Q: Does the current chip shortage directly help Photons bottom line or do they purchase chips and then produce a specialized (niche) chip as their product. Thus higher chip prices would not help their bottom line.
Thanks
Q: Your thoughts on Gatekeeper please. Recent results seem ok to me.
I bought a 2% position which has grown to 3%. Should I trim back or am I ok to let it ride. I have a 10yr plus time frame.
Thanks
John
Q: please give an opinion on the recent U.S. Patent for Treatment of Bladder Pain Syndrome and REBORN1 their 10-week open-label randomized study to evaluate the effect of inhaled QIXLEEF compared to morphine sulfate ... also, is this a buy... much thx
Q: TTCF Tattooed Chef Company. Plant-based foods, appear to be growing quickly, good distribution partners, growing product line, looks like cash on the balance sheet to help facilitate growth, vertically integrated.... Too small? Too early? Too much competition in this space? From a high level, do you have an opinion on this one?
Q: Have been watching this one for awhile now and it has great momentum and decent volume. It reports on May 6th and I would love your analysis of them. Is it going to be another Restoration Hardware?
Thanx as always
Gary
Q: The market has reacted negatively to the departure of the president of QBR's Videotron division. Wondering what your thoughts are and - aside from this issue - how does QBR stack up against the other Canadian telecoms - would a switch make sense?
Thank you.
Q: just wondering what is happening to KBL today. Looks like their contract in Edmonton was renewed - but the stock action seems to be over the top. What am i missing here?
Q: I need a bit of assistance knowing what to do with bond ETFs. With interest rates projected to change in Canada and mounting inflationary pressures in the US, would you go long (as per a G/M article today 'A contrarian case for bonds - and stellar returns ahead' which suggested the CND ETF XLB) or short term (eg VSB, CBO as in an answer you provided today)? In the past I have opted for aggregate bond ETFs feeling interest rate calls were beyond my abilities to 'call the market'.
Q: It’s been a while since anyone inquired about AUN, the silver miner. I’m also interested in copper plays that haven’t yet had a run. Fabrice Taylor appeared on BNN a few years ago and described KTR as a potential “lottery ticket”.
What do you make of these two companies and their prospects? Is it advisable to take a position and be patient? Thanks very much.
Q: Could you comment on KMB and if you think this is a good company to hold for long term, dividend. It seems to have high debt. Are there other similar companies you prefer.