Q: Hello 5i, could I have your opinion on Digital Turbine(APPS)?
Usual evaluation metrics plus who is their competition?
Growth prospects?
Thanks
Dave
Usual evaluation metrics plus who is their competition?
Growth prospects?
Thanks
Dave
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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: Hello 5i,could I have you evaluation of LHX growth prospects and if there are competitors you prefer?
Thank
Dave
Thank
Dave
Q: I invested in GILD a few months ago and at that time it was a stock you were positive about. I notice this morning it is now thought of as just OK. Has something happened to alter your confidence and should this be a time to divest? Thanks
Q: Hello 5i
I’ve held Gilead (GILD) for about 4 years as part of my U.S. holdings. It provides a nice dividend, but just keeps declining. I’m down about 20% and tired of waiting for a turn around.
Is this a sell or should I continue to hold? I know the U.S. is not your focus, but if I do sell, can you suggest an better alternative or two in the U.S. health sector with a good dividend and some growth? My other current health sector holdings are Stryker (SYK) and GUD.
Thanks!
I’ve held Gilead (GILD) for about 4 years as part of my U.S. holdings. It provides a nice dividend, but just keeps declining. I’m down about 20% and tired of waiting for a turn around.
Is this a sell or should I continue to hold? I know the U.S. is not your focus, but if I do sell, can you suggest an better alternative or two in the U.S. health sector with a good dividend and some growth? My other current health sector holdings are Stryker (SYK) and GUD.
Thanks!
Q: Thank you. When you purchase Kura Sushi USA inc. on the Nasdaq are you buying ownership of just the USA restaurants and business or the entire business and restaurants worldwide including the Japanese ones?
Q: Which one of these two stocks would you prefer and why. Thanks for your great service!
Q: Do you have an opinion on FIS-N how would you compare it to FISV-N?
Peter
Peter
Q: do you know anything about this company. dave
Q: Greetings 5i,
I know 5i has been optomistic regarding Guardant Health and its future however CFO and CEO have recently been selling thier shares. Does 5i have any new concerns here? Does this alter 5i's opinion on this company?
Cheers!
I know 5i has been optomistic regarding Guardant Health and its future however CFO and CEO have recently been selling thier shares. Does 5i have any new concerns here? Does this alter 5i's opinion on this company?
Cheers!
Q: Greetings 5i,
Thoughts on this REIT as it's now showing a div over 10 %. Would you recommend for income and US REIT exposure? Thoughts on the sector would also be appreciated.
Cheers!
Thoughts on this REIT as it's now showing a div over 10 %. Would you recommend for income and US REIT exposure? Thoughts on the sector would also be appreciated.
Cheers!
Q: Your opinion on this company please. It is a gold with higher production coming, in safe jurisdictions with a small dividend and a promise of more. Could this be classified as a reasonable contrarian play or wishful thinking? Thanks!
Q: Can I have your thoughts on LII AMZN ICLR NFLX MSFT i am thinking about buying these company for 2 to 3 years hold and please rank them
Thank You Claude
Thank You Claude
Q: Hi team,
I know your focus is small/mid cap Canada and mine is mid/large cap U.S, so I try not to ask U.S. questions during peak Canadian earnings season, which has now passed.
On Friday afternoon, my tech watch list was fully green. Then PANW went red and redder. I knew something was up (or down). In a half hour, PANW was down almost $20. Finally Seeking Alpha had something on the wire. The Executive VP for worldwide sales at PANW is leaving at the end of September. No reasons given. In the past, when VPs of Finance leave companies abruptly, it may cast some doubt on the financials. I am not sure if a VP Sales departure is a likely sign of a revenue problem or not. I suspect the departure news may have leaked out before earnings on September 4 and PANW had to confirm it. If so, it may now be baked into the price.
What are your current thoughts on PANW and buying now?
Thanks again.
Dave H
I know your focus is small/mid cap Canada and mine is mid/large cap U.S, so I try not to ask U.S. questions during peak Canadian earnings season, which has now passed.
On Friday afternoon, my tech watch list was fully green. Then PANW went red and redder. I knew something was up (or down). In a half hour, PANW was down almost $20. Finally Seeking Alpha had something on the wire. The Executive VP for worldwide sales at PANW is leaving at the end of September. No reasons given. In the past, when VPs of Finance leave companies abruptly, it may cast some doubt on the financials. I am not sure if a VP Sales departure is a likely sign of a revenue problem or not. I suspect the departure news may have leaked out before earnings on September 4 and PANW had to confirm it. If so, it may now be baked into the price.
What are your current thoughts on PANW and buying now?
Thanks again.
Dave H
Q: May I please have your opinion on Kura Sushi USA Inc. (KRUS)? Thank you.
Q: Any opinions on this company's value vs. it's peers?
Q: Hi
Can you please comment on the fundamentals of this stock and whether there are any reasons to explain why it has fallen since its apparently good July earnings were released.
Many thanks in advance for your sound views, which I definitely appreciate.
Can you please comment on the fundamentals of this stock and whether there are any reasons to explain why it has fallen since its apparently good July earnings were released.
Many thanks in advance for your sound views, which I definitely appreciate.
Q: Realize VIAVI is US but can you comment on earnings and on decline today after reporting good results yesterday. After hours yesterday stock was up. So what happened today?
Q: Thinking of adding either COST or WMT to our portfolio. Would appreciate your opinion as to which would be the better choice.
Thanks for your support and have a great weekend.
Thanks for your support and have a great weekend.
Q: What are your thoughts on CATS as a growth company and their latest results
Q: Hi Team, would you feel comfortable after Cisco's earnings report to add to an existing position. Would you be wary of the China sales? As anything changed here? I'm in for the long term. Thank-you. Sam