Q: On Monday morning it was at 29 dollars and now Wednesday morning it is at 22.70. There was no news. Im assuming it was because of Trumps tariff plans. Do you believe this is an over reaction and a good buying opportunity especially after the impressive release of q3.
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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: Thanks for your answer from the posted question on Nov 11th about its price valuation. I will hold my position based on your answer with confidence that it will appreciate. I also wanted to note that I find it strange that the market is suspicious of its accounting practices. I say this because they have an increasing cash position that they use for aquisition and other tangables. If it was nefarious they wouldn't have that cash power. Anyways time will ease their suspicions. Thanks again for your service.
Q: What should be a fair market price based solely on q3 numbers. What would a quick general calculation I could use for this and other similar companies using some metric like price to cash flow. Thanks for your help.
- Intuitive Surgical Inc. (ISRG)
- AeroVironment Inc. (AVAV)
- Crocs Inc. (CROX)
- Aspen Aerogels Inc. (ASPN)
- SPS Commerce Inc. (SPSC)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Vertiv Holdings LLC Class A (VRT)
- Cellebrite DI Ltd. (CLBT)
- TransMedics Group Inc. (TMDX)
- Nextracker Inc. (NXT)
- GigaCloud Technology Inc (GCT)
Q: Since the results of the US election were clear, I wanted to move a few dollars around preparing for the next 4 years. Can you rank in order the 12 stocks listed from best too worst. Only looking for capital appreciation over the next 3-4 years. Thanks.
Q: A SC 13G was filed on October the 18th. BlackRock was the name in the filing. Does this hit the radar as very interesting and boost the confidence.
- Alphabet Inc. (GOOG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Crocs Inc. (CROX)
- Aspen Aerogels Inc. (ASPN)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Cellebrite DI Ltd. (CLBT)
- TransMedics Group Inc. (TMDX)
- Nextracker Inc. (NXT)
- GigaCloud Technology Inc (GCT)
- Westgold Resources Limited Ordinary shares (WGX)
Q: Hello Team,
I am re-balancing my portfolio and I have a bit of cash to invest. Of the 12 stocks listed, can you please rank in order you would add to an existing stock. Looking for a 3-5 year hold and not worries about risk and or industry. Thanks again.
I am re-balancing my portfolio and I have a bit of cash to invest. Of the 12 stocks listed, can you please rank in order you would add to an existing stock. Looking for a 3-5 year hold and not worries about risk and or industry. Thanks again.
Q: I am lucky as I bought this stock less than two weeks ago, and it has risen around 40 percent since then on no news. Is this a short squeeze, and should I say the course until they have covered. Feels like once in a lifetime as they had close to 30 percent of the float shorted.
- BRP Inc. Subordinate Voting Shares (DOO)
- WELL Health Technologies Corp. (WELL)
- Super Micro Computer Inc. (SMCI)
- Converge Technology Solutions Corp. (CTS)
- Aspen Aerogels Inc. (ASPN)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Celsius Holdings Inc. (CELH)
- Cellebrite DI Ltd. (CLBT)
- TransMedics Group Inc. (TMDX)
- Nextracker Inc. (NXT)
- GigaCloud Technology Inc (GCT)
Q: Hello Team,
Are you able to rank the 12 companies listed from 1 to 12 in terms of capital appreciation over the next 2-3 years. I currently hold all of the mentioned stocks but do have some cash to deploy. Thanks.
Are you able to rank the 12 companies listed from 1 to 12 in terms of capital appreciation over the next 2-3 years. I currently hold all of the mentioned stocks but do have some cash to deploy. Thanks.
Q: I wanted to push back a little on the last answer. You noted they have high debt. The release said they have over 200 million cash and no external debt. Also you referred to eps next year as dropping to 2020 levels. The company started in late 2022 and I see forecasts as growing. I do agree the sentiment is horrible and I believe it is tied to the short position and tactics. However I really think this is a great buying opportunity when this stops dropping and settles at an ridiculous level. I was hoping you would agree.
Q: This stock has traded in the 30 plus dollar range this year until recently where it has taken a huge drop to19-20. Im not even sure if it may continue to slide. What's confusing is that it was undervalued in the thirties and now a big drop after a solid q2. Also the short position has recently increased to 29 percent. The shorts got what they wanted. Shouldn't they be covering. I want to buy but feel they might know something with such a huge number. Lastly they just came out with a release saying the price isn't reflected in the value and they will start buying back 43 million dollars worth of shares. Is this a great buying opportunity.
- lululemon athletica inc. (LULU)
- Ulta Beauty Inc. (ULTA)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Aspen Aerogels Inc. (ASPN)
- Datadog Inc. (DDOG)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- TransMedics Group Inc. (TMDX)
- Nextracker Inc. (NXT)
- GigaCloud Technology Inc (GCT)
Q: Hello Team,
Looking to purchase a couple stocks in my US dollar trading account, are you able to rank the above stocks from 1 to 12. Don't worry about size, industry or risk, will be holding for 3 years. Thanks so much!
Looking to purchase a couple stocks in my US dollar trading account, are you able to rank the above stocks from 1 to 12. Don't worry about size, industry or risk, will be holding for 3 years. Thanks so much!
Q: All three companies came out with decent financials and all are down significantly with these results. GSY was the best and it is down 7 dollars. What if they had been bad results. Seems like you cant win in this enviornment. I feel like cashing out everything and waiting. This was also during very good trading days after the collapse. Does this sound wise because of an impending slowdown.
Q: This stock is getting hammered on a green day after it reported its second quarter results. Can I have your thoughts on the stock. I hold a decent position and dont know if I should bail.
Thanks Steve
Thanks Steve
- BRP Inc. Subordinate Voting Shares (DOO)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Propel Holdings Inc. (PRL)
- Nextracker Inc. (NXT)
- GigaCloud Technology Inc (GCT)
Q: Hello Team,
I was wondering if you could rank the attached 12 companies from 1 - 12. I have some money to deploy in my cash account and already own all 12 in my TFSA/RRSP. Will be a 3 year hold.
No worries on size, risk or industry, looking for best returns only.
Thanks!
I was wondering if you could rank the attached 12 companies from 1 - 12. I have some money to deploy in my cash account and already own all 12 in my TFSA/RRSP. Will be a 3 year hold.
No worries on size, risk or industry, looking for best returns only.
Thanks!
Q: Greetings 5i team,
Could you please comment on the short report for Gigacloud by Grizzly?
Could you please comment on the short report for Gigacloud by Grizzly?
Q: There is a 18.92% short position currently. Is this a concern as far as starting a position. I want to buy but feel hesitant with that number.
Q: Are you a buyer of this stock today with the latest financial report. How would you characterize todays stock price as far as cheap/expensive.
Q: Would you please provide your thoughts on GCT and its recent earnings. Seems odd that it advanced significantly immediately after the earnings were announced, and then the next trading day it gives back all the gains, and is now lower than the day prior to the earnings announcement.
Q: Could i please have your current thoughts on GCT for a long-term investment, and the expectations for its earnings on March 15. If its earnings do not meet market expectations and the stock sells off, would you see the sell-off as an opportunity to add to one's position. Thank you.
Q: Hello 5i
Could I have your assessment of GigaCloud Technologies please? I don’t see any previous questions on this company nor a ticker symbol.
Thank you
Dave
Could I have your assessment of GigaCloud Technologies please? I don’t see any previous questions on this company nor a ticker symbol.
Thank you
Dave