Q: Why has BRK.B increased it’s cash position to current levels? Clearly it is looking through the froth and exuberance right now. What might it see others do not?
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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: A year ago I asked for your assessment of the prospects of Fiserv. A year later it is up substantially. Given its share price gains and recent earnings release I would appreciate an update on your assessment of the company over 3-5 years. I would also like your opinion on this stock being a buy, hold, or time to take some profit off the table?
Thanks very much.
Dave
Thanks very much.
Dave
Q: Hi 5i
What is 5i opinion on DELL, would 5I be interested at the current SP and where do you see it going from here and also into earnings....
Currently share holder at $148, would 5i continue to hold on with an eye to the future or exit....
Have they been been affected by SMCI affair...
Thx
What is 5i opinion on DELL, would 5I be interested at the current SP and where do you see it going from here and also into earnings....
Currently share holder at $148, would 5i continue to hold on with an eye to the future or exit....
Have they been been affected by SMCI affair...
Thx
Q: I'm considering a new position in MU and/or VRT. The latter has run up, the former hasn't recovered from the tech reversal. Would you favour either one for a new position, or if there is enough funds, would you try to own both? Thanks.
Q: Hi 5I Team,
Can I get your thoughts on this company at this time.
Thanks for the great service.
Scott
Can I get your thoughts on this company at this time.
Thanks for the great service.
Scott
Q: Could you please comment on RXST, and your opinion of the quarter please.
Thanks for all your daily help in navigating the markets.
Thanks for all your daily help in navigating the markets.
Q: Hi Guys
Five has dropped from above $200 to about $83. What do you think of the company at these levels? If you had a 3 year timeframe today would you buy Five or Dollarama?
Thanks Stuart
Five has dropped from above $200 to about $83. What do you think of the company at these levels? If you had a 3 year timeframe today would you buy Five or Dollarama?
Thanks Stuart
Q: Nvidia has grown to be just over 10% of my portfolio. That is getting a little high for me, I am thinking to bring it down to around 8%. Not sure whether to sell some prior to the earnings report or wait until after. Any thoughts?
Q: Thanks for your answer from the posted question on Nov 11th about its price valuation. I will hold my position based on your answer with confidence that it will appreciate. I also wanted to note that I find it strange that the market is suspicious of its accounting practices. I say this because they have an increasing cash position that they use for aquisition and other tangables. If it was nefarious they wouldn't have that cash power. Anyways time will ease their suspicions. Thanks again for your service.
Q: I suppose this won't have been the first question on this company, but in case it is, what to do now with ABBV? Hold or Sell?
Is Bristol Myers Squibb worth buying now?
Is Bristol Myers Squibb worth buying now?
Q: What is your current opinion on these two?
Do you think they will outperform the market and if not would you recommend preferred sector alternatives?
Do you think they will outperform the market and if not would you recommend preferred sector alternatives?
Q: I am considering moving on from CELH and NXT. Do you feel there are more attractive replacements for these names today?
Q: Good afternoon. Today, in answering a question comparing Uber and ISRG, you implied that Uber was a cyclical company (or at least that is how I understood your answer). But I don't understand how or why Uber would be considered cyclical. Can you clarify?
Q: Thoughts on buying MU today looking ahead to expected 2025 revenue and EPS growth? Thank you
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Intuitive Surgical Inc. (ISRG $488.15)
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Aspen Aerogels Inc. (ASPN $3.43)
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IES Holdings Inc. (IESC $455.88)
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Shift4 Payments Inc. Class A (FOUR $59.28)
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Celsius Holdings Inc. (CELH $50.57)
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Upstart Holdings Inc. (UPST $38.24)
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SoFi Technologies Inc. (SOFI $20.86)
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Catalyst Pharmaceuticals Inc. (CPRX $24.44)
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TransMedics Group Inc. (TMDX $135.06)
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Nextpower Inc. (NXT $121.37)
Q: How would you rank the above listed companies today for a long term hold?
Q: Why the big drop in AbbVie today (Monday)? Is it a stock you would sell, hold or buy? Thank you
Q: Hello, I keep missing the boat on BKNG, I know I asked this question recently, but, it never came down to its adjusted price I was hoping for. Would you dive in at current prices or does EXPE make more sense ?
Thanks.
Thanks.
Q: So Elon's gamble of aligning himself with the Donald, appears to have been good for his stock. My 3% position in TSLA is now finally above even - which is the point I said I would sell and buy a tech ETF instead. But as TSLA might keep climbing, I'm now wondering if selling just my upside periodically, and keeping my position at 3%, might work - until the knife starts to fall again. In other words, is a bird in hand really worth two in the bush, and how hard is it to catch a falling knife?
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Axon Enterprise Inc. (AXON $414.20)
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SoFi Technologies Inc. (SOFI $20.86)
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Cellebrite DI Ltd. (CLBT $14.17)
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Sezzle Inc. (SEZL $67.71)
Q: A while ago you guys offered up an interview with Chris and Peter. They were talking about the ideal stocks and why Peter selects them.
The recco from Peter during that episode was Axon and why it was so amazing. Well, everything Peter stated has proven to be right and stock is up close to 100%.
Does Peter have another stock he loves as much as Axon was loved during that interview?
With thanks
Sheldon
The recco from Peter during that episode was Axon and why it was so amazing. Well, everything Peter stated has proven to be right and stock is up close to 100%.
Does Peter have another stock he loves as much as Axon was loved during that interview?
With thanks
Sheldon
Q: Hello 5iR,
What do you think of the latest earnings? Would you buy the stock here, or are these eanings not sustainable?
Thank you. Cheers
What do you think of the latest earnings? Would you buy the stock here, or are these eanings not sustainable?
Thank you. Cheers