Q: SMCI surged today after announcing a $20 billion deal. What impact can this deal have on the company's future earnings? I hold a small position in the stock. Should I consider increasing my investment? I'd love to hear your thoughts. Thank you.
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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.
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Intuitive Surgical Inc. (ISRG $480.26)
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Axon Enterprise Inc. (AXON $754.24)
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Cellebrite DI Ltd. (CLBT $15.60)
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Sportradar Group AG (SRAD $31.00)
Q: Hello Team,
I have some funds available in a US trading account, could you name your top 3 US suggestions, I currently own NBIS and CLBT, so looking for some high growth names.
Thanks
I have some funds available in a US trading account, could you name your top 3 US suggestions, I currently own NBIS and CLBT, so looking for some high growth names.
Thanks
Q: Summary of earnings ve expectations? I have been waiting on this one and thought I missed the ride. Is this a buying opportunity and why? Any negative material change or just an overreaction to earnings/guidance?
Q: What are your thoughts of AirBNB for the long term and it's current valuation?
Q: What are your thoughts on RE/MAX? I had initiated a position a couple years ago right before the class action losses and settlements related to the broker fees (so I'm down about 50%).
Most of their cash will be paid towards the settlements once the appeals are done, but it's already recorded as a payable so there shouldn't be a material impact to earnings once it's paid (although that cash will be gone).
Do you think now is a good time to add (assuming we get an eventual upturn in the cycle) or do you think new money is still better deployed elsewhere in the markets?
Most of their cash will be paid towards the settlements once the appeals are done, but it's already recorded as a payable so there shouldn't be a material impact to earnings once it's paid (although that cash will be gone).
Do you think now is a good time to add (assuming we get an eventual upturn in the cycle) or do you think new money is still better deployed elsewhere in the markets?
Q: Your analysis of Nurix's prospects will be greatly appreciated.
We value your feedback. Thanks
Thomas
We value your feedback. Thanks
Thomas
Q: Hi 5i Team - Axon has moved up very quickly in the past few days. Do you think it is ahead of itself. I know it sold off in the market downturn but do the fundamentals support this meteoric rise from that low point. Have insiders been buying. Thanks.
Q: Hi,
There was a healthy jump(twice that of the index) in the stock price of Lam Research. Are you aware of any reason for this event? I would appreciate your view on the company and whether it is advisable to jump in or wait for a pullback?
Regards
There was a healthy jump(twice that of the index) in the stock price of Lam Research. Are you aware of any reason for this event? I would appreciate your view on the company and whether it is advisable to jump in or wait for a pullback?
Regards
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Costco Wholesale Corporation (COST $972.04)
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Alphabet Inc. (GOOG $204.91)
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Intuitive Surgical Inc. (ISRG $480.26)
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NVIDIA Corporation (NVDA $180.45)
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Booking Holdings Inc. (BKNG $5,454.29)
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JPMorgan Chase & Co. (JPM $290.49)
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Eli Lilly and Company (LLY $701.23)
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NextEra Energy Inc. (NEE $75.41)
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Prologis Inc. (PLD $106.59)
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Exxon Mobil Corporation (XOM $106.49)
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Axon Enterprise Inc. (AXON $754.24)
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Eagle Materials Inc (EXP $233.47)
Q: Similar to my last question, but looking to the US, I am interested in having a group of companies that are great companies and want to develop a grouping of these -whether they have a dividend or not, as part of my portfolio. Companies that have a competitive advantage, great leadership, quality assets, not too high debt and continue to execute with continuous improvement. Could you give me what you consider to be the best Great US Companies for each sector or industry. Thank you.
Q: Hi 5i, not sure reply on UNH included the most recent news out of the company. Would you still be a buyer and what floor do you put in now given MAs. Thx.
Q: Is this company investable at this time?
Thank you
Miroslaw
Thank you
Miroslaw
Q: Can you give me your thoughts on these two companies and would you favour one profile over the other at these levels? Thanks
Q: Any reason CLBT did not participate in the rally yesterday?
Q: S&P500 forward p/e is over 20x (MAG7/tech influence), while equal-weight is likely more reasonable...how should we frame this? Apples to apples stay with the S&P benchmark for historical comparisons and say valuation is expensive? Looking at EW is more reassuring but is it rationalizing? Interested in your take...thanks
Q: Hello,
Thoughts on starting a position here?
Thanks.
Thoughts on starting a position here?
Thanks.
Q: The ultimate falling knife and yet a pretty darn good company unless I misunderstand. Per your April 28 comment, waiting for things to settle was advised. It was around $420 then and down under $380 now and doesn't seem to have an obvious support level. At what point does this become a compelling buy where the downside is minor relative to the upside? Are we talking $300 floor and a return to all time highs as the upside?
Q: What would your favorite option strategy be with a stock like MSFT?
Thanks Ron
Thanks Ron
Q: MAY I HAVE YOUR OPINION,
Q: 5i, In RRSP currently I have JPM (i'm up 27%) , I like to switch it to BRK.B , is it a good move ? , which of these two has a better future going forward
thank you
thank you
Q: Would you please give your current opinion on RE
Thank you.
Thank you.