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
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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: 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.
Q: Can I please have your thoughts on Axon's earnings announced on February 25th. After it's huge drop this past week is this a buying opportunity or a chance to get out? Your overall thoughts on the company would be appreciated. Thank You.
Q: Hi, INTU has been taking a beating. Are there still lingering issues? There was a short report some time back...
Your thoughts on earnings and if you'd consider it a compelling enough buy at this time.
thx, Mark
Your thoughts on earnings and if you'd consider it a compelling enough buy at this time.
thx, Mark
Q: Hi,
SMCI submitted 10K before the deadline. The company had provided forward guidance. What is the probability they wood goof up the next few quarters - specially when coming back from the brink.
Given its current valuation, would you trust the management and invest for the next few quarters? If yes, would you consider a full position or even going overweight?
Regards
Rajiv
SMCI submitted 10K before the deadline. The company had provided forward guidance. What is the probability they wood goof up the next few quarters - specially when coming back from the brink.
Given its current valuation, would you trust the management and invest for the next few quarters? If yes, would you consider a full position or even going overweight?
Regards
Rajiv
Q: I have been looking at this company that is listed on the CBOE and with the pending transaction transition to the Nasdaq:
https://static1.squarespace.com/static/5bcd1bc7e6666906ce83888e/t/678a53fc41bd78035aa4eef3/1737118717667/CL-Press+Release+-+MLC+TURN+Merger+Announcement_vFF.pdf
With the backing of BC Partners do you think it represents an interesting investment opportunity?
https://static1.squarespace.com/static/5bcd1bc7e6666906ce83888e/t/678a53fc41bd78035aa4eef3/1737118717667/CL-Press+Release+-+MLC+TURN+Merger+Announcement_vFF.pdf
With the backing of BC Partners do you think it represents an interesting investment opportunity?
Q: Hi Team,
This seems like an opportune time to add to this position. What are your thoughts on the company's valuation and competitive position?
This seems like an opportune time to add to this position. What are your thoughts on the company's valuation and competitive position?
Q: Hi,
WDC just split into 2 companies today. Can you please take a look at the 2 individual companies and give me your take if you think both or the individual companies look like they will show strong growth and increased stock price over the next 5 year.
Buy , sell or hold on the 2?
With thanks
Sheldon
WDC just split into 2 companies today. Can you please take a look at the 2 individual companies and give me your take if you think both or the individual companies look like they will show strong growth and increased stock price over the next 5 year.
Buy , sell or hold on the 2?
With thanks
Sheldon