Q: SHOP Been a shareholder since it was $15.00 and as I understand Shopify focus is on personal clients, and although different from Amazon platform, which seems to conflict with Amazons over objective. I recently understand that Amazon "Jeff" has recently redeemed a large amount of shares. I am wondering if he is planning a takeover of Shopify. What are 5I thoughts on this and could it happen?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What inning are each of these companies in (in terms of total return for an investor buying today), and are they both appropriate for a 3-5 year holding period?
Thank you
Thank you
Q: May I have your current thoughts on COHR?
Q: Hi Peter and Staff
Please detail your reason for a preference between the two companies if only 1 is to be kept and the other to sell
Thanks for all you do
Dennis
Please detail your reason for a preference between the two companies if only 1 is to be kept and the other to sell
Thanks for all you do
Dennis
-
Apple Inc. (AAPL $271.78)
-
Microsoft Corporation (MSFT $473.57)
-
Tesla Inc. (TSLA $397.08)
-
Super Micro Computer Inc. (SMCI $31.99)
Q: Dear Peter,
This is a very light hearted "question"!
Enjoyed watching your Stock market stories!
SMCI hit 1000 $ yesterday! I was at home watching Chris interviewing Peter!
Where was Peter when AAPL/MSFT/TSLA and others hit (split adjusted) 1000 $
More importantly where are you planning to be when NVDA hits 1000 $
There is an article begging to be written about 1000$ stocks and their history!!
Happy Family Day!
This is a very light hearted "question"!
Enjoyed watching your Stock market stories!
SMCI hit 1000 $ yesterday! I was at home watching Chris interviewing Peter!
Where was Peter when AAPL/MSFT/TSLA and others hit (split adjusted) 1000 $
More importantly where are you planning to be when NVDA hits 1000 $
There is an article begging to be written about 1000$ stocks and their history!!
Happy Family Day!
-
iShares S&P U.S. Mid-Cap Index ETF (XMC $34.57)
-
iShares S&P U.S. Small-Cap Index ETF (CAD-Hedged) (XSMH $28.19)
-
TD Q U.S. Small-Mid-Cap Equity ETF (TQSM $25.06)
Q: I am looking for an etf that addresses small-mid cap US stocks in a cash account, but can be bought in $CDN. I stumbled across TQSM which is a little small for my liking and has a higher MER than I prefer, but otherwise seems to cover the field I am interested in.
What is your opinion of TQSM and do you have other suggestions for this area?
What is your opinion of TQSM and do you have other suggestions for this area?
-
Progressive Corporation (The) (PGR $229.35)
-
Arch Capital Group Ltd. (ACGL $93.06)
-
Kinsale Capital Group Inc. (KNSL $384.17)
-
Berkshire Hathaway Inc. (BRK.B $505.81)
Q: Hi, Could you please provide your opinion on Progressive Corp. P&C Insurance sector seems to be doing well and stock is making new highs ( Noted that IFC is your favourite in Canada). How is the valuation compared to its competitors? Company released its premiums business for the month of January, yesterday, which sounded encouraging, sending stock to another high. Do you think that current level is good to start a position ? Thanks
-
JPMorgan Chase & Co. (JPM $298.17)
-
KKR & Co. Inc. (KKR $117.67)
-
Blackstone Inc. (BX $142.28)
-
Ares Management Corporation Class A (ARES $147.51)
-
Bank of Nova Scotia (The) (BNS $66.35)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.87)
Q: Can i have your perspective on the relative merits ( payoff) of private wealth companies like Blackstone, Carlyle Group as opposed to banks in either Canada or the USA such as a BNS or JPM , for example. ie would you expect better performance from the private wealth management or banks.
Thanks
Thanks
Q: Can you compare/contrast these two businesses for me? Does SMCI order NVDA chips and sell the entire integrated system with chips as well as the infrastructure without chips that customers can plug and play their own NVDA or other chips into? Is SMCI's technology more efficient for thermal management than VRT's? Their growth rates seemed comparable each quarter over the last year. I am wondering if VRT has a good chance to post a nice beat in their upcoming quarter as SMCI did. Thanks
Q: The price has dropped from its 52 week high. Do you consider this an opportunity to buy or is there a reason for its drop. Can you go review its historical and projected growth metrics and discuss any debt risk. Thank you.
John
John
Q: I guess the share price consolidation has begun. Any concerns about the rapid descent from lofty highs this morning Feb 16th?
thanks,
thanks,
Q: Hi Peter,
Your thoughts on the results reported by Zebra. While the decline in sales was less than expected, what do you think of the next year outlook. Does it justify the pop in share price today? Or is it just a short term rally?
Regards.
Rajiv
Your thoughts on the results reported by Zebra. While the decline in sales was less than expected, what do you think of the next year outlook. Does it justify the pop in share price today? Or is it just a short term rally?
Regards.
Rajiv
Q: Can you contrast SYK and ISRG? Are they competing against each other?
Q: Please comment on MFC and RS earnings.
Thank you.
Thank you.
-
Amazon.com Inc. (AMZN $219.20)
-
Costco Wholesale Corporation (COST $898.51)
-
lululemon athletica inc. (LULU $169.49)
-
Align Technology Inc. (ALGN $142.38)
-
Domino's Pizza Inc (DPZ $410.69)
-
Hilton Worldwide Holdings Inc. (HLT $274.54)
-
Axon Enterprise Inc. (AXON $523.24)
-
Old Dominion Freight Line Inc. (ODFL $135.85)
-
Saia Inc. (SAIA $274.53)
-
Heico Corporation (HEI $301.08)
Q: I'd like to increase investments in industrial, consumer discretion and consumer staples and also increase U.S. holdings.
I'm considering Amazon and COST for consumer names - are there other U.S. names you would recommend in these sectors and please suggest a U.S. industrial as well.
I'm considering Amazon and COST for consumer names - are there other U.S. names you would recommend in these sectors and please suggest a U.S. industrial as well.
Q: What are your thoughts on UBER since the recent 4Q 2023 report and subsequent share buyback anouncement? Is there debt to equity ratio a concern? Many thanks.
Q: Hi there, your thoughts on FSLY after the earnings?
Is this catching a falling knife now, or overdone with the selling?
Any thoughts on where shares could settle?
Thanks!
Is this catching a falling knife now, or overdone with the selling?
Any thoughts on where shares could settle?
Thanks!
Q: Please,your thoughts on Acacia Research.Thanks.
Q: Is this a special company in terms of competitive advantage since it has a permanent contract status with the government?
-
Amazon.com Inc. (AMZN $219.20)
-
Alphabet Inc. (GOOG $298.70)
-
Enghouse Systems Limited (ENGH $20.11)
-
Insight Enterprises Inc. (NSIT $84.47)
-
SPS Commerce Inc. (SPSC $81.96)
Q: Bought Eng at $64 some 3 years ago,It basically traded in a range of $28 to $38 the past year.Saw u answer on Feb 8.Please provide some replaements besides those mentioned on Feb 8,How about Goog or Amzn? Txs for u usual great services & views