Q: Please review and comment on axon earnings. Sales grow at 30+% (y/y), higher margin software sales grow at over 40%, yet margins fall, and a loss reported. Lots of r&d spend and stock based compensation help explain loss but falling margins on a sales mix that is skewed to more software sales baffles me.
Q: I currently only own TD, X and EQB in my RRSP. I would like to sell EQB and thinking of buying BN. Is this a good replacement stock or is there a better financial stock you like at this time. Money not needed for 20 years.
Q: Hello folks,
I am interested in knowing your 1 year price target for GOOG, MSFT, AMZN and META.
I currently own all 4 stocks, and looking to add.
In your opinion which two would have have the higer probabilities of better returns over a 3-5 year time frame?
Secondly, is there any difference stock price appreciation buying them on the US market vs NEO? Any tax difference on what exchange you buy these stocks.
I understand I will be be using up more credits as there is more than one question asked here.
Thank you
Q: Greetings 5i, your updated analysis please on PLD in terms of valuation, balance sheet strength and future growth. In your opinion would you add, hold or sell, assuming one wants exposure to the Industrial REIT sector? I also hold DIR.UN, have recently added to that position and intend to hold. Thank you.
Q: This enterprise has showed a magnificent run during this year. I would like to have your thoughts on its financial position and on the competition side. Ceteris paribus, can we think it could be particularly fragile in case of a breakdown of the technologic sector ?
Q: With IREN, I am holding a position size of 3.77% which now has a gain of 126%. Generally I like to keep winners running. Many people recommend taking gains along the way. Position size is OK for me, so there is no real need to trim. Is it a good idea to just keep holding without trimming? I also hold APLD, WULF and MARA within the same sector: all very modest position sizes.
Q: I am a bit confused with BMNR. I was under impression that this is a leveraged Etherium play, and expected the stock amplify the changes in Etherium price. However, when I look at the price changes for the past 2 months, as of today Nov 3, the ETHA is down 13% while BMNR is up 7% since September 1. Can you explain this anomaly please? Do I misunderstand the business model of BMNR?
Q: hi folks...opinion on Q3 results for Geni/q...big swing to Net Income loss...but raised guidance for Rev & Adj. EBITDA....both it & Srad/q have sold off a lot....how much concern of competitition in their space, and who would the competitors be???...and possibility of a buyer of Geni....thanks as always, jb
Q: Everyone, with a new CAO soon to take over and $382 B in cash, is it now a good time you buy? It seems Warren has given Greg the best possible situation to take over. Clayton