Q: I check stockcalc to find if a stock is fair value. On March 28, BRK-A-N was shown as 19.2% overvalued. BRK-T was 51.4% overvalued. Why is there such a difference if the holdings are the same?
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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've done quite nicely on NVO over the last while and have sold off about a third of my original position at prices close to double the current level. With a few US dollars in my account I am wondering if I should buy back some NVO or look at a part position in ISRG (or another healthcare suggestion from 5i) for diversification.
Thanks for all your advice! Though I ask few questions, I learn "bigly" from those of other subscribers.
Thanks for all your advice! Though I ask few questions, I learn "bigly" from those of other subscribers.
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Genius Sports Limited (GENI $9.13)
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Cellebrite DI Ltd. (CLBT $18.29)
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Sportradar Group AG (SRAD $21.98)
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Nebius Group N.V. (NBIS $95.67)
Q: With the steep sell-off recently and stock markets coming to terms with a global trade war, which five Canadian and/or US small to mid-cap growth stocks across any sector look most interesting at this point? Looking at starting partial positions as I do not think the bottom is here yet. Thank you
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Celestica Inc. (CLS $457.00)
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Vertiv Holdings LLC Class A (VRT $173.90)
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Nebius Group N.V. (NBIS $95.67)
Q: I am, as you put it, sharpening my pencil. Can you comment a bit on the above three companies. How much overlap is there? Which is the one you would rank the lowest of the three? Leaving aside stable mega caps, for the agressive side of my tech holding, are there any others that you would rank in the top 5 to start looking at that are better or roughly in the same class as these? Thank-you.
Q: After the recent drop what do you think of Dupont for the next five years? Are there other stocks in this category you like more?
Q: What would you do with DuPont right now after it was announced today it is being investigated in China. Can a person hold through this turmoil or time to sell before it gets worse?
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Construction Partners Inc. (ROAD $106.79)
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Shift4 Payments Inc. Class A (FOUR $66.63)
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Cellebrite DI Ltd. (CLBT $18.29)
Q: During his appearance on BBN in November Peter's top picks were CLBT, ROAD, and FOUR.
These are all down substantially since the show.
Did Peter hold those 3 in his actively managed fund when appearing on BNN? Does he still have any or some of them in his fund today?
Thanks
Sheldon
These are all down substantially since the show.
Did Peter hold those 3 in his actively managed fund when appearing on BNN? Does he still have any or some of them in his fund today?
Thanks
Sheldon
Q: Is this a good time to buy XQQ? I only have a 2.5% current holding at this time?
Thanks
Thanks
Q: GRNY ETF by Tom Lee. Can you give us your thoughts? Underperformance this week. He is the eternally optimist but seems to have a decent understanding of what is impacting the markets. Let me know you thoughts.
Q: What is your view on AXON moving forward? If it is a hold/buy what is a reasonable time frame?
Thanks for your steady hand. It is much needed and appreciated.
Janet
Thanks for your steady hand. It is much needed and appreciated.
Janet
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Palantir Technologies Inc. (PLTR $168.73)
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Genius Sports Limited (GENI $9.13)
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Robinhood Markets Inc. (HOOD $117.99)
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Sportradar Group AG (SRAD $21.98)
Q: I was just about to purchase SRAD and GENI. But now that HOOD and PLTR have pulled back so much would they have potentially more upside? Thanks
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Bank of America Corporation (BAC $52.34)
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JPMorgan Chase & Co. (JPM $303.86)
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Prudential Financial Inc. (PRU $102.75)
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Manulife Financial Corporation (MFC $47.47)
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iShares S&P/TSX Capped Financials Index ETF (XFN $72.56)
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BMO Equal Weight US Banks Index ETF (ZBK $38.37)
Q: What’s the best way to play the US and Canadian financials in this market? Stocks or funds are fine.
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Alphabet Inc. (GOOG $301.98)
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Intuitive Surgical Inc. (ISRG $553.84)
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NVIDIA Corporation (NVDA $187.05)
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Booking Holdings Inc. (BKNG $4,757.76)
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JPMorgan Chase & Co. (JPM $303.86)
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Eli Lilly and Company (LLY $1,046.86)
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Eagle Materials Inc (EXP $203.34)
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Berkshire Hathaway Inc. (BRK.B $496.91)
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Genius Sports Limited (GENI $9.13)
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Sportradar Group AG (SRAD $21.98)
Q: Given the volatility of markets, I would like to purchase some small quantities of equities shares as I have some cash to invest. Which equities would you recommend, top 5 in Nasdaq, S&P 500, and TSX.
Best,
Neeraj
Best,
Neeraj
Q: I notice that Tim Cook has sold 24 million of his APPL shares the other day. Maybe he has personal reasons, of course, but the timing seems ominous. Any thoughts?
Q: Good morning,
Can you recommend an income fund/ ETF to balance a portfolio? Looking at something that is 80% income 20% equity. Thanks.
Can you recommend an income fund/ ETF to balance a portfolio? Looking at something that is 80% income 20% equity. Thanks.
Q: Recognizing that you don't necessarily follow NVO, do you still consider this a better long term investment compared to PFE with it's attractive dividend? I know that the company's recent trials have not been great, but do they have a better pipeline than PFE?
NVO's revenue and free cash flow seemed to have consistently grown looking in the past, and it appears to be at an historically attractive valuation. But now maybe the most important question going forward is has NVO lost it's "moat" ?
NVO's revenue and free cash flow seemed to have consistently grown looking in the past, and it appears to be at an historically attractive valuation. But now maybe the most important question going forward is has NVO lost it's "moat" ?
Q: I own these three companies currently, and am having a challenge, keeping my mind about me given their waterfall declines. Given what’s happening in the world today would you continue to hold the stocks or would you just cut your losses and try and live another day?
Especially after Dan Ives claimed the tariffs will be a Armageddon for technology companies
What are your thoughts?
Sheldon
Especially after Dan Ives claimed the tariffs will be a Armageddon for technology companies
What are your thoughts?
Sheldon
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Eagle Materials Inc (EXP $203.34)
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Genius Sports Limited (GENI $9.13)
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Sportradar Group AG (SRAD $21.98)
Q: Peter, the other day when you were on BNN, you had two gambling stocks that you recommended. Now I'm unable to to bring up the video. If you would be kind enough to forward what stock they were I would appreciate it.
Thank You
Earl
Thank You
Earl
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Apple Inc. (AAPL $270.67)
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Marriott International (MAR $283.57)
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Texas Instruments Incorporated (TXN $158.34)
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JPMorgan Chase & Co. (JPM $303.86)
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Nike Inc. (NKE $62.53)
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Canadian Natural Resources Limited (CNQ $47.26)
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Fortinet Inc. (FTNT $79.78)
Q: Thinking of adding to my holdings which have been hit today. Could you place the following in order, most attractive first? TXN, MAR, NKE, AAPL, FTNT, CNQ, JPM,
Q: AMD or INTEL in your opinion which has more potential coming out of this mess?
Thank you.
Thank you.