Q: Please comment on NTNX’s most recent crash. What of these two do you like best, 10 year hold. Thanks.
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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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United Rentals Inc. (URI $806.33)
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Nutanix Inc. (NTNX $52.62)
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Axon Enterprise Inc. (AXON $588.88)
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EnerSys (ENS $146.27)
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Nebius Group N.V. (NBIS $88.48)
Q: Simple question. What are the 5 best Canadian stocks to hold for 10 years that have no or minimal dividends and are not small caps. What are the 5 best US stocks that are found on the list of CDR’s for a 10 year hold.
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Alphabet Inc. (GOOG $305.43)
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Nutanix Inc. (NTNX $52.62)
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Axon Enterprise Inc. (AXON $588.88)
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CECO Environmental Corp. (CECO $58.50)
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Applovin Corporation (APP $721.35)
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SoFi Technologies Inc. (SOFI $27.16)
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Robinhood Markets Inc. (HOOD $121.38)
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Sportradar Group AG (SRAD $23.23)
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Nebius Group N.V. (NBIS $88.48)
Q: Looking to reduce holding size after very favourable gains. What 3 or 4 names in the US would you consider for re deployment? (I hold NBIS already). Thanks.
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Sea Limited American Depositary Shares each representing one Class A (SE $122.75)
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Nutanix Inc. (NTNX $52.62)
Q: Which business do you have more confidence in over the next five years? I have smaller positions in both and would like to merge into one.
Thanks
Thanks
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Akamai Technologies Inc. (AKAM $89.09)
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Amazon.com Inc. (AMZN $228.67)
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Cisco Systems Inc. (CSCO $78.74)
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Alphabet Inc. (GOOG $305.43)
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Microsoft Corporation (MSFT $485.23)
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Hewlett Packard Enterprise Company (HPE $24.54)
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Nutanix Inc. (NTNX $52.62)
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Zscaler Inc. (ZS $232.97)
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VMware Inc. Class A (VMW)
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Dell Technologies Inc. Class C (DELL $125.94)
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Fastly Inc. (FSLY $10.18)
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Cloudflare Inc. Class A (NET $197.23)
Q: Hi gang,
Can you suggest me ntnx or net? What would be a safer bet. ? Who are their competitors?
Thanks. Alnoor
Can you suggest me ntnx or net? What would be a safer bet. ? Who are their competitors?
Thanks. Alnoor
Q: Which company are you more bullish on long term? Are you aware if CLBT has any customers in Canada?
Thanks
Thanks
Q: As you take a look at the quarterly results, are the fundamentals still intact for NTNX? What in the results is the market reacting negatively to? Would you add to a partial position now?
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Nutanix Inc. (NTNX $52.62)
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CECO Environmental Corp. (CECO $58.50)
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Eagle Materials Inc (EXP $220.29)
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SPX Technologies Inc. (SPXC $208.04)
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TransMedics Group Inc. (TMDX $125.31)
Q: Please rank these five companies, top to bottom, for maximum returns, for the next 2-3 years. Thanks
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Amazon.com Inc. (AMZN $228.67)
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Alphabet Inc. (GOOG $305.43)
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Intuitive Surgical Inc. (ISRG $573.34)
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Microsoft Corporation (MSFT $485.23)
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NVIDIA Corporation (NVDA $179.80)
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Eli Lilly and Company (LLY $1,070.83)
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Advanced Micro Devices Inc. (AMD $213.81)
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Nutanix Inc. (NTNX $52.62)
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Super Micro Computer Inc. (SMCI $30.85)
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Axon Enterprise Inc. (AXON $588.88)
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Encore Wire Corporation (WIRE)
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Vertiv Holdings LLC Class A (VRT $161.30)
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Celsius Holdings Inc. (CELH $42.38)
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Palantir Technologies Inc. (PLTR $190.40)
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TransMedics Group Inc. (TMDX $125.31)
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Nextpower Inc. (NXT $88.51)
Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!
Q: Hi 5i Team,
For better upside potential, would you pick Elastic N.V. or Nutanix Inc ?
Pls give brief explanation.
Thanks a lot.
For better upside potential, would you pick Elastic N.V. or Nutanix Inc ?
Pls give brief explanation.
Thanks a lot.
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Nutanix Inc. (NTNX $52.62)
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Vail Resorts Inc. (MTN $152.38)
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Pure Storage Inc. Class A (PSTG $69.03)
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Celsius Holdings Inc. (CELH $42.38)
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Nextpower Inc. (NXT $88.51)
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AppFolio Inc. (APPF $234.83)
Q: I’ve held this name for 6 years and haven’t made a cent. Global warming may ultimately be the demise of this business. Looking to replace with a high growth U.S. name. What other businesses with a market cap less than 20 Billion would you put on the same growth trajectory as CELH?
Thanks
Thanks
Q: In your answer to my question to today about EDGE AI - it was intended to specifically address NTNX role. I know you own it, and I was trying to understand how important a role it could play. But, you did not name it in the stocks that could play a role in EDGE AI.
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Intel Corporation (INTC $37.49)
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NVIDIA Corporation (NVDA $179.80)
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Hewlett Packard Enterprise Company (HPE $24.54)
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Advanced Micro Devices Inc. (AMD $213.81)
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Nutanix Inc. (NTNX $52.62)
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Arista Networks Inc. (ANET $131.86)
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Super Micro Computer Inc. (SMCI $30.85)
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Vertiv Holdings LLC Class A (VRT $161.30)
Q: EDGE AI - which stocks are aligned with EDGE AI? In your view, is this an important next step in the evolution of AI?
Q: Could you comment on why you like NTNX? Is it likely to be proffitable soon? How does it manage to compete in the cloud computing sphere against Google, Microsoft (if those are its competitors)?
Thanks.
Thanks.
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Nutanix Inc. (NTNX $52.62)
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Super Micro Computer Inc. (SMCI $30.85)
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Crocs Inc. (CROX $88.66)
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Axon Enterprise Inc. (AXON $588.88)
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Vertiv Holdings LLC Class A (VRT $161.30)
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Celsius Holdings Inc. (CELH $42.38)
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Nextpower Inc. (NXT $88.51)
Q: Hi team,
In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.
Could you provide a list of aggressive US growth stocks ?
Gratefully,
Jacques IDS
In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.
Could you provide a list of aggressive US growth stocks ?
Gratefully,
Jacques IDS
Q: Nutanix had a big drop at the end of February. Is it
a buying opportunity? What are the pros/cons on this
company? Thanks
a buying opportunity? What are the pros/cons on this
company? Thanks
Q: Could you give an updated assessment of this company please? Thank you.
Q: Hi your opinion on IT firm called nutanix IPO please?