Investment Q&A

Q: I’ve seen some analysts on TV talk about price targets for NVDA into the thousands (one as high as $8000). Is this even remotely possible? That would make it the largest company by market cap a few times over. I know it has increased significantly in the past couple of years, but at some point it can’t keep on doubling, can it?

Q: Hi team,

CROWDSTRIKE exploded $370 after earnings and has proceeded to fall right back to the $328 range. Analysts have been tripping over themselves to upgrade and raise target prices above $400.

What did you think of earnings and of crowdstrike? Where would it fit in your pecking list and at what price would you add?

Q: Hi Team,

Please help me understand why the special dividend and spin out of preferreds would cause an overhang to the stock?

Also, how long would said “overhang” (implying sideways if not downward momentum) last?

Q: Why the 10 % change today for Nuvei?

Q: If CSU owns about 50% of TOI, do they also get 50% of the total special dividend being paid out (as cash)?

Q: Can I please have your comments on Constelllation's earnings. Still a top recommendation?

Q: It's not really a question but a testimony, I bought $10,000.00 worth of CSU several years ago. When it spun out TOI, I sold some of my CSU to buy more TOI, and when they spun out LUM I sold some CSU to buy more LUM. I have also sold some CSU to consolidate profits (this was probably a mistake). I now have $88,000.00 from my $10,000.00 investment. Thank you 5i for my 1,000% investment.

Q: What's the deal with lumine, the added shares and large minus in EPS. The bottom line for me as a shareholder is there going to be a precipitous fall in the shares or are we going to see a consolidation ahead. Too many companies add to their share count and then fall. I want to keep the faith but I've been burned before. So what's the verdict; sell, hold or buy.

Q: Can you clarify the share structure of the company once they convert the pref and special special and pay the dividends? Will the share count go up on March 25th?

And who holds all these shares, CSU?

Q: Which has the better overall potential return for the next 3 to 5 years and why?

Q: Would you also provide me with 5 Industrials and tech in the USA that are not over-valued.

Donna

Q: Snow has been hit hard recently.Can you provide a current outlook and level of attraction at current price?

Q: Gentlemen

Thoughts on the latest quarterly report?

Q: What's your take on the special div?

It's funny, many of the people (non experts) I follow on Twitter/X aren't impressed, as everyone would rather see that money stored up to continue with acquisitions. I guess CSU/TOI/LMN has raised their own bars so high a special div seems small compared with the overall returns people have some to expect from them....

Q: What is your view on Crowdstrike's earnings? Stock is up 20%+ after hours, do you feel this is warranted based on the earnings/outlook? Thanks

Q: Your comments on the Q4. Does not look that bad but after hours are terrible. Margins seem to improve, the expectations were too high? Time to add on weakness? What about the customer retention?

Thanks

Q: When is ENGH reporting and what are the estimates of Rev.& Eps? Txs for u usual great services & views

Q: Can you comment on todays news of takeover of Spirent and what it can mean going forward. Market seems to like it. What's your take? Is it a good buy?

Q: Softchoice issued a special $4 dividend today as part of their quarterly results. Any thoughts as to why they issued such a large special dividend?
Thanks

Q: Hi Team,
LNN as I had somewhat feared has taken a huge hit with the preferred share set up. Same thing was done with the Toi spin off and it took over a year to recover from. This to me is managements payday for doing the spin offs . They paid themselves these shares it seems to me . Question is do you think the preferred share deals with Toi and now LMN were a bit greedy or excessive on managements part . LMN seems to be a large hit worth over half of the companies market cap. Will take a long time to recoup that amount of cash at today’s free cash flow rates . This all being said ; analysts must have known about this yet the stock had previously run up anyways . Comments of any concern please .

Thanks ,
Shane