Can you please rank these companies in what you think will be the best return over the next 2-3 years (not worried about company size or industry). Thanks.
For Tamarack Valley Energy, how much years of oil inventory that is proven and probable. I believe I hear Eric Nuttall said that the company has 30 years of oil inventory.
Also, the news mention 2000 identified locations in the Clearwater and 20 years of drilling. How much inventory in can add up to their current oil inventory and years for the company.
In advantage, thank you for taking the time to research and answering my questions.
Q: Hi - Would you please give a one-line bull and bear case for each. Of this list would you initiate new positions in any at their current prices (ignoring other factors like diversification etc etc).
Q: Please provide an update on Booking. It has languished this past year and now seems to be falling off a cliff like SaaS stocks.
I have make a very good return on it, still, thanks to your recommendation from years back.
Is it still worth keeping in this current environment? What is something I can swap into in the same space that would be less vulnerable to the markets idiosyncraties?
Q: what's causing SHOP to be so strong the past couple of days. I see no material news other than analysts reiterating their but=y ratings. Is it a run up before they report tomorrow? Might someone know something beforehand?
Q: And a good morning to you ... Yesterday, someone asked about your two top holds (med to long term). CNR was one of the selections. Why CNR and not CP? Many thanks.
1) To me it seems counter intuitive to buy a stock like VNP which has experienced such a steep appreciation in a short space of time.
Whatever happened to “reversion to mean” ? Surely this phenomenal rise makes the stock more vulnerable to a sharper pull back?
Or are we looking at a company that has a phenomenal runway and this is just the beginning?
2) Are there dangers making purchases based mostly on momentum? I am worried about “jumping on the bandwagon”? and making a FOMO purchase.
3) At what approximate price do you think the risk reward ratio is more favourable?
4) Is there a way of seeing who is actually buying at the moment? i.e General Public or Institutional or Insiders. Can we draw any conclusions from WHO is mostly buying?
My screen is showing a 4.5% insider ownership but NO recent insider purchases
Many thanks in advance for your sharing your thoughts.
I would like to free up a bit of cash in the cash account. In what order would you sell these 4 companies? These account for only about 3% of my overall portfolio and want to free up about half of this.
Q: You scared me this morning in your answer to Benoit . The first line in your answer was .... " These ETFs use an ultra-short option strategy. " ..... I own QDAY and was under the impression that they used a zero day " Call " option strategy on the Nasdaq . I can find nothing on their website indicating they use any kind of " short " strategy never mind " ultra short " .... Please explain ? I am not interested in shorting the Nasdaq . If that is what it is doing it will be sold immediately .....