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Asked by Jigneshbhai on October 05, 2021
Q: Hi Team,
Do you find OTMO a compelling buy for a 3-5 year hold based on its current fundamentals?
It’s seems to have been hammered pretty hard over the last few months, is there something I am missing?
Thanks for your excellent and unparalleled service!
Q: Back in June, you said that a dividend cut at AT&T was fully expected. The dividend is still at 7.6%, do you still think that there will be a dividend cut? Thank you.
Q: Hello,
I am wondering if you can weigh in on these two companies and make a case of which one (if either) are worthy of new money.
VTEX - recent IPO sitting just above IPO pricing. Sounds like a sort of baby Shopify with a Latin American focus and some major clients on board. Small market cap. Would you endorse this or stay away?
WRLD - Friday recommendation in another service and it sounds something like a small, US based version of GSY. It seems to be doing well and the stock price is reflecting that in recent months. Do you like or not and why?
I guess an overriding question would be if these small caps offer enough growth to justify not just putting money to work in SHOP (vs VTEX) or WRLD (vs GSY).
Q: Can you please advise which stock you would side with today for roughly a 2-3 year hold? Both seem like great companies, but I worry about the valuation on crowdstrike; and the BNPL competition for affirm.
Thank you
Q: Which of QTIPS vs TIPS would you recommend given fees etc and how the US/CAD dollars would likely move in the event of longer term inflation? Any other bond investments that could provide better income and safety if 10-year yield continues to rise?
Q: Could you explain your thoughts about SPB,why is it not following energy's rise?
Would you be buying here?
Dividend safe?
Any numbers on Brookfield's share in SPB?
Is Brookfield buying more or selling lately?
You think another company would be a better choice and if so which one?
About GH,at what entry price would be a good buying point?
Q: Could I get your thoughts on SNN in terms of risk and potential for growth? its valuation seems good but I wonder if it might be a value trap.
thanks
Q: Crowdstrike seems to be very volitile as late. Almost every day the stock opens and falls about 5%, then spends the rest of the day recovering. I don't see too many other major companies with this type of trading profile. Your comments would be appreciated.
Q: I am considering sell GUD and buying IBB and/or IHI and/or VEEV and/or GH. Risk is not an issue and I am okay with US stocks as well as Canadian. Your comments would be appreciated.
Q: Moderna has dropped a lot this week. How do you see the valuation now? I am in it for as long as it has momentum promise. Does it still have room for growth in the coming year, or is it time to sell and move on? Thanks.
Cyber security seems to be a bigger and bigger threat. Is it worth getting involved in this space? If so, is it covered by the big tech names such as Microsoft, Apple etc or is it worth looking at specific ETF such as CYBR? Are there any stocks names that are interesting?
Could you rank these 3 companies as far as valuation, growth going forward and safety? Amazon has been in a range for months, but it’s P/E still seems like it is higher than Googl. All 3 are important players in autonomous vehicles and where technology may be heading in the future.