Investment Q&A

Q: No specific question, just a thank you.
I have been a member for 7 years and always look at your various resources before making any buy/hold or the more difficult sell decisions. I have always been disciplined in your suggested sector diversification and portfolio weighting. LSPD proof of portfolio weighting. Initial purchase at $35.00 and trimmed 1/3 at $150.00 (It still went up to $165.00. Oh well still slept better). After the short attack I trimmed again at $110.00 and it went back up. Today I still feel good holding a stock up 142% with a big payout on the trimming and a portfolio weighting of 3.5%. The decline was not as dramatic as it could have been. It was very hard to trim a stock on such an upward trajectory (still looking for that 10 bager). Thank you for the continued reminder of portfolio weighting and being able to sleep at night.
Roy

Q: what is expected from magna this quarter?

Q: The stock price is at 22.90 as I am writing this. Where do believe the stock price should be today now that the q3 is out. If they meet there production guidance in 2022 and oil stays between 70 to 80 where do you see the price moving to.

Q: What are your thoughts on Moderna's earnings? Would you advise buy, sell or hold? Thx.

Q: hi folks:

is there anything here?

been watching, yet never bought in

thanks

Q: Can I get your analysis of Steris’ most recent earnings report and whether this is a good buying point for a long term hold?

Q: In light of today's market action what do you see as an attractive entry point for these two stocks? Would you add to an existing position? Thank you.

Q: Matterport (MTTR:US) reported on November 3rd and I would value your thoughts on their quarter.

In particular, I am wondering if anything that you saw changed your view of it as an interesting mid-cap (at current prices).

Q: Hi Team
GRID : First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF , has a very good return (10 years =16.5% with a 0.7% fees).
What is risk ?
If you own PAVE, with other consideration, would you add GRID for diversification on long term hold ? Thanks Best Regards

Q: Please critique earnings report for us.

Thanks


Sheldon

Q: Peter your comments on TOY.TO 3QTR earnings please.
I am been holding a fairly large position for a while now and want to allocate funds somewhere else by reducing risk am up more then 30% on this.

Q: Exro's share price is showing some strength following a spate of positive news. I am thinking about adding to my position, could I have your latest thinking on this stock.
Thank you, George

Q: Hi 5i
I am still keeping an eye on BGI.un for a possible entry point and wondering with the pull back that has occurred over the past few months if the time is right to take a position or is there some negative news that has caused the pull back and I should be cautious? Appreciate you opinion. Thanks

Q: Starbucks seemed to have reported a good quarter in its most recent quarter. What are your thoughts about this company's future growth and outlook? Is it too late to buy?

Thanks. Love this service.

Q: Hi guys

I have had a 1% position in NEO for quite a while. It is has recovered a lot this last year but it is just above where it was back in 2018. With all the talk of a expanding onshore production of keep compounds/components, the shortage of rare earth minerals and the future with renewable energy I would have thought NEO would have performed even better. What do you see in NEO's future e.g. is the business unique and scaleable? do you see the company as having margin & pricing power going forward (or is it like any other commodity play), do you see it as a company that has a good runway ahead of itself and thus can increase it's market cap? Finally in terms of increasing my position, do you see it as fully valued at 19.29, or do you see value at this level and might add to it up to 2% weight?

Much thanks

Stuart

Q: What are your thoughts on this company? I assume speculative until they prove their extraction process? Does it ever make sense to take on this type of a risk for this type of investment. Thanks.

Q: Comparing OVV and SU, is it pretty obvious that SU is a better company? Can you comment on which has a greater upside potential. My guess from your answers of the last week is that SU is the obvious choice (especially w/ the recent dividend hike.
Thanks!

Q: Regarding the vehicle auction industry, how has it performed historically and expected to perform going forward? More specifically, comments on the upcoming IPO of E Inc.? Do you like the prospects of this company? Much thx.

Q: Out of the above companies (CRWD, ROKU, SNAP, PATH, DDOG, TWLO) - which do you have the most conviction for? How would you rank them? Are there any of this list that you would avoid?

Q: Hi Team, I've listed above some of the non-performers in my portfolios and I'm wondering if there are any I should sell or should I continue to wait it out on all listed.