Q: What are your thoughts on buying OKTA? The recent hack seems like it could be a short term problem but Yahoo Finance shows their earning estimates dropping quite a lot over the last 90 days, which concerns me. Thanks.
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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.
Q: Hi gang, my question has to do with Costco's valuation. Can you please give me your quick and dirty evaluation for a long term hold? Also I'm seeing different p/e numbers, your page shows 27 while G&M shows 44. As for dividend, they seem to do a special dividend every few years, what is your view of a pending one soon.
Thx.
Thx.
Q: As an addendum to my question re ZIM with holding tax, what is your opinion of this stock?
Is it a decent investment?
Is it a decent investment?
Q: I had taken an initial position with BRK.B during the March 2020 market drop at a purchase price of $188. The stock has continued to appreciate. Is it too late add another third to my position?
- General Dynamics Corporation (GD)
- Lockheed Martin Corporation (LMT)
- Magellan Aerospace Corporation (MAL)
- Elbit Systems Ltd. (ESLT)
- RTX Corporation (RTX)
Q: What is the teams favorite in the defense armed forces area? Elbit systems( ESLT ) seems to have very positive momentum but PE is over 30;while other majors in this area are have a PE apx. 20. What is the teams opinion of ESLT compare to the other majors in this field. Also please include thoughts on LMT, GD,RTX, and the TSX traded MAL.
Much appreciated Douglas
Much appreciated Douglas
- D.R. Horton Inc. (DHI)
- Crocs Inc. (CROX)
- QuidelOrtho Corp Com (QDEL)
- Ultra Clean Holdings Inc. (UCTT)
- Fulgent Genetics Inc. (FLGT)
- Co-Diagnostics Inc. (CODX)
Q: I own 18 US Stocks and have losses in the following 6:
1) D.R. HORTON is down 13%
2) ULTRA CLEAN HOLDINGS is down 23%
3) CROCS is down 43%
4) QUIDEL is down 47%
5) CO-DIAGNOSTICS is down 59%
6) FULGENT GENETICS is down 11%
My Portfolio is 20% in cash so I can take advantage when a particular stock is down for no good reason.
All the above are small holdings, and therefore I am able to easily lower the % loss by adding to my holdings, and hoping that once the market recovers, I can sell them for a smaller loss.
Which of the above would you add, and your reasons why ?
Which of the above would you sell, and the reasons why ?
Thank You.
1) D.R. HORTON is down 13%
2) ULTRA CLEAN HOLDINGS is down 23%
3) CROCS is down 43%
4) QUIDEL is down 47%
5) CO-DIAGNOSTICS is down 59%
6) FULGENT GENETICS is down 11%
My Portfolio is 20% in cash so I can take advantage when a particular stock is down for no good reason.
All the above are small holdings, and therefore I am able to easily lower the % loss by adding to my holdings, and hoping that once the market recovers, I can sell them for a smaller loss.
Which of the above would you add, and your reasons why ?
Which of the above would you sell, and the reasons why ?
Thank You.
Q: INDIE Semiconductor seems to be in a relative "sweet spot" currently. How would you rate its future growth potential?
Q: In the investment services industry, these two have the highest rate of eps growth over the past 5 yrs. ( according to tdw)
Which would you prefer and why
Which would you prefer and why
Q: I was having a discussion about these two companies with an investment partner that was quite excited about them. Looking for feedback. Good time to buy?
Thanks
Thanks
Q: Given current market volatility and the increased speculation that we are headed into a recession, what are your top 5 defensive stocks with reasonable potential for growth in Canada and US. Could you include good entry points for each.
- Intuitive Surgical Inc. (ISRG)
- Boston Scientific Corporation (BSX)
- Medtronic plc. (MDT)
- iShares U.S. Medical Devices ETF (IHI)
Q: Hi - 2 part question: Over the next year or so, what would be your top selections for US healthcare stocks? Second, what sub sector of US Healthcare do you like the most over next year?
Thank you as always.
Thank you as always.
Q: I'm considering a minimum 5 year investment in one of these two companies and I would appreciate if you could talk me out of it. If I'm not swayed by your argument, which one would you choose and why? Thanks.
Q: How do these two compare in there offerings?
If you were to buy one which and why?
Thank You, Peter
If you were to buy one which and why?
Thank You, Peter
- Meta Platforms Inc. (META)
- Booking Holdings Inc. (BKNG)
- Wynn Resorts Limited (WYNN)
- Roku Inc. (ROKU)
- Crocs Inc. (CROX)
- Airbnb Inc. (ABNB)
Q: Have some cash in my US $ portfolio and am considering these 6 stocks.
1) Are there any that you would want to buy at this time ? If so, would you consider them primarily to be a shorter time hold to take advantage of near term bounce, or do you see them as having the potential for both short and long term strength ?
2) Of those you would want to buy – if any - could you rank the order in which you would buy and acceptable price range.
As always, thank you .
1) Are there any that you would want to buy at this time ? If so, would you consider them primarily to be a shorter time hold to take advantage of near term bounce, or do you see them as having the potential for both short and long term strength ?
2) Of those you would want to buy – if any - could you rank the order in which you would buy and acceptable price range.
As always, thank you .
Q: Hi Peter,
Thanks for great service.
Which one has more potential in the next five years and beyond and why?
Will be held in RRSP with 20+ horizon.
Best,
Matt
Thanks for great service.
Which one has more potential in the next five years and beyond and why?
Will be held in RRSP with 20+ horizon.
Best,
Matt
Q: Noticed the option volume surge on this company any idea if they have some news pending
Q: I own JP Morgan but isn’t doing much what would you recommend switching it with
Q: Can I have your thoughts on ADBE earnings and the subsequent drop? Thanks.
Q: As a 5 year investment, how would you assess its strengths and weaknesses as a business, recognizing it is early days. Where does it sit from a competitive standpoint? Are its financials sound? What indicators to look for to assess if it is on track?
Q: Squarespace seems to come across my radar if a few areas .
Thoughts?
Many Thanks
Greg
Thoughts?
Many Thanks
Greg