Q: Thoughts on the quarter and outlook? seems to be trending in the right direction. Can this be one you hold for the next decade and be rewarded nicely?
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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: Hi 5i team,
Palantir just won another big contract from Government. Can you please comment on the stock's current valuation and growth outlook? Would you consider buying more at current level?
thank you,
Palantir just won another big contract from Government. Can you please comment on the stock's current valuation and growth outlook? Would you consider buying more at current level?
thank you,
- Cadence Design Systems Inc. (CDNS)
- Marvell Technology Inc. (MRVL)
- Axcelis Technologies Inc. (ACLS)
- Super Micro Computer Inc. (SMCI)
- ASML Holding N.V. (ASML)
- InMode Ltd. (INMD)
- Palantir Technologies Inc. Class A (PLTR)
- Snowflake Inc. Class A (SNOW)
Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Super Micro Computer Inc. (SMCI)
- CrowdStrike Holdings Inc. (CRWD)
- Palantir Technologies Inc. Class A (PLTR)
- C3.ai Inc. Class A (AI)
- Rivian Automotive Inc. (RIVN)
Q: Dear Peter et al:
Above mentioned stocks I hold as a small percentage of my portfolio. Of course I am down now! However I have been using covered call strategy to "get paid whilst I wait"! So, I am happy to hold them for a few years.
The question I have is this. Are these good companies to hold for a few years? If not, would you suggest any alternatives? I see from your answers that you like FTNT/CRWD,PANW.
Thank you for your answer.
Mano.
Above mentioned stocks I hold as a small percentage of my portfolio. Of course I am down now! However I have been using covered call strategy to "get paid whilst I wait"! So, I am happy to hold them for a few years.
The question I have is this. Are these good companies to hold for a few years? If not, would you suggest any alternatives? I see from your answers that you like FTNT/CRWD,PANW.
Thank you for your answer.
Mano.
Q: Hi, Could you please comment on PLTR earnings. Thank you
Q: PLTR
NYSE/US
Palantir Technologies Inc
Can you please explain in simple terms an old person like me can understand what exactly does PLTR do?
How does it make money?
Thank you.
NYSE/US
Palantir Technologies Inc
Can you please explain in simple terms an old person like me can understand what exactly does PLTR do?
How does it make money?
Thank you.
Q: Hi,
Reviewing the Q&A section, I see you are positive about PLTR but have cautioned that it is expensive. I reviewed research reports on iTrade's website and see the analysts have a SELL rating!! What is your current take on PLTR?
I would like to initiate a small position. (Use your suggestion to buy one third now, one third later and finally full position.)
Also what are other companies that you would suggest as an alternatives, if not PLTR?
Many thanks.
Mano
Reviewing the Q&A section, I see you are positive about PLTR but have cautioned that it is expensive. I reviewed research reports on iTrade's website and see the analysts have a SELL rating!! What is your current take on PLTR?
I would like to initiate a small position. (Use your suggestion to buy one third now, one third later and finally full position.)
Also what are other companies that you would suggest as an alternatives, if not PLTR?
Many thanks.
Mano
- Palantir Technologies Inc. Class A (PLTR)
- Snowflake Inc. Class A (SNOW)
- Unity Software Inc. (U)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: Hello 5i,
Well over a year ago I made a note to look at these five stocks when interest rates peak and/or start to drop.
Recently I have heard commentary that the recent run up in price is largely short covering.
I'd love to hear your take.
Are any in this group investible yet and in what order would you buy them.
I have an above average risk tolerance.
Thank you
Dave
Well over a year ago I made a note to look at these five stocks when interest rates peak and/or start to drop.
Recently I have heard commentary that the recent run up in price is largely short covering.
I'd love to hear your take.
Are any in this group investible yet and in what order would you buy them.
I have an above average risk tolerance.
Thank you
Dave
- Largo Inc. (LGO)
- Sangoma Technologies Corporation (STC)
- Questor Technology Inc. (QST)
- CES Energy Solutions Corp. (CEU)
- WELL Health Technologies Corp. (WELL)
- Palantir Technologies Inc. Class A (PLTR)
Q: I am doing a portfolio clean up in my wife's RRSP. The following companies are all down. Please provide comments on add, keep, or sell and your suggested order in these actions.
Largo (LGO)
Palantir (PLTR)
Questor (QST)
Relic (RHT)
Sangoma (STC)
Thank you Gordo
Largo (LGO)
Palantir (PLTR)
Questor (QST)
Relic (RHT)
Sangoma (STC)
Thank you Gordo
Q: What is your take on Alteryx? Is it less of a strong competitor than Palantir in the AI space? Too much debt? Not enough growth?
Q: Why is Palantir consistently one of the most heavily traded stocks on the NYSE?
Q: Palantir stock has almost doubled over the past couple of months. Do the fundamentals warrant at least a starting position at this point or is it better to let it settle down for a while. What are the insider holdings and has there been much insider activity over the past six months. Thanks.
Q: Is PLTR a stock to buy and if it is a buy what do you think it will go to? or is there something better out there.
- Adobe Inc. (ADBE)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Constellation Software Inc. (CSU)
- Palantir Technologies Inc. Class A (PLTR)
- Snowflake Inc. Class A (SNOW)
- C3.ai Inc. Class A (AI)
Q: Cathie Wood - “For every dollar of hardware that Nvidia sells, software providers, SaaS providers will generate 8 dollars in revenue.” (from A.I.)
Fact or fiction? If fact what SaaS names would be of most interest?
Fact or fiction? If fact what SaaS names would be of most interest?
- Meta Platforms Inc. (META)
- NVIDIA Corporation (NVDA)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Tesla Inc. (TSLA)
- Super Micro Computer Inc. (SMCI)
- Celsius Holdings Inc. (CELH)
- Palantir Technologies Inc. Class A (PLTR)
- C3.ai Inc. Class A (AI)
- Duolingo Inc. (DUOL)
Q: What are your 10 top momentum plays?
Q: Please rank these from an AI perspective.
Best to invest now.
Thanks!
Best to invest now.
Thanks!
- Etsy Inc. (ETSY)
- Roku Inc. (ROKU)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Redfin Corporation (RDFN)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- Zoom Video Communications Inc. (ZM)
- Fiverr International Ltd. no par value (FVRR)
- Lemonade Inc. (LMND)
- Palantir Technologies Inc. Class A (PLTR)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Airbnb Inc. (ABNB)
- Lantheus Holdings Inc. (LNTH)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi 5i team,
I have a growth and long term outlook and looking to trim some losers and replace with some winners. Of the following stocks, do you feel any need to hold for the long term? Also, what are some US/CAD replacements you would recommend and can you rank from highest to lowest based on overall strength?
Thanks 5i team.
I have a growth and long term outlook and looking to trim some losers and replace with some winners. Of the following stocks, do you feel any need to hold for the long term? Also, what are some US/CAD replacements you would recommend and can you rank from highest to lowest based on overall strength?
Thanks 5i team.
- HubSpot Inc. (HUBS)
- Datadog Inc. (DDOG)
- Palantir Technologies Inc. Class A (PLTR)
- Snowflake Inc. Class A (SNOW)
Q: Which of the above appeals the most for a five year high-risk AI play?
Q: Hi, Could you please comment on PLTR earnings. Thank you
- Twilio Inc. Class A (TWLO)
- Teladoc Health Inc. (TDOC)
- Palantir Technologies Inc. Class A (PLTR)
- Unity Software Inc. (U)
Q: Do these 4 companies have the cash/cash flow to finance their current debt obligations? None of the companies are profitable I am concerned that they may not be able to raise the cash needed to fund operations in the current environment of rising interest rates, such that they may not be able to handle any debt due over the next year or two.