Investment Q&A

Q: hi folks, thoughts on Q2 results for Celebrite clbt/q....seems like a good Q with a new CEO being named....stocks needs a lift....Buy/Hold/Sell....thx as always, jb

Q: Thank you for your insightful analysis following The Trade Desk's results. I agree that the stock's drop appears to be an overreaction to the published figures and the well-managed CFO departure.

However, my main question concerns the nature of the competitive threat from Amazon, which seems to be the real structural issue behind the market's nervousness. Unlike the historical competition with Google or Meta, which was mainly technological, Amazon is attacking TTD on new ground: the field of commerce, with the decisive advantage of the "closed loop" (direct purchase data and indisputable ROAS measurement).

My question is as follows:

Do you believe that The Trade Desk's counter-strategy—which relies on its independence to unite the "coalition of Amazon's rivals" (Walmart, CPGs, etc.), proving the superiority of its AI platform (Kokai) on the open internet, and accelerating its international expansion—is powerful enough to defend its competitive moat against the gravitational pull of Amazon's data and enable a return to sustained growth of over 20% by 2026?

In other words, do you see the current slowdown as a temporary setback or as the beginning of a structural erosion of market share in the most lucrative segments?
Thank you

Q: Can you help me understand GLBE results?
Market loved it for 5 minutes and then hated. Why the sudden reversal and what do you think about its prospects over 3 years? Is this a buying opportunity?

Q: Hi again - since my questions re: IBM back on July 24th and Aug 5th I have seen continued deterioration. I know you felt that the 10% drop post earnings was possibly a bit overdone, so I am wondering what your thoughts are now. OBV has plunged, along with the price, PPO and RSI. Since earnings it appears to be down 15%, and is now technically oversold. Would you wait it out for a recovery of sorts, of just give up and move on? As my holding is in a TFSA I wouldn't benefit with a tax loss.
Thanks!

Q: Could I have your thoughts on Ouster. Been watching it for awhile and it seems to have improved its earnings. Is it worth a look or is it too early.
Thanks Jack

Q: Good morning,
Your thoughts on this ETF
Any other suggestions
Thanks Peter

Q: Your thoughts on HL for silver exposure? What other primary silver producers with operations in North America (or other generally 'safe' jurisdictions) would you consider?

Thanks

Q: I have been reviewing my health care holdings and I am disappointed in the whole sector. Their percentage of my holdings has dropped, and if I rebalance I should be adding another 50% to these holdings. I am unhappy with IHI and UNH, even ISRG is in the doldrums. Your thoughts on adding to the health care sector and these companies/ETFs at this time. Are there other companies much better suited that I am missing. I am tempted to remove the whole sector from my portfolio, as I am comfortable with risk.

Q: What are thoughts on Gartner? Buy? Hold? Or Sell?

Q: Please provide your top 5 US mid cap growth considerations. Assuming 10-15 year hold. Thanks as always!

Q: Hi, NBIS
A little late to the party but would you consider $70 still a good entry point for a long term hold or would you recommend waiting for a pullback?
Thank you

Q: Hello 5i Team,

For a long-term hold, focusing on total return, ignoring sector diversity, and considering a medium-to-high level of risk, could you please provide your 12 highest conviction small/mid-cap U.S. stocks at this time, ranked in order.

Thanks in advance for your always helpful advice!

Q: Hello 5i, Would you buy these stocks today ? for a 2-3 years hold ?
thanks

Q: Hi there - can I please have your opinion on Uber? If you had a US focused portfolio, would Uber be a part of it? If so, would it exist in the Income, Balanced or Growth? Thank you!

Q: Hello,
If interests rates go down in the US, will these speculative stocks get hit hard, especially circle internet group as it makes money on the treasuries? Thanks for your help.

Q: I sold a portion of my NVO holdings a while ago, and am not inclined to buy it back just now. What would you see as the best buy in the US healthcare sector these days; possibly as a compliment to NVO, but not necessarily?

Q: What do you think of this company? Valuation / growth prospects?
Would you buy? I love the product

Q: Has this stock run its course in terms of growth? What are your expectations in the coming year?

Q: Thoughts on earnings and guidance for Tempus and Rigetti ? Thank you.

Q: After recently reporting excellent quarterly results and reaching new highs, Axon share price has declined significantly. I’m wondering why there’s been such a sudden shift in momentum?