Q: Any new thoughts on SIMO, buy, sell or hold?
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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.
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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The Trade Desk Inc. (TTD)
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illumin Holdings Inc. (ILLM)
Q: Hi 5i, and would welcome your review of the Quarterly results from illumin Holdings. Do you see any red flags or concerns with the recent performance and future business prospects conveyed? At a past point in time they had a large cash cushion that presumably provided a floor for the stock price, hence can you please comment on how they're using that cash recently. All things considered, do you see any rays of sunshine, and could you consider it a hold or a little better?
Q: PFE share price is at a low for the past 10 years. It has a low PE with an attractive dividend that pays while you wait. Is the growth profile really that bad that it should be falling out of bed? My suspicion is that in reverting to the mean following the Covid revenue burst the market has overshot and it is unduly punishing the stock. This would represent an excellent buying opportunity, no?
Q: Buffet likes to invest in companies with a moat and hold long term. He has a position in SNOW. Some analysts are calling into question the moat of SNOW. Do you know if SNOW has a decent moat or are they in what is essentially a commodity type business, in which case their margins will be eroded over time?
Thanks.
Thanks.
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Live Nation Entertainment Inc. (LYV)
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Liberty Media Corporation Series C Formula One Group Common Stock (FWONK)
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Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA)
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Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK)
Q: In November of 2023, they claimed to "Simplified tracking stock" and Proposed split-off and combination with Sirius XM Holding" can you clarify how they did this because they are still three different class of shares for this specific strand (SiriusXM) of Liberty Global. Finally, can you give your insights of your thoughts in investing in this specific company or part of Liberty Global, thanks.
Q: Your thoughts on Ebay's recent rise? TIA
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?
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 5i
What is your opinion on ANF? Is it worth the risk taking a small position at this time for a 2 yr time frame.
I know the stock has had a big run up....it think it reports today after market close....
Thanks
What is your opinion on ANF? Is it worth the risk taking a small position at this time for a 2 yr time frame.
I know the stock has had a big run up....it think it reports today after market close....
Thanks
Q: When I'm cashed out of my Tricon shares, would American Homes 4 Rent make a good replacement?
John
John
Q: Hi 5I
Further to my earlier question, I see that ANF has already reported so how did the earnings look going forward.. And if owned would you continue to hold
Further to my earlier question, I see that ANF has already reported so how did the earnings look going forward.. And if owned would you continue to hold
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Super Micro Computer Inc. (SMCI)
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Tennant Company (TNC)
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U-Haul Holding Co Com (UHAL)
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Rogers Corporation (ROG)
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J & J Snack Foods Corp. (JJSF)
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Madison Square Garden Sports Corp. Class A (New) (MSGS)
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Madrigal Pharmaceuticals Inc. (MDGL)
Q: I bought SMCI just before the latest earnings, one reason for the purchase was the low share count. I have done well with that criteria in the past. Are there any compelling buys in companies with that feature Canada or US? Can you list the top 10 picks any sector. Please take as many credits as you wish. Thanks, Wayne.
Q: MS
Stock dropped Any reason for drop/. Thanks RAK
Stock dropped Any reason for drop/. Thanks RAK
Q: A while back I asked about your top picks in the water solutions space, and I recently came across this new one. It's quite small, and seems focused on the Oil and Gas sector. Could you give me your thoughts on it as a small cap hidden gem? How does it compare to a company like HPS in terms of its growth phase?
Q: Out of NVO and LLY, which one would own today over a 3-year period? What kind of gains can we expect over that period?
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The Trade Desk Inc. (TTD)
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Super Micro Computer Inc. (SMCI)
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Axon Enterprise Inc. (AXON)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
Q: I have made money on TTD but am getting bored with it. It goes up and down like a yoyo and does just fine but I'm wondering if there is something with a clearer path to growth if I am okay with volatility? If it was a simple question of owning TTD or buying something different would you keep it? If not, which two stocks would be good to keep growth exposure with a bit of diversification?
Q: Nvda has had a hell of a run is it time to get out or let it run. Do you see more upside.
Q: Hello 5i
The last question I found on Radnet was six years ago. Could I have your current assessment?
Thank you
Dave
The last question I found on Radnet was six years ago. Could I have your current assessment?
Thank you
Dave
Q: Any thoughts on Red Violet’s future prospects?
Q: Hi guys,
Please provide feedback on KKR'S recent quarter. Would you add at these prices. I hold a 2% holding.
Thanks
Jim
Please provide feedback on KKR'S recent quarter. Would you add at these prices. I hold a 2% holding.
Thanks
Jim