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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: Dear Peter et al:

Recently a tech expert came on BNN and mentioned that going forward, it is the SaaS companies that will benefit from AI revolution. His top pick was ORCL. But he mentioned NOW and CRM as well in passing. I looked at these companies using Finviz's screener (free version!) and I see ORCL has a lot more debt than the other two.

What would be your choice? If not these three do you have any other favourites? Many thanks.

Mano
Read Answer Asked by Savalai on November 01, 2023
Q: Any of these businesses look interesting to you as a long term investment?
Thanks
Read Answer Asked by Curtis on November 01, 2023
Q: Do you still like WIRE? According to one of the Globe's recent guest columnists (a Mr. Teich at Avenue Investment Management) "We've never seen a business with this strong of a balance sheet". He says the market cap is US $2.8 billion which is down from your April commentary. Has the stock been really weak? Are they a copper miner or more of a fabricator?
Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on November 01, 2023
Q: There has been recent news and stock movement for Li-Cycle Holdings and I was wondering if you could comment the company as a potential long term investment?

Is it still too early in their history to invest?

What would you need to see from the company in order to be comfortable investing?

What would be an approximate price where you would consider investing?

Thanks!!
Read Answer Asked by Brian on November 01, 2023
Q: Renowned bear David Rosenberg says in today's Globe that he is positive on defense stocks. No individual stocks are mentioned in the article. Given the state of the world i have been watching a few defense stocks for some time but haven't pulled the trigger. Two of interest are KTOS and AVAV. Both are experiencing sales growth but neither are profitable. Do you see them turning a profit in the near term and which one looks better? Thanks.
Read Answer Asked by Ken on November 01, 2023
Q: Is the decline over the last three months related to the general decline of higher growth stocks? And what do you think of the recent results that led to a big drop last week? I'm wondering if it's still a good long-term hold or if not, is there another health care stock in the higher risk, higher growth category that you like more?
Read Answer Asked by Brendan on November 01, 2023
Q: I am trying to get a better understanding of the cash postion for Tesla. I have read, heard people state that Tesla should buy back stock, I have heard people say that they have lots of money. Looking at the balance sheet, the cash position is exactly what I hear people state. They have $26B in cash (plus about $2.5B in receivables); however, when I look at their current liabilities, it is about $26B. Am I wrong to think that their net cash position is position pretty close to 0 (plus the $2.5B in receivables). And if we consider that their cash position has not been growing in leaps and bounds, they do not really have very much cash as their current cash position would be required to pay their current liabilities. Is my logic correct (if not can you add a little explanation as to why not)? Thanks.
Read Answer Asked by Walter on October 31, 2023
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