Q: Can you give your comments around INMD's earnings release. Seems they expecting more conservative quarters, rev dropped, but not all bad and close to expected. They now have close to 1/3 of their market cap in cash, yet still no buybacks or plan. I'm wondering if things are starting to look bad here or just a bump in the road and you'd still hold? Thx
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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: Hi,
I trimmed some of my SMCI last week as the weight was getting too high. Since then it shot up another 25%. Obviously in hindsight I should have waited.
My question is does this stock movement scare you? Why does it keep going up this fast?
Thanks
I trimmed some of my SMCI last week as the weight was getting too high. Since then it shot up another 25%. Obviously in hindsight I should have waited.
My question is does this stock movement scare you? Why does it keep going up this fast?
Thanks
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Martin Marietta Materials Inc. (MLM $609.58)
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Quanta Services Inc. (PWR $380.81)
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Vulcan Materials Company (Holding Company) (VMC $291.62)
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Granite Construction Incorporated (GVA $109.25)
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Eagle Materials Inc (EXP $233.47)
Q: Interested in a pick in US building materials as a play on infrastructure spend but equities like Martin Marietta, Vulcan Materials, Granite Construction and Quanta seem expensive. However Eagle Materials appears cheaper. Of these 5 are there two you would comfortably buy today with greatest growth potential. Secondly which two seem to you to be least risky. Finally is there another building material equity you would prefer more than any of these and if so what would be your reasoning for that pick. Thanks as always.
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Descartes Systems Group Inc. (The) (DSG $135.70)
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Advanced Micro Devices Inc. (AMD $177.51)
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Fortinet Inc. (FTNT $79.11)
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Palantir Technologies Inc. (PLTR $177.17)
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UiPath Inc. Class A (PATH $10.96)
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Brookfield Corporation Class A Limited Voting Shares (BN $90.48)
Q: What would you consider a good entry point for these companies?
Q: Could you shed some light on the class action lawsuit against PAYS that appears to have been settled recently. I have just received a notice from my broker advising investors to check to see if they had purchased shares within the indicated timeframe. Is it even worth submitting a claim? Thanks!
Q: Your comment on earnings please, I have a small position in it, is it a sell, hold or buy more?
Thank you
Selina
Thank you
Selina
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Applied Materials Inc. (AMAT $161.76)
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Broadcom Inc. (AVGO $306.34)
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Fair Isaac Corporation (FICO $1,343.16)
Q: Can you comment on the current attractiveness and outlook of these names? Thank you
Q: Hi,
In the Jan31 TVK/SAIA teaser report in the Blog section, what are the 2 blue bar charts (2015-2024) ?
In the Jan31 TVK/SAIA teaser report in the Blog section, what are the 2 blue bar charts (2015-2024) ?
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First Solar Inc. (FSLR $199.95)
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SolarEdge Technologies Inc. (SEDG $30.06)
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Enphase Energy Inc. (ENPH $34.84)
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Nextracker Inc. (NXT $60.58)
Q: What did you think of the earnings? What would your top 3 picks in the space be? Do feel a turn is near or there's a catalyst to watch for?
Thanks, Mark
Thanks, Mark
Q: Cerence's last result (Feb 6) appeared to show progress, yet the share price declined.
What is your view of the company and would you start a position here or prefer to wait for positive momentum first.
Thanks for the great service, Peter
What is your view of the company and would you start a position here or prefer to wait for positive momentum first.
Thanks for the great service, Peter
Q: I don't own any. What is the buying strategy. Should I chip away or buy a full position and not worry about an entry point.
Q: Hi
Using round numbers NVDA share price is currently about 100 times revenue. For comparison purposes MSFT is 15 times revenue and AAPL is 7.5 times revenue. I understand NVDA has more growth than MSFT and AAPL but what am I missing here?
Using round numbers NVDA share price is currently about 100 times revenue. For comparison purposes MSFT is 15 times revenue and AAPL is 7.5 times revenue. I understand NVDA has more growth than MSFT and AAPL but what am I missing here?
Q: Today would you pick Amazon or Uber for greater growth over the next year?
Thank you.
David
Thank you.
David
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Caterpillar Inc. (CAT $407.79)
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Honeywell International Inc. (HON $216.77)
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McDonald's Corporation (MCD $308.93)
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Nike Inc. (NKE $76.97)
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Procter & Gamble Company (The) (PG $154.36)
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RTX Corporation (RTX $154.09)
Q: Hello, thank you for your last answer on 5 industrial and consumer names suggestions with a brief reason for each. Now, I would like you to suggest 3 names of the same, but chosen within the CDRs offering. Thanks!
Q: Would you invest in Palantir or Datadog for the next 5 years, in a growth account that is attempting to take advantage of AI trends?
Q: Thanks to 5i, I've done extremely well with NVDA. After the launch of ChatGPT and seeing Elon Musk mention on X how hard it was to get his hands on NVDA's chips, I increased my exposure to semiconductors. Among the trades I made towards the end of last year was averaging down on UCTT, which was also a favorite of 5i. I already had a partial position and was fortunate to buy more near the bottom of 2023. Recently, however, you seem to have adopted a somewhat negative outlook on the company in your commentaries. I'm relieved to see this stock back above water in my portfolio, now with a decent gain. Is there a specific reason or news for the stock's recent catch-up, and should I continue to hold it, or is it still considered overvalued, suggesting I should take my profits and move on? Thanks, as always.
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Microsoft Corporation (MSFT $520.17)
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INVESCO QQQ Trust (QQQ $577.34)
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RBC Global Technology Fund Series F (RBF620 $26.33)
Q: Hi, your opinion for RBF- 620 series F of RBC
thanks.
Jean Guy
thanks.
Jean Guy
Q: May I have your current views on this company?
Q: AVGO Thoughts on the quarter? If I'm reading things correctly, they bean expectations, but it still sold off after hours. Still a buy?
Q: As stock has gone down in few days is it worth Holding or buying more?