Q: With the drop in both CLBT & ASPN today which one do you believe is the better buy today and why. At what price point would you give each as a good and great buy.
Thank you
Thank you
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The Trade Desk Inc. (TTD $84.53)
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CECO Environmental Corp. (CECO $40.35)
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Aspen Aerogels Inc. (ASPN $7.80)
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Construction Partners Inc. (ROAD $102.18)
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SPS Commerce Inc. (SPSC $140.10)
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Powell Industries Inc. (POWL $233.32)
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Datadog Inc. (DDOG $150.27)
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Vertiv Holdings LLC Class A (VRT $142.70)
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Celsius Holdings Inc. (CELH $47.44)
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Cellebrite DI Ltd. (CLBT $14.49)
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TransMedics Group Inc. (TMDX $104.83)
Q: Hello 5i,
The quarter has been quite a ride so far. Get a sniff of a miss or lower guidance and stocks drop faster than a toboggan coming down Mt Everest.
Do you have any recommendations that appear to be Buys if you don’t already have a position? Some examples are: DDOG, VRT, TTD, TMDX, SPSC, CELH, CLBT, ROAD, CECO, APPF, ASPN, POWL, (electrical grid suppliers), and any other intriguing opportunity? The purchases would be for a 3-5 year hold.
If feels like the tipping point for earnings for many companies has been reached. If a looming reporting date is like a 5-alarm fire warning to get ready to bail water and run for the hills, which sounds like… opportunity!
Thank you for all of your help and wisdom.
D&J
The quarter has been quite a ride so far. Get a sniff of a miss or lower guidance and stocks drop faster than a toboggan coming down Mt Everest.
Do you have any recommendations that appear to be Buys if you don’t already have a position? Some examples are: DDOG, VRT, TTD, TMDX, SPSC, CELH, CLBT, ROAD, CECO, APPF, ASPN, POWL, (electrical grid suppliers), and any other intriguing opportunity? The purchases would be for a 3-5 year hold.
If feels like the tipping point for earnings for many companies has been reached. If a looming reporting date is like a 5-alarm fire warning to get ready to bail water and run for the hills, which sounds like… opportunity!
Thank you for all of your help and wisdom.
D&J
Q: Good morning 5i team,
Could you please offer me your assessment of earnings reports for both ASPN and CLBT as well their financial health and future prospects. Would you be comfortable adding to either stock under current conditions.
Could you please offer me your assessment of earnings reports for both ASPN and CLBT as well their financial health and future prospects. Would you be comfortable adding to either stock under current conditions.