Q: Can you comment on the recent earnings?
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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: Hey,
Thoughts on starting a position here? Seems to be good value.
Thanks.
Thoughts on starting a position here? Seems to be good value.
Thanks.
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NVIDIA Corporation (NVDA $183.16)
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Amphenol Corporation (APH $121.70)
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Corning Incorporated (GLW $82.98)
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Hewlett Packard Enterprise Company (HPE $24.40)
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Lite Access Technologies Inc. (LTE)
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Super Micro Computer Inc. (SMCI $52.86)
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Coherent Corp. (COHR $111.10)
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Fabrinet (FN $361.94)
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Dell Technologies Inc. Class C (DELL $150.57)
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Astera Labs Inc. (ALAB $206.21)
Q: Good afternoon 5l
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks
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Crocs Inc. (CROX $76.70)
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Dave Inc. (DAVE $195.07)
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Chart Industries Inc. (GTLS $199.81)
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OneMain Holdings Inc. (OMF $52.15)
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Texas Roadhouse Inc. (TXRH $163.33)
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Inspire Medical Systems Inc. (INSP $75.17)
Q: Hi 5i Team,
Small-cap stocks are trading at a double-digit discount to their fair value, which seems like a great opportunity, agree?. I would appreciate your expert insights on the following six Russell 2000 companies:
OneMain Holdings (OMF), Crocs (CROX), Texas Roadhouse (TXRH), Chart Industries (GTLS), Dave Inc. (DAVE), and Inspire Medical Systems (INSP)
I am particularly interested in your views on their fundamental, growth potential, the durability of their competitive advantages (moat), and any concerns that may be worth noting.
Thank you!
Matt
Small-cap stocks are trading at a double-digit discount to their fair value, which seems like a great opportunity, agree?. I would appreciate your expert insights on the following six Russell 2000 companies:
OneMain Holdings (OMF), Crocs (CROX), Texas Roadhouse (TXRH), Chart Industries (GTLS), Dave Inc. (DAVE), and Inspire Medical Systems (INSP)
I am particularly interested in your views on their fundamental, growth potential, the durability of their competitive advantages (moat), and any concerns that may be worth noting.
Thank you!
Matt
Q: Can I have your opinion on Spotify earnings please. Any cause for worry or does the miss seem more like a 1-off?
Q: EADSF Is this a stock a buy over Ba today and why?
Q: I currently only own AMGN is the biotech/medical sector. I am considering re-entring NOVO after the hit it is taking. Would you recommend 'catching the falling knife', purchasing LLY which appears to be suffering in sympathy with NOVO or an alternate to these two?
With appreciation,
Ed
With appreciation,
Ed
Q: What are your thoughts on Figma? And what would a reasonable entry price be when it starts trading?
Q: Your analysis of the results out today please. What else could go wrong here to drive the price even further down?
Q: BKSY seems to be in a freefall. Any concerns or is it a buying opportunity? I purchased after the recent initial 15% drop and it's dropped another 10% since then.
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TIM Participacoes S.A. American Depositary Shares (Each representing 5) (TSU $12.28)
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Skyward Specialty Insurance Group Inc. (SKWD $48.93)
Q: TSU or SKWD for a 5 year hold? Are they too similar to hold both in a 25-30 stock portfolio?
Q: I think the CRM and NOW will benefit from AI agents.
However these stocks are not performing well lately.
I am currently 10% down on both. Is it a good time to start DCA into them?
However these stocks are not performing well lately.
I am currently 10% down on both. Is it a good time to start DCA into them?
Q: Hi there,
QCOMM seems to be on a roll in past few weeks is there any reason why? Do you see further upside?
Thank you.
QCOMM seems to be on a roll in past few weeks is there any reason why? Do you see further upside?
Thank you.
Q: After a great deal of scepticism, I have just begun dipping my toes into crypto. I have half a position in HOOD and would appreciate your advice on strategy going forward. As a balanced growth investor, how much exposure would you recommend in the crypto world? Assuming it's greater than the 2.5% currently held, how would you proceed? Thank you.
Q: Hi,
I have been holding Carrier, waiting for the quarterly results to take decision about holding it longer. On the surface the results look good. However the market does not like them.
What is your assessment of the results? It is not my core holding. Should I give it some time or deploy the proceeds elsewhere? I would like your opinion.
Regards.
I have been holding Carrier, waiting for the quarterly results to take decision about holding it longer. On the surface the results look good. However the market does not like them.
What is your assessment of the results? It is not my core holding. Should I give it some time or deploy the proceeds elsewhere? I would like your opinion.
Regards.
Q: Jacobs Solutions Inc J:NYSE
In you opinion would this company be a buy right now?
Thank you.
In you opinion would this company be a buy right now?
Thank you.
Q: Hi 5i
With Chipolte down by the price of a small taco today (45.45, down $7) does it still look expensive to you? I'm in no rush to buy but wonder if you have a suggestion as to a decent entry point. And any comments on new CEO?
Thanks, Greg
With Chipolte down by the price of a small taco today (45.45, down $7) does it still look expensive to you? I'm in no rush to buy but wonder if you have a suggestion as to a decent entry point. And any comments on new CEO?
Thanks, Greg
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Amazon.com Inc. (AMZN $216.37)
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Intuitive Surgical Inc. (ISRG $429.59)
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Tesla Inc. (TSLA $413.49)
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Advanced Micro Devices Inc. (AMD $214.90)
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Strategy Inc (MSTR $304.79)
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Palantir Technologies Inc. (PLTR $175.44)
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Nebius Group N.V. (NBIS $129.58)
Q: Good morning 5i
could you please provide a number of US non dividend paying stocks that would be good for selling covered call options on in the current environment. thanks
could you please provide a number of US non dividend paying stocks that would be good for selling covered call options on in the current environment. thanks
Q: Why the volatility with URI over the last year, and the rise lately? Do you expect it to compound over the next five years as it has in the past five years?
Thanks
Thanks
Q: May I have your thoughts on the “updated collaboration agreement” between Power Co. SE (Volkswagen) and QS? It seems the agreement has expanded up to 260 million USD from 130 million. According to QS some payments will be received in 2025. It appears to me that sales are anticipated. Profits and positive cash flow are likely still off in the distance. Is the company being de-risked? The stock is down today, possibly more was expected or we are seeing “Buy on rumour sell on news” reaction. Any thoughts you have would be appreciated.
Jim
Jim