Q: After its recent weak Q as a result of a one time cost on a law suit in Brazil, would you consider it buyable? What would you consider a good entry price at this time?
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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.
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Alphabet Inc. (GOOG $285.60)
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Microsoft Corporation (MSFT $507.49)
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Meta CDR (CAD Hedged) (META $32.62)
Q: Good Morning
With the forecasted and continued large Capex expenditures of Meta, Google and Microsoft what companies do you see as benefitting the most? I am a bit surprised at the premarket direction of some of the obvious choices.
Thank you
With the forecasted and continued large Capex expenditures of Meta, Google and Microsoft what companies do you see as benefitting the most? I am a bit surprised at the premarket direction of some of the obvious choices.
Thank you
Q: Can I get your view on Crox's earnings this morning? Thanks.
Q: Would you buy into the price weakness resulting from the future capital spend guidance? At what price? A similar sentiment relating to the metaverse capital spend guidance in 2021 lead to a large price decline followed by a reversal by Zuckerberg and a huge price recovery.
Q: Greetings 5i, a combination of these 2 companies was announced along with release of preliminary results (Q4 & FY 2025 for Skyworks; Q2 2026 for Qorvo). Referencing your response to my last question on Skyworks Oct 20th, please update your analysis of future growth prospects for the combined entity. Would you add, hold or sell Skyworks (I had not yet gotten around to exiting my position)? The last question on Qorvo was in 2022. Thank you.
Q: Record sales this quarter, sales volumes are higher, stock is off 6 %
I am considering taking a position in this company, can you comment on earnings and adding this to a portfolio?
I am considering taking a position in this company, can you comment on earnings and adding this to a portfolio?
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Metalla Royalty & Streaming Ltd. (MTA $9.59)
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MongoDB Inc. (MDB $339.60)
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Guardant Health Inc. (GH $96.48)
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GeneDx Holdings Corp. (WGS $129.55)
Q: What is your opinion on these stocks
Q: Hello, can you please comment on the company and recent results?
Thank you
Robert
Thank you
Robert
Q: Hello 5i
What do think about Uber from a growth perspective? Do you consider it a worthwhile investment ?
Thanks as always
What do think about Uber from a growth perspective? Do you consider it a worthwhile investment ?
Thanks as always
Q: BRO was such a good compounder for years. But since its last big acquisition its hitting 52 week lows, on top of the insurance sector struggling. Is this becoming a great buying opportunity or likely more issues and compounding story is behind them? Thx
Q: EOSE I would appreciate your thoughts on this battery storage company. They manufacture an industrial battery storage system that does not require rare earth minerals. They are gaining sales traction and just announced a massive ramp up of production capacity.
Thanks.
Thanks.
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Berkshire Hathaway Inc. (BRK.B $503.26)
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Fundstrat Granny Shots US Large Cap ETF (GRNY $24.28)
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BitMine Immersion Technologies Inc. (BMNR $30.95)
Q: I have extra cash on the sidelines. would you rank the following stocks in terms of performance over the next 12 months - with no reference to holdings %, or other stocks in my portfolios.
BMNR - GRNY - BRK.B
May I also have your thoughts on WHY for the company you would pick first.
Thanks
BMNR - GRNY - BRK.B
May I also have your thoughts on WHY for the company you would pick first.
Thanks
Q: The quarter looks pretty good. Your thoughts? I'm in at approx $108USD (3% position). Would you be comfortable with averaging down?
Q: Please give me your thoughts on this companies? Is it a good growth prospect and what about its perspectives in a 3 years range ?
Thank you in advance
Thank you in advance
Q: Hi, what are your thoughts on Stride - getting hammered today, but after the dust settles (over the next few weeks), is there value in this name? Thank you
Q: Any particular reason for the underperformance?
Q: Looking to add to my defense holdings. Can i have your thoughts on Boeing...is it a value trap? Would you have any other picks in the space that aren't too extended or just go to an ETF? Thanks.
Q: Hi 5i,
What do you make of the Apollo offer to take papa johns pizza private at $64 and the likelyhood it will be successful.
Would 5i have any interest in papa johns at these prices....
Currently hold 1/4 position, Would you continue to hold or exit
thx
What do you make of the Apollo offer to take papa johns pizza private at $64 and the likelyhood it will be successful.
Would 5i have any interest in papa johns at these prices....
Currently hold 1/4 position, Would you continue to hold or exit
thx
Q: Hi there,
Can I please have your opinion on ONDS here? Is it a buy or sell in your opinion?
Thank you!
Can I please have your opinion on ONDS here? Is it a buy or sell in your opinion?
Thank you!
Q: EAT Reporting excellent 2nd Q results today Oct. 29) the stock is down 7.5%. Please go over the results and provide your opinion. Is this merely a case of a good stock in the wrong sector? It seems reasonably priced and I am tempted to buy on the down. Would you see it as a buy or wait until the sector improves? Thank you.