Q: The market clearly likes the new CEO, do you? Does this change your view on SBUX? Or might this be a good time to sell and reevaluate the company after a while? Thank you.
Q: I bought FLUT shares when they listed in the US thinking they have strength in being the largest international company in sports gambling. Worried to hear recently that they might IPO FanDuel independently from FAN and thus potentially split the interest amongst 2 stock choices and dilute the FAN price. Notes from today’s strong earnings report stated that ‘ Jackson (CEO) said he had no plans to rename the company FanDuel or pursue an initial public offering of that business, something he once considered’. If that statement can be taken on face value, do you see FAN as being more attractive previous to the earnings and that revised strategy?
Q: MCK had a significant pullback after it reported. Please comment on the results. Do you think the pullback was warranted or was it overdone?
Thanks for your insights.
Ian
Q: Hi group ...Can you explain the difference between private equity and private credit. Also how to patriciate in this sector and what is your top 3 picks to start positions?...Thanks for your help
Q: Greetings, can you please provide an analysis of the June 30/24 financial results and your assessment of future prospects. Would you rate it as a buy, hold or sell? Thank you.
Q: i've owned a half position in Edwards Lifesciences for several years in a basket of several important US medical companies. Certainly I see an opportunity to create a full position at these low levels. However I'm primarily a dividend investor close to retirement, and Edwards does not pay me a dividend. Is the company ever likely to pay a dividend ? What is the likely future for this company ten or twenty years out.
Q: Hi Folks,
I have some cash to deploy in my non registered account. I am looking at adding to CSU, AMZN, GOOGL, MSFT or COST. Would you please rank in order of adding to at current prices.
Thanks
You commented that you would not add more to an existing position but would you be a new buyer or this company?
Is there still a compelling growth story here for a 3 year hold or do you think there are better companies in this sector to deploy cash that are forecasting better growth acceleration?
I huge thank you for all you do!
Q: Thanks for answering both of my questions on ATS and BYD earnings. In reviewing past answers on these 2 companies it seems to me that this in not the first 'disappointing' quarter they have had.
They seem to be in a slump on earnings and in performance which naturally follows.
ATS -31% year to date and -30 for 1 year.
BYD -18% year to date and -3% for 1 year.
Both significantly lagging the S&P and QQQ.
How much longer will you give these 2 in your portfolios before they are replaced?
If you were to replace them today with good quality US stocks with good performance numbers, which would they be?
Q: Could I have your opinion on PFE earnings please. I see from your notes that Pfizer is not your favorite; could I have your view on its recovery potential please from what appears to be a depressed level.