Investment Q&A

Q: Hi 5i,

Can I have your thoughts on TTD. Have held for a long time and haven't thought about it much. Still a hold and forget?

TIA

Q: Super Micro rise definitely “Super” lately.
Do you continue to consider it reasonably priced?
Euphoria or fundamentally sound?
Thank you

Q: I know you continue to like Nvidia and other Semiconductor names, but don't you think the SemiConductor space is getting a bit Pricey. Given that this space is considered somewhat cyclical, would you wait for some of these stocks to cool down or would you buy Nvidia for example, based on continued momentum.

Thanks
Tim

Q: How would you value above companies for a long term industrial hold.? Are there other companies in the North American industry you would prefer? Thank you.

Q: Thoughts on their earnings?

Q: Please,your thoughts on wolf.v.Thanks.

Q: Please update you opinion. is this a good dip to enter on?

Q: Can you provide an earnings estimate for 4th qtr. earnings and outlook for NOA?

Q: Good morning, I’m wondering if you have ever considered using a chat group (ie discord) instead of the traditional forum. Reason I ask is because there is a lot of smart investors that use your site that would benefit from a more real time exchange with each other. Thoughts?

Q: Looking to increase us dividends, is it ok to buy cdn companies in US dollars or can you list stable us dividend payers.

Q: Hi Team,
This is more of a general comment , discussion on Gsy valuation. Is it just me or the earnings growth this company is putting out in relation to its p/e seems incredibly cheap. Looking at their history , quarter after quarter continues to be record and shows the most stable growth out of any of my holdings on a long term basis. The ceo really seems to know what he’s doing here. I think this should be a $1000 stock within 8-10yrs of growth remains as is and they are given a fair multiple in the market. Am I crazy to think this ? This isn’t even accounting for their new growth initiatives such as the credit cards they are going to probably be rolling out, or expansion into the US. Just looking for your thoughts on this and what might prompt the market to start recognizing the stock fairly in regards to valuation ? Thanks

Shane

Q: I am sure glad I have you deciphering financial news for us. Looking at crox latest quaterly results would leave me rather unimpressed, 1.6% revenue growth, considering inflation is not that positive. The year/year results are more positive. but doesn't the latest quarter indicates the trend? The market and consensus seems to prove me wrong in my analysis. Anythng I did not see?

Q: I have this covered call ETF in my LIF account for income and am wanting to switch to a non covered call US dividend ETF can you give a recommendation? Thanks
Keith

Q: I bought this a week or so ago when I saw it come up in a Q&A. It's gone up nicely since then. Assuming you still like it, can you explain why? Thanks,

Jason

Q: What is your updated view on Russel Metals after their latest earnings report and large acquisition (Samuel $225M) in December. Net cash position and commentary on some recent and future CapEx focused on value added moderinazation projects to expand margins. It seems like something has changed with the company finally breaking out from the 30-35 range it has been in for 15 years.

John Reid
"It's definitely been a very robust market compared to anything I've seen and really the sustainability of that over 3 years...So the demand has been very good and also price of steel has been very good... And so, yes, it's been a really nice ride for the last 3 years and we don't see anything really pulling back on that next or I guess the next 2 or 3 years as far as we can see out, we just don't see anything to change that right now."

Q: Hi 5i,

There's been a lot of buzz lately about OpenAI/ChatGPT developing a new search engine that will compete with Googles. Also this will be partly functional inside Bing. Given the Google relies on highly Ad revenue, expecting users to scroll through searches, while this new engine would potentially by-pass this Ad revenue clicking, do you see this a game changing to Google?

Thx

Q: Please comment on the recent earnings? Also can you provide a good substitute for this stock?

Q: Hi 5i
AC is to report earnings tomorrow. In your opinion, what will it take to move share price in positive direction? Last summer sp headed in the right direction till market drop....

Long term share holder,...looking forward, would you continue to hold...time frame shortens every year, now looking about 2 yr horizon.

Can you suggest alternatives to AC with reasonable growth/risk.

thx

Q: Is it time to buy a company where management is on investor side. Where do I go?

Q: your comments on qipt earnings please.
thanks