Q: What is your point on view on DLR and on Data centers ,would you sell ,keep,or switch DLR now (at lowest in 52 weeks) for another REIT or a data center ETF ? thanks
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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: My question is on BOARDWALKTECH SOFTWARE. I've read your last comments but I’m just trying to understand what industry this company caters to. Where do they derive their revenues from and is the CAGR (Compounded Annual Growth Rate) for this particular industry good looking forward? If you were going to add this to a microcap portfolio would you do it here as it is getting close to 52 week highs or wait for a pull back, or just stay away from it period and sell, sell, sell if you already have a position?
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ATS Corporation (ATS)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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goeasy Ltd. (GSY)
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Boyd Group Services Inc. (BYD)
Q: good morning,
Sold this one for a tax loss about 35 days ago. What do you think about recent earnings and forecast?
Would you buy back in or something better such as ATA or BOYD or CAE.
It's classified as basic material on many websites but industrial on yours.
Sold this one for a tax loss about 35 days ago. What do you think about recent earnings and forecast?
Would you buy back in or something better such as ATA or BOYD or CAE.
It's classified as basic material on many websites but industrial on yours.
Q: Hi Peter and staff,
On Sep. 13 I asked about possible new purchases, and one of the recommendations was UPST. So I'm looking at the chart and it looks like it's on a free fall for the last year, although it has stabilized recently.
I went back and checked on past Q&A and your view was not positive for UPST. You recommended AFRM over UPST and you mentioned that the fundamentals and potential have deteriorated.
I also checked and it appears that right now there are 2 Buys, 6 Holds and 1 underperform.
Just wondering what new information you have that would make this a buy.
As always thank you for your advice.
Joe
On Sep. 13 I asked about possible new purchases, and one of the recommendations was UPST. So I'm looking at the chart and it looks like it's on a free fall for the last year, although it has stabilized recently.
I went back and checked on past Q&A and your view was not positive for UPST. You recommended AFRM over UPST and you mentioned that the fundamentals and potential have deteriorated.
I also checked and it appears that right now there are 2 Buys, 6 Holds and 1 underperform.
Just wondering what new information you have that would make this a buy.
As always thank you for your advice.
Joe
Q: Can you comment on the spinoff news at BAM? Some details were disclosed and it sounds bullish but would appreciate your perspective.
Q: I'm looking at increasing my exposure to quality small cap companies. This company seems to be run by strong capital allocators, and I'm wondering if you can foresee strong compounding potential in its future?
Q: Nobody asked about your analysis on earnings?
Sheldon
Sheldon
Q: I'm thinking about selling some of my 8.4% WSP weighting and buying more DOO to increase my weighting to 3%. Would you endorse this move? 2 or 3 weeks ago DOO was down due to a cyber attack and today up 10% due to great numbers...frankly I'm a little dizzy with all this bouncing around. None-the-less DOO seems to be an excellent company. WSP is also an excellent company but the ride seems less bouncy. By-the-way I bought WSP due to 5i"s recommendation. Up 360% to date - so thanks!
Jim
Jim
Q: I am so disappointed with this name.What is/can Topicus do to enhance their profile?Do you still like the return prospects?Why?Should I continue to hold or take a tax loss?
Q: Let's assume I am ready to bet that the stock market will provide me 7-10% CAGR over the next 20 years. I could buy an index that tracks the market. But is there an ETF that could provide me with 2x or 3x leverage on this bet (with the help of derivatives or any other tool/tactics that I have no chance of understanding), hence providing me with 20%-30% CAGR ?
That would be too easy right ?
That would be too easy right ?
Q: Let's assume that I am convinced that canadian banks will remain an oligopoly over the next 20 years and provide me with 10% CAGR.
Should I buy a basket of canadian bank stocks, or should I place my bet on HCAL or CBNK to obtain leverage ?
Thank you !
Should I buy a basket of canadian bank stocks, or should I place my bet on HCAL or CBNK to obtain leverage ?
Thank you !
Q: ZWB vs T for a combination of growth and income in a recession and or inflationary times that we are facing. 3-5 year hold. Thnks
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Morgan Stanley (MS)
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Palo Alto Networks Inc. (PANW)
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DexCom Inc. (DXCM)
Q: With the latest recession news I am considering some lowball offers for several companies and would appreciate your thoughts on my selections.
MSFT - $228 GOOG - $96 NVDA - $120 MS - $75 PANW $169
Would you change any of these selections or add a couple of others that you
think would be also great lowball possibilies. Ed in Montreal
MSFT - $228 GOOG - $96 NVDA - $120 MS - $75 PANW $169
Would you change any of these selections or add a couple of others that you
think would be also great lowball possibilies. Ed in Montreal
Q: Does GDX rebalance their holdings of mining shares? If so, how often and when? Thanks
Q: I noticed an interesting thing the other day, with the CPI announcement in the US causing a sudden severe tech market downdraft. Tech stocks such as Amazon went down about 6% and have stayed there. Smaller Canadian tech stocks didn't however. I hold both Converge and Topicus and they are both trading higher than they were two or three days ago. Does this decoupling mean that smaller Canadian tech stocks may have bottomed? Ie. all of the weak shareholders have been flushed out and mostly long term holders now hold the shares?
Q: Hello Peter,
I am looking for potential double in the next 3 years or so.. which stock do you think has the highest probability ? Much appreciated.
I am looking for potential double in the next 3 years or so.. which stock do you think has the highest probability ? Much appreciated.
Q: To be clear, my previous question was to see if you could recommend a company(s) that supply services/equipment/support to biotech companies rather than biotech companies themselves. MTD is more of what I'm looking for - any others?
Q: A few weeks ago, you answered a question about your new approach to INVESTMENT MODEL SUMMARY that will be a part of REPORT analysis. I somehow lost that answer, and would appreciate a rerun.......thanks, Lionel
Q: opinion
Q: Your opinion please. Looks like they hit it out of the park for this earnings report. Once the celebration subsides would you consider it worth investing in?