Q: Could you comment on Meta's results and whether, with the jump in price, you would inititate a position here? 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: Can you please comment on the recent earnings, today's drop, and your views of it moving forward (buy, sell, hold). Thanks so much!
Q: Would investing in both Amazon and Shopify be too much overlap?
Thanks.
Thanks.
-
NVIDIA Corporation (NVDA)
-
TerraVest Industries Inc. (TVK)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
-
Super Micro Computer Inc. (SMCI)
-
Vertiv Holdings LLC Class A (VRT)
Q: Hi,
Kicking myself in the butt for not buying SMCI a few months back after humming and hawing about it. I guess because I have a large NVDA and GOOG position already so didn’t want too much AI exposure.
For some of these names that have run hard over the last 3-6 months, would you add or initiate new positions? I own NVDA, HPS.A and TVK and have nice gains but want to slightly add for long term. I’m reluctant now to buy these new daily highs in SMCI and VRT, afraid of a sharp pullback. How would you proceed? For all the stocks mentioned, what inning do you think we’re in for each? Still long runways? And I know it’s hard, but what would be good price targets to buy if they pulled back? Thanks!
Kicking myself in the butt for not buying SMCI a few months back after humming and hawing about it. I guess because I have a large NVDA and GOOG position already so didn’t want too much AI exposure.
For some of these names that have run hard over the last 3-6 months, would you add or initiate new positions? I own NVDA, HPS.A and TVK and have nice gains but want to slightly add for long term. I’m reluctant now to buy these new daily highs in SMCI and VRT, afraid of a sharp pullback. How would you proceed? For all the stocks mentioned, what inning do you think we’re in for each? Still long runways? And I know it’s hard, but what would be good price targets to buy if they pulled back? Thanks!
-
EPAM Systems Inc. (EPAM)
-
Globant S.A. (GLOB)
-
Perion Network Ltd (PERI)
-
Vertiv Holdings LLC Class A (VRT)
-
Palantir Technologies Inc. (PLTR)
-
Snowflake Inc. Class A (SNOW)
-
Upstart Holdings Inc. (UPST)
-
C3.ai Inc. Class A (AI)
Q: I'm hoping you can give your thoughts on these as well as rank these potential AI companies for a 5 year hold.
EPAM; GLOB; C3AI; PERI; UPST; PLTR; SNOW; CAN; VRT
EPAM; GLOB; C3AI; PERI; UPST; PLTR; SNOW; CAN; VRT
Q: I have owned KXS for several years and although I am not unhappy with its performance it is rather volatile. DSG which is in a similar business seems to experience more price stability. I am ok with volatility and tend to hold equities for the long term. Using long-term growth prospects and current valuations as a guideline would you favor one over the other to any great extent? Taxes are not an issue so I could easily switch to DSG if the metrics suggest this is the better stock.
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Can you compare NVDA and SMCI on their valuation? Which one do you expect to do better in the short term and long term?
Q: Hi 5i,
I have held OTEX for many years as a 1.5% weighting and have a loss in a registered account. I am currently underweight tech and would like to slowly increase this sector. Based on the recent earnings and the division sale would you recommend adding, holding, or moving on with the position as a portfolio cleanup? If OTEX was sold would adding to a small position in CSU be a good move?
I have held OTEX for many years as a 1.5% weighting and have a loss in a registered account. I am currently underweight tech and would like to slowly increase this sector. Based on the recent earnings and the division sale would you recommend adding, holding, or moving on with the position as a portfolio cleanup? If OTEX was sold would adding to a small position in CSU be a good move?
Q: Good morning, could this idea from morgan stanley be good for topicus?
https://www.morganstanley.com/ideas/thoughts-on-the-market-european-equities?subscribed=true&dis=em_2024131_wm_5ideasarticle&et_mid=555779&et_mkid=&sfmc_id=159521626
https://www.morganstanley.com/ideas/thoughts-on-the-market-european-equities?subscribed=true&dis=em_2024131_wm_5ideasarticle&et_mid=555779&et_mkid=&sfmc_id=159521626
Q: Hi 5i
Shopify seems to be getting hit hard again today... any obvious reason that and should we should be concerned about this ...is this a buy opportunity in your opinion.
Thx
Shopify seems to be getting hit hard again today... any obvious reason that and should we should be concerned about this ...is this a buy opportunity in your opinion.
Thx
Q: QCOM Could you please comment on results and what kind of growth expectations you might see for the coming year.
Many thanks as always.
Many thanks as always.
Q: Looks like SYZ might be waking up; volume and price both higher. I see no news... what do you think?
Q: I want to build a long term position in either LMN or CLS. Which do you recommend. I like LMN if they can duplicate their founders performance
RAK
RAK
Q: Thoughts on the quarter please?
Thx
Thx
Q: NVDA has a p/e of 83 and AMD has a p/e of 329 according to RBC direct investing. I own both and want to sell one. What do you think? Thank you
-
Apple Inc. (AAPL)
-
Adobe Inc. (ADBE)
-
Alphabet Inc. (GOOG)
-
Microsoft Corporation (MSFT)
-
NVIDIA Corporation (NVDA)
-
Super Micro Computer Inc. (SMCI)
-
CrowdStrike Holdings Inc. (CRWD)
-
Vertiv Holdings LLC Class A (VRT)
-
Palantir Technologies Inc. (PLTR)
-
C3.ai Inc. Class A (AI)
Q: Hi, I would like to invest in AI (Artificial Intelligent)
I own: . AAPL.3%, ADBE. 3%, MSFT.3%, NVDA. 3%.
Do you have other stocks to suggest to me or add 2% to the four I currently have.
Thanks
Jean Guy
I own: . AAPL.3%, ADBE. 3%, MSFT.3%, NVDA. 3%.
Do you have other stocks to suggest to me or add 2% to the four I currently have.
Thanks
Jean Guy
Q: Please comment on latest Q.Only missed estimates in Ad revenue,but down 5.73% to $144.28 in After Hours.Add,Hold or Trim/sell? Txs for u usual great services & views.
Q: Can you suggest other ETFs to play growth without the mag 7 -do you think AiQ is a good alternative?
Q: Please comment on results released today after close. It was down 6.49% to $160.90. Add,Hold or Trim/sell. Txs for u usual great services & views
Q: Hello Team,
What is your opinion on Coveo and Tecsys? Do you believe them to be long term great Canadian compounders?
If so, how would the fit your usual tech pecking order of Nuvei, cts, csu, shop, lumine, otex, etc.
What is your opinion on Coveo and Tecsys? Do you believe them to be long term great Canadian compounders?
If so, how would the fit your usual tech pecking order of Nuvei, cts, csu, shop, lumine, otex, etc.