Q: Can you comment on the recent quarter? I was going to sell and move on as it has not done a lot over the past few years. Now it looks like they maybe turning things around. Worth holding?
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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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Photon Control Inc. (PHO)
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Broadcom Inc. (AVGO)
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NVIDIA Corporation (NVDA)
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SPDR Semiconductors ETF (XSD)
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Ichor Holdings (ICHR)
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
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Ultra Clean Holdings Inc. (UCTT)
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VanEck Vectors Semiconductor ETF (SMH)
Q: There is a global shortage of semiconductors and I would like to know which Companies will benefit most in 2021. Can you please recommend what are your Top 5 stocks in this space and your reasons for picking them. Thank You.
Q: Today CJT is off $73 from the high of $250. It now needs to move almost 50% to reach this all time high. You often comment that this is often a tall order for a stock that is in a penalty box. My average price is $200. Looking at TFII and CJT today which one has a better growth prospect in your view if you had to pick one?
Q: What are your thoughts on LPSN and Sail? How is the management, Debt and would you recommend as buy, Sell or Hold.
My service expires this month - will it renew automatically or do I have to pay manually.
Thanks for the great service
My service expires this month - will it renew automatically or do I have to pay manually.
Thanks for the great service
Q: What is the main reason the golds have been hit so hard. Do you see any potential values in the sector at this time?
Thanks as usual.
Thanks as usual.
Q: Can I please have your thoughts on this company as a long term compounder in the future? Also, If you could comment on valuation that would be great.
Thanks
Thanks
Q: Your insights on the CJT earnings, please. Did they address 2021 expectations in the call? Thanks.
Q: Which of these two would you favour?
Thank you
Thank you
Q: Are there any tax implications for an individual with 100K+ of US stocks in a TFSA. I understand the 15% dividend withholding if such held stocks do pay a dividend.
Q: Hello Team Portfolio question for conservative income investor. In a longer term horizon can an argument be made for increasing the proportion of rate reset preferreds while decreasing bond holdings by a similar amount. Like many investors I have previously been burned by preferreds so I confess I am a bit gun-shy and with bond funds I ilke the income (meager) but fear the long term capital loss in a future rising interest rate environment. This strategy seems to make some sense. Thank you for your opinion. gary
Q: Hi,
Can you please explain why XBC go down so much? and buy, sell or hold?
Thank you.
Can you please explain why XBC go down so much? and buy, sell or hold?
Thank you.
Q: I am interested on your view for PHO and selling IPL.Thank You.
Q: GREETINGS:
I refer you to Jean's question on Feb 26 about Argonaut. Having said all that, why would you recommend Agnico Eagle instead of AR, for any reason other than size and record of earnings. Also you refer to PE multiples. Would cash flow not be better just like oil companies , because they both have extensive capex outlays.
Thanks, BEN.
I refer you to Jean's question on Feb 26 about Argonaut. Having said all that, why would you recommend Agnico Eagle instead of AR, for any reason other than size and record of earnings. Also you refer to PE multiples. Would cash flow not be better just like oil companies , because they both have extensive capex outlays.
Thanks, BEN.
Q: Last question about RDFN not meant to be private but someone else asked about it so all good. Could you provide a short compare of SIX and FUN as opening stocks. Seem similar in many ways. Would you have a preference? Or even prefer something else?
thx, M
thx, M
Q: I own a UK gambling company in my portfolio, 888 Holdings. It's done well but I am worried about Government regulation going forward. and am considering selling. What is your opinion?
Q: OOpinion
Q: Hello Team,
What is the potential explanation for the sudden drop in the valuation at at the close of trading of PGM today?I cannot see any news that would account for this.
What is the potential explanation for the sudden drop in the valuation at at the close of trading of PGM today?I cannot see any news that would account for this.
Q: Is there an innovation ETF available with an innovation theme similar to AARK except with less U.S. Exposure?
Q: BAM has made recent sales in the market of West Fraser Timber and GrafTech is there a specific reason do they need to raise cash, or are they taking profit.
Best Regards,
Tom
Best Regards,
Tom
Q: Got to thank Dan for the reading suggestion...turns out David Dreman has a recent book online "Psychology of Money" at https://pdf.pdfread.net/dl/viewer.html?file=https://pdf.pdfread.net/titleauthor/The%20Psychology%20of%20Money%20Timeless%20Lessons%20on%20Wealth%20Greed%20and%20Happiness%20By%20Morgan%20Housel-pdfread.net.pdf#page=6&zoom=auto,-19,744 It's a good read about Luck and Risk, and more.......Tom