Q: Hi,
MED is down roughly 7% this morning on good earnings that were reported yesterday after hours.
Could I get your take on the earnings and would you add here?
Thanks
Q: Hello 5i,
I made a mistake of not investing in AMD with a proper weight this stock deserved (with all the new chips). So now what to do? How do you view AMD's future?
SOXX 1.75%, Q 2%, UCTT 2%, AMD 1%, ICHAR 0.5%
My end goal is to fold individual stocks into SOXX eventually but perhaps AMD deserves an increase in its weight to 3% given the momentum?
Q: Hi team. Two of my most "unsure" holdings are pltr and mgni. I was wondering how you feel about these long term. Would you continue to hold them? I was considering adding to TOI with the proceeds if I were to sell one, or both of them. What would be your suggestion for the long term here? Or is there any other of your absolute favourites at the moment that I should be buying today instead of holding pltr and mgni? Note that I already own TTD (same sector as mgni). Thanks for your input.
Q: 1. I am currently holding BKNG and wonder if either NKE or SBUX would be a better position for a retired somewhat conservative investor?
2. What are your views comparing ROKU and DIS?
Thanks for your help.
Q: I note good quarterly numbers. The short interest is 23%. Would this be a possible meme stock that would shoot higher with a short covering rally from improving financial situation? It's in the unpopular, possibly immoral, industry of private prisons but isn't that exactly what an investor should be looking for? - buy what others don't want and sell what everyone wants? If crime continues to increase, the political will to swing back to more incarceration may help.
Q: Hello 5i
Could I have your assessment of Robinhood please. I know it is new but what do you think of it business model? Is it investable?
Thank you
Dave
Q: Hi ...my favorite team on the planet. Happily I still own BNTX thanks to you. I have shaved a bit along the road., ..but this rise in price is astronomical. Do you think it can continue for a bit ?
much thanks as always!
Q: Hi 5i
Could you provide your latest thoughts on AYX please? I currently own and expect to hold for some time unless you think something has changed. Perhaps they should use their analytics to help improve expectations !