Q: Hello 5i team
Does the recent 18% decline represent an attractive entry point for this quality stock?
Thanks
Does the recent 18% decline represent an attractive entry point for this quality stock?
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: CLBT is a company that you seem to be high on. Revenue seems to growing at healthy rate , margins are but looks like they are not yet profitable. What makes this company intriguing ? What are the expected revenue and net income /eps for the next 2 years
Q: Thoughts on SYM? - it is surging.
Q: Now that the dust settled after Q results and SHOP drifted a bit lower would you view it as a good entry point? Would you expect it to grow faster then the Amazon stock?
There was very positive Barron’s article on Nov 12th.
There was very positive Barron’s article on Nov 12th.
Q: Hi, could you update the latest quarter and your feelings on the company, it's competition and it's moat potential for a long term hold.
thx, M
thx, M
Q: Please provide your comments on earnings and outlook for this stock.
Q: Hi 5i
You mention that you lost confidence in smci. Does that mean it's in the penalty box forever or put another way, what would it take for you to consider ever investing in it again?
I'm interested in your thought process as a fund manager.
Is it just a matter of time passing with no cockroach sightings or would management have to change etc..
I no longer hold it but may reconsider one day.
Thanks
You mention that you lost confidence in smci. Does that mean it's in the penalty box forever or put another way, what would it take for you to consider ever investing in it again?
I'm interested in your thought process as a fund manager.
Is it just a matter of time passing with no cockroach sightings or would management have to change etc..
I no longer hold it but may reconsider one day.
Thanks
Q: Good morning,
What happen to LMN in the last 10 trading days? It's been increasing from 33$ to 42$?
Martin
What happen to LMN in the last 10 trading days? It's been increasing from 33$ to 42$?
Martin
Q: Hi there, your thoughts on CTS post results on Nov 12?
Looks like the stock has had a nice run back up to 3.60 from 2.90, is it possible that 3.00 is now established as the bottom?
Anything you found interesting from the results or conf. call that would have the markets push the stock back up from 2.90?
Is it still considered cheap based on 3Q results and 4Q/full year guidance?
Can you please provide adjusted rating upgrades/downgrades by analysts after 3Q results?
Thanks!
Looks like the stock has had a nice run back up to 3.60 from 2.90, is it possible that 3.00 is now established as the bottom?
Anything you found interesting from the results or conf. call that would have the markets push the stock back up from 2.90?
Is it still considered cheap based on 3Q results and 4Q/full year guidance?
Can you please provide adjusted rating upgrades/downgrades by analysts after 3Q results?
Thanks!
-
NVIDIA Corporation (NVDA $183.16)
-
Super Micro Computer Inc. (SMCI $52.86)
-
Axon Enterprise Inc. (AXON $703.03)
-
Vertiv Holdings LLC Class A (VRT $169.01)
Q: Hello 5I. I’m at break even with Smci. Should I hold or move on and catch the next train up?
I presently hold NVDA,AXON,VRT. I’ve done very well with the other three, thanks to your us side suggestions. If I move, what would be your picks.
Thanks again for your great work
Maurice
I presently hold NVDA,AXON,VRT. I’ve done very well with the other three, thanks to your us side suggestions. If I move, what would be your picks.
Thanks again for your great work
Maurice
Q: Any news ? RAK
Q: Can you provide recent EPS, revenue metrics and outlook/forecasts. Do you consider this company a buy? Thank you.
Q: Hi guys,
Please provide feedback on the most recent quarter (ZDC). Also, would you hold with a half of a position or buy for a full position (4%)
Thanks
Jim
Please provide feedback on the most recent quarter (ZDC). Also, would you hold with a half of a position or buy for a full position (4%)
Thanks
Jim
Q: Good day, can you please comment on ZDC earnings. Thanks
Q: Profit comment and outlook please RAK
Q: Hi folks, loved the report on DOCCKS with stats...just wondering how OTEX/t got added as you show 1 year Rev E at -8%, & 1 year EPS E is -12%....been a choppy 2024 & few years for Open Text, with regularly missing Q estimates....what did 5i like about Otex to include it in Canada's version of "Mag 7"....thanks, jb
Q: comment on earnings please.
-
Micron Technology Inc. (MU $181.60)
-
NVIDIA Corporation (NVDA $183.16)
-
Monolithic Power Systems Inc. (MPWR $904.44)
Q: Have you seen any news from MPWR regarding the Edgewater Research report suggesting the company could lose
part of its business with chip maker Nvidia?
Thank you.
part of its business with chip maker Nvidia?
Thank you.
Q: Could I have your assessment of earnings for Tantalus Systems .
Thank-you.
Thank-you.
Q: On Monday morning it was at 29 dollars and now Wednesday morning it is at 22.70. There was no news. Im assuming it was because of Trumps tariff plans. Do you believe this is an over reaction and a good buying opportunity especially after the impressive release of q3.