Q: Can you give us your perspective both on the shop and the Roku side of this deal who benefits from what and which one do you prefer?
Thanks,
Sheldon
Thanks,
Sheldon
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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: How do you view the Microsoft news ? Is PANW still a good buy ? Thank you.
Q: Hi Peter, what do you see happening on July 24th when the Nasdaq re- balances? Do you think that some of the top stocks would see a bit of a sell-off as ETFs and institution investors rebalance as well? Which companies would you put new money in? Thanks in advance.
Q: Over the last few days TOI has fallen from a high of $110 to a low of $98 and so is there any news that would explain people pulling out of this stock? Would you say this is a buying opportunity. Thanks so much.
Q: Hi,
If you had to choose either Apple or Shop for the next five years, what would u choose and why?
If you had to choose either Apple or Shop for the next five years, what would u choose and why?
Q: Given a three to five year time period, which of LSPD and DND has better growth prospects? Is one safer than the other?
Very much appreciate the work you do and the service you provide.
Howard
Very much appreciate the work you do and the service you provide.
Howard
Q: I’d like to add to my tech holdings. Wondering if you have a preference here between Motorola and Broadcom for a three year hold. Thnks
Q: Can I please get your thoughts on the new Meta Platforms app Threads? Do you think the success of Threads will push Meta shares to new all time highs over the next ~6 months? Would you buy Meta today?
Q: hi,
can I get your latest thoughts on DND as a company, and it's prospects as an investment now. and your thoughts on their recent lawsuit against a smaller firm doing similar stuff DND does, except not gouging customers on price ( similar to the predatory practices of several drug companies ). their business model seems out of touch with today's values.
can I get your latest thoughts on DND as a company, and it's prospects as an investment now. and your thoughts on their recent lawsuit against a smaller firm doing similar stuff DND does, except not gouging customers on price ( similar to the predatory practices of several drug companies ). their business model seems out of touch with today's values.
Q: Hi, thanks to Peter, I am a long-term holder of CSU. As a result, I now have smaller positions in Lumine and Topicus as well, and while I have added to each of those special dividend holdings, I have three fairly similar holdings. I'm looking to pare down my holdings and wondering if you can divine which of the two spin-offs I should keep and add to with the sale of the other? I was leaning to dump TOI because of it's European exposure and it bears similarities to being a younger Constellation while Lumine may be more innovative and unique.
Please comment.
Please comment.
Q: your thoughts on Bitcoin? Not that they are right but it seems many huge asset managers are becoming interested again. For now, I believe Bitcoin is a store of value and is yet to make the tranition to unit of account. In terms of asset allocation, would it make sense to allocate a small percentage of one's portfolio 'in case it catches on'? Do you see an asymmetric upside vs limited downside and would that not justify a small position?
Q: Any updated thoughts on this one? I see they had a pre-announcement yesterday which resulted in a nice pop on a down day. I am gun shy on ad tech due to the hit I took on apps but like a moth to a flame, I remain interested in the space.
Thank you,
Jason
Thank you,
Jason
Q: Hi Peter, when does Lumine Group and Topicus report and what would be estimates for the qtr. Great service. Thank you
Q: Can you please comment on Tecsys’ results. Share price had an exuberant reaction.
Q: Thinking of buying AEHR.Please comment and is it related to AI. Thanks for U usual great services & views. Happy Canada day.
Q: Hi Gents,
Please compare these 2 companies which one (and why) you’d choose today for 3 year holding approx
Thanks!
Please compare these 2 companies which one (and why) you’d choose today for 3 year holding approx
Thanks!
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: NVDA has become 10% of my portfolio. Too often, I have sold too early, and too often I have not sold, and lost the gain. What to do! I wonder if it's a good idea to trim and buy some TSM, or AMD, or is there another company I should be looking at? Or, if so many are at the point of entering NVDA, does that mean it just makes sense to hold a little longer and reevaluate regularly?
Q: Good day guys ..
Would u agree with Mr Jordan’s zinberg assessment for this name .. recently it has been hold in your eyes.. is it now a buy at current levels .. this guy is a donville disciple and appears to be rather sharp in picking small cap stocks.. would u follow his lead here and buy as he currently thinks it’s at maximum pessimism..
thank u
Mark
Would u agree with Mr Jordan’s zinberg assessment for this name .. recently it has been hold in your eyes.. is it now a buy at current levels .. this guy is a donville disciple and appears to be rather sharp in picking small cap stocks.. would u follow his lead here and buy as he currently thinks it’s at maximum pessimism..
thank u
Mark
Q: You downgraded ENGH two notches in July 2022 but seem a bit more positive about their decisions and performance since then.
Informally, would you think they have earned a notch back?
Informally, would you think they have earned a notch back?
Q: Just read an article on Nano One which intrigued me. What is your current thinking on NNO? thanks, as usual