Investment Q&A

Q: Good Morning

Is there any news or reason for the recent slide in value dispite what I believed were pretty good results?

Thank you

Q: I’m thinking of starting a position in one of these 3 companies. What do you think of their long term prospects?
Thanks

Q: What do you think of their latest quarter.

Q: your read on the quarter?

Q: Which would you prefer and why?
Any other idea for similar small caps at this moment ?
Good for TFSA?
Thanks.

Q: I’ve sold PRL and GSY for tax loss reasons with a plan to rebuy after 30 days. I’m down roughly 30% on both TRI and CRM. Any catalysts you can see in the next 30 days?

Q: With their recent move to have TD look into a possible sale, would it be prudent to take a position today.

Q: I got into crypto at the wrong time and am sitting on big losses in ETHA, BMNR, and IBIT in my taxable account. I want to harvest these capital losses. Can you recommend substitutes that move according to Ether and Bitcoin pricing to stay in the game before I can buy back after 30 days?

Q: This stock popped up on my radar with a couple positive analyst recommendations. What is your opinion, is this investable and does the $20 plus share forecast seem reasonable? Or is AI going to make this company obsolete

Q: Your comments on the prospects of MARA.US will
be a great help.

Thanks
Tom

Q: If you held GSY and PRL in a taxable account and were down about 35% on each. Would you sell to claim the tax loss and buy back a month later? Or if there a decent risk of either going up in the next month? Thx

Q: Are these worth holding for eventual recovery? Would you add more to bring the average cost down? Thanks

Q: Water cooler talk at my son in law’s employment at one of the Mag 7 companies was strongly in favour of the notion that CSU’s price decline is largely due to a drying up of companies for them to buy. Do you attach much, if any, credibility to this thesis?

Appreciate your insight.

Paul F.

Q: When do you think this will turn around and what might that take? Do you think we are seeing retail traders throw in the towel? I was concerned when I was down 10%. Now I’m down 40%. I see you rate it well so I’m holding. I am just losing hope and am frankly worried.

Q: Currently down 25%. How far would 5I let this run before moving on to ? You best case idea Thanks Larry

Q: Hi. I've built positions across the digital asset and payments ecosystem that I'd appreciate your perspective on. My current holdings include: direct Bitcoin ownership (DCA monthly for store of value), FETH (smart contract infrastructure exposure), GLXY (institutional crypto services plus AI compute optionality), and PYPL (established fintech playing multiple angles; PYUSD stablecoin, BNPL, crypto trading, traditional payments, and I use PYPL quite a lot myself). I do also own JPM.

I'm considering adding CRCL but struggling with the valuation at 79x forward earnings (although it is 31x 2 years forward). My thesis is that I already capture stablecoin growth multiple ways; FETH captures a lot of stablecoin volume, GLXY services institutional stablecoin users, and PYPL's PYUSD gives me direct issuer exposure with less regulatory risk since they have diversified revenue streams.

CRCL feels like paying growth multiples for what I think might become a "utility-like" business earning regulated fees. Also, if stablecoins become critical infrastructure the regulatory hammer could fall hardest on pure-play issuers like Circle versus diversified players.

I think my current portfolio seems to cover the bases; Bitcoin for macro crypto adoption, Ethereum for DeFi/Web3 infrastructure, GLXY for the picks-and-shovels institutional play, and PYPL for the mainstream fintech integration angle (+ maybe JPM).

Am I missing something by passing on CRCL? I'm interested your thoughts on whether CRCL offers unique exposure I'm not getting elsewhere? Or if there is something I am overlooking?

Q: Would you buy it at these prices ($21.34)?

Q: Peter Thiel's hedge fund and SoftBank Group Corp. have sold off their Nvidia shares.

What is your opinion on this.

Would you be selling too?

Thank you.

Q: Please comment on the offer. What is the likelihood of a better offer than $3.10 per share coming forward? Do you recommend selling shares now, or waiting?
Thanks

Q: I have a very small position in MCB and I'm following their progress. I found the last earnings report to be rather confusing, some decreases (e.g. revenues, albeit with excuses) and some hopeful indications (e.g. new products). What do you think of MCB? Is it a buy, a sell or a hold? Do you anticipate earnings growth going forward?