Investment Q&A

Q: In response to my earlier question:
Thanks for highlighting that the "Shares Outstanding" hasn't gone up a lot in the last decade.
I am looking at the data provided from gurufocus and their numbers for "Outstanding Shares" match with what you mentioned in the earlier answer.
But when I look at "Common Stock" it has been doubled in the last decade period. It remained flat until 2019 at 5660 mil and jumped to 11399 mil by end of 2022. Do you think this is because of the split in 2020?
Can you please clarify the difference between "common stock" (which doubled in last few years) and "shares outstanding" (which somewhat remained steady in the same period)?
Should I not look at "common stock" while looking at a company's balance sheet.
Thanks again for addressing my concern.

Q: A guest on market call yesterday recommended LNR as a stock that has no debt and projected to grow 25 to 30% over the next few years. Could this be a potential double over the next five years?

Q: Thoughts on DND? Down over 8% yesterday with no news (or, at least, none that I can find). Perhaps an opportunity to buy?

Thanks

Dave

Q: What are your thoughts on AMAT these days? Which do you prefer, AMAT, ASML or AVGO? please explain. Many thanks

Q: Good morning. I need to add one Non-Canadaian growth stock to my unregistered business portfolio. Can you please give me a a couple of ideas but not MSFT, AMZN or NVDA unless you feel they could be added to at this stage. Two or three ideas would be great. Thanks again.

Q: Everyone, what would you tell yourself about investing on your 20th birthday. Clayton

Q: What is i5R thoughts on Evertz as a growth investment. Thanks … Cal

Q: Please comment on PATH's latest Q results and guide,Why did it drop 11.2% to $14.51 today on huge vol.of 35.4 m shares much greater than average of 7.04 m. C Wood bought 4.965m shares today. Buy,Hold or Sell. Txs for U usual great services & advices

Q: What is your favourite etf for Canadian banks? Is CPD a good way to gain exposure to them?

Q: Aw.un seems to be trading in a range of $35 to $38. What is a good price to enter? Or U prefer others. Txs for U usual great services & views

Q: whats your call on smci. i have added to my position and moved my options strike up 6 different times. i think its going much higher.
i value your opinion dave

Q: Took advantage of the 27% increase in NVDA today to reduce my holding to 5% and free up some cash. Looking for advice on how best to redeploy these funds. I already hold MSFT, GOOG and AMZN. I've been looking at AAPL, but am concerned about the geopolitics surrounding the company's manufacturing operations in China. Does this add a significant layer of uncertainty to investing in this company? Including AAPL, please provide a total of three names - in ranked order (best first) - where I could invest funds today. (Not sure if META would be one of them, but please exclude. Can't support the corporate ethos.) Thank you.

Q: Hello, With reference to your Model Portfolio changes to trim Stantec's present 2.5% weight to 2%, in Growth portfolio ( start price $68 - current price $77.50), could you elaborate on the rationale, a little more, for a better understanding. If the valuation is stretched, is the current price is expensive, in your opinion ? Also. generally, if you like a company and the sector, the model portfolio will hold a position 2.5-3.5% or higher.

We have noted your recent comments on this company and, decided to initiate a 1.5% position at $78, after the recent pullback, following company's results. We had no infrastructure/consultancy exposure before in our portfolios and have been low on industrial sector Just wondering, if our move makes sense.

Thank You

Q: Trying to decide whether to buy a 2% position in BYD or ATS for growth.

Q: Hi team,

This is more of a second order question - so nvda is clearly doing very well, where could we look for benefit on the supplier side, ie. the inputs for what they need for the AI?

Q: Everyone, what is your concerns with the large cap technology sector today and for the next six months. Clayton

Q: I own goeasy and am thinking of selling it and buying google what do you think of this.

Q: Hi, Your feedback about DTC please.

Q: What would be your top 5 or 6 large cap growth opportunities at this time? U.S. or Canada

Thx

Q: hi folks:

can i have a summary of this company as to it's potential for a long term buy

good bad or indifferent?

and, also, who would be similar companies in the same biz

thanks