Q: How do you see the Cerebras IPO as being disruptive to NVDA, AMD, AVGO etc given their CEO’s claim of superior AI chip performance at lower cost?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Apple Inc. (AAPL)
-
Amazon.com Inc. (AMZN)
-
Alphabet Inc. (GOOG)
-
Microsoft Corporation (MSFT)
-
NVIDIA Corporation (NVDA)
Q: I have positions in these companies. some of the names have pulled back recently. Would you be adding to any of these names? What entry point would you be adding?
Thank You
Tim
Thank You
Tim
Q: As you noted in a previous question, Amentum Holdings was spun off from Jacobs Solutions. From your response it appears you are positive on Jacob Solutions.
My question is what to do with Amentum Holdings. Is the stock worth holding?
Thanks
My question is what to do with Amentum Holdings. Is the stock worth holding?
Thanks
Q: Inmode announced today, the departures of President of North America, Chief Medical Officer and VP of Sales USA as part of a global reorganization strategy. Thoughts on the short term and long term potential of this stock and company now?
Q: There has been a precipitous drop in APLS in the last few days. Any news on the reasons and the prospects for the future.
Thanks
Thomas
Thanks
Thomas
Q: Peter and His Wonder Team
I realize this is a speculative stock. Please just give me your best speculative answer. I own it and not sure to hold for another few quarters or just move on! I would be upset if it crashed. Thanks...your opinions are always helpful!
I realize this is a speculative stock. Please just give me your best speculative answer. I own it and not sure to hold for another few quarters or just move on! I would be upset if it crashed. Thanks...your opinions are always helpful!
Q: Hello 5i
Could I have your current assessment of FTAI
Aviation? I see it is a top five holding in IWO.
Thank you
Dave
Could I have your current assessment of FTAI
Aviation? I see it is a top five holding in IWO.
Thank you
Dave
Q: Forgetting that these two companies are in different fields, which one would you choose to put your money into? Or maybe neither?
Q: Thoughts on empire State, it was featured in Globe Advisor article today.
Q: With doordash leaving payfare which company could they possibly go to
Q: Hello 5i Team
My understanding is the merger / share consolidation between Liberty Media and Sirius (old) in now complete.
From the September 10 news release I understand the new dividend will be approximately US$0.27 per quarter.
Questions:
1 - When will Siri report quarterly earnings?
2 - Is SIRI a reasonable investment (dividend investor seeking some growth).
3 - What are some of the relevant financial metrics to look at for this stock. I am hesitant to look at "old" metrics as there has been significant financial changes from the merger and share consolidation.
Thanks
My understanding is the merger / share consolidation between Liberty Media and Sirius (old) in now complete.
From the September 10 news release I understand the new dividend will be approximately US$0.27 per quarter.
Questions:
1 - When will Siri report quarterly earnings?
2 - Is SIRI a reasonable investment (dividend investor seeking some growth).
3 - What are some of the relevant financial metrics to look at for this stock. I am hesitant to look at "old" metrics as there has been significant financial changes from the merger and share consolidation.
Thanks
Q: Do you think now is a good time to add to my Microsoft? Thank you
Q: Hello,
Congratulations Chris!!
Can I please get your opinion of Ares (ARCC). Thank you!
Dave
Congratulations Chris!!
Can I please get your opinion of Ares (ARCC). Thank you!
Dave
Q: Between Vistra, NEG and Constellation Energy…which one do you think has the most upside?
Would you pick one or invest an equal amount of money in each for diversification?
Would Cameco be a comparable?
Would you pick one or invest an equal amount of money in each for diversification?
Would Cameco be a comparable?
Q: Hi guys,
Please provide feedback on costco most recent quarter.
Thanks
Jim
Please provide feedback on costco most recent quarter.
Thanks
Jim
Q: Time to sell SMCI?
Q: Hi 5i Team:
Last question on above was in July. Please give me your up to date opinion and an entry price.
Thanks,
Ben.
Last question on above was in July. Please give me your up to date opinion and an entry price.
Thanks,
Ben.
Q: Hi, looking for a quick review of the outlook for Jacobs please, and thoughts on the huge drop this morning. Thanks!
-
Intuitive Surgical Inc. (ISRG)
-
NVIDIA Corporation (NVDA)
-
Booking Holdings Inc. (BKNG)
-
Eli Lilly and Company (LLY)
-
Berkshire Hathaway Inc. (BRK.B)
Q: Of the currently available CDR’s what would be your top 5 picks, ranked one through five, from a total return standpoint for a long-term hold (10-15 years)? Thanks.
-
NVIDIA Corporation (NVDA)
-
American Tower Corporation (REIT) (AMT)
-
Digital Realty Trust Inc. (DLR)
-
Vertiv Holdings LLC Class A (VRT)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
-
Constellation Energy Corporation (CEG)
Q: Hi there, what would be your top picks in the Data Centre infrastructure space (real estate, utilities power, industrial, technology etc) for 3-5 years.
Ok thanks
Rob
Ok thanks
Rob