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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: AI is expected to increase data generation requiring "massive increases in bandwidth" [BAC] to transmit that data. Which companies are investable to provide the equipment to handle the data increase. What target buy prices would you advise. Please rank your top 3 ?

Read Answer Asked by sam on March 26, 2024

Q: My question is about the special/unique/dynamic etc CEOs Michael Dell and Ryan Cohen. What is your estimation of each in respect to both DELL and GME. Different trajectories and challenges but curious on your insights about their management and decisions in the last couple of years etc thanks.

Read Answer Asked by MG on March 06, 2024

Dell Technologies Inc. Class C (DELL)
- View DELL Profile
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Q: Dell was up 30% today. But I read the PE as only 16. Of course, that was likely before the raise. Would you buy into it now as a relatively solid, stable, but growing tech company?

Read Answer Asked by John on March 04, 2024

Q: Is now a decent time to purchase VRT or should I wait for a potential pullback/consolidation? Are there other similar companies to VRT?
Thanks

Read Answer Asked by Ben on February 15, 2024

Dell Technologies Inc. Class C (DELL)
- View DELL Profile
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Q: Hi - do you have any comments on DELL's prospects from the perspective of making an investment.

Read Answer Asked by Douglas on September 14, 2023

Q: Hi Research Team

I"m interested in Tech companies with good to great Free Cash Flow going forward?
Does your team have a list of 10 U.S. Tech companies and 5 Canadian Tech companies that would fall into this criteria?
Thanks
Cal

Read Answer Asked by cal on January 27, 2022

Dell Technologies Inc. Class C (DELL)
- View DELL Profile
- View Questions on DELL

Q: We have held DELL since 2016, now just under 1% of portfolio. They plan to spin off VMWare and sell BOOMI by the end of this year. Is this a good time to add or just hold?

Read Answer Asked by J on August 30, 2021

Dell Technologies Inc. Class C (DELL)
- View DELL Profile
- View Questions on DELL

Q: Hello, what do you think of Dell Technologies as a long term investment in the computer business? I am a bit confused here, I thought it was a private company but it now trades on the NYSE. Is it the same computer company as before or something different? Thanks, Gervais

Read Answer Asked by Gervais on July 12, 2019

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