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Q: On Peter's last visit to Market Call 2 of his picks were ROAD and CLBT.
ROAD has not done well and CLBT started out doing well but has pulled back to the start.
Both of their recent performances have concerned me, especially ROAD.
Can you update his opinion on these 2. Has the outlook he outlined on BNN changed and why the dramatic pullbacks on both of these equities?
Thanks
Sheldon
ROAD has not done well and CLBT started out doing well but has pulled back to the start.
Both of their recent performances have concerned me, especially ROAD.
Can you update his opinion on these 2. Has the outlook he outlined on BNN changed and why the dramatic pullbacks on both of these equities?
Thanks
Sheldon
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Q: Hello 5i,
The quarter has been quite a ride so far. Get a sniff of a miss or lower guidance and stocks drop faster than a toboggan coming down Mt Everest.
Do you have any recommendations that appear to be Buys if you don’t already have a position? Some examples are: DDOG, VRT, TTD, TMDX, SPSC, CELH, CLBT, ROAD, CECO, APPF, ASPN, POWL, (electrical grid suppliers), and any other intriguing opportunity? The purchases would be for a 3-5 year hold.
If feels like the tipping point for earnings for many companies has been reached. If a looming reporting date is like a 5-alarm fire warning to get ready to bail water and run for the hills, which sounds like… opportunity!
Thank you for all of your help and wisdom.
D&J
The quarter has been quite a ride so far. Get a sniff of a miss or lower guidance and stocks drop faster than a toboggan coming down Mt Everest.
Do you have any recommendations that appear to be Buys if you don’t already have a position? Some examples are: DDOG, VRT, TTD, TMDX, SPSC, CELH, CLBT, ROAD, CECO, APPF, ASPN, POWL, (electrical grid suppliers), and any other intriguing opportunity? The purchases would be for a 3-5 year hold.
If feels like the tipping point for earnings for many companies has been reached. If a looming reporting date is like a 5-alarm fire warning to get ready to bail water and run for the hills, which sounds like… opportunity!
Thank you for all of your help and wisdom.
D&J
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