Q: Can I have your current valuation and prospects for Kinsdale……
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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.
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GE Aerospace (GE)
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Transdigm Group Incorporated (TDG)
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Heico Corporation (HEI)
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Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
Q: TDG HEI -HWM I would appreciate guidance on investing in part suppliers to thr major defense contractors, with your preference to invest in this market and target entry prices. If I missed any of interest or you would orefer in the defense sector, please advise.
Q: Curious about Upwork for the coming year, given that they have turned the corner and are now generating real profits. They apparently have heavily incorporated AI into their platform to the benefit of customers and users. Given these things, do you think it’s a worthwhile investment. Thanks for your opinion.
Q: Thoughts on RKLB as an investment in satellite deployment business?
Q: Gentlemen:
Big shake up today at ADM. I owned some and added some at $52.00.
Please give me all the CONS and less PROS, so I will know I made a mistake.
Thanks, Ben.
Big shake up today at ADM. I owned some and added some at $52.00.
Please give me all the CONS and less PROS, so I will know I made a mistake.
Thanks, Ben.
Q: GILD is down 10% after its phase 3 trial of Trodelvy in a lung cancer trial failed to meet its primary end-point. Is this just "noise" or a reason for a long-term shareholder to sell?
Q: AXON CDRE VTSI support law enforcement/ defense and provide solutions. I have a less than full position in AXON. If one wanted to increase funds to this area, could you provide guidance on where you would put your money.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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Oracle Corporation (ORCL)
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Constellation Software Inc. (CSU)
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Alimentation Couche-Tard Inc. (ATD)
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Advanced Micro Devices Inc. (AMD)
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Pure Storage Inc. Class A (PSTG)
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Super Micro Computer Inc. (SMCI)
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Axon Enterprise Inc. (AXON)
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Shopify Inc. (SHOP)
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Vertiv Holdings LLC Class A (VRT)
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Palantir Technologies Inc. (PLTR)
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Arm Holdings plc (ARM)
Q: I'm looking to invest some funds...
Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?
Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...
Thanks,
M
Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?
Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...
Thanks,
M
Q: Hi ,
CAN YOU PLEASE SHADE SOME INFORMATION ON TYSON . Is it a good point to get in ?
Thanks. Alnoor
CAN YOU PLEASE SHADE SOME INFORMATION ON TYSON . Is it a good point to get in ?
Thanks. Alnoor
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Flex Ltd. (FLEX)
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Topicus.com Inc. (TOI)
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Nextracker Inc. (NXT)
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Pacer US Small Cap Cash Cows ETF (CALF)
Q: Good Day,
I picked up CALF and HPS.A based on your last answer to my questions. CALF was EXACTLY what I was looking for in that space. HPS.A looks really intriguing, and despite the constant highs on highs providing a bit of apprehension, I think I'll look back later and be happy. Thanks.
Through looking in to NXT as an option, came across FLEX, which it was spun out from, as well as TOI (and CSU by proxy) when looking at LMN.
Would FLEX or NXT have a better future outlook and why? What would you rank the risk and growth potential for each? Are there any other companies like FLEX that you would recommend? Also, the Share price estimate for FLEX is showing a high of 35, which is significantly higher than current. are those pre-NXT spinoff estimates?
For LMN and TOI, same questions.
I picked up CALF and HPS.A based on your last answer to my questions. CALF was EXACTLY what I was looking for in that space. HPS.A looks really intriguing, and despite the constant highs on highs providing a bit of apprehension, I think I'll look back later and be happy. Thanks.
Through looking in to NXT as an option, came across FLEX, which it was spun out from, as well as TOI (and CSU by proxy) when looking at LMN.
Would FLEX or NXT have a better future outlook and why? What would you rank the risk and growth potential for each? Are there any other companies like FLEX that you would recommend? Also, the Share price estimate for FLEX is showing a high of 35, which is significantly higher than current. are those pre-NXT spinoff estimates?
For LMN and TOI, same questions.
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Crown Castle Inc. (CCI)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Extra Space Storage Inc (EXR)
Q: Currently I have no exposure to real estate in my portfolio. This is because I have been very hesitant to buy into real estate for the last few years because of Covid, then high interest rates, office workers working from home effecting Office REITS and on-line sales effecting Retail REITs. Are there 3 safe REITs out there paying a 4 - 5% dividend that a retired senior can invest in or should I just continue to stay away from the whole sector for now?
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Mastercard Incorporated (MA)
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Moody's Corporation (MCO)
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Enbridge Inc. (ENB)
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Canadian Pacific Kansas City Limited (CP)
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TMX Group Limited (X)
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Fair Isaac Corporation (FICO)
Q: Hi ,
Can you please identify me with 3 US stocks and 3 canadian who have a monopoly over their business. ?
I already own CN . I hope it’s one of it?
Thanks. Alnoor
Can you please identify me with 3 US stocks and 3 canadian who have a monopoly over their business. ?
I already own CN . I hope it’s one of it?
Thanks. Alnoor
Q: Mitek has been dealing with the non-compliant issue and now has another hearing on March 19th. the company has prospects, but is this enough of an issue to keep it as a hold at the moment. Want to add to the position.
Matthew
Matthew
Q: In answer to a question regarding the noted company you suggest the PE is still just 22 times even after the almost 35% increase on Friday. In the same answer you suggest 2023 earnings could be as high is $5.50 and 2024 earnings are projected to increase by 70%. Can you explain further please how you get a PE of 22? Thank you so much since I feel like I missed this one but if PE is that low perhaps not. John
Q: Hello Team,
For steady longterm growth, which would you choose and why from these two companies in the health care area.
Thanks,
Barry
For steady longterm growth, which would you choose and why from these two companies in the health care area.
Thanks,
Barry
Q: With AI currently being recognized as an energy hog - can you suggest investment strategies ( in comparison to garden variety search) to play this issue?
Q: Could you comment on SMCI's earnings? Do they change your (already positive) opinion of the comany's prospects?
Thanks.
Thanks.
Q: Could you please give me your assessment of this company. Thank you
Q: What can you tell me about this one please. How is this different from “regular” blackrock?
Q: Can you revisit AEIS ?
I would like to know your views since the last question in 2020. What would be a good technical entry point if you are ok to buy ?
I would like to know your views since the last question in 2020. What would be a good technical entry point if you are ok to buy ?