Q: So my lnth went from profit to loss. I know your are generally positive and think reaction to last earnings were overdone. Would you take the tax loss hear and hope the price is similar in 30 days? That is getting closer to Xmas rally time, if there's one.
Q: I believe in the past you have suggest a maximum amount of a portfolio that would be allocated to a single fund company. I have generally tried to target 15% max with any single fund company, but haven't been able to find where I originally came up this value. Is this a reasonable split or unnecessarily cautious? I currently hold ETF's from BMO, Vanguard, iShares, and Global X (formerly Horizons).
Q: I’ve seen a lot of commentary online about HIMS. Can I get your opinion on this stock and whether it is hype or whether there is good potential here.
Q: Could provide any insight into why SVI has dropped hard in the last six weeks, down approximately 24%. Is this a buying opportunity or a falling knife?
Thank you, Mike
Q: Can you advise what has happen with this stock? It looks like it has been halted from trading. I realized that here has been a merger of some kind so maybe this has affected the stock. Many tnx.
Q: Hi 5i Aurinia pharma seems to have turned the corner with earnings and is also getting the drug into hospitals They are again reducing staff this time by 45%. They also have a new drug in trails. Please put on your speculative hat for the questions.
-would drug (Lupkynis) be of interest at this stage in development for another company to buy them and what would the buyout price be for the right company.
-going forward they will make about $220,000,000 a year this took about 3 1/2 years with a covid launch, what do you see max sale's being with the current set up and how many years to get there.
-Do you think Aurinia is a good speculative buy.
Q: While questions on FOUR go back to its going public over 4 years ago, you recently seem to have become more bullish on the company. Is that because it has become profitable or are there other reasons? The payment space appears to be very competitive and I wonder what FOUR has that the others didn't or don't have. Finally, your data source lists it as a tech stock but in previous answers, you suggest it is a financial stock. Do you have strong feelings as to its classification?
Q: What is your view of the infrastructure sector going forward? What is your view of IFRA? Would Jacobs be a better way to get exposure to the sector, or is there another investment you would suggest? About IFRA, there is a reference to it trading on CBOE, I am not familiar with this, can you explain what that is about? Many thanks
Q: Hi Peter & team - I've seen you, and others, say there is still lots of money "parked on the sidelines". How do you know this? Where is it parked? And how do you know it will be deployed in the market? Thank you!