Investment Q&A

Q: I had FOUR on my watch list, and was waiting for a pullback to $105. In the meantime I bought NBIS and caught some of the upward slide. Now with the uncertainty with FOUR, would you just hold NBIS, or also take a position in FOUR? Which do you consider the better quality company.

Q: I have full positions in all of these. All in the positive, no tax implications with selling. Do you see any unnecessary overlap here? If so, what would you sell and what would you keep? CRWD up 18%, DDOG up 47%, TTD up 355%.

Q: I've been waiting for an entry point and noticed FOUR was down over 6% today. Any particular news, and would you consider this a decent time to buy?

Q: Hello 5i
Could I have your assessment of DAVE inc please?
Thank you
Dave

Q: Does BLK have a good entry point today ?

Q: Good day 5i !

With PRMW now gulped by a USA water company, what Canadian water oriented companies remain for investing? Please also comment on their prospects and timings for investment. Thank you.

Q: I am losing patience with ULTA and am thinking of using this recent bump to top up my AXON and ISRG. I have a half position in both these later two stocks. Do you have any thoughts?

Q: Morning, what are your latest thoughts on AFRM, the recent quarter and potential going forward? Management is strong, profitability is around the corner, recession fears are abating... Is the debt an issue? Would you be bullish on the company now?

thx, M

Q: Could I get your thoughts I get your thoughts on Intuitive Machines (LUNR) as a speculative investment?

Thanks you for the great service

Q: I have a few questions about the recent special committee report which found no “substantial concerns about the integrity of Super Micro’s senior management or audit committee”,

1) To what extent was the recent report actually “independent” and to what extent can it be relied upon by us as investors? I think the committee was appointed by the board so can the report be trusted? I

2). Can we assume that there’s no fraud? What do you make of the comment that there was no “substantial” concerns about management or the audit committee? It seems that there were issues but those were not “substantial” whatever that means.

Do we have to worry about fraud here or do we simply worry about whether there may a guidance issue? Thank you,

Jason

Q: Hello 5i,
Is Pure Storage a buy after the gap up today? How significant is the company’s Cloud Hyperscale Design Win. Would you add to 1/2 position here?
Thank you.

Q: They seem to have a negative BOOK VALUE/SHARE, what does that mean ? How do you view them at current prices for a long term hold, do you think they can beat the “market” over time ?

Q: Hi,
PLTR has had an incredible run but I believe the fundamentals are disconnected from the stock price. Trading at fwd P/E 150x and P/S 46x!! I believe this not sustainable with the estimated growth. What would PLTR have to grow rev and eps by for the next 5-10 years to get to this valuation? I'm looking to short PLTR and I know the risks of shorting stocks but I believe the risk/reward is good here and the stock will pullback. I am long the tech sector so this is somewhat of a hedge. Your thoughts?

Q: Please provide your analysis of Nebius (NBIS). I noticed you did not endorse the company on the question posed on Oct 29?
Has your opinion changed since?
Thanks
Ben

Q: What is 5i opinion of Investor Business Daily service? They publish an IBD50 and IBD Big Cap 20 list. Have you looked at these names on the list over any period of time and is it a valuable tool? You may not be able to answer this if you don't use the service but if you do out of the names on the lists what would be your top 5-7 names?

Q: TransMedics Group has dropped more than 15% this morning. Do you see this as a buying opportunity or wait and see how things go?

Thanks,
Steve

Q: Are these stocks OK to average into currently or would you wait for a better initial position price?

Q: if you could only buy one stock,which one would you buy CLBT or NBIS?
And why so?

Q: In August you were asked about 10 high growth companies you'd be comfortable holding for 10 years, with the following companies suggested.

GSY, PRL, WELL, BN, ISRG, NVDA, BKNG, TMDX, SHOP, LLY

A lot has happened since August! Any updates you'd make at this time?

Q: Which one do you prefer and which one has the better long term return?