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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: Hi, could I have your updated opinion on CFLT please? I don't see recent questions on it - I have a small position and need to top up or sell. Could you possibly rank compared to DDOG, PATH, SNOW, APP
Read Answer Asked by Kel on March 20, 2024
Q: Buffet likes to invest in companies with a moat and hold long term. He has a position in SNOW. Some analysts are calling into question the moat of SNOW. Do you know if SNOW has a decent moat or are they in what is essentially a commodity type business, in which case their margins will be eroded over time?

Thanks.
Read Answer Asked by Joel on March 08, 2024
Q: These four companies are all AI-predominant companies, all are growing revenues at about 20% per year or so, have similar market caps, and are coming into profitability for the first time either last year or next.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.
Read Answer Asked by Michael on February 15, 2024
Q: I'm hoping you can give your thoughts on these as well as rank these potential AI companies for a 5 year hold.

EPAM; GLOB; C3AI; PERI; UPST; PLTR; SNOW; CAN; VRT
Read Answer Asked by Gregory on February 02, 2024
Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.
Read Answer Asked by Catherine on September 14, 2023
Q: For AI, which companies are in the best position to benefit from having the largest and highest quality data sets, in addition to GOOGL ADBE and META. Please explain how they can benefit and whether they are buyable today for long-term holds.
Read Answer Asked by sam on August 22, 2023
Q: Hello 5i,
Well over a year ago I made a note to look at these five stocks when interest rates peak and/or start to drop.
Recently I have heard commentary that the recent run up in price is largely short covering.
I'd love to hear your take.
Are any in this group investible yet and in what order would you buy them.
I have an above average risk tolerance.
Thank you
Dave
Read Answer Asked by Dave on July 13, 2023
Q: Cathie Wood - “For every dollar of hardware that Nvidia sells, software providers, SaaS providers will generate 8 dollars in revenue.” (from A.I.)

Fact or fiction? If fact what SaaS names would be of most interest?
Read Answer Asked by Jeff on June 06, 2023
Q: I own SNOW and am down 30%. It has been loudly touted as a future all star stock by folks like Brad Gerstner. But hasn’t lived up to the hype and is about 1/2 of previous highs.

With all the focus on and interest in AI, am I better to hold or add to Snow or sell and buy one or more stock that looks to have better upside potential. Do you have 2-3 favourites ?


Thanks for your help.
Read Answer Asked by Donald on May 12, 2023
Q: Its pretty obvious that AI is going to be a big investment thesis this year and likely for a number of years. It looks like it will be very disruptive, which will create investment opportunities. With that will come hype and promotion of low quality companies that will get propped up in the wave of AI. Like crypto, NFT's, etc etc I think AI will probably be the next craze, and a lot of money will be made and lost. But so far the only recommendations I'm reading about are mega caps like Nvidia, Apple, GOOG which can do well but they aren't going to be multibaggers. Do you have any insight into smaller companies that may benefit most from this AI boom? Looking for game changing smaller companies that have the best chance at multibagger gains? Thx
Read Answer Asked by Adam on April 18, 2023