Investment Q&A

Q: Hello,

May I have your take on Microsoft's earnings please?

It's price action has clearly been very strong. Do you feel that job cuts and big spending plans on AI are the main drivers here, or is there more to it?

Thank you!

Q: With the full understanding that this is a very speculative play, may I have your opinion on MVIS for a small position for an high risk-tolerance investor? Is it worth it? Or would you prefer to start a new position in one of your highest conviction growth profile names?

Please also rank your top 3 names in growth portfolio for a buy today.

Thank you

Q: Would appreciate an evaluation of this Block chain Company with a 800 million market cap!
Is it worth a small position?

Q: Your thoughts on GIB.A's results released today, please.

Q: Could you please comment on how Gitlab is progressing since your last update. Appears they have become cash flow positive the past 2 quarters. Would you wait for further improvement in capital efficiencies or is this starting to get interesting now?

Q: What are your thoughts on Intel?

Q: What does the market expect from TOI tomorrow?

Thx

Q: Hi, I still have 2000 shares of DND which I bought at much higher levels. With the yet again announcement of a another strategic review, would you sell 1/4 (or even 1/2) position into this mini rally...up approx 30% today vs yesterdays close. As we all know this stock has been a major disappointment for various/multiple reasons the last several years....yet once showed so much promise. I have reluctantly held on hoping/praying ;) for a buyout. What do you think a fair price might be in a buyout situation...around the $20 level? I thought that number was mentioned in a news release several weeks ago.
I suspect if the strategic review fails again, this stock will retreat back to the $7 range.
I recall you suggested a sell perhaps a year ago or so.

cheers....

Q: Peter & Team, what are your current thoughts on Oddity (ODD) going into earnings 04 Aug ? Where do you see it 1-2 yrs out ? Thank you.

Q: Hi there - after the nice pop in CLS, would you add new money to it today? Or wait for it to settle a little lower? What would present a good entry point (if not at today's prices)? Thank you!

Q: I have no exposure to crypto currencies but I am intrigued by various forecasts of major future price gains for Bitcoin and other products.
I would welcome your thoughts on how to approach this subject, suggestions of online references I can read, which stocks and/or ETFs to review and your overall advice on how to maximize returns while limiting risk.
Many thanks for your ongoing great service.

Q: Can you comment on the recent earnings?

Q: Good afternoon 5l
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks

Q: Hi 5i,
Thank you for your answer to my question about LMN the other day. I have one (perhaps two) more:
Does LMN acquire public companies, or does it restrict its acquisitions to those in private hands?
If LMN does acquire public companies, do you think Sylogist would be a potential or likely target?
Thanks 5i,
Peter

Q: I just saw the spike in CLS stock price today. I’ve been looking to buy but never did. Do you think it’s still a good time to buy or wait?
Would you sell all or some of NBIS or CLBT to buy CLS?
Thanks

Q: What are your thoughts on Figma? And what would a reasonable entry price be when it starts trading?

Q: BKSY seems to be in a freefall. Any concerns or is it a buying opportunity? I purchased after the recent initial 15% drop and it's dropped another 10% since then.

Q: I think the CRM and NOW will benefit from AI agents.

However these stocks are not performing well lately.

I am currently 10% down on both. Is it a good time to start DCA into them?

Q: Hi there,

QCOMM seems to be on a roll in past few weeks is there any reason why? Do you see further upside?

Thank you.

Q: After a great deal of scepticism, I have just begun dipping my toes into crypto. I have half a position in HOOD and would appreciate your advice on strategy going forward. As a balanced growth investor, how much exposure would you recommend in the crypto world? Assuming it's greater than the 2.5% currently held, how would you proceed? Thank you.