Q: four seems to be taking it on the chin today. Any reason 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: Could I please get your thoughts on Axon and TransMedic's latest quarterly results please? I thought both were excellent and Axon's share price responded accordingly. TransMedics not so much.
Thanks,
Neil
Thanks,
Neil
Q: Hi 5i, thoughts on results, and why the market dislikes the results. Going fwd is it still a buy for new positions? Thx
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Constellation Software Inc. (CSU $2,567.93)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $170.06)
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The Trade Desk Inc. (TTD $23.55)
Q: Can you please comment on the latest quarterly report and conference call as well as your thoughts on if it might be time to move on from this one. If you are more on the sell side with this latest report, any tech sector top favorites you could recommend to replace it with would be greatly appreciated.
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Palo Alto Networks Inc. (PANW $168.91)
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Zscaler Inc. (ZS $155.99)
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CrowdStrike Holdings Inc. (CRWD $435.81)
Q: Would you comfortable initiating a position in either of the above? If yes, which one is your preferred and why?
Thanks
Thanks
Q: Please let me know your thoughts on FPS
- Newly listed and looks interesting
Thanks,
M
- Newly listed and looks interesting
Thanks,
M
Q: Hi,
Further to my question on Feb 24th, I am wondering about whether or not this:
"...Jefferies analyst Brent Thill says that investors panicked entirely too hard over the launch of COBOL translation capabilities through Anthropic's Claude Code:
“We believe the concerns overlook that IBM is already disrupting itself, with watsonx Code Assistant for Z embedding GenAI directly into the mainframe to refactor COBOL into Java and modernize apps with full system context,” wrote Thill. “Importantly, IBM's software reaccel hinges not on mainframe but on broader momentum across hybrid cloud, AI, automation and data.”
might change anything in your strategy of holding to see how things progress and if not, then take the tax loss towards the end of the year.
Even Anthropic said that new AI tools for its Claude Cowork agent software will integrate with, rather than displace, existing systems.
Does this revelation from Tuesday change the dynamics for any of the stocks that have been beaten down hard on Anthropics' recent announcements?
Always nice to read yours thoughts - thanks!
D
Further to my question on Feb 24th, I am wondering about whether or not this:
"...Jefferies analyst Brent Thill says that investors panicked entirely too hard over the launch of COBOL translation capabilities through Anthropic's Claude Code:
“We believe the concerns overlook that IBM is already disrupting itself, with watsonx Code Assistant for Z embedding GenAI directly into the mainframe to refactor COBOL into Java and modernize apps with full system context,” wrote Thill. “Importantly, IBM's software reaccel hinges not on mainframe but on broader momentum across hybrid cloud, AI, automation and data.”
might change anything in your strategy of holding to see how things progress and if not, then take the tax loss towards the end of the year.
Even Anthropic said that new AI tools for its Claude Cowork agent software will integrate with, rather than displace, existing systems.
Does this revelation from Tuesday change the dynamics for any of the stocks that have been beaten down hard on Anthropics' recent announcements?
Always nice to read yours thoughts - thanks!
D
Q: Greetings 5i, your analysis and opinion on this company and its future prospects please. Is it worth holding? Thank you.
Q: Is this a good price range to pick up some Arista stock?
thnx
thnx
Q: What are your current thoughts regarding RTX? Is this a favorite defense stock or are there others you are favoring? If so, why?
Thank you.
Thank you.
Q: This has been a clear winner over the last year / latest report was good - what are your thoughts about this as a HALO stock?
Q: Are these two sort of similar? If so would they be competitors?
Also is the environmental sector growing? The need to clean the air n' stuff?
Also is the environmental sector growing? The need to clean the air n' stuff?
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CME Group Inc. (CME $308.90)
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Moody's Corporation (MCO $438.67)
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S&P Global Inc. (SPGI $426.64)
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MSCI Inc. (MSCI $556.74)
Q: Do you thinks any of these stocks are a good buy now and how would you rank them? Add any others you think should be included in this space?
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Netflix Inc. (NFLX $94.70)
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Walt Disney Company (The) (DIS $99.42)
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Warner Bros. Discovery Inc. (WBD $27.35)
Q: I am starting to read more about the risks for Netflix with respect to their bid for WB. Particularly in light of the improved offer from Paramount this week, and comments from the Trump Administration that suggests they likely will be involved in some way in approving a deal at some point, however that ends up looking.
My question is this - in the event that Netflix loses out (my view is that it is 60-40 they do lose out, either on price or regulatory/DOJ hurdles down the road), do you think there is upside in their stock price near-term? And I have also been reading that if Netflix does not get WB, they may take a run at Disney.
What are your thoughts on this?
Thanks as always.
My question is this - in the event that Netflix loses out (my view is that it is 60-40 they do lose out, either on price or regulatory/DOJ hurdles down the road), do you think there is upside in their stock price near-term? And I have also been reading that if Netflix does not get WB, they may take a run at Disney.
What are your thoughts on this?
Thanks as always.
Q: Hello 5i
Bloom Energy has continued to surge since your Oct.16/25 answer to a question. Does it look less speculative now? Any new developments?
Thank you
Dave
Bloom Energy has continued to surge since your Oct.16/25 answer to a question. Does it look less speculative now? Any new developments?
Thank you
Dave
Q: Could I have your thoughts on these two names (SLS & IBRX)? Would you buy them?
Q: Your analysis of this company please? Buy/hold/sell?
Do you personally hold this stock?
Which are the next best options in health care?
Do you personally hold this stock?
Which are the next best options in health care?
Q: Hello Folks:
How would you rate Constellation Energy: I am considering buying some stock?
Thank You So Much For Your FANTASTIC service!!!!!
brian
How would you rate Constellation Energy: I am considering buying some stock?
Thank You So Much For Your FANTASTIC service!!!!!
brian
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Toronto-Dominion Bank (The) (TD $129.51)
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Bank of Nova Scotia (The) (BNS $95.85)
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Teradyne Inc. (TER $300.07)
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Brookfield Corporation Class A Limited Voting Shares (BN $53.89)
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Nvidia CDR (CAD Hedged) (NVDA $40.73)
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Alphabet CDR (CAD Hedged) (GOOG $49.31)
Q: Can you rank the listed stocks for a long term hold please. Thank you
Q: Hi Guys,
Just wondering why the stock went down so much after a good quarter?
Buy/hold/sell ?
Thanks,
Jim
Just wondering why the stock went down so much after a good quarter?
Buy/hold/sell ?
Thanks,
Jim