Q: Re Micron from RBC, " Though the industry is experiencing positive sales growth as a whole, MU has been unable to grow sales and is losing market share. This trend continues from the previous year when sales growth at MU and the Semiconductors industry were -20.62% and 3.53%, respectively. Also, " Joint venture partner Intel will be ending its partnership with Micron, which creates another competitor for Micron to deal with." Thoughts on the market share statement and any idea how big of an impact the ending of Intel relationship will be?
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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: Any reason for the big drop in TEAM today
Q: What is happening with SHOP?
Q: Would FTNT be a solid buy here? Your thots on its outlook please
Q: What companies would be recommended that are starting in AI or 5G
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Photon Control Inc. (PHO)
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Micron Technology Inc. (MU)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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BlackBerry Limited (BB)
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Martello Technologies Group Inc. (MTLO)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Out of the techs mentioned above, which would you sell first to free up some cash in case of a downturn.
Q: Good morning gang. NVDA is on the rise again. Assuming my weight is not too high would this be a good time to buy more? I'm hoping it will go to its highs within 6 months.
Much thanks
Much thanks
Q: Hi, several analysts started coverage of Lightspeed, yesterday with most price targets in the range of $25-$26 and Buy/Outperform ratings. Thank you for your analysis, in advance, during past 3 weeks. I have taken a small 1% position. The 1st set of earnings is not expected until May. Do you feel comfortable to build up the holding to 2% at current price, or it's prudent to wait until results ? Thanks
Q: Hi 5i, Shopify seems to have a lot of competition entering the space with Instagram and Square's announcements, and now Microsoft. Would you suggest trimming back on this name at this point if its at a 5% weighting? Thanks.
Q: Any thoughts on BB volume. Mid month and end of month had big volume swings with the latest price jump?
Q: Blackberry is making the news in a positive way it seems. With all the hype about security and "the cloud" maybe it is worth a look. What are your thoughts?
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi 5i,
Who are competitors to Lightspeed and do they have any competitive advantage over them?
Thanks
Mike
Who are competitors to Lightspeed and do they have any competitive advantage over them?
Thanks
Mike
Q: Do you know when Lightspeed will report it's quarterly results. Thanks
Kenn
Kenn
Q: Which of the three do you have more confidence in for growth , for a long term investment.
Can you compare the current valuations. Realizing they are expensive.
Can you compare the current valuations. Realizing they are expensive.
Q: Hi Team,
I have held AMAT for just over a year now and am currently down by about 20%. I am thinking of switching from AMAT to NVDA and would like to get your thoughts on this intended move.
Thanks,
I have held AMAT for just over a year now and am currently down by about 20%. I am thinking of switching from AMAT to NVDA and would like to get your thoughts on this intended move.
Thanks,
Q: Comments on todays earnings and future outlook. Earnings appeared to beat across the board. Would it make your recommendation list or is caution still needed here?
Q: Please comment on earnings. Looks like a beat? Has outlook improved?
Q: Thank you.Why is dropping down last few days
Ebrahim
Ebrahim
Q: STMicroelectronics has been getting crushed recently, down much more than the semiconductor index. I am wondering if there is any reason. This company is touted by several US research companies as a top pick in the Internet of Things sector.
Q: very curious about this company- what do u think?