Q: Can you please comment on the earnings elase today relative to the declining stock price . Seems to me their revenue is growing quicker then anticipated yet the stock price has moved in the opposite direction over the last few quarters.
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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: For a lithium supply play how does this little company look to you? With the Koch strategic platforms making an investment in this company recently announced does this make it a little more interesting? In the lithium space who would be your pick to play on this future demand as more vehicle companies start to offer more electric options.
Thanks
Thanks
Q: Your thought please about guardian health.
What is the consensus on the street?
It appears your associates do not have it in their portfolio anymore.
Any reason why and would you prefer VEEV in the sector?
If so ,why would you prefer VEEV?
What is the consensus on the street?
It appears your associates do not have it in their portfolio anymore.
Any reason why and would you prefer VEEV in the sector?
If so ,why would you prefer VEEV?
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PayPal Holdings Inc. (PYPL)
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QUALCOMM Incorporated (QCOM)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Veeva Systems Inc. Class A (VEEV)
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Teladoc Health Inc. (TDOC)
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DocuSign Inc. (DOCU)
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Guardant Health Inc. (GH)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Unity Software Inc. (U)
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Upstart Holdings Inc. (UPST)
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Nuvei Corporation (NVEI)
Q: I would like to build a more concentrated techy portfolio of our holdings with a 3 year time horizon by concentrating funds on stronger names and selling those you have less confidence in 3 years. Please rank names for
A. new funds to add with a short blurb about
1. growth potential and profit margins
2. risk/ debt, particularly at a time of rising rates
3. competitive advantage
4. management
B. selling with comment about reasons.
Appreciate service you provide - thanks
A. new funds to add with a short blurb about
1. growth potential and profit margins
2. risk/ debt, particularly at a time of rising rates
3. competitive advantage
4. management
B. selling with comment about reasons.
Appreciate service you provide - thanks
Q: One of the aspects of GE's businesses that has always appealed to me is the research arm, including additive manufacturing, artificial intelligence and biology/applied physics.
Since the company is going to split into 3 separate entities, do you know which of the new companies will contain the research arm, or will it simply be a component spread across all three?
Thank you.
Since the company is going to split into 3 separate entities, do you know which of the new companies will contain the research arm, or will it simply be a component spread across all three?
Thank you.
Q: Between SYK & WBA which would you prefer for a 5 year total return investment and why.
Q: In reviewing questions regarding infrastructure WSP Global and Jacobs Engineering appear to be among your favorites. How how would you rank them against each other and is there another 1 or 2 worthy of consideration?
As always thanks for the great service.
As always thanks for the great service.
Q: Any news here? It seems to be up 8% in pre market.
Q: thoughts on latest quarter , please and thank you
Q: What are your thoughts on starting a position in WOOF given it's current price (near IPO price) and downtrend this past year?
Looking to add a pet related stock to my portfolio but there aren't many attractive options so please suggest any other that you would consider.
Looking to add a pet related stock to my portfolio but there aren't many attractive options so please suggest any other that you would consider.
Q: Do you think Innoviz Technologies Ltd. (INVZ on NASDAQ) is worth investing in?
Q: Hello Peter, I was surprised to note that the market cap of ABNB is actually higher than BKNG. For a somewhat conservative investor looking for long-term growth (and expecting a resumption of consumer travel, etc.) would you support these companies? And which would you favour and why?
Thanks in advance!
Thanks in advance!
Q: Good evening,
I looked everywhere for news that can justify the over 15% move in the stock today. No press release on their website?
Do you see any news or have you any idea what's behind the move?
Thanks, grateful as always!
I looked everywhere for news that can justify the over 15% move in the stock today. No press release on their website?
Do you see any news or have you any idea what's behind the move?
Thanks, grateful as always!
Q: Can you comment on the recent sharp drop in the share price of Autodesk.
It doesn't seem a fundamental problem in which case it does seem a buying opportunity.
Kevin
It doesn't seem a fundamental problem in which case it does seem a buying opportunity.
Kevin
Q: Why the recent drop in Salesforce?
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Salesforce Inc. (CRM)
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Atlassian Corporation (TEAM)
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Roku Inc. (ROKU)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Airbnb Inc. (ABNB)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
Q: Can you please recommend a few quality long-term US stocks that are a good buy now with year-end selling?
Thanks!!
Thanks!!
Q: Tuesday you mentioned a few Canadian small and mid caps that you could start picking away (despite negative momentum). What US small and mid cap growth names are looking oversold after another tough day? Thanks as always for tremendous advice
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Salesforce Inc. (CRM)
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Atlassian Corporation (TEAM)
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Roku Inc. (ROKU)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Airbnb Inc. (ABNB)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
Q: If a guy were to start pecking away at these high growth tech names either Cnd or US that have been slaughtered the last while (especially the last couple days), which ones would you be looking at for a 5-10 yr hold?
Q: What is your opinion on ILPT right now? It has gotten beaten up lately and is offering decent yield.
Q: What is your opinion of HLI as an position in the US investment banking sector? Apparently they specialize in the mid-cap sector.
Thanks
Reg
Thanks
Reg