Q: Everyone, what are the main risks with LMN and is the company managing those risks. Clayton
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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: Do you feel these companies can become long term compounders? If so, which company do you feel has the better prospects of becoming a long term compounder?
Q: 1. Has the company been totally honest prior to reporting last month. Please explain, since many research groups were recommending it including yours.
2. Is this thing worth holding while being down + 50%
3. Why would a company in such a mess declare a dividend?
Thanks DAN
2. Is this thing worth holding while being down + 50%
3. Why would a company in such a mess declare a dividend?
Thanks DAN
Q: Two questions pertaining to CSU issuing warrants to CSU stock holds. 1) Were the warrants issued in lieu of September’s dividend payment? 2) What is the advantage to CSU to issue these warrants? Thanks … Cal
Q: Thoughts on this company.
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Salesforce Inc. (CRM $247.87)
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Veeva Systems Inc. Class A (VEEV $285.18)
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CrowdStrike Holdings Inc. (CRWD $418.83)
Q: Hi team,
I don’t see any questions for your thoughts on todays earnings for Crwd, Veev, CRM so I will ask for your brief take on earnings and outlook for all 3. The market has liked the results on all 3 today which was a nice surprise. Do you still view these 3 stocks positively and advise holding for the long term growth stories? Thanks and deduct credits as required.
Shane
I don’t see any questions for your thoughts on todays earnings for Crwd, Veev, CRM so I will ask for your brief take on earnings and outlook for all 3. The market has liked the results on all 3 today which was a nice surprise. Do you still view these 3 stocks positively and advise holding for the long term growth stories? Thanks and deduct credits as required.
Shane
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Veeva Systems Inc. Class A (VEEV $285.18)
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Pure Storage Inc. Class A (PSTG $59.05)
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CrowdStrike Holdings Inc. (CRWD $418.83)
Q: Please share your thoughts on their earnings. Thank you.
Q: Could you comment on CRWD's latest quarter results? They must be good, the stock is up 9% today. Thank you
Q: Hello,
I just received in my brokerage account - WTS-CONSTELLATION 31MAR40, I know it is something to do with a warrant, but, I am not sure what it gives me or what it allows me to do, any ideas ?
I just received in my brokerage account - WTS-CONSTELLATION 31MAR40, I know it is something to do with a warrant, but, I am not sure what it gives me or what it allows me to do, any ideas ?
Q: It seems the outlook for Uber is changing positively. Although I don't think it can be placed in the same rarefied space as GOOG, AMZN etc in the technology space, do you see it as getting to occupy the same space in the next 5 to 7 years (my time frame before drawing down).
Please briefly give your bull case and bear case for this tech co
Please briefly give your bull case and bear case for this tech co
Q: SHOP and AMZN announced 'buy with prime' will now be available on SHOP. How big a deal is this? What will it allow customers to do that they couldn't do before? Was SHOP losing sales before?
Q: What is your preference going forward with these 2 stocks. Can you also give your reasons. I appreciate your insights.
Thanks Stephen
Thanks Stephen
Q: Would you consider these similar companies? Do you see them both as having a good shot of multi-year high growth? What level of risk with these?
Q: What is your latest assessment of MKSI? Good prospects going forward? Undervalued? Better use of funds elsewhere?
Thank you.
Thank you.
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Tesla Inc. (TSLA $346.60)
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Global X Lithium & Battery Tech ETF (LIT $46.40)
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BYD Co - Class H (BYDDF $14.77)
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QuantumScape Corporation Class A (QS $8.05)
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FREYR Battery Inc. (FREY)
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Microvast Holdings Inc. (MVST $2.73)
Q: Do you have any stocks you can recommend in the battery space? I'm seeing lots of hype about solid state batteries and other battery chemistries. With the electrification of everything, battery tech is going to continue to evolve and demand seems to be massive.
Looking for both startups and established businesses.
Thanks
Jim
Looking for both startups and established businesses.
Thanks
Jim
Q: Please comment on latest Q & guidance.Is it buyable here & what is good entry point? Txs for U usual great services & views
Q: What’s your thoughts on this stock now since it’s had a big upward move in the last 2 weeks and do you know what accounts for the pop?
Q: Why is there such a valuation discrepancy between these two? SMCI requires NVDA chips to assemble their AI servers. NVDA growth seems to be being mirrored to a certain extent by SMCI, but the valuation gulf is huge. Aren't the two joined at the hip?
Q: If you had to choose between these two companies for investment purposes, which one would you select, keeping in mind capital appreciation? Thank you
Q: What is thoughts on Ballard power systems inc.
is this a good time buy in.
Jim
is this a good time buy in.
Jim