Q: Please recommend three positions that should have strong growth in the coming years due to the semiconductor shortage. Feel free to include an ETF if it is a competitive option. Thanks as always!
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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.
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Lockheed Martin Corporation (LMT)
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Morgan Stanley (MS)
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Reliance Inc. (RS)
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Trane Technologies plc (TT)
Q: Hi,
Current tech holdings at 24% (which doesn't include AMZN, GOOG, FB - included them in consumer disc. and telecom). These three would add another 3% weight if included in tech. Are you comfortable at 24-27% tech for a growth investor?
I'm looking to trim my tech slightly and add to these sectors - Materials, Energy, Industrials, Financials. Looking for asset-heavy, cyclical, economically sensitive companies. What would be your top 2-3 growth picks in each four sectors (cdn or US) that will benefit with inflation, rising rates, and further economic opening? Thanks!
Current tech holdings at 24% (which doesn't include AMZN, GOOG, FB - included them in consumer disc. and telecom). These three would add another 3% weight if included in tech. Are you comfortable at 24-27% tech for a growth investor?
I'm looking to trim my tech slightly and add to these sectors - Materials, Energy, Industrials, Financials. Looking for asset-heavy, cyclical, economically sensitive companies. What would be your top 2-3 growth picks in each four sectors (cdn or US) that will benefit with inflation, rising rates, and further economic opening? Thanks!
Q: Over the next 3-5 years, in terms of growth which of these two companies would you choose?
Howard
Howard
Q: Hi Peter and Staff
Long term view , which is most compelling to add to today and briefly why......sectors aside.......aritzia or Ats.
Thanks for all you do
Dennis
Long term view , which is most compelling to add to today and briefly why......sectors aside.......aritzia or Ats.
Thanks for all you do
Dennis
Q: I bought a half position in SQ last year and I'm up about 200%. I was think about selling it and replacing it with AFRM. Your thoughts? Which one looks better short term and which one look better long term?
Thanks for the great insight.
Dave
Thanks for the great insight.
Dave
Q: what are your thoughts on Arctic Wolf . Is one able to invest in them presently?
Q: IS THIS AN UP AND COMING BUISNESS ?
Q: What are your thoughts on these two companies?
Thanks
Thanks
Q: Could you provide your top 5 picks in the early innings of what looks to soon be a commodity super cycle. Does XAU make this ranking.
Q: What's got Pollard Banknote up so much this morning? I can't find any new press release that would explain the sharp +20% price increase today.
Q: Square has just reported earnings for the last Q. To my admittedly novice eyes, it doesn't look so bad. Yet the stock is getting hammered today. What gives? Thanks!
Q: Your opinion on results please. Thanks John
Q: Good morning everyone
I’m inquiring about your thoughts on this company. Is it a stock that would work well after the pandemic is behind us.
Is it something you would buy
Hold or sell. Thank you
I’m inquiring about your thoughts on this company. Is it a stock that would work well after the pandemic is behind us.
Is it something you would buy
Hold or sell. Thank you
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BMO MSCI Emerging Markets Index ETF (ZEM)
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WisdomTree Emerging Markets SmallCap Dividend Fund (DGS)
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WisdomTree Emerging Markets High Dividend Fund (DEM)
Q: ZEM is my only emerging markets holding. It has done well recently. Nevertheless, I understand that the rise in commodity prices is what is pushing emerging markets higher. The top ten holdings in ZEM are large , well known corporations like Samsung. Only 7% of the holdings are in basic materials. Are there any emerging market ETFs that would help me to participate more in the commodity price reflation?
Q: Would you be a buyer of ANX or what other stock would you prefer in this sector for the same size as ANX?
Thanks
Thanks
Q: Your assessment of the earnings release and outlook please.
Q: Good morning, thoughts on Versabank's latest quarter and specifically their Cyber security business line and partnership with Stablecorp.
Thanks
Rob
Thanks
Rob
Q: Looks like LNF beat estimates and the stock really took of..(sigh). Can you please comment on results. Did I read correctly they currently have $400 m FCF and how this compares to the industry?
Q: Good Morning,
I'm considering exiting my position in Mitek and switching to Redfin. Mitek is down about 20% since I purchased it. Can I get your opinion in which of these you have more confidence in for growth over the next 2-4 years? Thanks very much. Brad
I'm considering exiting my position in Mitek and switching to Redfin. Mitek is down about 20% since I purchased it. Can I get your opinion in which of these you have more confidence in for growth over the next 2-4 years? Thanks very much. Brad
Q: Looking for your thoughts on this company as I see only one recent question. Appears to be thinly traded. Would this be due to insider ownership? Would the ownership holding fairly tight be a positive sign? Time to start chipping away? Would a change of the year end have any influence in the short term moving forward? I see they mention this alines with other parent companies
Take credits as needed.
Take credits as needed.