Q: Good morning all. I currently have a 1/3rd position in LEV and a 2/3rd position in NFI. I see these stocks as complimentary of each other. However I am considering either eliminating or reducing my stake in NFI in favor of LEV. Considering history and experience of NFI vs opportunity and rapid deployment for LEV (and only one quarter on record) would you consider this a good move or just a speculative move at this point?
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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: Could you elaborate on the implications of their announcement of the partnering with GOOGL?
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- goeasy Ltd. (GSY)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hello Peter, here's a twist on one of your readers' favourite questions.
What three Canadian stocks and three US stocks have your highest confidence level that they will be higher in two years than they are today, regardless of the size of the return. (I suppose this question combines your confidence in the companies' management, industry and macro factors, etc. but also with a view to preservation of capital.)
What three Canadian stocks and three US stocks have your highest confidence level that they will be higher in two years than they are today, regardless of the size of the return. (I suppose this question combines your confidence in the companies' management, industry and macro factors, etc. but also with a view to preservation of capital.)
Q: Looking at CJT's financials (Morningstar), I notice a huge loss for derivatives, in fact the 150 million accounts for the poor earnings result in 2020. Did management royally mess up, what's your take on it?
Thanks for everything you do.
Thanks for everything you do.
Q: I have a 3% position of EGLX in my portfolio. Do you suggest lighten up or hang tight?
Thanks
Peter
Thanks
Peter
Q: What is your opinion on Skillz right now? Especially with the class action lawsuit related to the company inflating revenue projections?
Q: May I please have your views on FDGE's maiden quarterly report?
Q: Morning ,
I have been following this company for a while now. Listening to your views I waited to buy . Wondering about now ? Quarter was decent and Hydrogen seems to be gaining Traction .
Thanks
Greg
I have been following this company for a while now. Listening to your views I waited to buy . Wondering about now ? Quarter was decent and Hydrogen seems to be gaining Traction .
Thanks
Greg
Q: I'm down 50% in CRON & TLRY. Are these ever going to at least break even? Or, should I just cut my losses? I also have WEED, but am on par there.
Thanks!
Thanks!
- NVIDIA Corporation (NVDA)
- Air Canada Voting and Variable Voting Shares (AC)
- Enthusiast Gaming Holdings Inc. (EGLX)
- MEDIFAST INC (MED)
- Dye & Durham Limited (DND)
- Palantir Technologies Inc. Class A (PLTR)
Q: I am currently helping my wife to add new money to her TFSA account. She is currently holding DND, AC, EGLX and PLTR. Please suggest your favorite growth stocks (Canadian and US) taking into account the latest volatility and recent sector rotation from growth/tech and rising interest concerns. She is looking for 5-7 years time frame.
- Starbucks Corporation (SBUX)
- Roper Technologies Inc. (ROP)
- Century Communities Inc. (CCS)
- MEDIFAST INC (MED)
- Reliance Inc. (RS)
- Jacobs Solutions Inc. (J)
Q: Hi Team,
I was looking for a list of a few company's that appear to be strong buys today (Your fav picks), that are poised to continue to work in this so called "inflationary period" (non tech). Both US and cnd names. Thanks
I was looking for a list of a few company's that appear to be strong buys today (Your fav picks), that are poised to continue to work in this so called "inflationary period" (non tech). Both US and cnd names. Thanks
Q: Good morning,
What are your thoughts on PLAN in this market environment? WOuld you be comfortable taking a position at this price?
Thanks as always
Dave
What are your thoughts on PLAN in this market environment? WOuld you be comfortable taking a position at this price?
Thanks as always
Dave
Q: Hello,
What are your thoughts on Yeti? Is it too pricey or worth starting a position? Is this a cyclical stock?Thanks. Shyam
What are your thoughts on Yeti? Is it too pricey or worth starting a position? Is this a cyclical stock?Thanks. Shyam
Q: My timing of buying flutter was unfortunate, am I to assume that it has just been punished for being an expensive growth company along with the rest? Do you like a guy of Aritzia with today’s weakness due to financing? Thx as always for great service
Q: Have fundamentals changed or have these just been caught up in the market shift? Down on these stocks, would you add or avg down to current positions at these levels or hold? Thanks!
Q: Hi folks, please get your opinion on Q1 results for Trulieve...and their subsequent acquisition of Harvest Harv/c. Seems like solid beat on estimates for Rev, Adj EBITDA, & Net Income...but stock trading red. How would U rate Trul/c versus the other Tier I MSO's like Cura, Cresco, Verano and Green Thumb...thanks for great service, jb Piedmont QC
- Block Inc. Class A (SQ)
- Guardant Health Inc. (GH)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Unity Software Inc. (U)
Q: Would you buy these today and in what order?
Thanks,
Milan
Thanks,
Milan
Q: Please comment on CELH earning report . AT & LSPD keep falling. Any concern ? Good entry point or to add ? Thanks a lot
Q: Who do you like best in The Cyber Security world?
Thanks
Thanks
- The Trade Desk Inc. (TTD)
- JD.com Inc. (JD)
- Roku Inc. (ROKU)
- Pinterest Inc. Class A (PINS)
- Airbnb Inc. (ABNB)
Q: With the recent sector rotation from growth/tech and rising interest rate concerns, are there a few Canadian and US companies you feel have been seriously oversold? Please indicate basement level pricing we should keep an eye out for.