Q: 85M market cap. co. focused on advancing products for women's health. Has one product under contract which will start producing revenue this year, 3 products in advanced clinical stages and 4 in preliminary stage. Considering taking a 2% position. What do you think?
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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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American Tower Corporation (REIT) (AMT)
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Philip Morris International Inc (PM)
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Public Storage (PSA)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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Restaurant Brands International Inc. (QSR)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Blackstone Inc. (BX)
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Extra Space Storage Inc (EXR)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I would appreciate getting your five recommendation each for US and CAD markets of companies with growing dividends for at least for the last five years with current dividend above 3% that also have growth.
Q: I am missing something from your recent commentary on SentinelOne earnings. My take from the summary of their published earnings and prospects for '24 is that they took a huge hit in non GAAP operating earnings margins, which are expected to decline further though more modestly in '24, as well as a major reduction in growth rates in comparison to their growth rate for '23. Is this correct? The price hit for their equity is substantial.
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Analog Devices Inc. (ADI)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Hello Peter and team,
Mr. Kim Bolton who has my respect as a guest on BNN, suggested yesterday that one may want to take some profits off NVDA and re-direct the cash to AMD/ADI. Not sure if he said TSM in the same Q&A or added later. I am of course paraphrasing his response. Any opinions on these companies or comments about such a strategy? Do these companies pass your writing covered call approach?
Mr. Kim Bolton who has my respect as a guest on BNN, suggested yesterday that one may want to take some profits off NVDA and re-direct the cash to AMD/ADI. Not sure if he said TSM in the same Q&A or added later. I am of course paraphrasing his response. Any opinions on these companies or comments about such a strategy? Do these companies pass your writing covered call approach?
Q: what is to like about Peri?and what is the comparison to Apps?Would the advertising theme not be in trouble with an economic slow down?
How do you see the future of Peri and is this a good time to buy this stock?
How do you see the future of Peri and is this a good time to buy this stock?
Q: What is your opinion on MKTX?
It has done terrible in a rising rate environment. Can it return to form once rated peak?
Thanks Leo
It has done terrible in a rising rate environment. Can it return to form once rated peak?
Thanks Leo
Q: In a previous answer on UPST it was said that UPST isn’t the AI play that everyone thinks. Could you elaborate on this?
Thanks Leo
Thanks Leo
Q: Apart from Big Tech, are there any names (in and out of the tech sector) that 'should' be able to capitalize on the rise of AI in the near to medium term?
Q: What are your thoughts on BUD?
Is it a buying opportunity?
Is it a buying opportunity?
Q: Do you prefer Stryker to Medtronic. Would you advise selling Medtronic to buy Stryker at this point in time. Thank you.
Q: Now that US Banking "Crisis" appears to be out of the press, if not completely over, how do you view one of the most beat up Regional Banking names, PACW? Is it a buy at less than one half tangible book value?
Q: Hi,
We’ve held the FINX on/off for many years. In the past it has served us well, I had unfortunate timing on out last purchase and we are down 35% (in registered account no tax benefit for loss). What’s your current opinion on the Fintech space going forward….. do you seeing it doing well over the next 3- 5 years?Any major concerns with averaging down on this one?
Thanks for all that you do!
Kerri
We’ve held the FINX on/off for many years. In the past it has served us well, I had unfortunate timing on out last purchase and we are down 35% (in registered account no tax benefit for loss). What’s your current opinion on the Fintech space going forward….. do you seeing it doing well over the next 3- 5 years?Any major concerns with averaging down on this one?
Thanks for all that you do!
Kerri
Q: what is your opinion on Laz?
Good to start investing here or would you recommend an other financial?
Dividend secure on Laz?
Good to start investing here or would you recommend an other financial?
Dividend secure on Laz?
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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Booking Holdings Inc. (BKNG)
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Deere & Company (DE)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Pembina Pipeline Corporation (PPL)
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Keyera Corp. (KEY)
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WSP Global Inc. (WSP)
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BRP Inc. Subordinate Voting Shares (DOO)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?
Thank You
Thank You
Q: Any idea why this one is selling off so hard and fast? Does it have to do with AI competition from google? It seems it fell right out of favour about the time i bought it.
Jason
Jason
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Oracle Corporation (ORCL)
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Advanced Micro Devices Inc. (AMD)
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iShares U.S. Technology ETF (IYW)
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GLOBAL X FDS (AIQ)
Q: Is there an ETF that has all these 7 companies pls?
Q: Is Unity worth buying back in at these levels? Got a nice shoutout from Apple yesterday
Q: Palantir stock has almost doubled over the past couple of months. Do the fundamentals warrant at least a starting position at this point or is it better to let it settle down for a while. What are the insider holdings and has there been much insider activity over the past six months. Thanks.
Q: Can't find any news, is there something up?
Q: US banks have been struggling for a while now. What needs to happen to change investors’ sentiment towards the US banking sector?