Q: I saw an interview with TomLee who said the cash position of the company makes it profitable no matter how much Bitcoin drops. Does this make sense?
Q: As of today do you consider each of these a buy/hold /sell?
Would you start a new position in any of these or wait till the market settles somewhat?
Q: Hi, Sorry there are lot of companies listed but in summary this is three part question:
1. I have BAM2%,BN9%,BEP5%. I was thinking of putting new money to KKR or BX or APO. Should i add new money to existing positions or to new positions. Which one and approx. price please.
2. All the listed are in red in various taxable and registered accounts. Which one is good candidate for new money , which one would be sell and hold.
3. ISRG is at 1.5%. Should i go to 5% in one shot or go slowly or just hold on . This is in taxable account.
Q: hi folks, Genius Sports geni/q currently -12%....markets did not like 1) the acquisition, or 2) pre-liminary results....or a combo of both??....would you now view stock as a Buy/Add in the $7's, Hold, or Sell....tough times in the markets these days, thanks as always, jb
Q: On the dip, where does Google look compelling. We listened to your advice a couple years ago and would like to add as we see this as a pillar in our holdings.
Something I've always wondered: Do negative news items about the founder of a particular company — Microsoft in this case — have any effect on the performance of the stock? Last night on the news, I heard Melinda Gates talk about her ex-husband's apparent relationship with Epstein, certainly not helping Bill's image.
Or are these stories just “noise” and should be ignored?
Apart from the immense spending MSFT is continuing to undertake to beef-up their Azure capabilities can you comment :
(1).On the other reasons the shares have been severely punished since coming up with what appeared to be some reasonably good earnings for the past quarter? Also can you please explain :
(2). Why less than a few months ago MSFT renegotiation of their new terms with Open AI was heralded as a very good move (their stock value popped up the same day close to a new maximum) whereas the same relationship now seems to have become detrimental to MSFT, maybe even compounding their precipitous share price drop (from 550 to 410) among other reasons?. As always thank for sharing your always very good insights. Adel
Q: Keeping current market conditions in mind and assuming we still have more downside to come, can you share 5 US and 5 Canadian stocks/ETFs on your shopping list? I'm not worried about diversification - just looking for your top picks regardless of sector overlap.
Q: Hi There. Please correct me if I am wrong but I understand that Google, Microsoft and Amazon are stake holders of Anthropic. Can you please tell how much % ownership they have in Anthropic? Do you think this is a reasonable way of getting exposure to Anthropic? If yes, which stock if any would you purchase? Many thanks.