Q: The market is not liking VEEV today. How are their fundamentals? 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.
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KKR & Co. Inc. (KKR $90.36)
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Berkshire Hathaway Inc. (BRK.B $474.66)
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Brookfield Corporation Class A Limited Voting Shares (BN $53.97)
Q: Hi
Is KKR like a mini BRK.B?
We presently own BRK.B at about 5,5% of our holdings.
Would you suggest adding to BRK.B or start a small position in KKR.
I understand you can not mention position sizes, but also respect your suggestions.
Thank you
Mike
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Is KKR like a mini BRK.B?
We presently own BRK.B at about 5,5% of our holdings.
Would you suggest adding to BRK.B or start a small position in KKR.
I understand you can not mention position sizes, but also respect your suggestions.
Thank you
Mike
.
Q: Based on your response to Leo on Nov 3rd, would you sell FTNT now?
Q: The last 6 months have not been good for the price of TXN shares. Do you have any thoughts on why TXN is down? Anything positive to say about its outlook? I am thinking of finding a replacement.
Q: Hi,
I am looking for companies that have a short term potential for a pop in price.
What is your assessment of the quarterly report from Fastly? Is it buyable at this point?
Thank you for your opinion in advance.
Regards.
Rajiv
I am looking for companies that have a short term potential for a pop in price.
What is your assessment of the quarterly report from Fastly? Is it buyable at this point?
Thank you for your opinion in advance.
Regards.
Rajiv
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Marriott International (MAR $319.31)
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Booking Holdings Inc. (BKNG $4,117.51)
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Intercontinental Hotels Group American Depositary Shares (Each representing one) (IHG $130.17)
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Airbnb Inc. (ABNB $123.10)
Q: What would be your ranking of the following accommodation stocks: MAR, BKNG, IHG and AIRBNB.?
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Alphabet Inc. (GOOG $273.14)
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NVIDIA Corporation (NVDA $165.17)
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Booking Holdings Inc. (BKNG $4,117.51)
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Salesforce Inc. (CRM $185.03)
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United Rentals Inc. (URI $713.86)
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Atlassian Corporation (TEAM $66.88)
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Roku Inc. (ROKU $88.23)
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Rapid7 Inc. (RPD $5.45)
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Alteryx Inc. Class A (AYX)
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Axon Enterprise Inc. (AXON $415.07)
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Unity Software Inc. (U $20.54)
Q: Hello:
These are all underwater in US side of my TFSA. Please rate Sell, Hold or Buy.
What are a few nice growth opportunities on US side, looking 3-5 years minimum.
Thank you!
These are all underwater in US side of my TFSA. Please rate Sell, Hold or Buy.
What are a few nice growth opportunities on US side, looking 3-5 years minimum.
Thank you!
Q: Hi Team,
Two different companies but wanted to ask if you can rate each of them in terms of risk from 1-10 and potential stock price appreciation 1-10.
Minimum 6 year hold in RRSP
thanks
Two different companies but wanted to ask if you can rate each of them in terms of risk from 1-10 and potential stock price appreciation 1-10.
Minimum 6 year hold in RRSP
thanks
Q: Can you comment on LLY last quarterly earnings. Thank you.
Q: What do you think of Fidus’ results? Thanks.
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Alphabet Inc. (GOOG $273.14)
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Tractor Supply Company (TSCO $45.41)
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Zoetis Inc. Class A (ZTS $116.33)
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Ulta Beauty Inc. (ULTA $510.09)
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Five Below Inc. (FIVE $219.82)
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SPS Commerce Inc. (SPSC $55.08)
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Fiserv Inc. (FISV $54.53)
Q: Hi 5i,
Can you provide some US names that you feel are trading at a discount today, are well managed companies with a runway for growth and are suitable for a long term investor. A few small, mid, and large cap companies would be appreciated, irrespective of sector.
Thanks.
Can you provide some US names that you feel are trading at a discount today, are well managed companies with a runway for growth and are suitable for a long term investor. A few small, mid, and large cap companies would be appreciated, irrespective of sector.
Thanks.
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AMETEK Inc. (AME $208.37)
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Roper Technologies Inc. (ROP $351.96)
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Constellation Software Inc. (CSU $2,386.77)
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Heico Corporation (HEI $265.02)
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Topicus.com Inc. (TOI $93.85)
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Lumine Group Inc. (LMN $22.08)
Q: How does Roper compare to CSU? Thanks.
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Expedia Group Inc. (EXPE $226.51)
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Booking Holdings Inc. (BKNG $4,117.51)
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TripAdvisor Inc. (TRIP $10.39)
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Airbnb Inc. (ABNB $123.10)
Q: Could you do a quick review of the 3 online activity/trip/booking companies and provide your order of buying with a short explanation of your most preferred to least preferred. If you believe there's a better investment than these three in this sector, which would it be and why is it better? Thanks so much for all you do. Regards, John
Q: Hi Peter,
Crox’s latest sales forecast is disappointing and the stock has steadily been dropping for many months. What do you see is necessary before this stock will regain confidence and pop? I have this stock in my TFSA so cannot take advantage of tax loss. Is this stock worthwhile to hold onto? With the opportunity cost, does it makes sense to switch? Which other US consumer stocks would you rather buy at this time that have a much higher growth projection for the next few years and financial stability to weather a recession? Thanks.
Crox’s latest sales forecast is disappointing and the stock has steadily been dropping for many months. What do you see is necessary before this stock will regain confidence and pop? I have this stock in my TFSA so cannot take advantage of tax loss. Is this stock worthwhile to hold onto? With the opportunity cost, does it makes sense to switch? Which other US consumer stocks would you rather buy at this time that have a much higher growth projection for the next few years and financial stability to weather a recession? Thanks.
Q: Peter and His Wonder Team
CRNT just reported 3Q results. Based on these results please give me your opinion on there future. Is it a buy at these levels? Thank you as always!
CRNT just reported 3Q results. Based on these results please give me your opinion on there future. Is it a buy at these levels? Thank you as always!
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Shift4 Payments Inc. Class A (FOUR $43.62)
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Toast Inc. Class A (TOST $26.06)
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Fiserv Inc. (FISV $54.53)
Q: Hi,
Is it time to get out. What do you make out of today’s report. ? I am 35% down. Buy, sell, hold.
Thanks. Alnoor
Is it time to get out. What do you make out of today’s report. ? I am 35% down. Buy, sell, hold.
Thanks. Alnoor
Q: What are your thoughts on this company? I currently own Endeavour that owns 51% of TKO. Thanks as always for your advice.
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Home Depot Inc. (The) (HD $323.50)
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Lowe's Companies Inc. (LOW $232.58)
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Acadian Timber Corp. (ADN $17.20)
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Floor & Decor Holdings Inc. (FND $49.35)
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TopBuild Corp. (BLD $335.39)
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NVR Inc. (NVR $6,499.34)
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West Fraser Timber Co. Ltd. (WFG $89.42)
Q: Please provide best “lower risk” investment ideas given the housing shortage in Canada and USA?
Q: Could I have your opinion about this company please
Q: Hi Peter and wonder team!
Can you give me the basics on the fundamentals and guidance on ARR.
it pays a alarmingly generous dividend and seems to have some momentum. I need some more REITS and can’t help but be attracted to the dividend here.
What concerns would you have here?
Debt? Insecure dividend?
Appreciate all you do!
Can you give me the basics on the fundamentals and guidance on ARR.
it pays a alarmingly generous dividend and seems to have some momentum. I need some more REITS and can’t help but be attracted to the dividend here.
What concerns would you have here?
Debt? Insecure dividend?
Appreciate all you do!