Investment Q&A

Q: May I have your take on BWXT’s latest quarter? They seem to have beat analyst’s expectations. Any red flags? Thank you for all your help.
Jim

Q: In your reply to Sheldon on nov .12th, you mention RLKB. I cannot find such a stock. Could it be RKLN-Q

Q: The HVAC industry as a whole seems to have done well but many businesses now seem to be very richly valued...what is your view of that area going forward?

Trane has been a great investment. It is now 5% of my portfolio; given its valuation, if it was you, would you hold, trim or exit?

Or if you see this area as still having potential, rather than adding to TT, do you think SPX or CARR would be good options? Any others come to mind?

Many thanks for your excellent service

Q: Your thoughts please on the latest quarter?

Thx

Q: Hi Peter

I have been holding onto this stock on the assumption that AI would soon enable MDT to market or otherwise exploit their massive amount of product research data and information. Am I too optimistic ? I'd very much appreciate any insights you may have on this, and whether you think its worthwhile to hang on because of this thesis, or move on to a "growthier" stock, such as ISRG.

My other question is about Neo Financial. I see that Tobias Lutke and others have contributed in the second (?) round of financing, which to me means that Neo is quite promising. Do you have any info from your sources on Neo's disruption potential, when an IPO could be expected, etc. ?

Thank you kindly.

Ps. We benefitted alot today from the jump in price of shopify, thanks to you.

Q: Do you have any thoughts on Maravai LifeSciences (MRVI) for a small higher risk long-term position?

Q: Hi there,

Grateful for your thoughts on Avidity Biosciences Inc (rna-q), Janux Therapeutics Inc (janx-q) and Longboard Pharmaceuticals Inc (lbph-q). Worth buying in a TFSA for strong capital appreciation ?

Thank you for your good attention,

Jacques IDS

Q: So my lnth went from profit to loss. I know your are generally positive and think reaction to last earnings were overdone. Would you take the tax loss hear and hope the price is similar in 30 days? That is getting closer to Xmas rally time, if there's one.

Q: What’s your outlook on this stock ?

Q: I’ve seen a lot of commentary online about HIMS. Can I get your opinion on this stock and whether it is hype or whether there is good potential here.

Q: Can you advise what has happen with this stock? It looks like it has been halted from trading. I realized that here has been a merger of some kind so maybe this has affected the stock. Many tnx.

Q: Hi 5i Aurinia pharma seems to have turned the corner with earnings and is also getting the drug into hospitals They are again reducing staff this time by 45%. They also have a new drug in trails. Please put on your speculative hat for the questions.

-would drug (Lupkynis) be of interest at this stage in development for another company to buy them and what would the buyout price be for the right company.
-going forward they will make about $220,000,000 a year this took about 3 1/2 years with a covid launch, what do you see max sale's being with the current set up and how many years to get there.
-Do you think Aurinia is a good speculative buy.

Thank you for your service!

Q: While questions on FOUR go back to its going public over 4 years ago, you recently seem to have become more bullish on the company. Is that because it has become profitable or are there other reasons? The payment space appears to be very competitive and I wonder what FOUR has that the others didn't or don't have. Finally, your data source lists it as a tech stock but in previous answers, you suggest it is a financial stock. Do you have strong feelings as to its classification?

Appreciate your insight.

Paul F.

Q: Comments please on the latest quarter and guidance from FOUR.
Thanks
Rob

Q: On Monday morning it was at 29 dollars and now Wednesday morning it is at 22.70. There was no news. Im assuming it was because of Trumps tariff plans. Do you believe this is an over reaction and a good buying opportunity especially after the impressive release of q3.

Q: Is this a good entry point for this stock?

Q: Everyone, what is your opinion on US large tech going forward. Apple, Amazon,, Google, Microsoft, Nvda etc. Clayton

Q: I'm trying to find reasons not to buy a little taste of this. With all of the oockroaches etc hiding here, what are the odds of a takeover? Would another company step in here and purchase and if so, what could a projected sale price look like? At what point does the risk/reward make sense if a buyout is unlikely?

My thought is that if the company/governance is terrible but the business is excellent there has to be a price that makes sense but admittedly I am just looking for a reason to do it!

Q: The following stocks are all up nicely: AXON, PANW, NVDA, COST, ISRG, META, TTD and CRWD. All are mid size positions in my portfolio. Where do you see the markets going in January? Would you recommend trimming any of these stocks? Would you suggest holding more cash going into the new year? Thank you

Q: Please rank BN, KKR, BX and APO, in order of preference and what would be a good entry point.