Q: Any comment on earnings and looking foward
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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: SHOP is really getting cleaned out today. How do you see the stock moving in the next few days. How serious is the lighter guidance they offered? Thinking of adding some to position. Are these good prices or best to wait to see where it goes first?
Q: Cerence's last result (Feb 6) appeared to show progress, yet the share price declined.
What is your view of the company and would you start a position here or prefer to wait for positive momentum first.
Thanks for the great service, Peter
What is your view of the company and would you start a position here or prefer to wait for positive momentum first.
Thanks for the great service, Peter
Q: I don't own any. What is the buying strategy. Should I chip away or buy a full position and not worry about an entry point.
Q: Hi
Using round numbers NVDA share price is currently about 100 times revenue. For comparison purposes MSFT is 15 times revenue and AAPL is 7.5 times revenue. I understand NVDA has more growth than MSFT and AAPL but what am I missing here?
Using round numbers NVDA share price is currently about 100 times revenue. For comparison purposes MSFT is 15 times revenue and AAPL is 7.5 times revenue. I understand NVDA has more growth than MSFT and AAPL but what am I missing here?
Q: How would you digest SHOP earnings? How did they do on key metrics? What do you see happening to stock going forward over the next 6 months and longer? Is the story still intact and moving in the right direction?
Q: Hi Peter and Team,
SHOP shows in their previous Quarterly release that they have grown free cash flow (good stuff!) but when I look at cash balances, I see they have a reduction in cash and equivalents with a simultaneous increase in "Loans and merchant advances, net."
I am trying to decipher if SHOP is:
1. Actually adding cash (key indicator of health)
2. Vendor financing their customers heavily which ended very badly for the likes of GE.
Is the quality of SHOP's financials showing some cracks here? It seems like this vendor financing theme is taking off in the "tech" stocks.
SHOP shows in their previous Quarterly release that they have grown free cash flow (good stuff!) but when I look at cash balances, I see they have a reduction in cash and equivalents with a simultaneous increase in "Loans and merchant advances, net."
I am trying to decipher if SHOP is:
1. Actually adding cash (key indicator of health)
2. Vendor financing their customers heavily which ended very badly for the likes of GE.
Is the quality of SHOP's financials showing some cracks here? It seems like this vendor financing theme is taking off in the "tech" stocks.
Q: Would you invest in Palantir or Datadog for the next 5 years, in a growth account that is attempting to take advantage of AI trends?
Q: Thanks to 5i, I've done extremely well with NVDA. After the launch of ChatGPT and seeing Elon Musk mention on X how hard it was to get his hands on NVDA's chips, I increased my exposure to semiconductors. Among the trades I made towards the end of last year was averaging down on UCTT, which was also a favorite of 5i. I already had a partial position and was fortunate to buy more near the bottom of 2023. Recently, however, you seem to have adopted a somewhat negative outlook on the company in your commentaries. I'm relieved to see this stock back above water in my portfolio, now with a decent gain. Is there a specific reason or news for the stock's recent catch-up, and should I continue to hold it, or is it still considered overvalued, suggesting I should take my profits and move on? Thanks, as always.
Q: Hi, your opinion for RBF- 620 series F of RBC
thanks.
Jean Guy
thanks.
Jean Guy
Q: What is your opinion on outlook for Celestica. Thanks.
Q: May I have your current views on this company?
Q: AVGO Thoughts on the quarter? If I'm reading things correctly, they bean expectations, but it still sold off after hours. Still a buy?
Q: What is the max you would have for a combined weighting of CSU, TOI, and LMN in your portfolio?
Q: What do you feel is a good entry point for VRT? Is it better to wait after their earnings report?
Q: Hello
Could you comment on most recent TIXT earnings release?
Best regards
Stephane
Could you comment on most recent TIXT earnings release?
Best regards
Stephane
- Cadence Design Systems Inc. (CDNS)
- Super Micro Computer Inc. (SMCI)
- ASML Holding N.V. (ASML)
- Synopsys Inc. (SNPS)
- Vertiv Holdings LLC Class A (VRT)
Q: Good Day,
Big wins on a lot of your recent answers to my previous questions, thanks.
Obviously there's a tonne of hype on the Semiconductor market/AI/Data Center space right now, and after picking up SMCI, VRT, etc, I came across CDNS and by proxy, SNPS as well.
It appears they have the market corners on the design software side of this market. Logically, however, this wouldn't appear to be a space that grows in the number of customers in it very readily.
Is this similar to ASMLs type of monopoly (albeit a duopoly), with growth coming from advantageous pricing conditions and the relative difficulty of a new player popping up?
Do you see these companies gaining significant share price appreciation over time? Which company is better and why? I really liked a recent question that asked where they were relative to a baseball game. For each could you relate their lifecycle to what inning in a game they are, as well as an out of 10 for risk and growth potential.
The prices of these have climbed for sure, but definitely don't seem to have exploded like the rest of the segment. Are there any other companies with this same type of competitive advantage in the semiconductor/AI space?
Thanks!
Big wins on a lot of your recent answers to my previous questions, thanks.
Obviously there's a tonne of hype on the Semiconductor market/AI/Data Center space right now, and after picking up SMCI, VRT, etc, I came across CDNS and by proxy, SNPS as well.
It appears they have the market corners on the design software side of this market. Logically, however, this wouldn't appear to be a space that grows in the number of customers in it very readily.
Is this similar to ASMLs type of monopoly (albeit a duopoly), with growth coming from advantageous pricing conditions and the relative difficulty of a new player popping up?
Do you see these companies gaining significant share price appreciation over time? Which company is better and why? I really liked a recent question that asked where they were relative to a baseball game. For each could you relate their lifecycle to what inning in a game they are, as well as an out of 10 for risk and growth potential.
The prices of these have climbed for sure, but definitely don't seem to have exploded like the rest of the segment. Are there any other companies with this same type of competitive advantage in the semiconductor/AI space?
Thanks!
Q: In your expert opinion what would be the best buy back share etf to invest in and could you provide the rationale behind your choice or choices. Thanks so much.
Q: Your comments on the numbers please.
Q: Could you please compare and contrast NOW and SPSC?? Would you consider both of them a buy, for a 3-5 year hold? Thanks.