Q: The new earnings report seemed slightly positive overall, I think. Yet the stock is dropping about 3% in an up market today. Is there something I am missing? What do you think of their quarter and prospects going 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.
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Intuitive Surgical Inc. (ISRG)
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Eli Lilly and Company (LLY)
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Stryker Corporation (SYK)
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Thermo Fisher Scientific Inc (TMO)
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UnitedHealth Group Incorporated (DE) (UNH)
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Novo Nordisk A/S (NVO)
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Enovis Corporation (ENOV)
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GE HealthCare Technologies Inc. (GEHC)
Q: I hold these 8 US Heathcare stocks. Each are about 1.5% of my holdings. I would like to consolidate the 8 down to about 4 holdings. Which ones would you sell and which ones would you add to? Thanks for your great ongoing advice.
Q: What did you think of gatekeepers last earnings report? Is management still on track and are the financial metrics improving?
Q: Thoughts on the quarter please?
Thx
Thx
Q: Your analysis of earnings, please
Sheldon
Sheldon
Q: Please review latest Q results. Would you be in favor of full position if it was your money to invest? Especially when the interest rates are going down.
Q: Hi team,
Could I have your take on Bn earnings please. Thanks
Shane
Could I have your take on Bn earnings please. Thanks
Shane
Q: I have been a shareholder of Brookfield for 14 years and have gotten into the habit of reading CEO (Bruce Flatt) message to shareholders each quarter. I found the sections on in this quarter's letter interesting Share Repurchases and The AI Revolution is Increasingly a Renewable Story that your members may find worth wild reading. He also states that the share price is about 50% of the value of the company. Over the short term I could almost careless about the stock price of the company as the value of the company grows by 20% or so per year. Does this seem out of sorts the way I look at Brookfield.
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NVIDIA Corporation (NVDA)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
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Palantir Technologies Inc. (PLTR)
Q: Good Morning,
It seems like the market has recently decided that the AI investing theme has peaked, and somewhat earlier than expected. Would you agree, and is it perhaps time to consider selling some winners?
It’s unlikely that SMCI will return to its highs from earlier in the year, and it’s a very different company, but is the current market sentiment likely to continue pulling down other AI-related winners like Vertiv and even Nvidia?
Thanks for your thoughts on this.
Brad
It seems like the market has recently decided that the AI investing theme has peaked, and somewhat earlier than expected. Would you agree, and is it perhaps time to consider selling some winners?
It’s unlikely that SMCI will return to its highs from earlier in the year, and it’s a very different company, but is the current market sentiment likely to continue pulling down other AI-related winners like Vertiv and even Nvidia?
Thanks for your thoughts on this.
Brad
Q: I have a sizeable amount of my Retirement savings invested in Mawer Global Balanced fund and have been a big fan of Mawer over past years. YTD this fund as well as many other Mawer funds have underperformed their benchmarks. A 3rd Party Advisor suggested over the Long run I would do better to avoid the fees and utilize either VBAL or XGRO on a Passive basis thus avoiding Management fees and the eventual underperformance of Fund Picking vs Passive investing.
What do you think of Mawers underperformance recently and which strategy would best serve the needs of a moderate knowledge investor to maximize Performance?
What do you think of Mawers underperformance recently and which strategy would best serve the needs of a moderate knowledge investor to maximize Performance?
Q: Your thoughts on recent results for Polaris infrastructure. I hold a small position. If you don't see more than a stable future, I'm going to sell, take some loss and redirect the funds. Thank you as always for the excellent service.
Q: Comments on earnings, please. Stock is taking a beating. Is this a buying opportunity or a sign that one may want to use money elsewhere, and if so what would be some suggestions.
Q: Good morning,
POW has had a tough few days, down more than 8% over the last week.
Any obvious catalyst for the move that I may be missing?
Thanks
POW has had a tough few days, down more than 8% over the last week.
Any obvious catalyst for the move that I may be missing?
Thanks
Q: What do you think of payfare’s results? Cash flows seem to be growing quickly now.
Q: Your thoughts on their most recent quarter? I thought it looked pretty good. Why the big drop
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Brookfield Business Partners L.P. Limited Partnership Units (BBU)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP)
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Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
Q: May I have your comments on earnings please. I see from your site that Infrastructure raised its distribution
Q: I cant believe this is at 3.84 after two green days and the quarterly report. It was at this price when it had 190 million more debt and 40 million more shares. What would be a theoretical price based off company metrics.
Q: What are the predicted numbers for Q2?
Q: Latest Kxs results seem, as you said yesterday, "decent." But hardly stellar for a growth company and stock has been flat for about 4 years. Ksx versus Dsg: what would your recommend short and long term?
Jack
Jack
Q: Hi, Could you please comment on Lumine Earnings release. Thank You