Q: Why is there such a valuation discrepancy between these two? SMCI requires NVDA chips to assemble their AI servers. NVDA growth seems to be being mirrored to a certain extent by SMCI, but the valuation gulf is huge. Aren't the two joined at the hip?
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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: your thoughts please on the quarter
thx
thx
Q: July 14th I asked a question on pipe and bought a chunk of them for growth and the initiated dividend.
They have been bought by Strathcona Resources shortly after that!
I am a bit unsure of what will transpire now and would like your opinion of the upcoming meeting in September and what should I do? Sell now or hold?
Thanx Gary
They have been bought by Strathcona Resources shortly after that!
I am a bit unsure of what will transpire now and would like your opinion of the upcoming meeting in September and what should I do? Sell now or hold?
Thanx Gary
Q: If you had to choose between these two companies for investment purposes, which one would you select, keeping in mind capital appreciation? Thank you
Q: In response to a question from John this morning part of the reply was "we are buying/owning it at this level (for small cap high risk investors) and seeing how growth proceeds. Risk is high, but it is expected to be profitable in 2024."
Who is "we"? Are staff members now able to buy Canadian securities or does this information come from another source?
Who is "we"? Are staff members now able to buy Canadian securities or does this information come from another source?
Q: Can I get your thoughts on Hersey? It has come down quite a bit from its run up this year. Looking to potentially add it to my portfolio for a long term hold.
Q: What is thoughts on Ballard power systems inc.
is this a good time buy in.
Jim
is this a good time buy in.
Jim
Q: What is your opinion of fiscal 2024 Q1 results and the value of the stock.
Q: Everyone, I will need to allocate funds to: CSU or LMN or TOI. I am already overweight in CSU ( I have held the stock since $110) and LMN. My preference is still CSU and I am not afraid of being over - overweight in the best stock in Canada).
Your thoughts.
Your thoughts.
Q: hi,
I am contemplating selling AQN. do you have any guess as to what sort of upside potential ( in percentage ) in the short term there may be for any actions (asset sales? restructuring? etc etc )spurred on by the "activist investor". so far, there has been nothing of significance in this regard, and the stock price reflects this, I think? if selling, I was thinking of adding to my BEPC to make close to a full position. do you still think BEPC has decent growth potential, and will weather any further rate hikes? is the balance sheet fine still?
cheers, Chris
I am contemplating selling AQN. do you have any guess as to what sort of upside potential ( in percentage ) in the short term there may be for any actions (asset sales? restructuring? etc etc )spurred on by the "activist investor". so far, there has been nothing of significance in this regard, and the stock price reflects this, I think? if selling, I was thinking of adding to my BEPC to make close to a full position. do you still think BEPC has decent growth potential, and will weather any further rate hikes? is the balance sheet fine still?
cheers, Chris
Q: Good afternoon,
If an investor has $10K to spend today, which of these three stocks might you have more confidence in buying to (hopefully) realize a significant share price increase during the next 18 months? A brief explanation would be appreciated. Thank you. Brad
If an investor has $10K to spend today, which of these three stocks might you have more confidence in buying to (hopefully) realize a significant share price increase during the next 18 months? A brief explanation would be appreciated. Thank you. Brad
Q: When I see a headline like : Sigma Lithium Sues Ex-CEO As Messy Divorce Complicates Firm’s Buyout Outlook . Should I worry about how this will effect the business?
Q: Could you explain what rights are and the difference between them and warrants. Is it beneficial to own these and how does one buy or obtain them?
Thanks
Jeff
Thanks
Jeff
Q: With the owner controlling almost all of the stock will it be impacted by short sellers? Is it a good candidate for fun money purchase.
Q: Lots of insider buying Does your screens show that as well?
Thx
Thx
Q: Hi Team,
What are your current thoughts on this company? I feel like I have seen this before and the next thing is a large share offering to come...
Thanks
What are your current thoughts on this company? I feel like I have seen this before and the next thing is a large share offering to come...
Thanks
Q: Is it valid to compare networks as being the "roadway infrastructure" in technology? How much of a moat does ANET have?
Q: What are your thoughts on the latest earnings report and your thoughts in general concerning this company?Buy/Hold/Sell?
Q: Given the poor performance of this Brookfield subsidiary since the spinoff do you see the possibility of BN taking it private as they did with Brookfield Properties? I believe BN felt that Brookfield Properties was not valued correctly by the market and saw an opportunity to take it back in house. Could the same scenario play out with BBUC? Thanks for the great service that you provide.
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Bank of Nova Scotia (The) (BNS)
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BCE Inc. (BCE)
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BMO Equal Weight Utilities Index ETF (ZUT)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Evolve Global Healthcare Enhanced Yield Fund (LIFE)
Q: Retired, dividend-income investor. I have funds available over time to invest in / top-up some of my positions to meet long term asset allocation targets. I plan on continuing to invest these funds over a number of months...as I have been over the past 8 months.
The question is = in what order do I buy the following = XST, XIT (several BNN-ers say to avoid adding to technology at this point), BCE, BNS, LIFE, ZUT.
One method is to wait for these securities to hit my price targets (based on hitting a combination of fundamental and technical targets (a little bit is kind of bottom-feeding).
A 2nd method is looking at setting the order of buying, based on where one thinks each security is relative to their historic value.
Ignore asset allocation...these are smaller amounts and the AA is reasonably good right now.
My suggested order, subject to where each security's price is at (please shoot holes in my plan):
Sept = BNS,
Oct = XST-#1 (in 2 tranches-spread out),
Nov = ZUT-#1 (ditto),
Dec = XIT-#1 (ditto),
Jan = XST-#2,
Feb = ZUT-#2,
Mar = XIT-#2,
As each hits their price target (minor adds) = BCE, LIFE.
Please state your order and why.
Thanks...much appreciated...Steve
The question is = in what order do I buy the following = XST, XIT (several BNN-ers say to avoid adding to technology at this point), BCE, BNS, LIFE, ZUT.
One method is to wait for these securities to hit my price targets (based on hitting a combination of fundamental and technical targets (a little bit is kind of bottom-feeding).
A 2nd method is looking at setting the order of buying, based on where one thinks each security is relative to their historic value.
Ignore asset allocation...these are smaller amounts and the AA is reasonably good right now.
My suggested order, subject to where each security's price is at (please shoot holes in my plan):
Sept = BNS,
Oct = XST-#1 (in 2 tranches-spread out),
Nov = ZUT-#1 (ditto),
Dec = XIT-#1 (ditto),
Jan = XST-#2,
Feb = ZUT-#2,
Mar = XIT-#2,
As each hits their price target (minor adds) = BCE, LIFE.
Please state your order and why.
Thanks...much appreciated...Steve