Q: Hi, I've read in Barron's that Crowdstrike will be laying off 500 staff, replacing them with AI. While obviously difficult for those laid off, I am wondering about the overall impact on CRWD, as I have noted today's negative reaction to the news. Your thoughts and comments on this would be appreciated. Thanks!
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Peter and His Wonder Team
Please give your opinion about their Quarterly Report.
What does their future look like? Thank you!
Please give your opinion about their Quarterly Report.
What does their future look like? Thank you!
Q: Good afternoon,
Please comment on SMCI`s latest news, earnings, and general state of affairs.
Thank you as always
Nick
Please comment on SMCI`s latest news, earnings, and general state of affairs.
Thank you as always
Nick
Q: Could you please comment on Topicus results. Thank You
Q: Can you please give the breakdown of revenue to show the portion from the search engine. I understand that Google has and is spending a lot on AI but personally I have not felt their search function to change much, if at all. Whereas the new search engines like Perplexity really illustrate how much more can be done to answer queries. Am also wondering if Google is going to stun the world with new search features, or if its bogged down in technical bureaucracy or something in between. It appears not to be nimble in its response to AI market demand. Thank you for your views.
Q: Are you considering this recent drop in GOOG today a buying opportunity for the long term?You mentioned in a previous question that the news today is not new n’or great for the company.. Would you pounce on this opportunity or wait it out?
Thanks again
Thanks
Thanks again
Thanks
Q: I would appreciate your comments on Nebius’s announcement today reporting that Bezos Expeditions has become a lead investor in AI Data Business Toloka. Nebius will also relinquish majority voting control of Toloka to provide them with greater independence and governance flexibility. Is this significant?
Q: Why the fall today?
-
Electronic Arts Inc. (EA $201.05)
-
Take-Two Interactive Software Inc. (TTWO $239.07)
-
Roblox Corporation Class A (RBLX $90.58)
Q: Hi,
Do you see much growth in the video games sector in the present context ?
Which are the best opportunities to invest in the sector with a potential of strong growth in the next 3 years ?
Thank you in advance for your answer,
Jacques IDS
Do you see much growth in the video games sector in the present context ?
Which are the best opportunities to invest in the sector with a potential of strong growth in the next 3 years ?
Thank you in advance for your answer,
Jacques IDS
Q: Good morning. What are your thoughts on Arctic Wolf? Are there any new developments? I am not familiar with Forge Gloval or Hiive and would appreciate any information on how this works. Thank you.
Q: I bought DIS for a post-Covid turnaround, but here we are five years post-Covid and the stock is still well below its pre-Covid valuation. Could you please assess its earnings tomorrow and advise whether to hang in or move on?
Q: Can you please give me a brief fundamental analysis of DSG at this point in time (last report update was about last June). I don’t really understand technical analysis but do you see any signals technically? It is off quite a bit year to date, would you be adding here?
Q: It is difficult for a "non-expert" to invest and follow large tech stocks ,plus the fact that the choice is very limited in CDA in my view .Do you believe that CSU is the safest and most promising "large Canadian tech stock" , if yes ,what would be a great entry point, if not ,any other choice ?
Q: When is SHOP next reporting? I believe it's this week but not sure. In a previous question, the general expected numbers were 26c and 2.34b. What does 5i expect? What might result in SHOP beating numbers and conversely missing? Its getting beaten down today on fairly heavy volume (Tuesday late afternoon) and has been weak the past while. Is this just SHOP being volatile or could the market know something?
Q: I'm interested in initiating a position in CLS. What are your thoughts are the current evaluation? What would be the case for initiating a position today vs. potential detractors?
Q: Searched but didn't see earnings comments. Your assessment please.
Q: A recent question asked for a suggested entry stock price for TOI. Your answer was $154. Today (May 12) TOI closed at $159.52. That is a difference of $5. My question is what parameters & technique did you use to determine that $154 could be an entry price. Thanks … Cal
-
Constellation Software Inc. (CSU $3,382.96)
-
Topicus.com Inc. (TOI $125.34)
-
Lumine Group Inc. (LMN $27.15)
Q: My LMN has become 4% of my portfolio - bought most at $17.50 minus the amount given my CSU. I have a 5% position in CSU and virtually no TOI. Sell some LMN to buy TOI? Just buy TOI or considered myself covered by CSU? Growth investor, 10 year horizon. What would you do if it were your account?
-
Lumentum Holdings Inc. (LITE $299.36)
-
Itron Inc. (ITRI $96.77)
-
Applied Optoelectronics Inc. (AAOI $22.47)
-
Coherent Corp. (COHR $151.81)
Q: NYSE Coherent Corp. (COHR)
How many other competitors are doing the same thing as COHR?
Do they have a moat.
Thank you.
How many other competitors are doing the same thing as COHR?
Do they have a moat.
Thank you.
Q: Do you think ADBE will be a long-term winner, given the AI impact on its business? If you like the company long term, would you average down on it and at what price would look attractive to you?