Q: Sorry the question is for ORGN:US NASDAQ Origin Materials Inc (not orgn:cnx) is potential here long term? ORGN is down 41.5% for the last 12 months. This company is among the least leveraged in its industry, with a debt to total capital ratio of 2.1%. Please provide some of your perspective and analysis. Thank you.
Q: On Aug 8/22 you answered a question on BLCO and talked about a possible overhang on the stock from BHC ownership.
Can you update that reply? Basically looking for your opinion on BLCO and whether you have the "no need to rush out and buy" feeling about it. Perhaps their new CEO is a catalyst?
Do you prefer COO:US as an alternative...but seems much more expensive on valuation.
Q: LVS seems to be making some noise lately, it was a top pick of a BNN guest the other day and the market seems to reacting well to their latest results. The company also has received a number of analyst upgrades I believe. The last answers about this one were in the more restrictive times of COVID (especially China). Any current thoughts, especially any cautions to counter the “euphoria”?
Q: What is your opinion on this company? Are they in the midst of a turnaround? I read somewhere that the CEO has stock options that won't vest until the stock reaches 36 per share. Does this sound like motivation to get the house in order?
Q: I currently hold MSFT, NVDA, AMZN, and GOOG. All are at a 5% weight, except for AMZN, which is at 3%. I have an additional 2% to invest. Would you suggest topping up AMZN to 5%...or purchasing another tech stock with the additional funds? If the latter, would you please provide three stocks ranked by both risk and potential profit...and explain why you have selected each? Thank you.
Q: I have followed your recommandation to buy CROX in 2022 and held on during the continuing blood bath. I bought more and now sits on a 70% gain and holding on. Thank you very much. Do you see another diamond in the rough in the midcap space? Please suggest 3 names with rationale and possibly good entry price.
Q: Hi there, can I please get your opinion on TSLA's quarter as well as your thoughts on longterm prospects for the company. Do you believe in Telsa and management's ability to become within the top 3 (if not top spot) in market cap in the future?
Q: Verizon dropped today in conjunction with ATT’s unfavourable cashflow news, etc. Any fear for VZ’s cash flow/dividend? Any thoughts on a good buy-in price for VZ?
Q: I reserve a small portion of my portfolio for a few more speculative names and am taking a look at Fastly. It came down from very lofty levels but seems to have formed a bottom over a decent period of time and has been breaking out. Do you feel this breakout is warranted based on current fundamentals and what do you think of the company going forward? Is it worth buying at current levels?
Q: Hi, I have a 2.5% position in SCHW (down 25%) and am looking to sell while keeping exposure to the financial sector.
MKTX and CME score highly on my evaluations and others listed are pretty decent too. Curious on your thoughts on a suitable, safe replacement.
This is in my LIRA and I'm looking to hold for 10+ years (was also the case for SCHW, but I'm concerned wrt their exposure from their long term bonds).
Q: I started a position in Neflix CDR Cdn Hedged this morning. This company seems to have huge cash flow potential. What are your thoughts?
Thank you Gordo