Q: Can you provide your thoughts on this company and on its fundamentals.
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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: I have nearly 200% gains in PANW, with losses to offset, so no tax issues. Wanted to know what you thought of selling PANW and buying CRWD with a 3-5 year time horizon and growth as the objective. Brief reasoning would be appreciated. Thx, John
Q: Opinion on Affirm so far since the IPO? I started a small position and am down 20% and wondering if you see a bottom, or price to take a full position?
Thanks
Thanks
Q: Hello Folks:
It appears technology stocks are moving opposite direction to industrials such as Deere, Caterpillar, Cummins etc. which have been very quiet for a number of years.
Is this a normal situation?
Does this mean there is more confidence in this sector and less in technology; or is it because technology has been the go to in times of uncertainty; although I would think these Covid times would have produced more uncertainty with the opposite effect.
Do you feel this trend will continue empowering industrials at the expense of technology such as Amazon, Apple, Microsoft, Google etc.
My specific question is re: Veeva (on a steady downturn) and how you view it's long term prospects.
Thanks for your good work
brian
It appears technology stocks are moving opposite direction to industrials such as Deere, Caterpillar, Cummins etc. which have been very quiet for a number of years.
Is this a normal situation?
Does this mean there is more confidence in this sector and less in technology; or is it because technology has been the go to in times of uncertainty; although I would think these Covid times would have produced more uncertainty with the opposite effect.
Do you feel this trend will continue empowering industrials at the expense of technology such as Amazon, Apple, Microsoft, Google etc.
My specific question is re: Veeva (on a steady downturn) and how you view it's long term prospects.
Thanks for your good work
brian
Q: I know both of these companies are owned by people answering questions. Both companies have similar potential for upside based on analysts. Which has better potential, less competition and a wider moat.
Thanks
Matthew
Thanks
Matthew
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Lockheed Martin Corporation (LMT)
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3M Company (MMM)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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L3Harris Technologies Inc. (LHX)
Q: For a long term, conservative, income oriented investor what are your favourite industrial stocks. Three from each of canada and the US would be great.
Many thanks for all the help.
John
Many thanks for all the help.
John
Q: I would like to add one of these companies to my TFSA. Which one are you most bullish on today?
Thanks
Thanks
Q: Why Sunrun is dropping so much lately. Currently do you see it as a Hold, or sell and move to other better company. Pls share your thoughts
Q: Hello,
Are VIAC, DISCA and CURI good buy at today's price?
Thanks
Are VIAC, DISCA and CURI good buy at today's price?
Thanks
Q: Can you comment on recent results?
Thanks!
Thanks!
Q: hi, can I have your thoughts on AT and T on the NYSE. thx chris
Q: wow! these two have been hit hard by hedge funds selling ( who were not hedged properly) ..would you buy these at current levels?
Q: Any thoughts on TCDA? Saw a claim that a hedge fund is buying 2M shares.
Q: Hi folks,
I am looking at VIACOM - it's down over 50% since March 22nd - can you give me your opinion as to whether it would be a buy at the current price for a long term hold. Doesn't look like anything has really changed fundamentally with the company other than the hedge funds dumping their stocks.
Thanks
I am looking at VIACOM - it's down over 50% since March 22nd - can you give me your opinion as to whether it would be a buy at the current price for a long term hold. Doesn't look like anything has really changed fundamentally with the company other than the hedge funds dumping their stocks.
Thanks
Q: Have a 4% position(basically no profit) of PLTR has declined from recent $45 high.You opinion please. Buy more,hold or sell.Thanks for u usual great services & views
Q: Hi, any reason for the decline in the price of this etf since the beginning of the year? Is it a good time to add to my half position? Thanks!
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Intel Corporation (INTC)
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Pershing Square Tontine Holdings Ltd. Units each consisting of one share of Class A Common Stock and one-ninth of one Warrant to purchase one share of Class A C (PSTH.U)
Q: Good Morning, I recently read in the FP that the new CEO of Intel Pat Gelsinger declared that "Intel is back" - Do you think that he can turn things around to participate in the huge demand for chips, and is this the time to invest?
I also know that you are not a huge fan of SPACS, however I am intrigued about investing along side in Bill Ackman's Pershing Square Tontine - thoughts?
With thanks JS
I also know that you are not a huge fan of SPACS, however I am intrigued about investing along side in Bill Ackman's Pershing Square Tontine - thoughts?
With thanks JS
Q: Any thoughts about ARKX, should I buy it soon or wait?
Q: What do you see as a good entry point for these two stocks for a 5 year hold? CRWD continues to drop in this sector transition and U seems to be holding around low 90s.
Any other US Stocks you would also recommend now and a sense of a good entry point for those as well?
Any other US Stocks you would also recommend now and a sense of a good entry point for those as well?
Q: Can you comment on Coherent deciding to walk away from the offer by LITE and to pay a 217M penalty fee. LITE is up substantially since the announcement. Does this mean if the deal had gone forward, it presented serious risk to LITE and the market was relieved the bidding war ended this way? How significant is the 217M fee? How do you rate LITE going forward?