Investment Q&A

Q: Please name your top 4 companies that are into ART. Intelligence A/I. Brief reason for each pick. Take as many credits as necessary. Thanks. Helen

Q: Hello
What is your view on Fulgent Genetics? Thanks for your advice.

Q: Can you please evaluate the results from GAMB? What was good and what was bad? Why the big sell off? Lastly, buy, sell or hold and why please. I own a small piece of this along with SRAD and GENI and am baffled at its underperformance.

Separately, what do you think of Keystone Financial (key stocks.com) as as supplementary service to 5i? Does coverage overlap dramatically or could it be a nice secondary source of potential growth stocks?

Thanks

Thanks!

Q: May I have your thoughts on COHR's recent quarter? Currently down 20%. According to my phone (not especially trustworthy) a solid quarter but drops on guidance. I note too they are planning to sell their defence division for 400 Million. Maybe the market thinks they could have got more?
Jim

Q: Could you give some comments on Twilio and Global E earnings? The results weren’t received well by the market

Q: Galaxy glxy/t getting hit 8+% on the $1.5B finance announce for the Helio project....does everything seem in-line with the financing, in your opinion, and longer term...how much will the project be beneficial to Galaxy, in their relationship/partnership with Coreweave. and finally....is the C$35 level a good price (longer term) to add to a position....thx as always for great Service, jb

Q: Harrow Inc (HROW) is not in your database currently. Can I please get your thoughts on it? Thank you

Q: Hello Chris/Michael:

Kudos for your YouTube podcast. Great data dense presentation with some actionable ideas! I posed this question on YouTube comments section. Hee it is for all of us, the subscribers.

If 1% position is a reasonable position to take in Cryptos, what would be the "intra group" percentages for ANY investor. I know percentages are personal. Here it is about slicing that 1 % ! More in the ETF than in the "miners?

Also, I remember Peter mentioning that Tom Lee is one of his favourites and he follows him. I don't recall Chris mentioning Tom Lee's Bitmine?

Best wishes to these young men!
Many thanks!

P.S. My Twitter/YouTube handle dovetails nicely with Chris's percentage based approach! My handle is 3P Investor. Investing is P for Personal, P for Percentage based and P for Portfolio/Probability. The three legs of a Financial stool. :)

Q: Hi,
Roper is now generating more revenue from providing software as services business. It's price did not move much in past 2 years. When I compare it with QQQ which is more of a Technology based etf, its return are negative? What could went against ROP? Your opinion on ROP on its future.
Thanks
Piyush

Q: Can I get your updated opinion on BRO. It has sold off. Can you comment on its earnings and financial position. Also what do you think of there latest deal. Is this a buy?

Q: Please comment on Wix after it's 44% decline ytd.

Q: Can you please update your thoughts since your last comments? Seems to be trading cheap for a growing company with an AI tailwind?

Q: Could you please provide some commentary after the companies 35% decline ytd?

Q: Hello Team,

You mentioned earlier that when/if Small Caps go they should "GO".

Can you give you top 3-4 Canadian and top 3-4 US small caps that you think will "GO"!

Thanks.

Q: If the manufacturing base in the US truly strengthens, and I appreciate many of the announcements are performative, what companies will benefit…infrastructure, robotics, construction etc etc Any specific stocks to recommend?

Q: What size position would you initiate a position in CLBT? Thx

Q: What tailwinds does crcl have ?

Are they strong enough to move the share value up and offset further damage due to interest rate reductions?

Thanks.

Q: Dear Peter et al:

What do you make of Perplexity's offer of "buying" Chrome for 34.5 B ! Perplexity itself is worth only 18 B according to one report that I read! Some bloggers say that this is to rattle Alphabet and give the antitrust government lawyers ammunition to break it up. Without Alphabet, Chrome becomes very weak which is good for Perplexity. If Alphabet sells Chrome to Perplexity then it it becomes huge in Search domain! A win-win for Perplexity and a lose-lose for Alphabet. So, the reasoning goes!

I couldn't help thinking that a contrarian view might emerge. Alphabet might spin off Gemini and Chrome together!! Or make an offer for Perplexity!


Anyway, does this affect your strong endorsement of GOOG? I know you are a fan. Me too!

Q: hi folks:

did well with this company in the past

i see it has sold off quite hard; it did get a big trump bump

can you pls provide an update? and would you consider it worthwhile at this point

thanks in advance

Q: Hi 5i, I'd appreciate your current take on Viavi Solutions. It appears to be a viable small cap that could benefit from the AI build-out. Thanks!