Q: Can you tell me the debt levels and valuation of Kneat? It seems to have bucked the general downtrend for small caps lately, why is this? Is there a long revenue growth runway here? Thanks!
Now that Bitcoin seems to be forming a base in the 20k usd range, can you update your thoughts on:
1) The risks associated with owning crypto?
2) The best way(s) to own them? (Ie: in USD and CAD)
Could I please get your thoughts on Open Text earnings, where it falls in terms of historical valuation, and whether you see it a buy over a 3 year time period?
Q: CSU reported an EPS of $6.42 but for some reason, on Yahoo, it has the 3rd Q EPS as $21.67 instead of $6.42.
Here is the link
https://ca.finance.yahoo.com/quote/CSU.TO/analysis?p=CSU.TO
Cold there of been some adjustments to the EPS that was observed by YAHOO?
Thanks
Q: Please comment on Q result released on Nov 4 morning & going forward. Its parent T reported sold results & increased Div. It is very discerning to see Tixt dropped 7.2% to $29.85 on Nov 4 on a strong day for N.American markets after big drop of 4.92% to $33.42 on Oct 27 after announcement of $1B acquisition,.Add,Hold or Sell? Txs for u usual great services & views.
Q: I am thinking of selling AT for a tax loss. I was thinking of GOOGL as a substitute, as both are driven by advertising. Does this make sense? If not, what substitute would you suggest? Would you switch back to AT after 30 days or would you stay with GOOGL for the long term?
Q: Hi Team,
Looking at the stock reaction to today's earnings, Is it time to throw in the towel on LSPD? At one time the story looked so compelling. Is that story gone now? NVEI just released today with positive reaction to earnings. What are your thoughts on NVEI earnings? Is there more future potential for NVEI compared to LSPD? If so should I be selling LSPD for a loss and buying NVEI for an eventual recovery? OR another such as SHOP? Or any other ideas you would prefer? Thanks
Q: What do you expect from SYZ when it reports on Nov.14? It has been on a downtrend since 1yr H of $13.24 in Jan.Dropped 3.4% to $5.68 on Nov 4 despite strong N.American markets. Your view on the co. Txs for u usual great services & views
Q: Above are 4 of my poorest performers. Which ones would you be selling? Also, Nov. 4 there were a lot of stocks that were down big numbers even though some of them had a good quarter recently (i.e SHOP, LNTH, NVEE and a few others). Can you give me some insight into what is happening here. Always appreciated.
Q: Hello , following is my list of losers .. and I am assessing which ones to sell this month for YE capital loss. I appreciate your comments.
As an aside; in watching the huge drop in some of these stocks, one certainly wonders about the wisdom of their CEO's ... as an example META, they are spending billions on Metaverse so that people can work and play and interact in virtual reality .. maybe in the year 2050 !!. and many others that just didn't adopt their businesses to people post Covid returning to work and shop at malls... truly incompetent .. For me, this crash has convinced me to buy shares in companies that are making money and have a strong management team.
Q: I have read MicroStrategies is developing software to increase the utility of Bitcoin for financial transactions. Do you have any information with regard to this. Also based on Bitcoins current price and the amount Bitcoin held by MicroStrategy does the current stock price represent good value. Thanks
Q: I have sat on my hands, during the past year and stayed the course, not selling anything, waiting for the turn to see what recovers. But, after your answer to Marty today, I wonder if I should be selling Lightspeed and adding the funds to Shopify. Thoughts?