Q: hi folks...thoughts/opinion on Q4 results for Tssi/q...intergration problems of new plant affecting Q3 results, seem to be resolved, and Q4 plus 2026 guidance look pretty good. If Dell is largest customer (Dell member on Tssi Board), what are the chances that Dell would just buy them out. Dan Ives mentioned earlier that he thinks Nebius will be taken out/acquired, thinking the same for Tssi??....would you be comfortable Buying here, or still a Hold...thanks as always, jb
Q: Samsung is a huge global company and I don’t see any questions about it. Just wondering about your thoughts and how the best way to invest in it if recommended. It has done quite well over the last year, especially for such a large company.
Q: I was very disappointed in Birds Q4 report out yesterday. I was expecting growth, but instead they had a 62 million impairment as well as project delays. Are you still positive on thiere growth prospects? Is it a buy, hold or sell?
In attempting to increase the health sector and possibly the international percentage of my portfolio, I am considering the following stocks: ADMA,NHC, QURE,DOCS, CRVS.
Would you recommend any of these or any others for a growth portfolio at this time ?
Q: Crystal ball time, do you think the bottom is getting close for BAM ? Thinking about it for a 20 year hold in a TFSA ?
Thanks for all you do for the retail investor.
Steve