Q: What are your thoughts on the divestment of pharmacies to Neighbourly? Do you see reasonable upside in the company with this injection of cash?
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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: Can you please comment on two items for Converge: the level of share dilution over the past couple of years, and the percentage of goodwill on the balance sheet. Are either of these concerning? Need to be watched? What about the likely future trajectory for these factors? I am considering taking a position here but these things have be reconsidering. Thanks.
Q: In an answer, you said a good entry price for META is between here and all the way down to its IPO price of $40. That would be another long way to fall. Sounds like it is very cheap and getting cheaper every day. What is your definition of a value trap and is META now a prime example?
Thanks.
Thanks.
Q: Hello 5i
I have been wondering whether Meta is a good choice given it’s recent fall. So, i was interested in your response to a question this morning. You seemed positively disposed towards the stock. Shortly after that i read a small piece by Cathy Wood’s Arkk, which is usually seen as willing to take risks. Someone said that she makes all or nothing bets. I was surprised to see that they see Meta as doing just that. I will post a short excerp. And would be very interested to know what you think of it:
In our view, if augmented and virtual reality (AR and VR) were to become the next mobile and at-home computing platforms, the return on investment could dwarf the $10-15 billion per year that Meta currently is spending to secure leadership in the space. That said, if AR and VR do not scale to the mass-market, Meta's current pace of investing could be a colossal mistake.
In our view, if augmented and virtual reality (AR and VR) were to become the next mobile and at-home computing platforms, the return on investment could dwarf the $10-15 billion per year that Meta currently is spending to secure leadership in the space. That said, if AR and VR do not scale to mass-market, Meta's current pace of investing could be a colossal mistake.
thAnks
I have been wondering whether Meta is a good choice given it’s recent fall. So, i was interested in your response to a question this morning. You seemed positively disposed towards the stock. Shortly after that i read a small piece by Cathy Wood’s Arkk, which is usually seen as willing to take risks. Someone said that she makes all or nothing bets. I was surprised to see that they see Meta as doing just that. I will post a short excerp. And would be very interested to know what you think of it:
In our view, if augmented and virtual reality (AR and VR) were to become the next mobile and at-home computing platforms, the return on investment could dwarf the $10-15 billion per year that Meta currently is spending to secure leadership in the space. That said, if AR and VR do not scale to the mass-market, Meta's current pace of investing could be a colossal mistake.
In our view, if augmented and virtual reality (AR and VR) were to become the next mobile and at-home computing platforms, the return on investment could dwarf the $10-15 billion per year that Meta currently is spending to secure leadership in the space. That said, if AR and VR do not scale to mass-market, Meta's current pace of investing could be a colossal mistake.
thAnks
Q: I would like to capture the tax loss for AMD and buy it back after 30 days. Would NVDA be a good proxy as I wait out the 30 days?
Q: With all the megacap tech names earnings being released, and seeing the pullbacks and future estimate adjustments etc. If you had to chose one of the above to invest in, which would it be and why? Thx
Q: Could you please give me opinion on SPOT.
Would you buy it at this level in the low 80's for 1 - 2 years time horizon?
Thanks,
Milan
Would you buy it at this level in the low 80's for 1 - 2 years time horizon?
Thanks,
Milan
Q: Since we are entering what will probably be a very active end-of- year tax loss selling season , wondering if you will be providing a Report on potential candidates as you have in previous years ?
More specifically , I am interested in one such candidate - CPLF - which is off about 80 % from its high with sell-off accelerating over the past week chopping off about a quarter of its value on much heavier than normal volume.
Would you consider this company as one worth taking a chance on ?
Or better candidates in the context of many such huge sell-offs this year ?
Thank-you.
More specifically , I am interested in one such candidate - CPLF - which is off about 80 % from its high with sell-off accelerating over the past week chopping off about a quarter of its value on much heavier than normal volume.
Would you consider this company as one worth taking a chance on ?
Or better candidates in the context of many such huge sell-offs this year ?
Thank-you.
Q: I asked about COHR (formerly IIVI) last week and haven't seen a reply yet I am down 63% on it and wondering if I should hold or move on.
Thank You
Peter
Thank You
Peter
Q: What’s the great entry price for Meta? Thanks
Q: Hello Peter & Ryan,
I picked this up on the IPO, one of the few that really did poorly. is there a business case to keep this, or best to let it go?
Thank you as always...
I picked this up on the IPO, one of the few that really did poorly. is there a business case to keep this, or best to let it go?
Thank you as always...
Q: It announced a some $1B acquisition and drops 4.92% to$33.42(even lower earlier).Please comment.Is it timely to add.Txs for u usual great services & advices
Q: Hello,
It was posted and later removed by portfolio manager Murray Wealth Group that Converge was telling brokers that they were going to miss estimates on the high side and that is what caused the sell off.
This seems extremely sketchy. Isn’t there a quarterly private period? If the miss to the high side could this be investigated? What is your take on this and if management does miss on the high side?
It was posted and later removed by portfolio manager Murray Wealth Group that Converge was telling brokers that they were going to miss estimates on the high side and that is what caused the sell off.
This seems extremely sketchy. Isn’t there a quarterly private period? If the miss to the high side could this be investigated? What is your take on this and if management does miss on the high side?
Q: I am having a hard time seeing a path to profitability for LSPD. I get that their product offers client service management, however there are tons of different point of sales systems/payment providers. Much of their growth has come from acquisitions, with a tight capital environment I not sure that is a good plan going forward. Why buy this?
Any comments appreciated Leo
Any comments appreciated Leo
- PayPal Holdings Inc. (PYPL)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Twilio Inc. Class A (TWLO)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Marvell Technology Inc. (MRVL)
- Okta Inc. (OKTA)
- Digital Turbine Inc. (APPS)
- Palantir Technologies Inc. Class A (PLTR)
- Unity Software Inc. (U)
Q: I am restructuring a non-registered account to be more defensive, and less tech heavy. All of the following US stocks are down: APPS, OKTA, PYPL, PLTR, SE, TTD, MRVL, TWLO, U, VEEV. Do you consider them a sell or hold?
Thanks.
Linda
Thanks.
Linda
Q: With the above four big tech companies above disappointing on earnings and being beaten up for it, is this the beginning of the tech earnings recession going forward? And do you think the stock market will begin to move more on earnings now and less on the actions or potential actions of the Fed? ie. if we want to buy these names would it be smart to sit on the sidelines now and let this play out for a while? Thanks.
Q: Please comments on Shop earnings, thanks
Q: Thoughts please on their quarter markets seem to like it
Thx
Thx
Q: What is it about Shopify that you consistantly maintain such a bullish perspective on?
Q: Last year's volatility on acuity ads (AT) rewarded me since I traded it three times for very nice gains. I kept a small amount of shares since I am playing with the house's money. I looked at today and it is down to $2.17 on the Canadian exchange so the market cap is only about $130 million. From what I can tell them seem to have at least $80 million of cash on the balance sheet. I know their ad revenue will go down if there is a recession but they still have about two thirds of their market cap covered by cash. That is protection, right? If the company can't find an acquisition why don't they do a substantial buy back? The only time I have found a company with such a large amount of cash was a little natural gas producer in New Brunswick called Corridor Resources. I made a few bucks trading on the seasonality and one day, when I didn't own any shares, someone came in and bought Corridor for a healthy premium. Could this happen to Acuity? Are they vulnerable to be acquired with so much market cap covered by cash on the balance sheet?