way, because of your insights on AMED of a few years ago, I sold the stock and purchased GOOG.............it was a great move
I have whittled down my holdings to 15 stocks and want to be careful adding more

Q: I have held Humana for a long time should I switch to UNH.

Thanks Stew