Q: Any thought on this co. with a new insulin pump for diabetics
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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: Good morning,
What's your view on RKLB as a 3 year+ investment? It's already had a great run up in 2024.
What's your view on RKLB as a 3 year+ investment? It's already had a great run up in 2024.
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Intuitive Surgical Inc. (ISRG)
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Eli Lilly and Company (LLY)
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Vitalhub Corp. (VHI)
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UFP Technologies Inc. (UFPT)
Q: I have 1.5% positions in LLY and UFPT. Looking to combine into 1 position. Which would you select right now? Have larger positions in ISRG and VHI as well.
Thanks
Thanks
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PulteGroup Inc. (PHM)
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LGI Homes Inc. (LGIH)
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NVR Inc. (NVR)
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Dream Finders Homes Inc. Class A (DFH)
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Green Brick Partners Inc. (GRBK)
Q: I have seen comparisons drawn between DFH, as an 'early stage' version of NVR. With its recent branching out, to now include title insurance and mortgage broker services... would you see a big runway for growth for this company in the long term?
Q: Can I have your general thoughts on ATKR? Also, more specifically can you comment on 2 things 1) debt and2) timing. I have been watching it and can imagine some tax loss selling impact the share price. However the turn yesterday was interesting and I am tempted to take a half position now in case interest outpaces any tax loss selling and maybe add to it in late December or early January. Does this seem like a reasonable course of action? Please and Thank-you.
Q: Can you suggest 3/4 software companies you feel would best benefit from AI? Thanks.
Q: I purchased VRT today before a big drop. It was a limit order. The stock is down by 5% approximately. Are there any reasons for such drop?
Q: Hello 5i
The last question on KD was six months ago at which time you suggested watching for continued improvements over the next few quarters. How does it look now?
Thank you
Dave
The last question on KD was six months ago at which time you suggested watching for continued improvements over the next few quarters. How does it look now?
Thank you
Dave
Q: A handful of months ago you were very luke warm about SOFI but it seems that has recently changed. What are your current thoughts on this stock's potential for high growth?
Q: Hello 5i
Could I have your assessment of Rocket Lab please?
Thank you
Dave
Could I have your assessment of Rocket Lab please?
Thank you
Dave
Q: Opinion on Synopsys. Synopsys is taking over Ansys. Am I better off holding Ansys shares instead if the deal goes through (or not)?
Q: Hello,
What are your thoughts on GPK currently. Seems to be going sideways. What would one think of switching to UFPT for upside potential.
Thx Luke
What are your thoughts on GPK currently. Seems to be going sideways. What would one think of switching to UFPT for upside potential.
Thx Luke
Q: Looking at my Communication names I am wondering if it isn't time to move on from PINS and ROKU as I try to streamline my portfolio. Currently down 55% on both names after 4 years.
Allocation aside, I am thinking of selling both and simply increasing my position in GOOG. Thoughts? High risk investor with a long investing horizon.
Thank you as always!
Allocation aside, I am thinking of selling both and simply increasing my position in GOOG. Thoughts? High risk investor with a long investing horizon.
Thank you as always!
Q: I have been doing some research on the UCaas space. Ring (RNG) seems to have the best product but ZOOM has a better balance sheet. Or can Microsoft's teams eat both of their lunches (after all teams is free!) What is your opinion? I am leaning towards RNG. Should I be concerned with liquidity in 2026 when they have over $600 to be refinanced (or paid off)?
Q: Thoughts on this company now breaking out?
Q: Hello team,
Which one of these 3 would you average down if any:
PINS (down 48%)
BFLY (down 81%)
U (down 82%)
I would appreciate it if you could elaborate on your reasons.
Have a good week! :)
Which one of these 3 would you average down if any:
PINS (down 48%)
BFLY (down 81%)
U (down 82%)
I would appreciate it if you could elaborate on your reasons.
Have a good week! :)
Q: If Trump pulls the plug on providing weapons to Ukraine, how will this impact the stock?
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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Celestica Inc. (CLS)
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Axon Enterprise Inc. (AXON)
Q: In which order would you buy these for growth with a long timeframe
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General Dynamics Corporation (GD)
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Lockheed Martin Corporation (LMT)
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Northrop Grumman Corporation (NOC)
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iShares U.S. Aerospace & Defense ETF (ITA)
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RTX Corporation (RTX)
Q: Good morning. Saw a question regarding RTX on Friday and was wondering if you would recommend solely holding this or would you prefer an ETF holding this and LMT, NOC, GD?
Thanks
Steve
Thanks
Steve
Q: What do you think about ALAB for 1 year then for longer term?
Thank you
Peter
Thank you
Peter