Q: Hi Peter, what are revenue and earnings estimate in the Qtr for LMN and TOI. TOI is expected to report at the close on Nov 2. When is LMN going to report Qtr?
Recently a tech expert came on BNN and mentioned that going forward, it is the SaaS companies that will benefit from AI revolution. His top pick was ORCL. But he mentioned NOW and CRM as well in passing. I looked at these companies using Finviz's screener (free version!) and I see ORCL has a lot more debt than the other two.
What would be your choice? If not these three do you have any other favourites? Many thanks.
Q: IBM pays a nice dividend that has shown good growth over the past 5 years (the last 3 years, not so much). How would you rank it for both income and equity growth going forward? It seems that at one time is was the leader in AI and now it does not seem to get mentioned in that vein.
Q: Celestica is down almost 14% so far on earnings (and continues downward). What do you think is driving such a fall after what seems an almost perfect report? Is it all about cloud sales? Does nothing else matter to the market?
Q: Hi folks, Nuvei hit new 52 wk low today at C$19.50sh...copy/pasted this from respected analyst.."Global FinTech being tested.
Yesterday CAB Payments was more than cut in half. This was a darling IPO in the UK.
Today Worldline SA is being cut in half. Worldline is a several billion dollar company.
Both are in Europe & offered warnings about quarterly results."....is Nuvei in same business/regions as both CAB & Worldline???....I know Q2 was bad & subsequent selloff...but with Bitcoin rallying above $30,000...under normal circumstances, I would think Nuvei would rally...not hit new lows...thanks as always, jb Piedmont QC
Q: What would be your one pick of smci, shopify or bkng? I see these are all liked by you. I am looking to add one more growth name to my holdings and not not concerned about what sector. I am leaning towards smci which I have bought and sold in the past but have not held as it seems to have big ups and draw downs which makes me nervous. Thanks,