Q: Thoughts on we work with more companies using a hybrid working moving forward?
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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: Hi, the stock as well as competitors FISV and especially GPN are all significantly down and I can't find news that would justify the move. Any idea? Is there an opportunity on FIS which seems to be a quality company in a growing industry ?
Thank you.
Thank you.
Q: EFR just reported their earnings, how was it? any upside left in share price?
TWLO is keeping going down, buy more, hold or sell?
As always many thanks!
TWLO is keeping going down, buy more, hold or sell?
As always many thanks!
Q: Please provide your assessment of the last quarter. This has been an underperformer for the past 6 months now, selling off at every quarterly report.
Do you still believe in the company? I hold a fairly sizeable position (5%). Would you buy sell or hold ?
Thank you
Do you still believe in the company? I hold a fairly sizeable position (5%). Would you buy sell or hold ?
Thank you
Q: Biden seems to be making a push to finance and enhance infrastructure support in developing nations to counteract China’s Belt and Road Initiative. Thoughts on which North American companies would benefit from such a build-out?
Q: Please comment on Bausch's earings. What do you think is the outlook of this stock from a long-term perspective? Thank you for your great service.
Q: Hi,
Can you please comment on APPS recent quarter and business outlook. Would you be comfortable initiating a position at the current share price?
Thank you,
Can you please comment on APPS recent quarter and business outlook. Would you be comfortable initiating a position at the current share price?
Thank you,
Q: May I have your opinion on this for my US portolio
Q: Rivian, which doesn't have any vehicles on the road yet, is seen as a potential competitor to Tesla. Can you provide an opinion on the Amazon backed EV company Rivian Automotive given their IPO next week and target of $60B valuation? Do you suggest that one take position in this company given they are an alternative to other EV companies?
Q: Both Fuel Cell and Clean Energy have had a resurgence as of late. Could you comment on both and also which of the two might be the better for growth going forward? Thnks Dennis
Q: Which has the most potential for outsized capital appreciation over the next one/two years. In your response, pls state whether this is based on favourable forward earnings multiples or if because the subject has been unfairly punished by the market (aapl, sbux for eg)
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Magna International Inc. (MG)
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Lithium Americas Corp. (LAC)
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Sociedad Quimica y Minera S.A. (SQM)
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Blink Charging Co. (BLNK)
Q: What would your top 3 stocks be to capitalize on the apparent trend in EV's. Looking for companies that supply to the automotive industry, parts or underlying resources such as lithium.
Q: I understand that a few different law firms have initiated legal action against this company. I own shares in SPGI. Should I be concerned? Thank You.
Q: Can u give an opinion on chpt for 2-3 year hold as a possible buy
Your past view seems to be more of a wait and see
Seems there will be increased demand for this service as ev vehicles grow
Thanks
Your past view seems to be more of a wait and see
Seems there will be increased demand for this service as ev vehicles grow
Thanks
Q: Could you give me your opinion on Centrus Energy, LEU.NYSE, a smaller uranium play that seems to be doing rather well, if you can believe the share price.
Thanks
Thanks
Q: Why did OPEN tumble this morning? Should I be concerned?
Q: These two still look good for tech exposure, with the caveat that they are higher risk?
Q: Would appreciate your view of this SPAC Thoma Bravo Advantage -
same space as APPS and gaming, but at earlier growth stage, it would appear. Good credentials, growth and management, it would appear. How would you assess its potential as against more established players. Would you advise to establish initiating position, as complementary with APPS and U?
same space as APPS and gaming, but at earlier growth stage, it would appear. Good credentials, growth and management, it would appear. How would you assess its potential as against more established players. Would you advise to establish initiating position, as complementary with APPS and U?
Q: Hi,
I hold a 3% position in CSV. Would you advise to add to my position (to 5%) at this price or wait for a pullback? For a 3-5 year hold.
Thanks
I hold a 3% position in CSV. Would you advise to add to my position (to 5%) at this price or wait for a pullback? For a 3-5 year hold.
Thanks
Q: NOC reported its 3rd qtr last week. It showed less revenue than a year ago but higher earnings and higher EPS. Yet the share price has tumbled. Is this a good entry point or is there something more worrisome going on ?
Thanks for your thoughts.
Ian
Thanks for your thoughts.
Ian