Q: What is your opinion on EVGO, it came out as an SPAC?
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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 wanted to get into the semiconductor space a couple months ago, so I bought Qualcomm. I'm very happy with that position, however I'm now thinking about adding a more speculative stock in this space. Can you please give me your opinion and analysis on ATOM and LLNW. Thanks.
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FireEye Inc. (FEYE)
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Check Point Software Technologies Ltd. (CHKP)
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SentinelOne Inc. Class A (S)
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CrowdStrike Holdings Inc. (CRWD)
Q: I am looking into Cyber security companies like Crowdstrike, Palo Alto, Fireeye and Fortinet. How would you rate these companies or are there other companies you prefer.
Q: May I please have your opinion of Citigroup? I appears to be very inexpensive.
With appreciation,
Ed
With appreciation,
Ed
Q: Hello, I have owned LRCX since 2017 and have added over the years. It has been in a trading range for a while although it has made higher highs. With a PE at ~26 and analyst target of $728 it looks like a hold, but I am concerned about the semiconductor sector getting tired and over bought. You thoughts please.
Q: I am down about 38% on TPI composites should I hold or move on. Thank You, Peter
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GreenPower Motor Company Inc. (GPV)
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Plug Power Inc. (PLUG)
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NIO Inc. American depositary shares each representing one Class A (NIO)
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FuelCell Energy Inc. (FCEL)
Q: Hi 5i Team - Could you provide an update on the fundamentals of Green Power Motor Company. Also your opinion on its growth prospects and whether now is a good time to start a small position. Are there a couple of other similar companies that might provide better opportunities.
Thank you as always for the excellent service!
Thank you as always for the excellent service!
Q: The company has been stagnant or falling. Is it time to move out of renewable energy.
Thomas
Thomas
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NVIDIA Corporation (NVDA)
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Qorvo Inc. (QRVO)
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Advanced Micro Devices Inc. (AMD)
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ON Semiconductor Corporation (ON)
Q: Which Semi's (if any) have all manufacturing independant of China and Taiwan ? Thanks.
Q: Hello Peter & Team,
After a nice run since the IPO there has been a bit of a drop off since mid June. Is there anything we should be aware of that might explain the 18% slide?
Would you consider OTLY a Sell, Hold or Buy?
Thanks for all you do
gm
After a nice run since the IPO there has been a bit of a drop off since mid June. Is there anything we should be aware of that might explain the 18% slide?
Would you consider OTLY a Sell, Hold or Buy?
Thanks for all you do
gm
Q: Gritstone Bio (GRTS) is a small, early-stage biotech company to which Gilead Sciences has provided some funding under an agreement announced on Feb 1, 2021:
"Under the terms of the agreement, Gilead will make a $60 million payment at closing, consisting of a $30 million upfront cash payment and a $30 million equity investment at a premium. Gilead will be responsible for conducting a Phase 1 study for the HIV-specific therapeutic vaccine and holds an exclusive option under the collaboration to obtain an exclusive license to develop and commercialize the HIV-specific therapeutic vaccine beyond Phase 1. Gritstone is also eligible to receive up to an additional $725 million if the option is exercised and if certain clinical, regulatory and commercial milestones are achieved, as well as mid single-digit to low double-digit tiered royalties on net sales upon commercialization."
GRTS share price has established a baseline after falling steadily since the funding announcement. Presumably Gilead did some due diligence before investing its own money, but the stock price could go to zero if Gilead walks away. However, it could also soar if the trials are successful. Would you consider GRTS to be a worthwhile speculative buy? What has been your experience of investing in early-stage biotech companies that have drawn the attention of Big Pharma?
"Under the terms of the agreement, Gilead will make a $60 million payment at closing, consisting of a $30 million upfront cash payment and a $30 million equity investment at a premium. Gilead will be responsible for conducting a Phase 1 study for the HIV-specific therapeutic vaccine and holds an exclusive option under the collaboration to obtain an exclusive license to develop and commercialize the HIV-specific therapeutic vaccine beyond Phase 1. Gritstone is also eligible to receive up to an additional $725 million if the option is exercised and if certain clinical, regulatory and commercial milestones are achieved, as well as mid single-digit to low double-digit tiered royalties on net sales upon commercialization."
GRTS share price has established a baseline after falling steadily since the funding announcement. Presumably Gilead did some due diligence before investing its own money, but the stock price could go to zero if Gilead walks away. However, it could also soar if the trials are successful. Would you consider GRTS to be a worthwhile speculative buy? What has been your experience of investing in early-stage biotech companies that have drawn the attention of Big Pharma?
Q: Peter; Can you comment on this company re expected earnings plus your overall thoughts on its future? Thanks. Rod
Q: What do you think of the mid to long term growth of POOL and SPWH?
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Barclays Bank PLC ZC SP ETN REDEEM 08/09/2049 USD 50 (GRN)
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KraneShares Global Carbon Strategy ETF (KRBN)
Q: Hi,
I am interested in investing in carbon credits. Do you have an opinion on the KRBN ETF and are you aware of any other investment vehicles in this space available to retail investors?
Thank you, Michael
I am interested in investing in carbon credits. Do you have an opinion on the KRBN ETF and are you aware of any other investment vehicles in this space available to retail investors?
Thank you, Michael
Q: What are your thoughts on Atomera? Would you consider them a buy at current prices?
Q: Can I please have your comments on this company for a long-term holding? Is it a good time to initiate a position today if so? Thank you as always.
Q: DOCU seems to be on a tear recently. Are you aware of any news or rumors that would account for the rise?
Q: Would now be a good time to start a position in CRUS? With the iphone 13 coming out soon and all.
Q: Can you compare and contrast the businesses, technologies and stocks of Crowdstrike and Sentinelone and indicate which one you prefer and why?
Thanks, and have a wonderful Canada Day!
Thanks, and have a wonderful Canada Day!
Q: I am wondering if you had time to take a look at today's IPO SentinelOne and how it compares to CRWD. Thank you!