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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: When looking at growth vs value or tech vs more cyclical stocks, we have seen stocks like GH go from $181 to 99, Coupa from $377 to 208 or Acuity Ads go from $26 to $8 while the DOW hits all time highs. My question is what do you expect would happen to this type of small, growth company when a correction comes? Have they been punished enough that they are buffered or even so an inflow of capital in a rotation or would they likely be punished even more severely due to (still) high valuations? As a part 2 to this question, what would be your five favourite growth stocks that have been beaten up and would you start positions in them today or wait for further declines?
Thanks!
Read Answer Asked by Tim on August 18, 2021
Q: If you wanted to buy 3-5 small or micro stocks as a speculative’ish basket, looking for a home run within 5-7 years, what would you pick? (Any sector and US or Canada)
Read Answer Asked by Rick on August 17, 2021
Q: This company just reported, seems to be a sizeable miss on revenues, how much was the miss on earnings? Their customer base continues to expand, along with their continually growing product offering. Is today's sell-off a good entry point, or should this company be considered too high risk, too volatile?
Thank you as always...
Read Answer Asked by Warren on August 17, 2021
Q: The share price seems to have stabilized in the .70-.75 range for 2021. Do you see any long term growth prospect with Lucara? The last couple quarters have not been blow-outs, but have been positive overall. They have been investing in existing operations and increasing capacity, plus finding alternate ways to distribute carats. Are diamond sales expected to increase as the world returns to normal or are they projected to stay relatively flat? Would this be considered a buy/hold/sell at this point?
Read Answer Asked by Daniel on August 16, 2021
Q: IRBT got smashed by the market after their earnings on July 28th. They are now trading below their 200 day moving average. From my read of the earnings transcript, things on the top line are going very well, and the earnings disapointment is directly attributable to a shortage in semiconductors, getting caught in the US tariffs on Chinese goods (which they claim will change in the back half of 2021), and supply chain issues. But demand for their products seems to outstrip supply by a wide margin.

My questions: do you think IRBT is a good long term buy right now, or could it drift lower? Are hedgies selling? Is the short interest still high relative the past? Are they making progress with their strategy to switch to recurring revenue? What does the competitive landscape look like?

Thanks

T
Read Answer Asked by Thomas on August 16, 2021
Q: Despite having released a steady stream of NRs, the shares of BABY have essentially been treading water below the $3.00 mark. But today's announcement may have finally changed things for the better. Would appreciate your views.

ELSE NUTRITION HOLDINGS INC. the plant-based baby, toddler and children nutrition company, announces that it has signed an online distribution agreement with Walmart.com and will be expanding into Walmart’s E-commerce (Walmart.com) marketplace by Q4, 2021 with its Plant-Based Complete Nutrition products for Toddlers.

According to eMarketer, Walmart’s U.S. e-commerce sales prior to the pandemic were $30 billion and are projected to hit over $64 billion by the end of 2021.

Read Answer Asked by karl on August 13, 2021
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