Q: Please ignore if other have asked. Your thoughts on NVDA's earnings and conference call. Thank-you.
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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: I note that Sail is now a significant holding in BUG, which seems a vote of faith. Burning cash, but less so than in the past, I gather and earning more. I believe it has no debt currently. Could you please evaluate its prospects and whether it looks buyable here?
Q: I don't know what to think of OKTA ? It jumped up in March to May and has been going down since. Do I keep it or invest the money elsewhere ? Thanks.
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Alphabet Inc. (GOOG $334.49)
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Palo Alto Networks Inc. (PANW $164.36)
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CrowdStrike Holdings Inc. (CRWD $410.74)
Q: Hi, could you please report and comment on CRWD earnings, forcasts and post market reaction ? thank you.
Q: Hello 5i
Could I have your assessment of Weatherford International?
Thank you
Dave
Could I have your assessment of Weatherford International?
Thank you
Dave
Q: hi 5i
Current holder of goose and see this morning it is up on rumours it may be taken private...any validity to these rumours as far as you know....and in your opinion what would you expect a take out price to be?
thx
Current holder of goose and see this morning it is up on rumours it may be taken private...any validity to these rumours as far as you know....and in your opinion what would you expect a take out price to be?
thx
Q: Hi 5i,
What are your thoughts on this company, its future prospects, business model and valuation.
Thank you!
What are your thoughts on this company, its future prospects, business model and valuation.
Thank you!
Q: Quite a “Bullish” article on NBIS by Benzinga. Not sure if I believe it all however I’m definitely holding. Thank you very much for bringing this company to our (5i’s members) attention.
https://www.benzinga.com/markets/tech/25/08/47307261/nebius-just-made-its-stock-a-limited-edition-ai-upside-fewer-shares
Regards,
Jim
https://www.benzinga.com/markets/tech/25/08/47307261/nebius-just-made-its-stock-a-limited-edition-ai-upside-fewer-shares
Regards,
Jim
Q: Around what price would you recommend taking a starter position in NBIS? I read yesterday that they are cancelling 40 million shares and are authorizing a 20% buyback on class A shares, yet not much movement today in price action. Further, are there any options strategies you would recommend for these growth-oriented companies?
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Skyworks Solutions Inc. (SWKS $57.88)
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Texas Instruments Incorporated (TXN $216.02)
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Monolithic Power Systems Inc. (MPWR $1,350.22)
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Lattice Semiconductor Corporation (LSCC $108.13)
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Semtech Corporation (SMTC $93.03)
Q: SMTC Can you please comment on their recent quarter and update your thoughts since your last comments.
Which other semi conductor companies do they compete with, and how does it compare against them?
Which other semi conductor companies do they compete with, and how does it compare against them?
Q: Are there any news or downgrades for CPRX? It's down 3.5% on the up day. Do you still like/recommend this stock for healthcare holdings?
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AbbVie Inc. (ABBV $208.63)
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Cybin Inc Com (CX $0.14)
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COMPASS Pathways Plc (CMPS $5.96)
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Definium Therapeutics Inc Com (MNMD)
Q: What is your opinion of ABBV buying an experimental drug derived in the psychedelic space from private company Gilgamesh for 1.2B?. Do you think with some of these psychedelic companies now getting phase 2 and phase 3 trials wrapped up on their potential drug offerings that the psychedelic market might get some legs in the near future as the big pharma companies look for the next big thing. ? With these being very spec who would be you picks in the space for fun money?
Q: What is going on with CART? Is the selloff warranted, or is it oversold due to fears of Amazon taking market share?
Q: Hello,
What are your thoughts on IREN, its valuation, business model and future prospects?
Would you have any names in the same space that you prefer?
Thank you!
What are your thoughts on IREN, its valuation, business model and future prospects?
Would you have any names in the same space that you prefer?
Thank you!
Q: Hello everyone,
Mckesson (MCK) has recently pulled back and just upped it's dividend. I wanted your thoughts on the name and whether it's a good time to buy, in light of the challenges in the sector from Trump's health care reform focus.
Thanks again.
Peter
Mckesson (MCK) has recently pulled back and just upped it's dividend. I wanted your thoughts on the name and whether it's a good time to buy, in light of the challenges in the sector from Trump's health care reform focus.
Thanks again.
Peter
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VanEck Vectors Gaming ETF (BJK)
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Genius Sports Limited (GENI $4.75)
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Roundhill Sports Betting & iGaming ETF (BETZ $19.13)
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Flutter Entertainment Plc (FLUT $112.21)
Q: What 2 Sports gaming companies and 2 ETF's do you recommend?
Q: Hi 5i Team - Do you think Circle could become one of the main players in the Stable Coin space. Also are there others that look promising.
Thanks.
Thanks.
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NEOS Nasdaq 100 High Income ETF (QQQI $53.35)
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NEOS S&P 500 High Income ETF (SPYI $52.12)
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Simplify High Yield ETF (CDX $21.67)
Q: I have a question about 111528 For our RIF/LIF accounts I am moving into more income ETFs and now hold CDX, SPYI, and QQQI. Could you give your assessment of each for income over long term. Are there better alternatives?
Thanks for all you do.
Thanks for all you do.
Q: Hi there,
ABBV has been on a decent run since July. I assume their mostly positive quarterly report indicating lots of activity in their drug pipeline is one reason plus healthcare seems to be showing a bit of life.
How do you see it’s valuation is it an ADD/BUY in a diversified portfolio for growth and income?
ABBV has been on a decent run since July. I assume their mostly positive quarterly report indicating lots of activity in their drug pipeline is one reason plus healthcare seems to be showing a bit of life.
How do you see it’s valuation is it an ADD/BUY in a diversified portfolio for growth and income?
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O'Reilly Automotive Inc. (ORLY $93.69)
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Royal Caribbean Cruises Ltd. (RCL $282.94)
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Dutch Bros Inc. Class A (BROS $51.88)
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Life Time Group Holdings Inc. (LTH $27.69)
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D2L Inc. Subordinate Voting Shares (DTOL $8.71)
Q: Hi Team,
At present, I hold no discretionary stocks in my portfolio, and I am considering the ones listed above.
Could you please outline the key pros and cons of investing in each of them from a strong growth perspective? In your view, which have the best potential over the next 3 to 5 years?
Gratefully,
At present, I hold no discretionary stocks in my portfolio, and I am considering the ones listed above.
Could you please outline the key pros and cons of investing in each of them from a strong growth perspective? In your view, which have the best potential over the next 3 to 5 years?
Gratefully,