Q: Could you have a fresh look at RBLX. Price targets are all over the place. Do not own. Definite NO? Thanks again.
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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: Microsoft and Amazon are launching AI content marketplaces, where people and companies can buy, sell, or license AI‑generated content. Are you able to expand on the implications of this? Can you name a few companies that might be negatively impacted? Thank you.
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Seagate Technology Holdings PLC (STX $357.62)
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Kraken Robotics Inc. (PNG $9.36)
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Micron CDR (CAD Hedged) (MU $84.45)
Q: My son has recommended these stocks to me, Are they a buy?
HY9H as well?
HY9H as well?
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Cisco Systems Inc. (CSCO $78.96)
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Micron Technology Inc. (MU $379.68)
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QUALCOMM Incorporated (QCOM $138.13)
Q: I have held these stocks for many years. Their performance has been disappointing compared to other US stocks. In your expert opinion, are they worth holding or should I sell? What 2 stocks would you buy to replace them. Please expand on your thinking. Thank you for your guidance. Stella.
Q: Which one of these two communication stocks would be your favorite today and the reason why please.
Q: Hi there. Do you have any thoughts on the ETF DDFD as a way to have exposure to both long and short sides of the market? Is it worth it to have a position/ half a position here? Thanks
Q: Hi
Looking back at previous and most recent comments, you've considered PINS as a hold.
Would this still be the case ? Current thoughts please.
Thank you
Looking back at previous and most recent comments, you've considered PINS as a hold.
Would this still be the case ? Current thoughts please.
Thank you
Q: Is this company in the same type of area of expertise as VRT. Are they also working in the Ai space. I would appreciate your comments if this company would be worth investing. When do they report.
Q: DOCS Announced earnings recently but I have difficulty reconciling that with their past performance and the guidance which seemed quite bullish. Can you give me your take on their outlook please.
Q: Hi 5i, scanned comments for review of recent quarter but could not find anything. Pls opine on their results. Is there any reason for the slow grind down over the last year? I would have thought the "big beautiful" bill coming this year would ignite consumer spending hence their toll fees. I'm looking to lighten up on my Cad financial sector holding due to the lack of progress in our economy getting anything built, plus the bleeding of manufacturing jobs and increasing delinquencies. Thx.
Q: Can you update your opinion on DX please (from 5 years ago)
Q: If you had to choose between GE Vernova (GEV), Quanta Services (PWR) and Enersys (ENS), what would be your favorite?
Q: thoughts on this company its at a 14 year low with a PE of 5.32,what can you tell me about management,headwinds,tailwinds and debt.. would you buy it here for a 1-3 year hold...thanks
Q: I am holding a small position in SRAD and I am down -30% on that investment. I was thinking of switching to ONDS which is also down from its peak similar percentage, in hope for a faster recovery. Would you endorse such a switch?
Thank you
Rob
Thank you
Rob
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Broadcom Inc. (AVGO $313.84)
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KLA Corporation (KLAC $1,441.35)
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Lam Research Corporation (LRCX $217.01)
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Micron Technology Inc. (MU $379.68)
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NVIDIA Corporation (NVDA $180.05)
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Emerson Electric Company (EMR $146.57)
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Eaton Corporation PLC (ETN $355.56)
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NRG Energy Inc. (NRG $162.06)
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Rockwell Automation Inc. (ROK $398.50)
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Advanced Micro Devices Inc. (AMD $190.95)
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Take-Two Interactive Software Inc. (TTWO $217.05)
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MasTec Inc. (MTZ $300.74)
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Elastic N.V. (ESTC $52.68)
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Clear Channel Outdoor Holdings Inc. (CCO $2.39)
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EMCOR Group Inc. (EME $736.30)
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Comfort Systems USA Inc. (FIX $1,391.16)
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SPX Technologies Inc. (SPXC $219.58)
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Pegasystems Inc. (PEGA $45.01)
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Primoris Services Corporation (PRIM $147.08)
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Vistra Corp. (VST $161.70)
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BWX Technologies Inc. (BWXT $205.83)
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Zoomd Technologies Ltd. (ZOMD $1.02)
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Datadog Inc. (DDOG $111.77)
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Vertiv Holdings LLC Class A (VRT $244.44)
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Snowflake Inc. (SNOW $165.79)
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JFrog Ltd. (FROG $42.24)
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Roblox Corporation Class A (RBLX $66.97)
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Applovin Corporation (APP $438.89)
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Constellation Energy Corporation (CEG $324.87)
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Talen Energy Corporation (TLN $341.39)
Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?
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Cummins Inc. (CMI $560.09)
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Hewlett Packard Enterprise Company (HPE $21.64)
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Dell Technologies Inc. Class C (DELL $145.18)
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Vertiv Holdings LLC Class A (VRT $244.44)
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Arm Holdings plc (ARM $121.72)
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Nebius Group N.V. (NBIS $86.80)
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Supermicro CDR (CAD Hedged) (SMCI)
Q: Please rank these providers of products to data centres for a new buy and suggest any you would prefer. Thank you.
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ConocoPhillips (COP $118.52)
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Chevron Corporation (CVX $188.77)
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Devon Energy Corporation (DVN $44.00)
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Exxon Mobil Corporation (XOM $151.83)
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Shell PLC American Depositary Shares (each representing two (2)) (SHEL $82.33)
Q: Please rank these oil stocks for a new buy and suggest any you may prefer. Thank you.
Q: The negative momentum is driving the stock price down big time. Would you sell or hold here?
Q: I am interested in your general perspective on OKLO. Given the recent pull-back I am curious what price you see as being attractive as an entry point (if at all).
Q: Do you still like NBIS and is it a buy today?