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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: Greetings 5i,

LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.

Cheers!
Read Answer Asked by Duane on April 29, 2024
Q: Dear Peter et al:

PLTR earnings report is May 6th, FTNT on May 02 and SMCI tomorrow!! (30th April)


This is a general question and not personal!

If some had a small position and plan to add more to these three stocks, Worth writing Cash secured puts? So close to Earnings date?

IF you were to write a cash secured put what would be the price that you would choose to write for these three, including SMCI.
(Of course not guaranteed that the order will fill!)

Many thanks.


Read Answer Asked by Savalai on April 29, 2024
Q: Would I be correct in saying that your recent answers are showing a preference for VRT rather than SMCI or ALAB? Can you rate each of the three on a scale of 1 to 10 (10 being a strong buy) and at what level you would buy each? Also, if you have in fact shifted slightly away from SMCI and to VRT as a fav, what makes it more desirable?
Read Answer Asked by Tim on April 29, 2024
Q: Hello,

What are your thoughts on Alarum technologies and its current valuation? Thank you!
Read Answer Asked by James on April 29, 2024
Q: Greetings 5i Team,

Wondering if I can get your current opinion on Nextracker? Seems I may have had some unfortunate timing with my recent purchase of this company, as it's now down 26%. Is this some short-term manipulation and shorting by large hedge funds? My understanding is that it has realized big SP pops after the last few earnings releases. In anticipation of a repeat performance in the upcoming May release, might it be a good time to do some buying (ignoring the usual advice that you're not big fans of averaging down)? Thanks. Brad
Read Answer Asked by Bradley on April 26, 2024
Q: With US GDP down and inflation creeping up, what is the FED to do now? Cut rates and inflation will increase. Increase rates and economy could crash. Are we headed for stagflation? In these times, how should investors proceed and which sectors do well and don't do well. For a long term investor like myself, how should we position? Thoughts? I'm high on Technology, Financials, Consumer cyclical, and Industrials. Thanks!
Read Answer Asked by Keith on April 26, 2024
Q: Hi 5i
After earnings release today (APR 25) SP price dropped 12% .....how do you view their outlook for recovery.... is this an opportunity or is risk not worth the reward.... As usual is the current dividend safe and sustainable or is this another potential issue the company must address.

Current shareholder, but time frame is only about 2 years....trying to make decision take loss or hold... Dividend of course is important...

thx
Read Answer Asked by jim on April 25, 2024
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