Q: Can you please comment on quarterly earnings report. Was there anything of particular interest on the conference call (either positive or negative)? Currently down 64% and has dropped to .7% of total holdings. If this was in one of your model portfolios: which portfolio would you have it in, what size of allocation would you be targeting, and would you consider adding to its position in the next monthly member udpate?
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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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Immunoprecise Antibodies Ltd. (IPA)
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Spark Power Group Inc. (SPG)
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Southern Energy Corp. (SOU)
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Kolibri Global Energy Inc. (KEI)
Q: Hi Peter
I have in my portfolio Spark and Immunoprecise which are both down are they worth holding
Kolibri Global and Southern energy are winners Do you think there is more upside to these stocks .
Thank you
Howard
I have in my portfolio Spark and Immunoprecise which are both down are they worth holding
Kolibri Global and Southern energy are winners Do you think there is more upside to these stocks .
Thank you
Howard
Q: Hello,
How certain are you that this deal will go through as stated? Also, in your opinion is this a fair deal for SW shareholders?
Thanks for your insight.
How certain are you that this deal will go through as stated? Also, in your opinion is this a fair deal for SW shareholders?
Thanks for your insight.
Q: In our concentrated portfolio of 20 stocks we hold the above industrials (total weighting 22%) and have been happy. GIC “missed” earnings today and is down today. Could you review its earnings and let us know if there are any red flags? Also would you see a better US industrial stock to fit into our portfolio? We are up 50% from where we bought GIC so there would be some tax considerations in selling…
THANKS for all your work.
THANKS for all your work.
Q: Is this a tech company that could do well even in a recession. It seems to be a less expensive solution provider than its competitor's and it is profitable. Can you provide the companies forward PE and outlook. Your analysis please. Thanks for your expertise.
Q: I have held S&P Global for about a year and of course like the recent market this stock is lagging. I would like to hold on but I understand the recent earnings were not stellar. Your comments on the recent quarter as well as your overall thoughts on this holding would be much appreciated. I would like to hold for the long term. Thank You.
Q: Why drop in price after good earnings report or is it selling the news after shares have moved up into earnings.
Q: Could you please provide your analysis of their earning and future prospects. Is it buy, sell or hold?
Thank you
Thank you
Q: Could you please comments on ON's last quarterly results. Would you consider it to be a buy at this time? Is there another company in this sector that you would prefer?
Q: thoughts on quarter
Q: Big jump on the PepsiCo announcement. It was still rebounding well before that despite how expensive the stock is and the state of the rest of the market. Would you please share your thoughts / opinion on what the potential thesis of a buyer vs. what the potential thesis of a seller of this stock might be at this time?
Thank you.
Thank you.
Q: Any thoughts on J's recent movement downwards, and if your opinions of the company are inline with the positive analyst recommendations in their profile? Thanks!
Q: Hi,
Are SPY and QQQ subsets of VT? If so, would it suffice to just invest in VT as a more diverse index fund for a long term hold? Thanks.
Are SPY and QQQ subsets of VT? If so, would it suffice to just invest in VT as a more diverse index fund for a long term hold? Thanks.
Q: Any reason for the big bounce back in ROKU since its big earnings drop last week? Are shorts covering? Or is there some news? Or are people realizing it might be oversold at this point?
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Meta Platforms Inc. (META)
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Roku Inc. (ROKU)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Digital Turbine Inc. (APPS)
Q: Hello Peter,
In light of the quarterly performance of Meta and Roku, what is your short to medium term outlook for the 3 companies mentioned above? Will they still be candidates for overperforming in a recovery bounce when the market is done with the downward trend.?
Regards
Rajiv
In light of the quarterly performance of Meta and Roku, what is your short to medium term outlook for the 3 companies mentioned above? Will they still be candidates for overperforming in a recovery bounce when the market is done with the downward trend.?
Regards
Rajiv
Q: Currently at a slight loss in UCTT. It’s a long term position. Would you continue to hold or replace with another stock preferably in chip/tech sector? Thanks for the valued advice.
Q: hello 5i:
came across this company when researching Industrials. Looks interesting. Can you shed some light with a brief analysis? Couldn't find any questions on it.
thanks
Paul L
came across this company when researching Industrials. Looks interesting. Can you shed some light with a brief analysis? Couldn't find any questions on it.
thanks
Paul L
Q: Thinking of adding some BRK.B to increase my US holdings which are mostly currently growth positions. What are your thoughts or possibly suggest something better. thanks again.
Q: Hello - I have sold Telodoc for a large tax loss. Would like to recover some of my loss. Do you think this is a good company to have? What are your thoughts on management?
Thanks so much.
Thanks so much.
Q: Whats your read on their earnings?