Q: Could I have your opinion about this company please
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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: Hi Peter and wonder team!
Can you give me the basics on the fundamentals and guidance on ARR.
it pays a alarmingly generous dividend and seems to have some momentum. I need some more REITS and can’t help but be attracted to the dividend here.
What concerns would you have here?
Debt? Insecure dividend?
Appreciate all you do!
Can you give me the basics on the fundamentals and guidance on ARR.
it pays a alarmingly generous dividend and seems to have some momentum. I need some more REITS and can’t help but be attracted to the dividend here.
What concerns would you have here?
Debt? Insecure dividend?
Appreciate all you do!
Q: Major negative reaction to APD's earning. Was it priced for perfection prior ? Your thoughts on this business going forward ?
Q: Can you comment on Celsius Holdings latest quarter please.
Thank you
Thank you
Q: May I please get your thoughts on MSFT and in particular their new AI product Copilot that recently launched. Have you used it? Are there any analyst options/estimates for how much it may add to the top-line over the coming year or two? Thanks.
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PayPal Holdings Inc. (PYPL)
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Mastercard Incorporated (MA)
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Visa Inc. (V)
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Block Inc. Class A (SQ)
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Jack Henry & Associates Inc. (JKHY)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Fiserv Inc. (FI)
Q: Hi 5i; I would like your assessment of Fiserv Inc. (FI). It has started to trend up off the lows of 2022 and I am back into positive territory but not certain this is still one to hold. I am interested in the outlook for this stock individually and whether you see it in the top quartile performer in a crowded and competitive space – electronic payments.
I’d also appreciate your comment on the Goodwill number on Sept 30th balance sheet; seems excessive?
Thanks very much.
I’d also appreciate your comment on the Goodwill number on Sept 30th balance sheet; seems excessive?
Thanks very much.
Q: Hi Peter, looks like Warren and Charlie and Team still know what their doing. Your thoughts on the 1/4 ? Also, how does the BRK performance compare with the usual benchmarks like S&P and Dow over different time periods (5, 10, 15yrs etc). What is the argument against just owning BRK for US$ exposure ? Thank you.
Q: What do you think of OPEN’s quarter and guidance?
Q: Are the distributions taxed as income?
Q: Hi
What is to be made of Disney’s deal for the rest of Hulu? Do you believe this is a good deal for the company from both a viewership and financial perspective? Thank you.
Kenn
What is to be made of Disney’s deal for the rest of Hulu? Do you believe this is a good deal for the company from both a viewership and financial perspective? Thank you.
Kenn
Q: What is your view on these two following the divergent reaction to their earnings reports? Which would be your preference today?
Q: your view please on astl given recent earnings.
thank you.
thank you.
Q: The market does not like the decline in sales and for that matter the acquisition as well. Do you think to blame the strike for the extent of decline is justified?
If you think it is worth a hold, would you take a loss for tax purposes and visit later. what is the likelihood of a bounce into the year end?
Regards
Rajiv
If you think it is worth a hold, would you take a loss for tax purposes and visit later. what is the likelihood of a bounce into the year end?
Regards
Rajiv
Q: OHI’s 3rd quarter didn’t seem that bad at first glance. Any special reason they’re down 6% 4 days after the “ex” date?
Q: TEAM has a lot of people selling. I am still hanging on to it, but due to the amount of people selling, I think most people sell and buy a stock with more up side i.e. Alphabet, NVDA, MSFT, etc. which in the long run will probably be a better move than waiting for TEAM to bottom out and recover. What is your take on this? Thanks again.
Q: Thoughts on the quarter and outlook? seems to be trending in the right direction. Can this be one you hold for the next decade and be rewarded nicely?
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BMO S&P 500 Index ETF (ZSP)
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Global X S&P 500 Index Corporate Class ETF (HXS)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard S&P 500 ETF (VOO)
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S&P 500 ETF TRUST ETF (SPY)
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iShares Core S&P 500 ETF (IVV)
Q: Good morning - can you suggest some US S & P 500 ETF possibilities along with a recommended choice. Many thanks
al
al
Q: please provide an update on ROKU.
Q: Stock tanked on recent results...I saw something about one of their products cannibalizing the other. I'm really curious on your thoughts on this one and is it a buying opportunity? The company seems well run and managed and has been a half-decent performer. Can they shake this and turn it around?
Q: Your thoughts on FTNT in relation to other cyber security stocks, following its latest quarter would be appreciated.
Leo
Leo