Investment Q&A

Q: NDVA's price as of today $181.46
NCDA's fair value given by Morningstar $191.38
Given NVDA's incredible run in the past few years, I have a hard time wrapping my brain about the idea that NVDA is actually "cheaper" than its fair value.
Would you add to NVDA at this point?
I have a significant position in NVDA already so I am very invested.

Q: Hello, can you comment on their latest earnings? Thanks

Q: Hi... Could you review SPOT's last earnings? And your thoughts on the stock's recent decline? It's still expensive; is the growth still there to justify it? At what point what would you feel comfortable stepping in?

Thx, M

Q: Why the big drop in SP. Earningd looked good.

Q: What's the best way to play the GLP-1/Semaglutide bandwagon now that the WHO is encouraging its use as a way to better health through weight loss?

Q: Can you give me your opinion on the actual state of these shares Astera labs and Arista networks ? And how you see their possible evolution in the next future (1-2 years)?

Thank you in avance and thank you for your professional service

Q: I currently own MSFT and GOOG . MSFT is at a loss((down 20%) in a Registered Acct and I am reviewing switching to GOOG or AMZN for better returns. I am currently 10% of portfolio in on GOOG so am pondering the switch to GOOG. Do you think a bounce is expected with share price of MSFT in the next 6-12 months is possible?

Q: Better buy right now. HIMS or HROW? Thank you

Q: Iren announced a Proposed Offering of Ordinary Shares to Fund the Repurchase of Convertible Notes on Dec 1 after close. Is this good or bad? What could be the reasoning from both sides of the deal? Would it change a long term view or short term buy/sell/hold? Thanks

Q: Is ibrx a reasonable company to make a small investment in?
Its treatment anktiva is approved for some cancers already and appears to have broader applications. The patents seem to have about 10 years to run.
Thank you for your research and opinion.

Q: I’ve held CPRT for about 15 years, and at the current price of around $39–$40, my return is roughly 1100%. Since the stock is now trading near its previous all-time high from November 2021, could this level act as a potential support? I'm debating whether to simply hold my current position or add about 20% more at the current price. Do you think CPRT could experience similar long-term growth over the next 15 years?

thank you

Q: do you have a preference between these two companies for long term hold and upside?

Thanks Dave

Q: trying to decide between these two companies. PG does seem to have negative momentum. Is there more upside in PG or do you prefer JNJ or equal amounts of both?

Thanks Dave

Q: Axp is currently outperforming V. What do you think of switching from V to Axp for a 3 year hold? Is the extra risk with Axp worth the higher return? Thank you

Q: Can you please rank the quality of these U.S. Consumer Staple stocks with regards to the increasing of their respective dividends going forward as well as the rebounding of their business when sentiment turns favourable towards this sector?

Q: Hi 5i Guys,
What is your opinion of SUNC? Is it a Buy, Sell or Hold
Thanks

Q: I see Volkswagen has licensed QS’s latest battery fabrication process called “Cobra”. Risks persist certainly but it is a milestone achievement. My take on the company is they may make batteries for the auto industry in the US but they will try to generate significant revenue from having other world wide businesses make them and collect royalties. There is a danger other companies will try to reverse engineer the batteries so money will need to be spent protecting their patents.
It never gets easy!
Jim

Q: The stock seems to be recovering nicely. Could you discuss it's latest earnings, what seems to be driving the turn and if it's sustainable long term.

Thx, M

Q: I hold a position in Axon. 2025 has basically been a flat year for this stock. Do you see more upside in the future? Thank you for your excellent service.

Q: Wondering your thoughts on SN? My investment thesis is below, curious on your take?

Healthy top line growth, past and future with 10 consecutive quarters of organic double-digit top-line growth as of Q3 2025, also raised sales guidance which includes very conservative tariff estimates (i.e. high tariff rates)

Trading at 16x NTM earnings and 14x 2 years estimated earnings
Forecasting to approximately double cash flow over next two years
Debt/Equity of 0.4 and low net debt slightly above next years forecast cash flow

Plays into K shaped economy theme focussing on mid to upper tier consumers with discretionary, "nice to have" items

Motivated and capable leadership (featured in Bloomberg Businesweek recently), this is also confirmed by gross margin expansion through cost reduction during a difficult year for trade


Excellent marketing engine with proven track record using multiple sales channels (DTC, celebrity partneships, etc.)

Lots of success with new product lines, 25 introduced in 2025 and 3 that were category disruptors
Planning to significantly expand in Europe
Systematically reducing supply chain reliance on China

What's the bear case?