Q: Hi group now that W results are out and the stock has settled down I am still confused they had another blow out quarter but the stock has generally sold off (except for several days of upward momentum. Then on Friday a really bad day (down 13% + on the week ) is the market saying that the arrival of a vaccine is the catalyst for the stock to sell off? seems awful early to be forecasting that consumers are going to leave this on line supplier because the vaccine is a game changer - appreciate your views and recommendation buy sell or hold and why ?
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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: hey there,
i have held this in a 401K for many years but wonder what is driving the steep incline lately. I haven't found any news to support the valuation. Your thoughts?
k,
i have held this in a 401K for many years but wonder what is driving the steep incline lately. I haven't found any news to support the valuation. Your thoughts?
k,
Q: Hi Team, Without considering any factors other than growth who would you invest in NVDA or CRM and why?
Mike
Mike
Q: Please comment on amwl’s earnings.
Q: No question on CoStar (CSGP) in the database.
Great Cash Flows, low Cap Ex. Grew Reneues and EPS roughly at 10x in 10 year with only ~2x share count increase. Something good is happening here. However, on P/E basis, it is really expensive.
With Gross Margin at 80% and 20% Net Margin I don't understand why ROE is so low (<10%).
Balance sheet is fine with very little debt. Digitizing conservative industry (real-estate), which appears to have good long term growth opportunities.
Is that a US version of Altus Group? What do you think of the Name?
Great Cash Flows, low Cap Ex. Grew Reneues and EPS roughly at 10x in 10 year with only ~2x share count increase. Something good is happening here. However, on P/E basis, it is really expensive.
With Gross Margin at 80% and 20% Net Margin I don't understand why ROE is so low (<10%).
Balance sheet is fine with very little debt. Digitizing conservative industry (real-estate), which appears to have good long term growth opportunities.
Is that a US version of Altus Group? What do you think of the Name?
Q: Hi Guys,
Can I get your opinion of this fund. Thanks
Dave
Can I get your opinion of this fund. Thanks
Dave
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Booking Holdings Inc. (BKNG)
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Wynn Resorts Limited (WYNN)
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Southwest Airlines Company (LUV)
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Great Canadian Gaming Corporation (GC)
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Dave & Buster's Entertainment Inc. (PLAY)
Q: Thank you so much for your recommendation on WYNN, GC, BKNG, LUV. They went up a lot.
I still have some cash that I would like to invest.
Are there any stocks that are still undervalued even after recent vaccine news? Or should I just wait for them to dip again? Thanks!
I still have some cash that I would like to invest.
Are there any stocks that are still undervalued even after recent vaccine news? Or should I just wait for them to dip again? Thanks!
Q: Hello 5i,
Can you provide your assessment of this company. Their revenues almost doubled this year compared to last and all 5 analyst have Buy rating on it.
Can you provide your assessment of this company. Their revenues almost doubled this year compared to last and all 5 analyst have Buy rating on it.
Q: Can you please give me your opinion on TWI and their earnings reported? Is this a buy, hold, or sell.
Thanks for your great service.
Hector
Thanks for your great service.
Hector
Q: Hi - Need some insight. I have had SWK for awhile and it has done well, but I am not sure how much more room there is for it to grow. I am thinking of selling and using the money on ATVI. Only concern is that ATVI might be a "Covid" stock whose value will decline with a vaccine. What do you think about these moves?
Q: Dear 5i Team: This stock, since interview with its CEO on Mad Money with Jim Cramer, continues to rocket higher. Could a small position in this innovative company be worthwhile? Thanks so much.
Q: hi folks:
my only 2 pot stocks have reported today
one is 'picks and shovels' one is "products"
both look like they delivered a continuation of solid results
comments?
thanks again
my only 2 pot stocks have reported today
one is 'picks and shovels' one is "products"
both look like they delivered a continuation of solid results
comments?
thanks again
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Lam Research Corporation (LRCX)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Advanced Micro Devices Inc. (AMD)
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Lattice Semiconductor Corporation (LSCC)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Hi,
I hold a 2.5% position in NVDA after selling half to lock in my original costs. I'd like to pick up another high growth chip maker/developer/fabricator, and the listed companies are on my watch list. Ideally the company would have a great balance sheet (net cash), a pipeline of great products and great opportunity for growth - no dividend needed. Can you endorse one or two and/or recommend something not on the list?
Cam
I hold a 2.5% position in NVDA after selling half to lock in my original costs. I'd like to pick up another high growth chip maker/developer/fabricator, and the listed companies are on my watch list. Ideally the company would have a great balance sheet (net cash), a pipeline of great products and great opportunity for growth - no dividend needed. Can you endorse one or two and/or recommend something not on the list?
Cam
Q: Hi again,
I asked a question about SAFE the other day. Thanks for your answer there.
I was actually asking because of the I didn't know whether the new public offering represented a positive or a negative sign. Can you comment on that?
Also, they talk about offering these shares at $61 until Nov 13 (tomorrow!) which is lower than the market price. I am a shareholder and would be interested in buying at this price, but am not sure if it's available to me or how I would acquire the shares.
Feel free to make this a public question if you think the information would be useful to other members. If you could reply in time for me to buy the shares (if I'm able), I'd appreciate it but don't expect it.
I asked a question about SAFE the other day. Thanks for your answer there.
I was actually asking because of the I didn't know whether the new public offering represented a positive or a negative sign. Can you comment on that?
Also, they talk about offering these shares at $61 until Nov 13 (tomorrow!) which is lower than the market price. I am a shareholder and would be interested in buying at this price, but am not sure if it's available to me or how I would acquire the shares.
Feel free to make this a public question if you think the information would be useful to other members. If you could reply in time for me to buy the shares (if I'm able), I'd appreciate it but don't expect it.
Q: Hi, Could you please comment on PLTR earnings and why did 5iresearch invest in it ? thanks
Q: I am looking to add more healthcare to my portfolio - thinking about adding Pfizer plus an ETF. Given the recent vaccine news I am surprised that the price of PFE has not really soared. Can you shed some light on this? Do you feel PFE has upside growth potential - is it a good buy at the current prices? Patrick
Q: Can I get your thoughts on PSNL please, it's gotten some attention now that ARK has disclosed they own 10.1%. Is this company good enough for a starter position?
Q: Hi Team,
Can you provide your opinion of the Q?
Thanks
Can you provide your opinion of the Q?
Thanks
Q: Do you have any insight into the sharp price drop of Limelight Network? Are things still ok there?
Thanks Craig
Thanks Craig
Q: Given the fact that life looks like we will be returning to a pre-covid world in the next 12-18 months, what are your thoughts on this company for a 2-3 hold. I'm also interested in hearing how you think they can continue to add new products/services to grow revenues.