Q: In answering another question you indicated price appreciation was likely already baked in for MRNA however at 6x earnings, a huge cash position, people not willing to get vaccines and the probability of ongoing covid variants, is this stock not a screaming buy? Your analysis please.
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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: A computer science friend of my in Israel mentioned Playtika (PLTK) a recent IPO involved in game development. Apparently it has a very capable team. Can you offer your view on the company.
Your insight is much appreciated, Peter
Your insight is much appreciated, Peter
Q: Hello,
Could you asses how much is the recent ICHR stock run-up based on expected fundamentals vs pure speculation?
Do you still feel UCTT is a good company to invest in?
Could you asses how much is the recent ICHR stock run-up based on expected fundamentals vs pure speculation?
Do you still feel UCTT is a good company to invest in?
Q: I’m underweight in the health care sector. What is your opinion of adding SKY to my U$ Unregistered account or do you have any other suggestions either U$ Or C$ account.
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Snap Inc. Class A (SNAP $5.37)
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IDEXX Laboratories Inc. (IDXX $648.70)
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Appian Corporation (APPN $26.82)
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The Trade Desk Inc. (TTD $25.17)
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Fastly Inc. (FSLY $20.04)
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Digital Turbine Inc. (APPS $4.29)
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Lemonade Inc. (LMND $54.77)
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Palantir Technologies Inc. (PLTR $153.19)
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Airbnb Inc. (ABNB $135.54)
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Skillz Inc. Class A (SKLZ $3.45)
Q: What do you think of these stocks long term 3 yrs. Buy , Sell or Hold ?
Q: Haven't heard much about Alteryx lately. I'm thinking of adding it to my portfolio. Do you think this is a good time to start a position? Also, could you give me a concrete example of a company that. would use its service and how that would help the company to become more successful?
Q: What are your thoughts on AMWL at this much lower price?
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Bristol-Myers Squibb Company (BMY $62.33)
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Johnson & Johnson (JNJ $245.30)
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Merck & Company Inc. (MRK $120.28)
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Pfizer Inc. (PFE $26.62)
Q: i have held this for about 5 years and it has basically done nothing despite all the promises from management for change/consolidation etc. Would you support continuing to hold or am i better switching to a better growth name. i am retired so i like a bit of income in addition to share price appreciation. i already own ABBV and MDT and do not want to add to these positions. i am better off in Merck or PFE?
Q: Would you see any possible long term value in this company which fell by more than half following the insolvency of a large holder of the stock. Looks like the fundamentals have not changed really. Your thoughts?
Thank you.
Thank you.
Q: What is your opinion of this company trading at 6x pe and 20% roi ? Is it a buy now?
Q: Hi 5i
I've been asleep at the wheel with Roku - looking for pullbacks and yet to start a position. What are your thoughts on it currently? Would you expect any further pullbacks, that is, do I stay patient or bite the bullet already! ?
I generally hold positions long term - sometimes too long to my detriment.
Thanks
Mike E
I've been asleep at the wheel with Roku - looking for pullbacks and yet to start a position. What are your thoughts on it currently? Would you expect any further pullbacks, that is, do I stay patient or bite the bullet already! ?
I generally hold positions long term - sometimes too long to my detriment.
Thanks
Mike E
Q: Hi 5i
Considering these two, which would you prefer for growth at this time? The aim is for growth with some income as a backup in case the intended growth doesn't materialize (fast enough :) ).
Thanks
Mike
Considering these two, which would you prefer for growth at this time? The aim is for growth with some income as a backup in case the intended growth doesn't materialize (fast enough :) ).
Thanks
Mike
Q: Hi 5i
In the content space would you expect Disney or Netflix to outperform the other ? I'm leaning towards DIS for the content + 'everything else' that DIS has to offer - or has it recovered sufficiently and should I reign in my expectations ?
Expecting a 2-4 year hold, longer if all goes well.
Thanks
Mike
In the content space would you expect Disney or Netflix to outperform the other ? I'm leaning towards DIS for the content + 'everything else' that DIS has to offer - or has it recovered sufficiently and should I reign in my expectations ?
Expecting a 2-4 year hold, longer if all goes well.
Thanks
Mike
Q: Hi Gang, can you please give me any information about this company? How would you rate it for2-3 years hold. Is the price of GEVO today you would buy? Is the company cheap? Thanks
Alnoor
Alnoor
Q: Can I have your opinion of this plant base frozen food company please ?
There is a december investor presentation on their web site and they plan a pretty agressive expansion over the coming years.
This market (frozen food) is pretty crowded in my opinion and do you think they have a special product ? I know they are integrated vertically and have factories in Italy and California. Costco Wall Mart and Target are big clients for them.
Thanks !
There is a december investor presentation on their web site and they plan a pretty agressive expansion over the coming years.
This market (frozen food) is pretty crowded in my opinion and do you think they have a special product ? I know they are integrated vertically and have factories in Italy and California. Costco Wall Mart and Target are big clients for them.
Thanks !
Q: Peter, your comments please in regards to UCTT public offering of common shares. Is now a good time to initiate a 1% position. Thanks
Q: Hi Guys
Can you comment on the above Company, and do you see it as a good long term Hold
Thanks
Can you comment on the above Company, and do you see it as a good long term Hold
Thanks
Q: Hello, I am thinking about swapping BMY for Nucor. Any red flags or reasons not to do so?
Q: Hello Team. I got a position in SVB Financial after being identified by the team as a good value at that time. It has done extremely well however it has corrected about 20% recently.
Last quarter seemed to be very good. What do you see going forward. Buy, hold or sell.
Thanks
Last quarter seemed to be very good. What do you see going forward. Buy, hold or sell.
Thanks
Q: Could you provide an evaluation of these two US based, related companies, particularly concerning their potential regarding infrastructure spending.