Q: Your opinion please about their latest results and market reaction, thanks
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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: Good morning!
Would you be comfortable buying in on POWL at its current valuation? A half position and watching for momentum to change following its decline on deepseek etc.
Please provide your thoughts and entry price.
Thank you.
Would you be comfortable buying in on POWL at its current valuation? A half position and watching for momentum to change following its decline on deepseek etc.
Please provide your thoughts and entry price.
Thank you.
Q: Is this company getting any traction ?
Many Thanks
Greg
Many Thanks
Greg
Q: What is your opinion on this stock, doesn’t seem to be in your data base.
Q: Quantum Computing.
Is there a Quantum Computing stock that you would be interested in buying?
Thank you.
Is there a Quantum Computing stock that you would be interested in buying?
Thank you.
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Constellation Software Inc. (CSU $4,549.91)
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Topicus.com Inc. (TOI $175.88)
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Lumine Group Inc. (LMN $48.74)
Q: Hi Team,
I currently hold fairly high positions of both LMN and TOI. I invested in these positions as opposed to CSU on the view that they would provide more growth over the long term as they are essentially smaller companies, under CSU guidance and play book. Would you agree with this strategy? Assuming I continue to hold both is there still a need to purchase CSU or would holding a mix of LMN and TOI be sufficient exposure for maximum growth within the family?
Thanks,
Shane.
I currently hold fairly high positions of both LMN and TOI. I invested in these positions as opposed to CSU on the view that they would provide more growth over the long term as they are essentially smaller companies, under CSU guidance and play book. Would you agree with this strategy? Assuming I continue to hold both is there still a need to purchase CSU or would holding a mix of LMN and TOI be sufficient exposure for maximum growth within the family?
Thanks,
Shane.
Q: Can you walk through possible reactions of the market when NBIS reports next. Given that the financials are reflecting both the old Yandex and the very new NBIS there is a severe disconnect and fog about what is happening.
Who is buying the stock now and will the market be able to sort out a clear picture of a stock which will apparently show a dramatic drop in revenue in the report.
Who is buying the stock now and will the market be able to sort out a clear picture of a stock which will apparently show a dramatic drop in revenue in the report.
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Netflix Inc. (NFLX $1,204.65)
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NVIDIA Corporation (NVDA $177.99)
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GameStop Corporation (GME $22.89)
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Tesla Inc. (TSLA $340.01)
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Shopify Inc. (SHOP $142.11)
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Palantir Technologies Inc. (PLTR $158.74)
Q: Good morning,
I have read a fair bit on PLTR and would like your opinion on it's future prospects and what you think of the companies balance sheet/debt ect..
Could PLTR be like Tesla or Netflix from the early 2000's? I remember looking at both of those companies and stocks and at the time using a value approach and just couldn't buy them prices were 24$ and 16$ at the time, those were some missed opportunities. Could PLTR be that or is it a GAME STOP stock?
Thanks
I have read a fair bit on PLTR and would like your opinion on it's future prospects and what you think of the companies balance sheet/debt ect..
Could PLTR be like Tesla or Netflix from the early 2000's? I remember looking at both of those companies and stocks and at the time using a value approach and just couldn't buy them prices were 24$ and 16$ at the time, those were some missed opportunities. Could PLTR be that or is it a GAME STOP stock?
Thanks
Q: One of your readers noticed that you made a great call on this one! Now that it's more in the public eye, would it still be worth jumping in after it's sudden and rapid price increase? If not, what are two or three other US stocks that you see as high growth over the relatively short-term to midterm?
Q: What do think earnings will be for DELL on February 27th 2025
Do you recommend its purchase ? RAK
Do you recommend its purchase ? RAK
Q: Hi 5i
Another question on shopify... Earnings next week....What is expected and do you expect they will meet these earnings expectation?
Are you comfortable holding into earnings.... and would you expect any influence from Afrms positive results today Friday Feb 07
thx
Another question on shopify... Earnings next week....What is expected and do you expect they will meet these earnings expectation?
Are you comfortable holding into earnings.... and would you expect any influence from Afrms positive results today Friday Feb 07
thx
Q: Your thoughts on the just-released results, please.
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CrowdStrike Holdings Inc. (CRWD $420.55)
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Datadog Inc. (DDOG $131.22)
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Palantir Technologies Inc. (PLTR $158.74)
Q: I have enough money to start a position , which one would you be inclined to hold for a 2-3 years hold.
thanks
thanks
Q: Topicus is reaching all time highs. Any thoughts as to why?
Q: All OK with COHR? The market seems to like the latest results posted last night. Any red flags? I'm a "Buy and Hold" investor and I'm not overweight in COHR so I'm just planning to do nothing! I don't think Mr. Trump's tariffs will be an issue with this company and COHR don't seem to be to be overly reliant on AI spending. Any comments you have would be appreciated.
James
James
Q: Would you see this recent weakness as a buying opportunity,I didn’t think the quarter was that bad,what are your thoughts on the company as far as debt growth and management for a 2-3 year hold
Thank you
Thank you
Q: I have partial positions in both and ask whether you would consolidate - which one would you prefer - and just as importantly, would you prefer another to these [sell both for a better opportunity at today's prices] for 2+ year hold.
Q: Celestica had a nice day yesterday on upgrades - and is now down over 10% today. What gives? Surely the CEO selling some of his shares doesn't cause the stock to drop by more than 10% in a day?
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Celestica Inc. (CLS $261.42)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $119.88)
Q: Hi Team,
With HPS.A struggling to catch a bid lately, would you think selling the stock to buy CLS is a good move long term? Is the movement in CLS share price sustainable? Or should more patience be applied here to HPS.A?
Thanks,
Shane.
With HPS.A struggling to catch a bid lately, would you think selling the stock to buy CLS is a good move long term? Is the movement in CLS share price sustainable? Or should more patience be applied here to HPS.A?
Thanks,
Shane.
Q: Can you comment on the major share sales of the insiders. I know the stock has gone up a lot so their overall exposure is up and some selling is warranted, but does this concern you at all? Some of the insiders after these sales, no longer have direct ownership of CLS shares, although I'm sure they have many options.
What would be a good entry price for this? Thanks!
What would be a good entry price for this? Thanks!