Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?
Q: Has been getting a lot of positive news and contract wins. Thoughts on the META deal?
Seems the market is looking at the company as just an AI infrastructure play but they have many other lines of business that is not being taken into account.
I own both names and based on the momentum of NBIS does it make sense to sell IREN and consolidate? This will not impact position size materially of NBIS. Just seems like NBIS is more of a better quality business overall.
Q: Can you comment on the new Nebius / Meta deal please? Is this one of the further contracts that were expected after the Microsoft deal in September? Does it change your outlook for the company? Or is it more of a confirmation. Thanks.
Q: Can you please provide commentary on why Amazon is issuing bond specifically for its AI investments considering its liquidity position and size and quality of its balance sheet?
The valuation of CSU has declined a lot, while the earnings continue to grow nicely. Lets suppose there is a permanent rerating of the stock. To a level half way between where it used to trade and where it trades now. And the company continues steady state growth. What would the stock price be in 2 and 5 years?
Q: Hi Peter
going to be listed in the US market , but pulled back
like to add to a pre-existing position
looking for an entry price to add
please give me a reasonable price to think about it
thanks
Michael
Could you please rank these 5 stocks in terms of which you would purchase now for a 3 to 5 year hold, with growth being the main (but not total) focus?
And if you could give a bit of background for your reasoning that would be much appreciated.
Thanks!
Q: Hi, thoughts on the quarter please. Anything specific standout, positive or negative?
Does the quarter release alleviate any AI software concerns (or too soon for that call)?
I have owned for 5+ years.
Q: Greetings 5i, I know that Sylogist is not high on your list right now although in the past 5i has been favourable toward the company. However, can you please provide your analysis of and opinion on the ongoing shareholder activism. Is PenderFund a credible entity? Is OneMove a credible entity? Neither one? If you were a shareholder what side of this battle would you land on and why? Thank you.
Q: Do you have an updated view on CRDO? Thoughts on last quarter? Is it a buy on this pullback? If it’s a buy is it a good long term investment or how would you categorize?