Q: What's your opinion on Nuvei, their management team, debt, and business? What do you think of a half position in them today for a typical balanced portfolio or would you prefer another company in the same sector? Thank you.
Q: I hold the above six securities in a taxable account in less than half positions. On a tax neutral basis I could sell OKTA,SNOW,GH and PLUG and split the proceeds between ROKU and CRWD to bring them to larger positions. These investments are part of a relatively agressive taxable portfolio.
Two questions - firstly, if you could rank the 6 stocks in accordance with your preference. Secondly, do you think my proposal would create a meaningful stronger position for growth.
Thanks,
Terry
Q: I was looking for reasons on the big sell off in FLTR the other day (when your site was down) and pulled this up. Oddly (to me) DKNG is still trading at a respectable valuation. To me the whole thing sounds horrible. What do you make of it?
Q: Recently, the group that bought a bunch of dental practices all over Canada and put them under the corporate umbrella of Dental Corp had an IPO on TSX.
I see dentists are generally affluent and high income earners.
So buying 400+ practices and making it a big business sounds like a good idea except for the part that there is a half a billion dollar debt or so on the balance sheet.
What is your long term opinion of Dental Corp? Maybe a slow burn winner?
Congrats on the web site update! Makes it easier to navigate for sure especially when looking up company data.
Of the recent IPO's listed above, do you have a preference for one or the other or obtain a starter position in all 3? Or a different one all together?
Also, can you pls confirm the considerable drop in revenue as seen on the Company data for ABCL....or is this an error? I normally only invest in a company whose YoY growth/revenue is trending upwards...so this is a bit of a caution flag if I were to invest in ABCL.
Q: My wife and I are each opening up a TFSA with 75000 initial deposit in each account. We are thinking of putting 5-8 ETF's into the one account and 10-12 stocks into the other account. Wondering if this is a good strategy or if you would suggest something different? The emphasis would be primarily on growth, but not at extreme risk. Can you recommend 5 or more ETF's (and percentage allotted for each) for good diversity for the one account, and 10-12 stocks equally spread out to cover the $75,000 in the other account.
Please deduct as many credits as appropriate.
Many thanks, Jake
Q: Hi Peter,
What would be your today best growth companies 3 US and 3 canadian with good fundamentals other than technology. Please list inorder of their risk.
Q: I am participating in a fun challenge at work wherein all staff get $100,000 of play money to invest in stocks June 30, 2021. The "portfolios" will all be valued September 30, 2021 and the three highest value portfolios win a small prize. I know this is nothing more than a crap shoot, but can you recommend a few (I'm thinking 5 or less) stocks that might run during that period?
Q: What companies do you see having the most influence or ability to bring the Metaverse to reality? I have been reading a fair bit about this, some think it will be the next version of the internet in conjunction with AR & VR. Using your crystal ball do you have any suggested companies for a long term plays.
Q: Can you please provide recommendations for three US and 3 Canadian consumer cyclicals, with the strongest conviction names noted first? Medium risk-tolerance, with a preference for a longer-term hold (3-5 years).
On a related note, I already own PLC and am considering swapping it out for ATZ. Can you please rate these two stocks for growth and risk?
Q: I’m seeing this company on the news more often lately. could it be driven up by sentiment like some of the cannibus stocks when they first came to be traded publicly.?