Q: Could you please explain the private offering OKTA announced today and what are your thoughts on it.
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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.
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Tandem Diabetes Care Inc. (TNDM $20.09)
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DexCom Inc. (DXCM $72.53)
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Insulet Corporation (PODD $256.62)
Q: I recently came back from a vacation in the US and thought it might be a good time to make an initial investment in the diabetes space.
Given the extensive research that you do can you recommend two or three top ideas for currently investing in this space for a medium to higher risk investor. I know you do not specialize in non-Canadian equities but country does not matter.
Thanks for all you do!!!
Given the extensive research that you do can you recommend two or three top ideas for currently investing in this space for a medium to higher risk investor. I know you do not specialize in non-Canadian equities but country does not matter.
Thanks for all you do!!!
Q: Hey,
What do you know about (dates, price etc) and what are your thoughts on the Peloton ipo?
Thanks
What do you know about (dates, price etc) and what are your thoughts on the Peloton ipo?
Thanks
Q: The stock down 11% but i can't find a reason. The rumour about Amgen was a week ago and Alxn's fundamentals look solid. Any ideas?
Q: If you could choose only one company between CSU or MSFT, which would you recommend for a long term hold. I am leaning towards MSFT.
Clayton
Clayton
Q: after hitting a high of 112 after its earnings, stock has gotten smashed down to 89.
i cannot find any news , have not sold a share.
i know its volatile anything i am missing to account for this downdraft. dave
i cannot find any news , have not sold a share.
i know its volatile anything i am missing to account for this downdraft. dave
Q: I was taking a look at this company. The dividend is huge. The company is cheap, with higher debt but in a staple industry that should be defensive. What are the other risks that I should consider beyond this?
Q: Peter and His Wonder Team
I see that an outside company wants to buy all the common shares of CTG. What does this mean for current share holders. Is it good news or not? What implications does this have for CTG in general? Your opinion please! Thank you!
I see that an outside company wants to buy all the common shares of CTG. What does this mean for current share holders. Is it good news or not? What implications does this have for CTG in general? Your opinion please! Thank you!
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Equinix Inc. (EQIX $810.38)
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American Tower Corporation (REIT) (AMT $173.70)
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Public Storage (PSA $271.81)
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State Street Real Estate Select Sector SPDR ETF (XLRE $40.96)
Q: I'm interested in 2 lo-volatility stocks, with some dividend and some momentum for a minimum of 2 years. Most of these REITs mentioned have lots of hold recommendations, but very few buys despite their recent outperformance?? Are they overbought? Can you pick 1 or 2 US REITS for me and 2 CDN reits as well?
Q: Am thinking of selling JNJ due to ongoing legal issues and replacing with either CVS or RTN. I have other health care exposure with ABT and BMY but nothing in defence sector. Thoughts?
Q: Hi team,
Your thoughts pls. on: AnywhereCommerce Files Patent Infringement Lawsuit Against Square
The lawsuit, filed in the California federal court (case number 3:19-cv-04311) on July 26, 2019, asserts the unauthorized use of patented technologies, which is prohibited by law, and is intended to protect AnywhereCommerce's significant investment in its innovative mPOS technology which is regarded and recognized as the de facto patent family relating to a variety of payment card reading apparatuses tethered to a smartphone or tablet.
The complaint asserts that Square has knowingly infringed these patents for years despite previously acknowledging the priority of these patents in various filings before the United States Patent Office and continues to willfully infringe these patents today. Among the patents at issue is U.S. Patent No. 8,281,998, issued on October 9, 2012, which is ironically cited as prior art in a patent later issued to Square founder Jack Dorsey.
Per Oliver Griffin, lead counsel for Kutak Rock representing AnywhereCommerce, "Square simply took that same technology for itself, becoming one of the largest and most famous companies in the world by falsely holding itself out as the originator of technology allowing the use of smartphones and tablets to accept credit card payments."
AnywhereCommerce approached Square in January in the hope that Square, "given all of its market share and business success, it might find it appropriate to compensate AnywhereCommerce for the use of AnywhereCommerce's technology on which Square's business was largely built."
Knowing about this lawsuit, do you think prudent to add to a position?
Thx!
Your thoughts pls. on: AnywhereCommerce Files Patent Infringement Lawsuit Against Square
The lawsuit, filed in the California federal court (case number 3:19-cv-04311) on July 26, 2019, asserts the unauthorized use of patented technologies, which is prohibited by law, and is intended to protect AnywhereCommerce's significant investment in its innovative mPOS technology which is regarded and recognized as the de facto patent family relating to a variety of payment card reading apparatuses tethered to a smartphone or tablet.
The complaint asserts that Square has knowingly infringed these patents for years despite previously acknowledging the priority of these patents in various filings before the United States Patent Office and continues to willfully infringe these patents today. Among the patents at issue is U.S. Patent No. 8,281,998, issued on October 9, 2012, which is ironically cited as prior art in a patent later issued to Square founder Jack Dorsey.
Per Oliver Griffin, lead counsel for Kutak Rock representing AnywhereCommerce, "Square simply took that same technology for itself, becoming one of the largest and most famous companies in the world by falsely holding itself out as the originator of technology allowing the use of smartphones and tablets to accept credit card payments."
AnywhereCommerce approached Square in January in the hope that Square, "given all of its market share and business success, it might find it appropriate to compensate AnywhereCommerce for the use of AnywhereCommerce's technology on which Square's business was largely built."
Knowing about this lawsuit, do you think prudent to add to a position?
Thx!
Q: I've been shopping at Costco for 20 years but never bought the stock, stupid me. Watching the news and seeing they have opened a store in China and the huge demand there. It appears Costco may have a long runway for growth in China and Internationally. With the run up in price lately, would you start a position now?
Q: With the huge drop in the last few months, do you think this is a better buy now for long term aggressive position?
Q: Hi- could I have your thoughts on results and if you would recommend
a full or half position on this pullback
a full or half position on this pullback
Q: Hi - could I get your thoughts on ENPH?
Q: This year I have been watching Jim Cramer on CNBC/Mad Money and doing very well with his recommendations. Can you give m your thoughts on these 2 as well as ENPH?
Thanks as always for your Fantastic Service! Austin
Thanks as always for your Fantastic Service! Austin
Q: Hello,
Have your thoughts on Graftech changed since your last comment? Mohnish Pabrai..a deep value investor took a decent size position on this company. I would love to hear your thoughts. At first glance this seems like a nice niche company with a monopoly in graphite electrodes. Brookefield also seems to an interest in this company. Thank you for your insight.
Shyam
Have your thoughts on Graftech changed since your last comment? Mohnish Pabrai..a deep value investor took a decent size position on this company. I would love to hear your thoughts. At first glance this seems like a nice niche company with a monopoly in graphite electrodes. Brookefield also seems to an interest in this company. Thank you for your insight.
Shyam
Q: Can you provide a current assessment of each of these. Both have taken a little step down in the past few months. Can you summarize why each pulled back and whether the events that caused it were a blip or a change in fundamentals that one should be concerned about. For a 5 year hold which is better or would you advise equal parts of each?
Q: Anaplan quarter thoughts please.
Thank You, Peter
Thank You, Peter
Q: This company has quite a move in the last 5days. What do you think of the company and any reason for the big jump?
Thx.. Mike
Thx.. Mike