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NVIDIA Corporation (NVDA $164.10)
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HP Inc. (HPQ $25.73)
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Dell Technologies Inc. Class C (DELL $127.91)
Q: Hi 5i
What is your current opinion and outlook for Dell, given Nvda results. How comfortable would you be holding going into earnings today? Are they expected to meet their estimates or is it essentially a coin toss? They seem to be on a continued downward path.
Are Dell and HPQ considered similar ?
Would 5I have any interest in Dell at current prices?
Thx
What is your current opinion and outlook for Dell, given Nvda results. How comfortable would you be holding going into earnings today? Are they expected to meet their estimates or is it essentially a coin toss? They seem to be on a continued downward path.
Are Dell and HPQ considered similar ?
Would 5I have any interest in Dell at current prices?
Thx
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Salesforce Inc. (CRM $263.97)
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Constellation Brands Inc. (STZ $172.12)
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KKR & Co. Inc. (KKR $143.05)
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Marvell Technology Inc. (MRVL $73.36)
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Dell Technologies Inc. Class C (DELL $127.91)
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Fiserv Inc. (FI $169.70)
Q: I am looking for stocks that have not come back up since the tariff announcements but have the potential. A couple I am thinking about are Fiserv, Inc. (FI) and Marvell Technology, Inc. (MRVL). Comments and any other suggestions please.
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Broadcom Inc. (AVGO $275.40)
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Broadcom Corp. (BRCM $54.67)
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Microsoft Corporation (MSFT $501.48)
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Kinaxis Inc. (KXS $199.42)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $157.43)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $229.76)
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Dell Technologies Inc. Class C (DELL $127.91)
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CrowdStrike Holdings Inc. (CRWD $487.11)
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Nvidia CDR (CAD Hedged) (NVDA $37.71)
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Advanced Micro Devices CDR (CAD Hedged) (AMD $26.85)
Q: Pick and shovel companies in the AI space.
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff