Q: Hi, can you give an thesis update on CLBT and where you think it's projecting? It's been quite flat as of late, and I would've thought sentiment increased with a trump administration on cracking down supposedly more crime.
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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: Axon is reporting a great quarter. Could I have your analysis please?
Q: Hi Team,
What is your take on TTD earnings? Market reaction after hours looks promising. Is the company back on track after last quarters miss? Perhaps last quarter was a 1 off? The stock is still a long ways from old highs...is this a buying opp? Or more of a hold still?
Thanks,
Shane.
What is your take on TTD earnings? Market reaction after hours looks promising. Is the company back on track after last quarters miss? Perhaps last quarter was a 1 off? The stock is still a long ways from old highs...is this a buying opp? Or more of a hold still?
Thanks,
Shane.
Q: I know its not your favourite, but is there anything of note in quarterly results? Thanks.
Q: Would you buy XYZ at this price $50 for maybe a 1 year hold as a trade?
Q: APP is up13% after earnings but still down significantly from its highs. Would you be a buyer today?
Q: Based on your last comments on Tantalus Systems (GRID) can you comment on yesterday’s earnings release. It looks great from what I see but I’ll leave the professional analysis to you guys. Based on your last comments is insider ownership the same? Is management doing a great job? Can you also comment on their 3rd Annual Utility of the Future report they posted at a the end of April please. Lastly can you update me in the Conguitive acquisition.
Feel free to answer after their conference call.
Feel free to answer after their conference call.
Q: What would your two favorite REIT’s be to invest in at this time?
Q: What's up with LLY? Was it the Wegovy sales from a competitor? Leadership changes? Is this little dip one to buy? Your thoughts?
Q: Can I get your current thoughts and outlook on Fortinet
Q: Can I please have your latest thoughts on TradeWeb in today’s environment? It had a big drop earlier in April but has almost regained its momentum since then. Is the valuation stretched at this point? Thanks for your valued opinion.
Q: Hi, could you comment on ANET's earnings, which I understood were about 10% ahead of estimates per share, and 2% or so more revenue. The stock appears to have taken a hit today on the report, so were there negative comments from the management on forward guidance? Something else I missed in the numbers?
Thanks!
Thanks!
Q: What sector would you consider GENI to be in? The profile says "media", but this doesn't quite line up to a list I typically use (Telecom, Utilities, Materials, Industrials, Real Estate, Consumer Discretionary, Consumer Staples, Financial, Energy, Health Care, Information Technology). Do I just need to update my list, or should I fit it in something like Technology?
Q: Hi, I've read in Barron's that Crowdstrike will be laying off 500 staff, replacing them with AI. While obviously difficult for those laid off, I am wondering about the overall impact on CRWD, as I have noted today's negative reaction to the news. Your thoughts and comments on this would be appreciated. Thanks!
Q: I am looking to own some of, this but today the stock price is getting obliterated after earnings. They have purchased a few strategic companies... one could say " investing in future growth." Why so harsh? Do you think the acquisitions will look solid in a year from now? This is a hard company to understand.
Q: Peter and His Wonder Team
Please give your opinion about their Quarterly Report.
What does their future look like? Thank you!
Please give your opinion about their Quarterly Report.
What does their future look like? Thank you!
Q: Good afternoon,
Please comment on SMCI`s latest news, earnings, and general state of affairs.
Thank you as always
Nick
Please comment on SMCI`s latest news, earnings, and general state of affairs.
Thank you as always
Nick
Q: Wondering your thots on buying Berkshire B currently in view of how strong the stock price has been and if u would buy what level u wud be comfortable paying.
If a third of the company is Cash n one is paying something around 1.6 Book it is expensive Cash at today’s levels .. understandably one is buying management’s ability to deploy that Cash.
Over the past years what range of multiples has BRK.B traded at vs today’s comparable multiples?
If a third of the company is Cash n one is paying something around 1.6 Book it is expensive Cash at today’s levels .. understandably one is buying management’s ability to deploy that Cash.
Over the past years what range of multiples has BRK.B traded at vs today’s comparable multiples?
Q: Can you please give the breakdown of revenue to show the portion from the search engine. I understand that Google has and is spending a lot on AI but personally I have not felt their search function to change much, if at all. Whereas the new search engines like Perplexity really illustrate how much more can be done to answer queries. Am also wondering if Google is going to stun the world with new search features, or if its bogged down in technical bureaucracy or something in between. It appears not to be nimble in its response to AI market demand. Thank you for your views.
Q: Are you considering this recent drop in GOOG today a buying opportunity for the long term?You mentioned in a previous question that the news today is not new n’or great for the company.. Would you pounce on this opportunity or wait it out?
Thanks again
Thanks
Thanks again
Thanks