Q: Netskope will list on the Nasdaq under the “NTSK”
Your opinion on his one, buy, wait, forget about it?
Thank you.
Your opinion on his one, buy, wait, forget about it?
Thank you.
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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: I red recently an article on insiders who have sold a significant stake of this company since the last months to the point where it seems justified to raise a red flag for investors. Can you give me your appreciation?
Thank you very much
Thank you very much
Q: Thoughts on SBRA?
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Vanguard Dividend Appreciation FTF (VIG $212.59)
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iShares Core High Dividend ETF (HDV $120.69)
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Invesco High Yield Equity Dividend Achievers ETF (PEY $20.42)
Q: What are your current recommendations for US$ dividend ETFs? (US, not CDN) Thanks
Q: CMG's recent decline has been significant. Will the interest rate cut lead to a rebound, or will recession concerns impact the restaurant sector? Is this a buying opportunity or should I hold?
Additionally, I wanted to thank you for recommending Nebius - the 5i metric was instrumental in my discovery, and I'm grateful for the insight.
Additionally, I wanted to thank you for recommending Nebius - the 5i metric was instrumental in my discovery, and I'm grateful for the insight.
Q: Can you please comment on another drop on TTD today. Any news or thesis for this drop? What is your current stance on this stock and is it one to hold onto or do you have strong convinction ideas? I have nice gains on it since first recommendations from 5i in the pandemic so am ok with moving onto better ideas if you had some to suggest. Thanks so much!
Q: Your thoughts on their earnings and guidance please? Is the drop today overdone? Analysts downgrading but still seeing significant upside. I know your approach is often to let shares settle so my question is whether today's news has changed the story (not investable) or if expectations were so high that a still good business/investment is being punished disproportionately
Q: Would you consider Nebius a good long term investment or short term?
Should I hold or take some profit?
Thanks
Should I hold or take some profit?
Thanks
Q: Hi 5i!
Respecting these are two very different companies, do you feel they both have a strong growth story ahead and are a compelling buy today?
Do you prefer one over the other?
Thanks for all you do! Your guidance has been appreciated over the years!
Respecting these are two very different companies, do you feel they both have a strong growth story ahead and are a compelling buy today?
Do you prefer one over the other?
Thanks for all you do! Your guidance has been appreciated over the years!
Q: Your thoughts, please, on replacing a current holding of SBUX with BROS based on recent performance and potential future growth advantages of the latter. Thanks.
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Lennar Corporation Class A (LEN $118.77)
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Installed Building Products Inc. (IBP $239.20)
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TopBuild Corp. (BLD $423.22)
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Dream Finders Homes Inc. Class A (DFH $23.44)
Q: Have been looking to diversify my portfolio into the housing market . What do you think of these 3 stocks or would you be looking elsewhere ?
Q: Do you consider CEG a BUY/SELL or HOLD today? A reason please ?
Are there better options in this sector?
US and CND options
Are there better options in this sector?
US and CND options
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QUALCOMM Incorporated (QCOM $153.59)
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Pinetree Capital Ltd. (PNP $11.34)
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ASML Holding N.V. (ASML $936.19)
Q: PNP, I bought this stock a while back and I'm not sure why ? Getting old , I guess. Down 40%. Just get rid of it ? I also have ASML and QCOM and have done very well with these two in the past , but now down 24% with both of them .What say you , hold or sell ?
Q: Astera Labs has been running nicely. Your thoughts on the near term, take profits or let it run?
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Construction Partners Inc. (ROAD $122.98)
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Shift4 Payments Inc. Class A (FOUR $77.23)
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AppFolio Inc. (APPF $224.87)
Q: Hello, you have recommended all of these in the past. Given the current valuations, what would you suggest as current entry prices, and why? Especially with a focus on ROAD if you could. Thank you!
Q: Wow….up $30 this morning on $17 billion contract with Microsoft. Can it surpass Coreweave? How far can this baby go up.
And thank you! Nebius is paying for a winter vacation!
And thank you! Nebius is paying for a winter vacation!
Q: Thoughts on Door Dash? Would you consider it a buy at the moment?
Q: what is your assessment of this company thanks Richard
Q: Amrize AG just IPO"d in North America a couple of months ago. I know that 5i does not research European companies in depth but can you provude a comparison with ROAD?
Thanks for all you do.
Mike
Thanks for all you do.
Mike
Q: Hi, could you please report and comment on IOT earnings, forcasts and post market reaction ? thank you.