Q: I am up about 40% on GSY (thanks 5i). Weighting overall in the portfolio is still okay. At what point would you suggest trimming. Or in other words, where do you think it might be a year from now? Thanks.
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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: I read about "paying attention to valuation" but I don't understand how to arrive at a good "valuation" of a company.
Could you explain, in simple terms, and give an example of what would be a good [and a bad] valuation of an existing company's stock?
Could you use CAE or TIXT as an example of a good or bad valuation?
Thank you.
Could you explain, in simple terms, and give an example of what would be a good [and a bad] valuation of an existing company's stock?
Could you use CAE or TIXT as an example of a good or bad valuation?
Thank you.
Q: Please comment on earning report. Why big drop ? Thanks a million.
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Constellation Software Inc. (CSU $4,681.20)
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Fortis Inc. (FTS $69.63)
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Hydro One Limited (H $50.43)
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Topicus.com Inc. (TOI $172.90)
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Ivanhoe Electric Inc. (IE $13.80)
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Lumine Group Inc. (LMN $51.20)
Q: Hello Peter,
What is happening to Ivanhoe electric? It is on a downward trend. I am thinking of selling my toi, and lmn, to invest in CSU as everyday i see csu ticking higher. Does this strategy makes sense? Also, with nice dividend history of fortis, why is it still so low whereas hydro one seems to be ticking higher. thanks very much
What is happening to Ivanhoe electric? It is on a downward trend. I am thinking of selling my toi, and lmn, to invest in CSU as everyday i see csu ticking higher. Does this strategy makes sense? Also, with nice dividend history of fortis, why is it still so low whereas hydro one seems to be ticking higher. thanks very much
Q: UBER has been a strong performer. Is LYFT next? Thoughts on the quarter and it's potential?
thx, M
thx, M
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Grayscale Bitcoin Trust (GBTC $94.06)
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Purpose Bitcoin ETF (BTCC.B $23.15)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $104.42)
Q: Beside exchange rates effects, is there any major difference in owning a CAD bitcoin etf like BTCC.B vs one of the newly minted US BTC etfs? I use GBTC as an example but if there's some you like better please mention.
Q: Are you still have a favourable view on this company?
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Manulife Financial Corporation (MFC $41.55)
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Sun Life Financial Inc. (SLF $79.37)
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Intact Financial Corporation (IFC $278.01)
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Trisura Group Ltd. (TSU $42.54)
Q: Please rank the above for a long term hold in a TSFA. Some comment on pluses and minuses for each would be welcome. Add any others that you feel are worth considering.
Thanks
Len
Thanks
Len
Q: What is your opinion on Aspen Aerogels as a short term or long term investment? Also what entry price would you suggest?
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Hewlett Packard Enterprise Company (HPE $21.32)
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Super Micro Computer Inc. (SMCI $46.43)
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Dell Technologies Inc. Class C (DELL $141.64)
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Vertiv Holdings LLC Class A (VRT $143.72)
Q: Is now a decent time to purchase VRT or should I wait for a potential pullback/consolidation? Are there other similar companies to VRT?
Thanks
Thanks
Q: your view on div financing please
thanks
thanks
Q: would you start buying uranium today? what's you're pure play on uranium? Is Cameco a buy
Q: Canadian Tire had a big miss this quarter. Is this a one off, or a sign of longer term issues. Would you hold or move on?
Thanks, Marie
Thanks, Marie
Q: Good morning,
What are your views on Osisko mining?
Thanks,
George
What are your views on Osisko mining?
Thanks,
George
Q: May you please comment on earnings?
How does this affect your thesis. Do you remain bullish on the stock?
Thank you
How does this affect your thesis. Do you remain bullish on the stock?
Thank you
Q: In a recent answer you said 10% would be your max weight for nvda. If you were now at 10% would you trim prior to earnings on Feb 21? Taxes not an issue. Thanks.
Q: What is your view on the change in leadership at Lightspeed and why the interim appointment of Dasilva? Thanks.
Q: Thank you for the comprehensive response to my recent question regarding preferred shares. In your response you stated: "preferred shares tend to fall as interest rates move up". Should I interpret this to mean that the current high interest environment is favourable for buying preferreds since once interest rates drop the price of preferreds will increase (and so yield decrease)?
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HubSpot Inc. (HUBS $423.78)
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MongoDB Inc. (MDB $207.82)
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Datadog Inc. (DDOG $128.96)
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Palantir Technologies Inc. (PLTR $186.97)
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Snowflake Inc. (SNOW $193.06)
Q: These four companies are all AI-predominant companies, all are growing revenues at about 20% per year or so, have similar market caps, and are coming into profitability for the first time either last year or next.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.
Q: Hi,
When you say LSPD is trading at a premium valuation, what parameters are you refering to ? What in your mind would be a more reasonable price ?
Thanks
When you say LSPD is trading at a premium valuation, what parameters are you refering to ? What in your mind would be a more reasonable price ?
Thanks