Q: What's your take on Lantheus' earnings report and outlook for the next few years? I sold most of my position a year ago. Would you continue to hold a small position or move on to a more promising name?
Q: Now that Netflix is ​​abandoning the WB acquisition and receiving $3 billion, how do you value the stock? Should we revisit the November price?
Q: Now that Paramount has won the bid to buy WBD at 31$ per share, and stock price is still 28, do you see an almost guaranteed 10% gain as long as you're willing to hold the stock for a few months or a year?
It almost seems like a lot of free money. Any explanation why the current price is not closer to 31?
Do you recommend buying at $28?
Q: NBIS has dropped quite a bit today. I would like your interpretation of the drop and would like to know whether you would suggest adding to it at this time?
Q: What are your top 5 growth stocks? Can you provide a couple of compelling reasons why each makes the grade and also rank them from highest to lowest conviction. Finally can you indicate where you feel the stock price will be 12 months from now.
Please comment on the volatility of VRT yesterday (it was slightly down when the closing bell rang). Also would it be a buy, hold or sell going forward?
Thanks again for the great work.
H
Q: Greetings 5i, may we please have your updated opinion and analysis of Block, particularly in light of Q4 2025 results and the announcement on workforce reduction. If you held the stock would you add? Is it a buy? Thank you.
Q: HEI just announced earnings and the stock dropped like a rock. I would appreciate your thoughts on the earnings and on the company as a whole. Is it worth keeping or do you have a better idea in the sector. Thanks so much.
Q: Can you provide your comments on the growth profiles, historical and in the next few years, for both of them?
Which one of the two would you side with today, if growth and valuation both are equally important. Suggest if you have a new name instead.
Q: Hi 5i Team,
I see a few older questions related to ASTS - but was wondering if you can provide some commentary on this company with the updates in the last year or so:
- Golden Dome funding
- US Space Development Agency Contract (30M)
- Launch cadence timings on Blue Origin
- Financing package from mid Feb
- Bluebird 6 launch Dec on ISRO
Q: Hello
like to add to the above , already has a 1/3 position
would you prefer goog over amzn
also an entry price to suggest would be great
thanks
Michael