Q: Is SNPS a SELL???.....Tom
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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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NVIDIA Corporation (NVDA $183.16)
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Salesforce Inc. (CRM $241.68)
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Constellation Software Inc. (CSU $3,936.19)
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Celestica Inc. (CLS $341.62)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Palo Alto Networks Inc. (PANW $208.55)
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CrowdStrike Holdings Inc. (CRWD $493.66)
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Shift4 Payments Inc. Class A (FOUR $77.23)
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Applovin Corporation (APP $569.89)
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Cellebrite DI Ltd. (CLBT $19.10)
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Lumine Group Inc. (LMN $37.83)
Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you
Q: Q: Hello 5i team
Would you agree to open a full GOOG (CDR) position today?
Thanks
Would you agree to open a full GOOG (CDR) position today?
Thanks
Q: Kim Bolton was on BNN today and he prefers SentinalOne over Crowdstrike.
Could you please give me your comments on this.
THank you
Margaret
Could you please give me your comments on this.
THank you
Margaret
Q: Did you get a chance to read the short report on Applovin? Any comments? Still up quite a bit, but wondering if I should hold, trim, or sell all and wait on the sidelines?
Thanks
Thanks
Q: I apologize in advance for this question because I'm sure it has been asked before. I wish to purchase either GOOG or GOOGL in my USD, NonReg account. I plan to hold for a long time. Which one is likely to have the best total return or does it make any difference. Please help explain. Many thanks.
Q: XPEL released earnings this morning and the market does not like it. Mostly bad news in there and more head winds and issues they are dealing with. Its starting to seem like more bad quarters than good with XPEL and it'll be in the dog house for a while. But looking for your unbiased opinion, is it still a hold or start looking for the exit? Thx
Q: Blackwell Weighing On Margins
Chief Financial Officer Colette Kress said Nvidia's adjusted gross margin is expected to be 71% in the current quarter. And it will be in the "low 70s" as Nvidia ramps Blackwell production.
"We expect a significant ramp of Blackwell in the first quarter," she said.
Nvidia's gross margins should return to the mid-70s later in the current fiscal year, she said.
In your professional opinion, how likely is this return to mid 70s margins?
Thanks very much
Chief Financial Officer Colette Kress said Nvidia's adjusted gross margin is expected to be 71% in the current quarter. And it will be in the "low 70s" as Nvidia ramps Blackwell production.
"We expect a significant ramp of Blackwell in the first quarter," she said.
Nvidia's gross margins should return to the mid-70s later in the current fiscal year, she said.
In your professional opinion, how likely is this return to mid 70s margins?
Thanks very much
Q: Hello 5i
Could I have your current assessment of Jabil please? Have the management issues been resolved ? How is their outlook?
Thank you
Dave
Could I have your current assessment of Jabil please? Have the management issues been resolved ? How is their outlook?
Thank you
Dave
Q: Good afternoon,
I know they are two very different companies, but if you had to pick one for a 2-3 year time horizon, would you go with BN or GOOG.
Thanks as always.
I know they are two very different companies, but if you had to pick one for a 2-3 year time horizon, would you go with BN or GOOG.
Thanks as always.
Q: Hi 5i team,
Do you think these stocks are priced well to start a position for income and modest growth? I would also appreciate your insights on these 3 companies for a long term hold.
Thank you,
Stephan
Do you think these stocks are priced well to start a position for income and modest growth? I would also appreciate your insights on these 3 companies for a long term hold.
Thank you,
Stephan
Q: Hello,
Would you recommend selling and investing elsewhere? Thanks.
Would you recommend selling and investing elsewhere? Thanks.
Q: If one was unsure of the current environment does something like FTLS make sense? Are there other more attractive Long/Short ETFs? Thank-you.
Q: Please comment on earnings and guidance for these 2 companies. Thank you.
Q: Could I get your take away points from the Q 4 release?
Q: The basic question is - has FCX improved its value since 2020 when it was valued at around $20 US - the implied question is it worth its current pricing especially given the fog around the climate change issue?
Q: I find the pace of disruption and innovation in the fintech space is evolving very rapidly so its hard to pick winners. What do you think of SOFI as a long term position. Quality of management, business moat , growth profile, competition, risk of disruption?
Thanks.
Thanks.
Q: Apparently RKLB is under attack by a short. Specifically that Neutron is behind schedule and current valuation cannot be justified. Your thoughts?
Q: Given the recent decline in TSLA, and the focus in the media of Elon Musk, care to provide some guidance to a long term investor. Thank you !
Q: Your thoughts about a new position in either rrsp or tfsa for 3/5 years in this volatile environment ?
Thank you for such a great service to us all.
Thank you for such a great service to us all.