Q: Would you cash out ATVI at current prices around $90, or would you hang in for the $95 take-out price now that closing the deal seems more likely than not?
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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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Goldman Sachs Group Inc. (The) (GS $878.94)
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JPMorgan Chase & Co. (JPM $313.72)
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Morgan Stanley (MS $173.26)
Q: Dear Peter et al:
To my question on June 29th, you had suggested these three as your safe picks amongst US banks. (You also included C,BAC,WFC. But I have chosen to highlight the top three.
From tomorrow the earnings reports will start trickling in, starting with JPM.
Should one wait or start taking positions from today! Going forward, what is your prediction for these three banks?
Many thanks.
Mano.
To my question on June 29th, you had suggested these three as your safe picks amongst US banks. (You also included C,BAC,WFC. But I have chosen to highlight the top three.
From tomorrow the earnings reports will start trickling in, starting with JPM.
Should one wait or start taking positions from today! Going forward, what is your prediction for these three banks?
Many thanks.
Mano.
Q: Can you suggest 2 names in the tech sector for long term holds in an RRSP?
They would be purchased in the next month or two.
Thank you!
They would be purchased in the next month or two.
Thank you!
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NVIDIA Corporation (NVDA $174.24)
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Advanced Micro Devices Inc. (AMD $201.54)
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Super Micro Computer Inc. (SMCI $29.51)
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Opera Limited (OPRA $14.03)
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Redfin Corporation (RDFN)
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Lemonade Inc. (LMND $83.62)
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C3.ai Inc. Class A (AI $13.86)
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Duolingo Inc. (DUOL $182.53)
Q: MF came out with a list of AI today, and they are all up today, presumably on the news. Is there a concern that this is turning into a bubble? I know there will be spending here, but is it getting away into the danger-zone? I am considering an etf that captures a wide swath of AI. Are you able to suggest something? Thanks!
Q: Your current thoughts on DKNG please and do you still prefer Flutter as a play on the sector?
Thx
Thx
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Block Inc. Class A (SQ)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.61)
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Toast Inc. Class A (TOST $36.54)
Q: All three stocks have been setting higher highs and higher lows since mid April. Have you heard any news on why these three stocks are having a positive uptrend recently? All three have crossed the 50 and 200 day moving averages. Clayton
Q: Can you give us your perspective both on the shop and the Roku side of this deal who benefits from what and which one do you prefer?
Thanks,
Sheldon
Thanks,
Sheldon
Q: How do you view the Microsoft news ? Is PANW still a good buy ? Thank you.
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Amazon.com Inc. (AMZN $226.41)
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Meta Platforms Inc. (META $663.89)
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Alphabet Inc. (GOOG $303.18)
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INVESCO QQQ Trust (QQQ $609.19)
Q: Hi Peter, what do you see happening on July 24th when the Nasdaq re- balances? Do you think that some of the top stocks would see a bit of a sell-off as ETFs and institution investors rebalance as well? Which companies would you put new money in? Thanks in advance.
Q: SMR $ 7.00 us has done a deal with Ontario Hydro Darlington Plant for 4 SMRs
Any other deals signed. what do you recommend . Buy a bit now ?
RAK
Any other deals signed. what do you recommend . Buy a bit now ?
RAK
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Comfort Systems USA Inc. (FIX $919.46)
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Watsco Inc. (WSO $350.40)
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Trane Technologies plc (TT $386.38)
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Carrier Global Corporation (CARR $53.51)
Q: May I have your thoughts about Carrier's acquisition of Viessmann Climate Solutions? I have been looking at HVAC investment opportunities in the UK & Europe and the only alternative is Trane. Which of those two are the more suitable investment at this time? Thanks.
Q: I’d like to add to my tech holdings. Wondering if you have a preference here between Motorola and Broadcom for a three year hold. Thnks
Q: Can I please get your thoughts on the new Meta Platforms app Threads? Do you think the success of Threads will push Meta shares to new all time highs over the next ~6 months? Would you buy Meta today?
Q: Your comments on the increased taxation on the dividends for this equity are noted but does that apply to US persons holding shares in their US domiciled account or just to non-US shareholders holding in say a Canadian equity account? Also the capital appreciation of this equity over the last 3 years dwarfs an Enbridge. What do you think of this obvious discrepancy moving forward should interest rates peak and hold at current levels - would the outperformance likely continue in your view? What concerns might you have surrounding PAA compared with Enbridge? Would you buy this one for a longer term hold if high taxation of dividend isn't considered? Thank you for your input.
Q: Peter; I asked last week - maybe it didn’t make it- about if buying LLY while owing Edwards would be duplication- or diversification ? Thanks.
Rod
Rod
Q: Any updated thoughts on this one? I see they had a pre-announcement yesterday which resulted in a nice pop on a down day. I am gun shy on ad tech due to the hit I took on apps but like a moth to a flame, I remain interested in the space.
Thank you,
Jason
Thank you,
Jason
Q: What is your current opinion on Hasbro? Looking at it for growth.
Q: Which restaurant company would you buy right now . The ones I am looking at are SHAK ,RBI , BROS or CMG .Looking for growth going forward. Is there any other companies I am missing.
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Biogen Inc. (BIIB $169.41)
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Intuitive Surgical Inc. (ISRG $560.77)
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AbbVie Inc. (ABBV $223.99)
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Eli Lilly and Company (LLY $1,062.40)
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Repligen Corporation (RGEN $157.61)
Q: Repligen is trading close to the 52-week low and would welcome your analysis of their recent operating performance and market potential looking forward. Post-pandemic and mindful of competitors in the same space does their stock have any opportunity to excel in the coming year, and if held as a position in a long-term growth portfolio, could you please rank the appeal of Repligen in descending order versus your go-to favorites in the same general space. Thanks kindly for your thoughts.
Q: Thinking of buying AEHR.Please comment and is it related to AI. Thanks for U usual great services & views. Happy Canada day.