Q: Kim Bolton was on BNN today and he prefers SentinalOne over Crowdstrike.
Could you please give me your comments on this.
THank you
Margaret
Could you please give me your comments on this.
THank you
Margaret
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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: Did you get a chance to read the short report on Applovin? Any comments? Still up quite a bit, but wondering if I should hold, trim, or sell all and wait on the sidelines?
Thanks
Thanks
Q: Hello 5i
Could I have your current assessment of Jabil please? Have the management issues been resolved ? How is their outlook?
Thank you
Dave
Could I have your current assessment of Jabil please? Have the management issues been resolved ? How is their outlook?
Thank you
Dave
Q: Do think there is much credibility behind the rumour of a share buyout?
Your take on this would be appreciated. Many thanks.
Your take on this would be appreciated. Many thanks.
Q: What do you make of SHOP's stance on DEI? Any idea why they would do what they've done? What impact will this have for the company? I don't think it's a positive.
Q: Hi,
SMCI submitted 10K before the deadline. The company had provided forward guidance. What is the probability they wood goof up the next few quarters - specially when coming back from the brink.
Given its current valuation, would you trust the management and invest for the next few quarters? If yes, would you consider a full position or even going overweight?
Regards
Rajiv
SMCI submitted 10K before the deadline. The company had provided forward guidance. What is the probability they wood goof up the next few quarters - specially when coming back from the brink.
Given its current valuation, would you trust the management and invest for the next few quarters? If yes, would you consider a full position or even going overweight?
Regards
Rajiv
Q: Anything happening with BB on Tuesday? It was doing well in February but big drop in the last 5 days. Not related to cryptos. Related to AI or tariffs ? Thanks.
Q: Hi,
WDC just split into 2 companies today. Can you please take a look at the 2 individual companies and give me your take if you think both or the individual companies look like they will show strong growth and increased stock price over the next 5 year.
Buy , sell or hold on the 2?
With thanks
Sheldon
WDC just split into 2 companies today. Can you please take a look at the 2 individual companies and give me your take if you think both or the individual companies look like they will show strong growth and increased stock price over the next 5 year.
Buy , sell or hold on the 2?
With thanks
Sheldon
Q: Can you follow up on your last comments on Ultra Clean Holdings and their most recent earnings and why they dropped so much? Buy, hold or sell? thanks
Q: Is CLS a good buy right now? It has dropped dramatically the past week.
Q: Hi, I have to wonder, given today's drop in VRT's price if it is headed in the same direction as others following long term downward price pressure such as LSPD, AQN, SMCI, etc. Initially I thought the drop after DeepSeek was overdone, but now I am thinking I've missed something else. I understand it did not have great earnings recently - is it time to move on, vs wait to see how much lower it may go? Or is today's drop a result of outside forces, such as options expiration? Thank you for your thoughts and advice.
Q: After the market events of early 2025, what would you consider a "reasonable size" position in NVDA, if it were your portfolio? Would it be a lower percentage than, say, a year ago?
Q: Hello Peter and all at 5i: I do know you don't have a crystal ball or give personal advice but interested in your thoughts about the earnings and wonder if you would sell before it happens. Many thanks as always. Barbara
Q: Peter and gang,
Please comment on the listed stock. Is it a hold, buy or sell?
Much appreciated,
Harry
Please comment on the listed stock. Is it a hold, buy or sell?
Much appreciated,
Harry
Q: Hello 5i, QQQI, IQQQ
Could you please explain 1. The difference between these two ETFs and 2. What are the pro and cons of each?
Thank you
Dave
Could you please explain 1. The difference between these two ETFs and 2. What are the pro and cons of each?
Thank you
Dave
Q: Any reason why SHOP had declined much more than the overall market this week? I don't see any news. At what point might one add to position or is now not the time?
Q: Good recent webinar by Ryan. I was just wondering if the opinion on NBIS (featured in that webinar) has changed in any way on this company since recent earnings. For an investor considering a long term position, can any positives be drawn from Arkady Volozh's comments ?
Q: I understand that the business to business e-commerce market is significantly larger than the retail e-commerce market. Which 3 stocks would benefit the most during the next 3-5 years from the continued growth of the B2B e-commerce market? Thanks.
Q: Josh Brown says Palantir is now trapped in a ‘no-man’s land’ after stock momentum breaks.
Time to sell it?
Thank you?
Time to sell it?
Thank you?
Q: What do you think about Nebius for a two year hold?
And why is it so volatile? Something to do with having little institutional coverage/ownership?
And why is it so volatile? Something to do with having little institutional coverage/ownership?