Q: Hi, current in my portfolio of 13 stocks + 2 ETF I have some good performing stocks that are > 5% position, TXN is 10.3%, DIS is 8.40%, EWZS is 9.37% and ADM is 8.54%. 25% of my holdings are in TECH (3 stocks + 1 etf). Do you feel comfortable with keeping these stocks with current positions or could I trim it to reduce risk ? I don't have many exposure to financials and consumer cyclical sectors. Can you suggest me growth stocks in these 2 sectors in US and CAN ? In healthcare I have only ABBV, I would like to have other good options here for growth and medium risk. I have +20 years horizon.
Q: Peter; The federal government just announced that in September single sports betting will be allowed. Would this be beneficial to SCR in a major way? Rod
Q: Good morning, could you please rank these 10 small caps that the team has mentioned recently in terms of both opportunity (highest to lowest) and risk (Lowest to highest). I am unfamiliar with DCM but from your comments, and the extremely low PE, I am assuming they owe a few bucks? Could you shed some light on the company? Thx as always for tremendous guidance.
Q: Who are lspd’s competitors? You often here the company being compared to Shopify but isn’t it more similar to Square, which has also been surging higher recently. Thank you so much for recommending Lspd and all the excellent work you do, particularly your ins
Q: Not sure how influential they are but a recent article on Seeking Alpha may have precipitated the action on PLTR.
https://seekingalpha.com/article/4390022-why-i-own-palantir-stock?
Q: Hi Peter !
My US holdings are ADBE,AMZN,TEAM,NFLX,MA,MSFT,AYX,ARKW and I would like to add 2-3 more US stocks to my US dollar portfolio. Could you please make some suggestions that would compliment the above.
I just started ARKW 5 days ago.
Thanks Andrew
Q: I own grt and tcn .recently i added BSRon very positive recommendation from a Fund manager on Bnn . how good is BSR?
REAL and Cjt are slipping .i own real and consider buying CJT if its good at the lower price
Q: Hi I am following JWEL with interest. It appears part of the reason for the price is investor worry that stock got ahead of itself based on demand for its products during pandemic. Do you think the stock will be punished more in the coming days/weeks as we climb out of the pandemic?
Aside from buying Alcanna at its high and selling it at its low, I have steered clear of the cannabis space as you and virtually all BNN Market Call guests have suggested.
I was surprised Brian Madden recently broke ranks and chuckled about it on BNN and picked this as a top pick.
It was the day of the last quarter or day before its release.
Where would you rank this in the cannabis space for money that you can afford to lose but would prefer not to
Q: what percentage of revenues/sales are comprised for each of the 3 business segments of the company. can the company's process to remove carbon be easily copied by competitors? assuming this is the greatest area of future growth who are the companies greatest competitors? thanks Richard
Q: Thanks for the prompt reply to my Lightspeed question. Do you think it is overvalued at $60 - up from a $10 low - or would you be buying today?
Thanks.
Can you comment on their most recent earnings and their prospects overall? I am a physician and I find some of their products very helpful so I am considering investing in the company.
Q: I am looking at these two companies (one or both) for my TFSA which I use for my more aggressive investments. I believe the sport gambling and the e-gaming sectors offer explosive growth but there of course will be winners and losers. They both have big name backers.
Your opinion ( financial strength, management, etc. )of these two would be appreciated. Do you like either or both? Any other favourite Canadian alternatives ? Thanks
Derek
I have been looking at Jamieson for a while as I like their products. Just wondering the amount of insider ownership is, what your opinion of their management team is, and at this price ($34.81) point, given their expected growth, whether you see this as a decent entry point.