Q: Hi can you please provide an updated opinion on KVYO now that the ipo sizzle has subsided a bit? I'm intrigued that Shopify invested heavily in it.
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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: On a PE basis, the stock looks reasonably priced. On a P/B or P/S, it looks overvalued. What would you used as the best metrics to value a company in the semi space?
Also, could you add ARM Holdings to your company profiles?
TIA
Also, could you add ARM Holdings to your company profiles?
TIA
Q: What is the outlook for AMKR in 2024. Also, what is the street consensus. I would very much appreciate your out look for this company in 2024-25, and would you by at this price. Thank you very much for your great service.
Earl
Earl
Q: In my mind, AI was a threat to DUOL since I thought it would lower the bar considerably for people to use the open source to create a language conversion program. But I've seen many like 5i and other growth investors really like their runway. It's there any merit to my concern, or is AI in fact increasing their moat or enhancing their first-mover advantage?
Q: Given that you chose 4 Canadian companies in response to my earlier question, as a follow up question, would you kindly pick 4 US stocks that you believe could increase in value by 1000% over the next 10 years. Each must have a current market cap of at least $750M. Please provide a short reason for selecting each stock. Thank you.
Q: I hold BRK.B and SPYV in a non-registered account and so far, BRK has had a much better gain than SPYV. Over the next 5 years, do you think SPYV or BRK.B will have the best total return? Is the high concentration of APPL in BRK.B a concern? Do you know where I can get an accurate list of BRK.Bs holdings?
Thanks!
Thanks!
Q: Is it too late to buy an artificial intelligence ETF? Considering one of AIQ, BOTZ or THINQ. Which would you chose and why? If you prefer another ETF or individual company, please provide your recommendation. Thank you for your great service.
Stella
Stella
Q: Can I get you option on Lantheus after they released preliminary fiscal year 2023. Buy, hold, or sell? Thank you
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BMO Dow Jones Industrial Average Hedged to CAD Index ETF (ZDJ)
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iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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Vanguard S&P 500 Index ETF (CAD-hedged) (VSP)
Q: hi, can I get your top pick(s?) for a US market(s?) ETF CDN$ hedged long term hold.
cheers, Chris
cheers, Chris
Q: May I have your latest thoughts on QS? Do think the latest test results from Volkswagen to be positive? Do you expect QS will need to raise more capital by issuing more shares? I’m curious why the stock is listed on the NYSE instead of the NASDAQ. Are the listing costs similar?
Thanks,
Jim
Thanks,
Jim
Q: Hi, Please provide your feedback for 3M. Why has the stock performed so poorly?
Would you consider it a buy, hold or sell?
Thanks.
Would you consider it a buy, hold or sell?
Thanks.
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Broadcom Inc. (AVGO)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Advanced Micro Devices Inc. (AMD)
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Lattice Semiconductor Corporation (LSCC)
Q: Hi, Can you suggest some chip equipment makers and your thoughts on them.
Cheers, Chris
All the best for the new year to staff and members
Cheers, Chris
All the best for the new year to staff and members
Q: Pls give an example of the curency hedged CDRs for a rising/falling $Cdn vs $USD ? For example, if one buys the CDR for MSFT and the $USD falls by 5% vs $Cdn and MSFT stays the same value in $USD and you sell, do you get your original $Cdn funds back (less fees) ? Is it the same with a 5% drop in $Cdn vds $USD ? Thank you.
Q: I would like your opinion on Apellis Pharmaceuticals. I read Citron's research piece (was published in November) on this company new product -Syfovre- issues and make a little bit of research myself. Obviously Citron is mostly promotting its own short positions but this one seems a reasonnable bet considering the content of the report (see attached link). No warning letter yet by the FDA but it is surely a real possibility.
Thank you!
Michel C
https://citronresearch.com/wp-content/uploads/2023/11/Citron-Reports-on-Apellis-Pharmaceuticals.pdf
Thank you!
Michel C
https://citronresearch.com/wp-content/uploads/2023/11/Citron-Reports-on-Apellis-Pharmaceuticals.pdf
Q: Can you provide your comments and outlook for this name
Q: Hello.
A. What do you think of Berkshire Hathaway CDR for a growth investment with a long-term hold in a TFSA? I bought some Berkshire Hathaway in US dollars in 2020 when it began to rebound and am very pleased.
B. What is your take on CDR'S in general?
Thanks
A. What do you think of Berkshire Hathaway CDR for a growth investment with a long-term hold in a TFSA? I bought some Berkshire Hathaway in US dollars in 2020 when it began to rebound and am very pleased.
B. What is your take on CDR'S in general?
Thanks
Q: Can you comment on the fundamentals and valuation of OTCM
Q: Are there niche radio station companies out there worth pursuing? CJR.b:CA is an apparent "turkey" in Canada but does SGA:US merit some further research? Are there others?
Q: I’ve held VEEV and OKTA for a few years in a registered account but they have become a relatively small holdings. Are either of these worth adding to in order to increase their portfolio weighting, letting them ride for a while longer or perhaps selling one or both and consolidating the proceeds into something else. I’m a buy and hold type so don’t mind holding either of them but wondering about the opportunity cost of doing so.
Q: When I asked about PDI back in July 2023, you stated you would be fine holding it for 3-9 months. I am still down about 20% on it. It is currently at/near the same price it was last July. I'm liking the high monthly dividend payment but am concerned how long it can last. Do you think the high dividend is sustainable (and if not how much would you expect it to be cut?). As well, looking into 2024 with interest rates likely dropping marginally, a soft/no landing scenario, and all other things considered for 2024, do you think this one can approach $22-$23 in 2024? Any other nuggets of wisdom regarding PDI are welcome .....