Q: Hi, With recent recovery in the Tech sector, many stocks have seen nice bounce in their depressed share prices. Tech Companies with solid fundamentals, strong cashflow and low/no debt have been favoured by investors. CSU has also seen good strength lately, which is really encouraging. Topicus share price also has seen a mild recovery from its recent lows, but still continues to languish around $74- 75 level. Could you assign the possible causes of lack of investor interest in TOI, which was a darling, not so long ago and follows the same business model as its parent Constellation Software ? Do you foresee some catalysts to break this trend which could help the stock to recover sooner to let's say $90-$100, and if so a possible/reasonable time frame. Thank you
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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: Hi group what's the best way to play the chip manufacturing industry (in the US) after yesterday announcement by the US govt to pour money at the lack of chips being produced in the US Also thinking to starting a position in QQQ what's your thoughts nibble or dive in
Q: If i wanted to purchase only one of these, which would be you preference?
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Greenlane Renewables Inc. (GRN)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Ginkgo Bioworks Holdings Inc. Class A (DNA)
Q: Hello Peter,
I am thinking of adding to Greenlane Renewables to average down and am considering initiating positions in Ginko Bioworks and Telus International. Please let me know what you think in terms of longer term potential. Much appreciated.
I am thinking of adding to Greenlane Renewables to average down and am considering initiating positions in Ginko Bioworks and Telus International. Please let me know what you think in terms of longer term potential. Much appreciated.
Q: Please comment on the Second Quarter results. May I have your thoughts as well on the joint venture with Kazatomprom? I take it the Russian Embargo prevents the shipment of ore out of Kazakhstan. I presume any money invested in the project by CCO will need to be written off at some time. I just don't see Russia making any allowances to have the ore shipped out through their territory. Do you think this potential write-off has been accepted by the market and the share price has already been already adjusted (downwards?) or is the embargo overall so overwhelmingly positive to CCO that it doesn't matter?
Sorry to be so convoluted,
Jim
Sorry to be so convoluted,
Jim
Q: Hello!
Birchcliff has appreciated well over the past few years. I'd love to hear your perspective on its current prospects.
Also, what effect, if any, will the LNG terminal in BC have, and natural gas prices generally given the situation in Europe?
Thanks as always,
Marc.
Birchcliff has appreciated well over the past few years. I'd love to hear your perspective on its current prospects.
Also, what effect, if any, will the LNG terminal in BC have, and natural gas prices generally given the situation in Europe?
Thanks as always,
Marc.
Q: Your opinion please on the long term outlook for ABBV in light of the company setting aside $2 bln to settle U.S. opioid issue. Is now a buying opportunity or a deeper concern going forward ?
Q: Morning Team,
Please comment on the significant pull back 2/3 weeks in share price of ELV (formerly Anthem Inc). Also how do you see this company as a 2-3 years hold going forward.
Cheers,
H
Please comment on the significant pull back 2/3 weeks in share price of ELV (formerly Anthem Inc). Also how do you see this company as a 2-3 years hold going forward.
Cheers,
H
Q: Could you tell me what you know about Wellfield and your feelings on its prospects for the future. Many thanks.
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Vanguard Dividend Appreciation FTF (VIG)
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SPDR S&P 500 ETF Trust (SPY)
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iShares Russell 2000 ETF (IWM)
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Vanguard Growth ETF Portfolio (VGRO)
Q: Hello,
Please recommend some total market ETFs for the Canadian market, the American Market, for growth, for income, and/or the best overall in your opinion.
Thanks,
Mark
Please recommend some total market ETFs for the Canadian market, the American Market, for growth, for income, and/or the best overall in your opinion.
Thanks,
Mark
Q: Topaz just announced an 8% dividend increase on July 27th
It is missing on your dividend update list.
Thanks for all you do.
It is missing on your dividend update list.
Thanks for all you do.
Q: Comments on results of A -0.10 vs E +0.19 and LY +0.27.
thanks
Sherrill
thanks
Sherrill
Q: ROKU is taking a beating on the quarterly results. What do you think about it on 5-10 year term basis?
Q: Would you please comment upon TVE's recent results and strategy. The market appears unimpressed.
Q: Peter; I’ve seen all the recent ? on CTS but was wondering if, due to their ability to convert - and add to- their debt, if this would be a buy signal now? Thank. Rod
Q: any idea why the stock is tanking today?
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Suncor Energy Inc. (SU)
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Cenovus Energy Inc. (CVE)
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Veren Inc. (VRN)
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ARC Resources Ltd. (ARX)
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MEG Energy Corp. (MEG)
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Whitecap Resources Inc. (WCP)
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Baytex Energy Corp. (BTE)
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Tamarack Valley Energy Ltd. (TVE)
Q: Hi. I own these oil stocks and have to get rid of two or three. Which three would you sell first and in what order? Thanks Paul
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Apple Inc. (AAPL)
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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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Booking Holdings Inc. (BKNG)
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QUALCOMM Incorporated (QCOM)
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Atlassian Corporation (TEAM)
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Crocs Inc. (CROX)
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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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Matterport Inc. (MTTR)
Q: We hold the following in a registered US$ 'growth' account . The list shows % each represents of our total US/CAN portfolio and current Gain/Loss position.
1. Anything in this list that you would toss out ?
2. With QCOM nearing 5% of portfolio and 100% gain, am thinking of reducing back to 2.5 and redeploying. Your thoughts on what to add to with proceeds – if anything ?
MTTR 0.2% -82%
CROX 0.4% -9%
META 0.4% - 25%
BKNG 1.0% -10%
APPS 1.2% -72%
U 1.2% -68%
TEAM 2.3% +22%
CRWD 3.0% -13%
MSFT 3.0% +85%
NVDA 3.7% +38%
QCOM 4.8% +92%
1. Anything in this list that you would toss out ?
2. With QCOM nearing 5% of portfolio and 100% gain, am thinking of reducing back to 2.5 and redeploying. Your thoughts on what to add to with proceeds – if anything ?
MTTR 0.2% -82%
CROX 0.4% -9%
META 0.4% - 25%
BKNG 1.0% -10%
APPS 1.2% -72%
U 1.2% -68%
TEAM 2.3% +22%
CRWD 3.0% -13%
MSFT 3.0% +85%
NVDA 3.7% +38%
QCOM 4.8% +92%
Q: I have a large loss in DND. Do you have anything that might replace it for a month?
Q: Please advise of the business and financial strength of this company and your buy or not recomendation.