Q: I have a position in TOI and with the recent run, have some decent profit. You have mentioned a few times that TOI is expensive. Does it make sense to sell half my position and purchase LMN or do you think there is some positive momentum here and let TOI run a little more?
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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: Hi there, your thoughts on FSLY after the earnings?
Is this catching a falling knife now, or overdone with the selling?
Any thoughts on where shares could settle?
Thanks!
Is this catching a falling knife now, or overdone with the selling?
Any thoughts on where shares could settle?
Thanks!
Q: Can you provide your analysis please, thanks.
Q: Please,your thoughts on Acacia Research.Thanks.
Q: They appear to have reported a pretty good quarter; have good momentum and raised the dividend by 9%. Do you see any concerns? How big of a concern is the apparent slowing of the Chinese economy to MFC? Still prefer SLF to MFC?
Q: Is this a special company in terms of competitive advantage since it has a permanent contract status with the government?
Q: Could you comment on results and forward?
Q: Your thoughts on CVE's latest Q, please.
Q: On February 9 you were asked a question to screen for mid size co. that yielded more than 3% and had good opportunity for growth in the next several years. WFC was included in that list. I have searched on TD Waterhouse for details on recent financials without success. Can you go over the companies financials over the past 5 years and where you see growth? Thank you for all you do.
John
John
Q: BITCOIN as an asset .
With the US approval of bitcoin ETFs the volatility of bitcoin will likely decreases. It was approved as a high risk/speculative asset. However the business media seems to discarded the warning and reports bitcoin related news like any established asset or company without any warning disclaimer and contributing to the hype of bitcoin.
What is your general take on bitcoin as an asset and would you invest in it?
What kind of warning would you give a small do your own investors in Canada who wander about investing in bitcoin? Thankyou.
Miroslaw
With the US approval of bitcoin ETFs the volatility of bitcoin will likely decreases. It was approved as a high risk/speculative asset. However the business media seems to discarded the warning and reports bitcoin related news like any established asset or company without any warning disclaimer and contributing to the hype of bitcoin.
What is your general take on bitcoin as an asset and would you invest in it?
What kind of warning would you give a small do your own investors in Canada who wander about investing in bitcoin? Thankyou.
Miroslaw
Q: Could you please comment on the latest results which seemed to point to a better future. thanks
Robert
Robert
Q: Its been having a nice and steady move to the right. At what price does the valuation look fair? Also with all the talk of EV sales slowdown will this have an impact on the demand for their products? Not sure what % of their rev / sales is tied to the EV market.
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Enghouse Systems Limited (ENGH)
- Insight Enterprises Inc. (NSIT)
- SPS Commerce Inc. (SPSC)
Q: Bought Eng at $64 some 3 years ago,It basically traded in a range of $28 to $38 the past year.Saw u answer on Feb 8.Please provide some replaements besides those mentioned on Feb 8,How about Goog or Amzn? Txs for u usual great services & views
Q: What are your thoughts on their earnings. Currently only 2% of my portfolio. Is it time to increase to 5%
Thanks for the great service
Thanks for the great service
Q: What is FSZ ex-dividend date??
- Home Depot Inc. (The) (HD)
- Eli Lilly and Company (LLY)
- Premium Brands Holdings Corporation (PBH)
- Thomson Reuters Corp (TRI)
Q: I have held PBH in my cash account for sometime and am up a paltry 6%. I'm considering selling and replacing with either LLY, HD or TRI. Looking for greater growth and willing to take on moderate risk. 3-5 year hold. I know these companies are apples and oranges, but I would appreciate your views on risk and reward for PBH, LLY, HD and TRI and which you would recommend I hold going forward. Thank you.
Q: Can you please give your opinion on Microstrategies recent quarter and your overall analysis of the company as a bitcoin investment. Stock down 6 % today. Thanks for your help.
- Chevron Corporation (CVX)
- Marathon Petroleum Corporation (MPC)
- Occidental Petroleum Corporation (OXY)
- Suncor Energy Inc. (SU)
- Imperial Oil Limited (IMO)
- Tourmaline Oil Corp. (TOU)
Q: Dear Peter et al:
Can you give me the names of 3 companies each that fulfill these criteria. I tried to "curate" the list by myself by going through 6 months worth of questions on Energy sector but really couldn't compile a decent selection as the questions exhibited significant variance.
Question # 1.
Mid cap oils (not gas)
Good to great free cash flow
FCF well directed to share buy backs, debt reduction and dividend enhancement.
Solid management
(I know this is subjective but I know that you know the players well!)
Showing good momentum and growth prospects.
You can include a small cap if you think it i soon going to be a mid cap.
Question # 2.
Same criteria but in Large cap oils.
Many thanks.
Can you give me the names of 3 companies each that fulfill these criteria. I tried to "curate" the list by myself by going through 6 months worth of questions on Energy sector but really couldn't compile a decent selection as the questions exhibited significant variance.
Question # 1.
Mid cap oils (not gas)
Good to great free cash flow
FCF well directed to share buy backs, debt reduction and dividend enhancement.
Solid management
(I know this is subjective but I know that you know the players well!)
Showing good momentum and growth prospects.
You can include a small cap if you think it i soon going to be a mid cap.
Question # 2.
Same criteria but in Large cap oils.
Many thanks.
- CI Financial Corp. (CIX)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- MFS Intermediate Income Trust (MIN)
Q: I have held min for 2 years and rec'd div. and i am even. Continue to hold my 1000 shares for income or could lower the amount of shares and buy another which would also pay div. . I am flexible FSZ also have 1000 shares and cix 1000 shares they seem to be moving well lately is Div in your opinion safe now better than before.
Q: Can you offer your thoughts on Roku results and its future potential? Increasingly, it looks vulnerable to larger more powerful players and its competitive position and ability to price for value to customers appear to be eroding. Any comments are welcome. It is noteworthy that after an 80% drop it is up 100% this year. It is yet dramatically lower than its peak.