Q: Can you comment on Palantir's stock-based compensation levels. This seems to be growing at about 15% annually, and it was over a billion dollars last year, for a company whose revenue is just over $2 billion annually. Is this too high and will this impact earnings meaningfully over the next 5 years? Thanks.
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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: META or MSFT, which will provide the most stock price appreciation for a 3 year hold?? Please provide a brief explanation. Thanks
Q: How likely is it that NVDA will announced a stock split after releasing Q1 earnings next week?
Q: UBER has been a strong performer. Is LYFT next? Thoughts on the quarter and it's potential?
thx, M
thx, M
Q: What is your opinion on Aspen Aerogels as a short term or long term investment? Also what entry price would you suggest?
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Hewlett Packard Enterprise Company (HPE $24.40)
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Super Micro Computer Inc. (SMCI $52.86)
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Dell Technologies Inc. Class C (DELL $150.57)
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Vertiv Holdings LLC Class A (VRT $169.01)
Q: Is now a decent time to purchase VRT or should I wait for a potential pullback/consolidation? Are there other similar companies to VRT?
Thanks
Thanks
Q: May you please comment on earnings?
How does this affect your thesis. Do you remain bullish on the stock?
Thank you
How does this affect your thesis. Do you remain bullish on the stock?
Thank you
Q: In a recent answer you said 10% would be your max weight for nvda. If you were now at 10% would you trim prior to earnings on Feb 21? Taxes not an issue. Thanks.
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HubSpot Inc. (HUBS $439.66)
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MongoDB Inc. (MDB $314.44)
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Datadog Inc. (DDOG $158.74)
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Palantir Technologies Inc. (PLTR $175.44)
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Snowflake Inc. (SNOW $242.17)
Q: These four companies are all AI-predominant companies, all are growing revenues at about 20% per year or so, have similar market caps, and are coming into profitability for the first time either last year or next.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.
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International Business Machines Corporation (IBM $277.82)
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Builders FirstSource Inc. (BLDR $122.50)
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Axon Enterprise Inc. (AXON $703.03)
Q: I've been looking at both of these companies but can only add one. BLDR seems to have a better performance looking backwards but you seem to like AXON better looking forwards. Can you tell me which one you like better and why, thanks.
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Advanced Micro Devices Inc. (AMD $214.90)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $280.66)
Q: I’m trimming Nvidia and Apple because they’re overweight and would like to choose either TSM or AMD to add to my portfolio.
Thoughts?
Thoughts?
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Intact Financial Corporation (IFC $269.60)
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Axon Enterprise Inc. (AXON $703.03)
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Vertiv Holdings LLC Class A (VRT $169.01)
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Lumine Group Inc. (LMN $37.83)
Q: If you had $31,000 in a new US rrsp, what 5 holdings would you buy? What would be a decent price for the holdings?
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Tesla Inc. (TSLA $413.49)
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NIO Inc. American depositary shares each representing one Class A (NIO $6.71)
Q: Hello,
Given the recent correction in the EV market and sluggish beginning of 2024, would you consider the current PPS a good entry point?
Given the recent correction in the EV market and sluggish beginning of 2024, would you consider the current PPS a good entry point?
Q: How would you interpret Jeff Bezos recently offloading almost half of his shares of Amazon?
Q: Hello Team,
Which of these two would you prefer and why.
Thank You,
Barry
Which of these two would you prefer and why.
Thank You,
Barry
Q: could you give me your recent thoughts on VEEV please. I own LLY and WELL as well in healthcare but have recently been thinking of replacing VEEV with ISRG. I plan to give WELL more time at least until small caps show more improvement.
Q: I need to trim my holding in CRWD. What are the 3 top tech names outside of the mega caps you would consider as a replacement?
Thanks, Hugh
Thanks, Hugh
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Intuitive Surgical Inc. (ISRG $429.59)
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Danaher Corporation (DHR $202.46)
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Masimo Corporation (MASI $144.64)
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Eli Lilly and Company When Distributed (LLY.WD)
Q: I just sold DXCM and am looking for a replacement in the healthcare sector. I've either owned (ISRG, MASI) or watched (DHR) for years, but currently do not own any of these. From my end, they all look like good choices, which would be your preference and why?
If you've got another recommendation, I'm all ears!
If you've got another recommendation, I'm all ears!
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Blackrock Enhanced International Dividend Trust (BGY $5.72)
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BlackRock Utility Infrastructure & Power Opportunities Trust (BUI $26.44)
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JPMorgan Equity Premium Income ETF (JEPI $56.00)
Q: Hello. can I get your opinion on these. Are they worth buying or can you suggest something else ? Thank you for the great service.
Q: Hi 5i, Tesla is down again today, would you buy it with some fun money looking for a bounce back in the short term (say 6 months)? Would you prefer a long term hold with this company?