Q: Do you think that DIS share price will be more sensitive to 1) Disney+ performance, 2) theme parks/cruises or 3) theatrical and linear TV businesses? There is likely still some re-opening upside for 2) but I suspect that they will find it difficult to continually achieve lofty expectations for 1), and I assume 3) will be under pressure as well. I'd appreciate your thoughts on holding DIS or selling. Thanks.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi Peter, Ryan, and Team,
I know you like GOOG, and am wondering if the following story is further reason to buy some/more, and perhaps a reason to lighten up on MSFT?
https://www.thurrott.com/mobile/chrome-os/262838/google-wants-to-turn-old-pcs-into-chromebooks-with-chrome-os-flex
Thanks as always for your insight.
I know you like GOOG, and am wondering if the following story is further reason to buy some/more, and perhaps a reason to lighten up on MSFT?
https://www.thurrott.com/mobile/chrome-os/262838/google-wants-to-turn-old-pcs-into-chromebooks-with-chrome-os-flex
Thanks as always for your insight.
Q: Given the latest quarter report and the drop in share price, management still seems optimistic longer term. How do you see this company/stock over 5 years?
Thank you.
Mike
Thank you.
Mike
Q: Good morning... your thoughts on the RBLX quarter. Would you be buyers or sellers? Too much risk for this market?
thx. M
thx. M
Q: With the big drop in APPS today, do you find it attractive and recommend starting a position in it? Is the Google Sandbox Privacy news that significant to APPS?
Thanks for the amazing work you and your team does!
Thanks for the amazing work you and your team does!
Q: Could I get your opinion on this company , please and thank you....and also if you could provide the terms of their warrants it would be much appreciated...Cheers
Q: Is there any news on APPS. Why it is dropping this much?
Thanks,
Milan
Thanks,
Milan
Q: Could you please comment on earnings -thank you!
Q: It seems that the P/E ratio has improved greatly here, mostly due to its pullback. Could you updated your past views on Chart Industries. I think it looks very attractive at the current price?
Q: I am used to thinking of dividend stocks in terms of 1. yield relative to historical yield, 2. payout ratio, 3. years of consistent dividend payout without cut as the major deciding factors what would be equivalent factors be to consider in the tech sector stocks.
such as Google, apple, Microsoft, please provide an analysis in terms of what to consider that would influence buying / ranking one over the other.
thanks
Ernie
such as Google, apple, Microsoft, please provide an analysis in terms of what to consider that would influence buying / ranking one over the other.
thanks
Ernie
-
T. Rowe Price Group Inc. (TROW)
-
IGM Financial Inc. (IGM)
-
AllianceBernstein Holding L.P. Units (AB)
-
Janus Henderson Group plc (JHG)
Q: If looking for stability, some growth and a growing dividend, which of the aforementioned would be your pick? Are there similar firms you would prefer?Also, what is causing the relatively more precipitous current decline of TROW?
-
Waste Management Inc. (WM)
-
Waste Connections Inc. (WCN)
-
GFL Environmental Inc. subordinate voting shares (GFL)
Q: At this stage in the economic cycle, which of these 3 would you consider for a long-term hold and why? Thanks!
Q: Please comment on their results released last night and the $400M share repurchase program. This was one that I decided to average down with recently.
Q: Im over weight energy. And with recent run up and knowing you cant time tops and bottoms was thinking selling whitecap in a registered account to improve my balance. Im under weight us and international exposure and underweight (in order of percentage underweighted, most -least) consumer def, consumer cyclical , healthcare, industrials and tech . Was thinking of adding to topicus but like both growth and dividends. Not looking to fix all deficiencies but any suggestions of 1 stock that i can add to begin to improve my mix? Thx as always for great service.
Todd
Todd
Q: What do you think of Lantronix's recent quarter? Canaccord just started coverage on LTRX at US$13.00.
Q: Hello,
Can I get an update on 1 Life Healthcare. Would you buy at these levels? Can I get one alternative healthcare stock that you would recommend instead. Investment horizon is 3-5 years.
Thank-you.
Can I get an update on 1 Life Healthcare. Would you buy at these levels? Can I get one alternative healthcare stock that you would recommend instead. Investment horizon is 3-5 years.
Thank-you.
Q: wh
What are your thoughts on investing in this stock?
What are your thoughts on investing in this stock?
Q: Hello 5i,
Could I have your assessment of MDRX please? Would you be a buyer today?
Thank you
Dave
Could I have your assessment of MDRX please? Would you be a buyer today?
Thank you
Dave
Q: Thoughts on EMCORE Corporation, this industry, and it's recent earning? It dropped a lot, and wondering if it would make a good starter position. How interested is this stock to your team?
Thx again.
Thx again.
Q: I've done well with HD in a registered account over the last couple of years. That said, I'm seeing growth slowing and am contemplating switching to RH. On a scale of 1-10 (from less to more) , can you please rate each company for risk and growth over the next 12-18 months? Thank you.