I hold SEMR and VEEV and both reported recently. I would appreciate your analysis of their earnings reports as well as what you see going forward for both.
I have a long-term outlook and a high tolerance for volatility, if the growth story is intact.
Q: The news has been pretty relentless recently in its higher price implications for commodities. What is your current opinion of BCI for the intermediate term?
Q: I've reviewed past Q&A on your website re: GDRX; also their investor newsletter released with the Q4 and Annual results. Do you see value over the next 5 years after today's strong drop (-38.9%) given it's competitors, revenue growth still reasonably robust, and adj net income and EBITDA that is + and growing?
Q: I am down 20 to 40 % on these equities.
I am considering harvesting a loss and moving to other names in their respective sectors. Please assess by my plan and provide any necessary input.
Swap LULU for CROX
Swap ADBE for CRM
Swap RCII for DKNG - I am less convinced it this third swap.
Q: With an 11 dollar option price and closing of the deal expected in Q1, it seems like there is an opportunity in DWACW at 28 when DWAC has been consistently mid-80's and higher. Am I missing something?
Q: The market seems to like the Q4 release - higher rev's and lower losses, though still not profitable. CSTL looks like they are doing the right things, the acquisitions seem to have future potential. How would you read this for an investment with the year end results and guidance?
Q: I notice BHVN made a deal with PFE recently. Their stock has dropped since and was wondering if you could shed some light on why, I would have thought it would have been positive for them.
Generally what are your thoughts on BHVN as an investment?
Thanks John
Q: Hello,
I have Flutter Entertainment shares OTC due to the all share deal from owning TSGI years ago. My question is should I sell these shares now and rebuy them with US dollars on a US exchange, that way if I make a large profit in the future it is less of an exchange fee? Or is there another company in the consumer sector you would recommend altogether?
Thank you,
Q: I would like to buy into a tech company for a long term holding. Which of the following (Bill.com, MDB, SNOW) looks to have what it takes to be the highest growth over the next 5 years. Which would be your 2nd pick. I am ok with volatility. Thank you!
I have no materials in my portfolio although lots of oil. Can u recommend two US and two CDN ETFs OR companies that you think should do well without too much volatility?