Q: I was wondering if you knew much about FedNow. Online it says it will not replace apps like Venmo or Cash App, as it will depend on if your bank and the bank you are sending to opt in. But why would a bank not opt in? It sounds like many banks are already gearing up to implement it this summer. Once fully implemented at US banks, will it be similar to Canadian e-transfers? Why would customers not use it for P2P payments, such as splitting a tab, if it is free, just we we do here in Canada? Thanks.
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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 5i, FTCO
Recent big drop in price of Fortitude Gold Corp. which as partially recovered. I could only find this article on Seeking Alpha, suggesting there will be a large drop in gold reduction. Can you offer an opinion on whether I should keep this or sell it. It represents small, less than 1/2 of a percent of my portfolio. If odds are strong against a reasonable recovery with improved gold prices, I would prefer to sell and move on.
Thank you
https://seekingalpha.com/article/4666314-fortitude-gold-end-of-the-line-as-q4-gold-production-slumps
Recent big drop in price of Fortitude Gold Corp. which as partially recovered. I could only find this article on Seeking Alpha, suggesting there will be a large drop in gold reduction. Can you offer an opinion on whether I should keep this or sell it. It represents small, less than 1/2 of a percent of my portfolio. If odds are strong against a reasonable recovery with improved gold prices, I would prefer to sell and move on.
Thank you
https://seekingalpha.com/article/4666314-fortitude-gold-end-of-the-line-as-q4-gold-production-slumps
Q: Would a long $5.00 leap call expiring in January 2026 with a premium of $2.15 be considered "risky" with NYCB currently trading at $4.59? That is, do you believe NYCB will not only survive but recover?
Q: hi, i'm short on Industrials. can you provide your top 5 for hopefully a longer term hold. US and/or CDN companies only please. and what do you think of DAC:US now ( it apparently screens as 100 on the Starmine intrinsic valuation model ) ?
cheers, Chris
cheers, Chris
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Home Depot Inc. (The) (HD $407.20)
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Lowe's Companies Inc. (LOW $256.36)
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McDonald's Corporation (MCD $310.93)
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PepsiCo Inc. (PEP $152.16)
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Philip Morris International Inc (PM $168.77)
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Enbridge Inc. (ENB $65.42)
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Canadian Natural Resources Limited (CNQ $40.66)
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Restaurant Brands International Inc. (QSR $92.29)
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Brookfield Renewable Partners L.P. (BEP.UN $34.54)
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TMX Group Limited (X $56.37)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $83.22)
Q: Looking for top 5 dividend stocks ( with good dividend growth ) from overall return perspective. 5 US and 5 Canadian. Thanks
Q: Hi team,
Grateful if you could update your views on Altimmune (ALT-Q).
Is it a buy now for aggressive growth ? Which other companies would would you consider more suitable now in healthcare for strong grow on short term and which risk would be associated ?
Gratefully,
Jacques IDS
Grateful if you could update your views on Altimmune (ALT-Q).
Is it a buy now for aggressive growth ? Which other companies would would you consider more suitable now in healthcare for strong grow on short term and which risk would be associated ?
Gratefully,
Jacques IDS
Q: Was considering adding to a small $lnth position to bump it up. Also have lly, abbv, well. Would you please provide an update opinion - potential in 2024/25 or value trap? Technically it is just perking up a bit.
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Canadian National Railway Company (CNR $130.70)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.92)
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Constellation Software Inc. (CSU $4,334.02)
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Celestica Inc. (CLS $256.04)
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iShares Russell 2000 Growth ETF (IWO $296.60)
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Vanguard S&P 500 Index ETF (VFV $157.85)
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TerraVest Industries Inc. (TVK $141.07)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $126.33)
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Vanguard Dividend Appreciation FTF (VIG $209.63)
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Vertiv Holdings LLC Class A (VRT $129.05)
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Duolingo Inc. (DUOL $340.66)
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Brookfield Corporation Class A Limited Voting Shares (BN $89.41)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $83.22)
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ISHARES TRUST (IJT $137.47)
Q: I recently retired and looking to place some of my savings into the market with a 5 year horizon at which time I will re-evaluate. Will tolerate a moderate to light risk. Could you please recommend 3 or 4 stocks or etf’s for my TFSA and 5-6 stocks for growth. Appreciate all your efforts. Thank you. Brian
Q: Hi, Could you give us your opinion on Vertex, specially after release of its earnings, yesterday. How is the growth trajectory and pipeline ? Does the recent pull back, notably after the earnings, today, presents a good opportunity to initiate a new position ? Thank You
Q: Would you trim or keep this ETF as is in view of active management and equal placement of these big tech companies in this particular ETF ? In view of high valuations of the seven largest tech companies would the decline of this ETF would be less then the NASDQ index?
Miroslaw
Miroslaw
Q: I was in process of building my position in PERI after reading some positive answers on this, inspite of getting bitten big time with other adtech ex ILLM.TO & APPS my current average CP is above where PERI is trading now.
Should I continue with my process to add to what I have, or this is another DOG within adtech just sell this and move ON
Should I continue with my process to add to what I have, or this is another DOG within adtech just sell this and move ON
Q: Is today’s drop provide an opportunity to add to my position? I am currently down 20% as of today. Thanks, Lesley
Q: After spending almost 2 months in overbought situation, RSI over 70, it reverted to an RSI under 30 in a couple of days. I have read what a lot of analysts say and yes their numbers were not great but I did not think they were disasterous. This stock is in a recommended portfolio I follow of US income orienated stocks. I do not own it but its appeal has risen with this. Can I have thoughts
Q: In light of the earnings report, can you please comment on whether or not the recent stock price drop was over-done. Can you also provide thoughts on payout ratio, its moat (if it has one) and its durability during past recessions? Is it now cheap compared to past metrics ?
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Booking Holdings Inc. (BKNG $5,584.08)
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Copart Inc. (CPRT $47.81)
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Crocs Inc. (CROX $83.35)
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Axon Enterprise Inc. (AXON $758.29)
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CrowdStrike Holdings Inc. (CRWD $418.60)
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Celsius Holdings Inc. (CELH $60.47)
Q: Hi,
Would you add to these names currently for a long term hold? Especially CRWD, AXON, CPRT, and BKNG, near or breaking out to new highs. Considering their valuations, growth, etc.. what order would you add and how much conviction (1-10) do you have for each name? Thanks!
Would you add to these names currently for a long term hold? Especially CRWD, AXON, CPRT, and BKNG, near or breaking out to new highs. Considering their valuations, growth, etc.. what order would you add and how much conviction (1-10) do you have for each name? Thanks!
Q: Hello,
Looking for insight on CRWD. I'm not a fan of selling just because 'something is up.' But with this recent surge would you recommending continuing holding a full position or selling/trimming here?
Thank you.
Looking for insight on CRWD. I'm not a fan of selling just because 'something is up.' But with this recent surge would you recommending continuing holding a full position or selling/trimming here?
Thank you.
Q: Please, your analysis 🧐 thank you.
Q: Moody’s has downgraded NYCB to junk and the shares have plummeted.
“ Fasten your seatbelts, it’s going to be a bumpy ride “.
Derek
“ Fasten your seatbelts, it’s going to be a bumpy ride “.
Derek
Q: Can you comment on the earnings and outlook for Fortinet?
Q: Palantir reported its 4Q on Monday, Feb 5. Stock popped 30% on Tuesday. First profitable year, worldwide commercial revenue grew by 32% year over year more than government revenue which grew by 11% year over year, increased its revenue guidance for 2024, AI platform "continues to be unrelenting" as reported by CEO. Short interest % is low. P/E = 232, P/S = 17. Expensive and volatile stock since its IPO. What is your take on Palantir quarter? Is the 30% increase in stock price over-exuberant? What is the maximum percentage you would hold Palantir in your portfolio?