Q: Given your disappointment with Lumines quarter…what do you see as an attractive entry price?
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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.
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NVIDIA Corporation (NVDA)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
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Palantir Technologies Inc. (PLTR)
Q: Good Morning,
It seems like the market has recently decided that the AI investing theme has peaked, and somewhat earlier than expected. Would you agree, and is it perhaps time to consider selling some winners?
It’s unlikely that SMCI will return to its highs from earlier in the year, and it’s a very different company, but is the current market sentiment likely to continue pulling down other AI-related winners like Vertiv and even Nvidia?
Thanks for your thoughts on this.
Brad
It seems like the market has recently decided that the AI investing theme has peaked, and somewhat earlier than expected. Would you agree, and is it perhaps time to consider selling some winners?
It’s unlikely that SMCI will return to its highs from earlier in the year, and it’s a very different company, but is the current market sentiment likely to continue pulling down other AI-related winners like Vertiv and even Nvidia?
Thanks for your thoughts on this.
Brad
Q: Comments on earnings, please. Stock is taking a beating. Is this a buying opportunity or a sign that one may want to use money elsewhere, and if so what would be some suggestions.
Q: I cant believe this is at 3.84 after two green days and the quarterly report. It was at this price when it had 190 million more debt and 40 million more shares. What would be a theoretical price based off company metrics.
Q: Latest Kxs results seem, as you said yesterday, "decent." But hardly stellar for a growth company and stock has been flat for about 4 years. Ksx versus Dsg: what would your recommend short and long term?
Jack
Jack
Q: Hi, Could you please comment on Lumine Earnings release. Thank You
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Booking Holdings Inc. (BKNG)
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Atlassian Corporation (TEAM)
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Ulta Beauty Inc. (ULTA)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Celsius Holdings Inc. (CELH)
Q: Hi 5i
Thoughts on TEAM? Would you put it on watch...It's not one of my finest and with a tech heavy weight could provide funds for another name.
Thanks
Thoughts on TEAM? Would you put it on watch...It's not one of my finest and with a tech heavy weight could provide funds for another name.
Thanks
Q: Hi Peter, I wanted to sell my NVEI shares to buy a share of CSU but is it worth doing it now or better waiting till the deal closes. Is there any way of guesstimating what the exchange will be around the day of the close. Thanks
Q: SHOP reported good results. Can you provide your views after the call with specific emphasis on why SHOP handily beat estimates and what you see over the next 6 months and 1 year periods. Could the results be the catalyst to get the stock back up to its year high over the next 12 months?
Q: good afternoon,
Heard the news about a delay in putting out they're new chip, Time of writing
sp dowm another 6% going on 7. Is there some other problem or is it just the casino players at work (traders)?
Aug. 7 at 5PM.
Thanks for the update,
Denis a grateful member
Heard the news about a delay in putting out they're new chip, Time of writing
sp dowm another 6% going on 7. Is there some other problem or is it just the casino players at work (traders)?
Aug. 7 at 5PM.
Thanks for the update,
Denis a grateful member
Q: Thoughts on earning please. Would you accumulate at this level? Thank you!
Q: What is your take on LSPD's latest quarter? Thanks
Q: What is your take on SHOP qly results? Is there any negativity?
Q: How was latest quarter? Reaction overblown or justified? Thank you
Q: How significant do you think the recent court decision against Alphabet might be? I know they are appealing it.
Q: Csu has been straight down 500$ of late.Any sense of the sell off?
Q: DSG has had a terrible 3 trading days and has not reovered today as most have.
What's happening?
Sheldon
What's happening?
Sheldon
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Hewlett Packard Enterprise Company (HPE)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
Q: These companies are often discussed as rivals. In light of SMCI’s results, what do you think of the prospects for HPE and DELL in relation to SMCI? If you had to rank them, which ones get the gold, silver and bronze?
Q: SMCI reports after the bell today. They predicted around $8/share for the quarter. I bought this stock at $800, what are your thoughts about doubling down prior to earnings? Thanks
Q: Can you confirm when SHOP next reports. I think it's later this week. What is expected and what specifically does 5i expect? It seems to have fallen from your favourites list. Why? What's changed?