Q: WELL has posted decent numbers in recent quarters yet the valuation continues to contract. This could of course set the stage for a strong rally. The market seems to have lost some confidence in the management of WELL. Has your opinion of management changed over the past few years based on company execution or missteps?
Q: Please comment on the earnings for the two that have reported and whether they are a buy, sell or hold. SRAD at $27 seems like a good deal with what they reported. Investors seem to disagree this morning. Would appreciate your thoughts on that and the market reaction to GENI as well. I know you always look for a change in fundamentals to guide your advice so I am curious if the thesis is improved or reduced.
Please answer this one after GENI has reported if possible.
Q: Tidewater popped 30% on news. Can you explain why and what's the outlook for the company along with an in depth analysis of it's financial ratios and insider buying? Thanks
Q: Peter, the 1/4 and guidance from ODD today seemed good but the stock was sold hard. Thoughts on why and how the future looks ? We added some shares at the close. Thank you.
I purchased UCTT a while ago and am now down by 55%. It is a minor portion of my portfolio and so I am ok leaving it as is IF it shows promise in the near to mid term. If not, I can sell at a loss and redeploy the funds elsewhere.
Q: Can you give me your opinion of SHLE after the quarterly report that came out yesterday, as well as the outlook going forward. I thought it was basically a positive report, and they have been buying back shares, but the stock dropped heavily today. Any reason???
Q: XPEL continues to struggle, and its share price has dropped another 8% in the last month. They are reporting earnings next week. What does the outlook look like for the company and would you recommend continuing to hold or look to redeploy the cash to a company with better momentum? Thx
Q: Hi 5i. Do you think the current levels ($160) are a good entry for a new position in TVK? Do you still see it as a stable company and a good long-term core holding?
Q: Hello,
I know you have answered many questions on this subject but can i get more clarity please? First, are you able to add the symbol BMNR to your list. I chose SBET as you have that in your list. When i look at price of bitcoin for last 5 years, it has gone up alot. However, MicroStrategy's return over the same period is much higher (it holds bitcoin). How could the difference be so diverse. I am wondering if i should go with sbet and bmnr (equal amounts) as opposed to Ethereum etfs.. Please comment and if you feel the etf route is best , what are the elf's you suggest in cdn $ for bitcoin and Ethereum?
Q: Came across this small cap Pharmaceutical CO. from Victoria BC and would like your evaluation of them and your thoughts on a small position?
Thanx
Gary
Q: Since 2021, I've owned Boyd Group Services shares, but I'm now exploring selling them to pursue investments with greater upside over the next five years. My current thinking is to allocate funds to two high-growth companies. I've been looking at Kraken Robotics, Zedcor, and Propel Holdings. I'd appreciate your insights on these, and I'm very open to alternative suggestions, including opportunities in the US market across small, mid, and large cap companies. Thank you.