Investment Q&A

Q: Which is a better buy after recent earnings?

Q: if you had to choose between these two stocks which one would you have more conviction for? Thank you.

Q: Hello,
Can you please suggest an AI ETF as well as an AI infrastructure ETF (picks and shovels play where it does not include msft, meta etc which would be part of the AI etf). Much appreciated.

Q: Hi,

Your thoughts would be appreciated on the new $1.3B EchoStar contract announcement. What is your take on ability to deliver and future prospects? Is MDA benefitting from concerns about relying on StarLink?

Thank you, Michael

Q: Is this a good opportunity in the AI space for a 10 year hold?

Q: If Google was forced to break up the company,typically how is this done would you get some shares of You Tube and Waymo etc or what would that possibly look like if it occurs….Thanks

Q: First, CRCL: Great IPO …. But now be pounded down!
How did this love affair end so quickly and be penalized so severely?

Would you see something similar happening with FIG?

There seems to be a lot of interest in jumping onto that bandwagon right now but I gather your advice is to hold off for now.

Thanks for your insights.

Q: Your thoughts please on the quarter? Thx

Q: Hello,

May I have your take on Microsoft's earnings please?

It's price action has clearly been very strong. Do you feel that job cuts and big spending plans on AI are the main drivers here, or is there more to it?

Thank you!

Q: With the full understanding that this is a very speculative play, may I have your opinion on MVIS for a small position for an high risk-tolerance investor? Is it worth it? Or would you prefer to start a new position in one of your highest conviction growth profile names?

Please also rank your top 3 names in growth portfolio for a buy today.

Thank you

Q: Would appreciate an evaluation of this Block chain Company with a 800 million market cap!
Is it worth a small position?

Q: Your thoughts on GIB.A's results released today, please.

Q: Could you please comment on how Gitlab is progressing since your last update. Appears they have become cash flow positive the past 2 quarters. Would you wait for further improvement in capital efficiencies or is this starting to get interesting now?

Q: What are your thoughts on Intel?

Q: What does the market expect from TOI tomorrow?

Thx

Q: Hi, I still have 2000 shares of DND which I bought at much higher levels. With the yet again announcement of a another strategic review, would you sell 1/4 (or even 1/2) position into this mini rally...up approx 30% today vs yesterdays close. As we all know this stock has been a major disappointment for various/multiple reasons the last several years....yet once showed so much promise. I have reluctantly held on hoping/praying ;) for a buyout. What do you think a fair price might be in a buyout situation...around the $20 level? I thought that number was mentioned in a news release several weeks ago.
I suspect if the strategic review fails again, this stock will retreat back to the $7 range.
I recall you suggested a sell perhaps a year ago or so.

cheers....

Q: Peter & Team, what are your current thoughts on Oddity (ODD) going into earnings 04 Aug ? Where do you see it 1-2 yrs out ? Thank you.

Q: Hi there - after the nice pop in CLS, would you add new money to it today? Or wait for it to settle a little lower? What would present a good entry point (if not at today's prices)? Thank you!

Q: I have no exposure to crypto currencies but I am intrigued by various forecasts of major future price gains for Bitcoin and other products.
I would welcome your thoughts on how to approach this subject, suggestions of online references I can read, which stocks and/or ETFs to review and your overall advice on how to maximize returns while limiting risk.
Many thanks for your ongoing great service.

Q: Can you comment on the recent earnings?