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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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Canadian National Railway Company (CNR $137.69)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $130.73)
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Constellation Software Inc. (CSU $3,324.75)
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Celestica Inc. (CLS $420.38)
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iShares Russell 2000 Growth ETF (IWO $342.38)
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Vanguard S&P 500 Index ETF (VFV $171.90)
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TerraVest Industries Inc. (TVK $167.52)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.12)
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Vanguard Dividend Appreciation FTF (VIG $224.76)
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Vertiv Holdings LLC Class A (VRT $163.58)
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Duolingo Inc. (DUOL $176.66)
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Brookfield Corporation Class A Limited Voting Shares (BN $66.35)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.09)
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ISHARES TRUST (IJT $147.46)
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 $5,492.11)
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Copart Inc. (CPRT $39.83)
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Crocs Inc. (CROX $86.07)
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Axon Enterprise Inc. (AXON $631.69)
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CrowdStrike Holdings Inc. (CRWD $470.61)
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Celsius Holdings Inc. (CELH $52.90)
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?
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Meta Platforms Inc. (META $653.06)
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Microsoft Corporation (MSFT $479.28)
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ARK Innovation ETF (ARKK $80.29)
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ARK Genomic Revolution ETF (ARKG $30.55)
Q: Hey guys,
Thoughts on a 3 year hold for Arkk and Arkg. I'm down 70%. Hold or move on to meta or msft.
Thanks
Jim
Thoughts on a 3 year hold for Arkk and Arkg. I'm down 70%. Hold or move on to meta or msft.
Thanks
Jim
Q: What do you think of these ETFs? They seem to hold mostly the same stocks and have roughly the same performance - which is good. Where would you put them on the risk scale?
Q: I have a many tech stocks in CDRs (msft.ne, aapl.ne, amzn.ne, goog.ne, nflx.ne). I’d like to slowly switch these to USD for more diversification - and because the holdings are big enough in some cases a sale would be ~1.5-2% of daily volume. This leads me to two questions - and I understand there is no crystal ball.
1) Is there a level of holdings / daily volume where an investor should make pause?
2) USD appears more expensive than usual and while short term may trend more expensive longer term there may be discounts. Given any headwinds would you consider converting to USD today or wait for better timing ?
1) Is there a level of holdings / daily volume where an investor should make pause?
2) USD appears more expensive than usual and while short term may trend more expensive longer term there may be discounts. Given any headwinds would you consider converting to USD today or wait for better timing ?
Q: I have this security In my TFSA, sitting at a 78% loss. It now represents 0.25 % of my portfolio.
I am very comfortable financially and do not foresee having to withdraw from my TFSA in the next 20 years.
Other than it being en eyesore, do you feel there is an opportunity cost that comes with continuing to hold it?
How would you proceed, keep it for fun and see if it runs, or sell it?
Thank you.
I am very comfortable financially and do not foresee having to withdraw from my TFSA in the next 20 years.
Other than it being en eyesore, do you feel there is an opportunity cost that comes with continuing to hold it?
How would you proceed, keep it for fun and see if it runs, or sell it?
Thank you.
Q: SMCI was up 14.4% today, February 5th. I find it hard to believe the people buying the stock today were buying because the company is going to have good earnings in the future. Instead I see momentum players doing panic buying. FOMO on a big scale. I don’t think this is going to end well once sanity returns to the momentum players who basically have no emotional stake in the company. I’m thinking we saw a top today. A little weakness tomorrow and it will be panic to get out first. Do you agree? I’ve owned the stock for some time and while I’m pleased at “winning the lottery” the stock’s action is beginning to concern me.
Jim
Jim
Q: Which of the two above would be a better five year investment for aggressive growth?