Q: Are you still have a favourable view on this company?
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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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Manulife Financial Corporation (MFC)
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Sun Life Financial Inc. (SLF)
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Intact Financial Corporation (IFC)
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Trisura Group Ltd. (TSU)
Q: Please rank the above for a long term hold in a TSFA. Some comment on pluses and minuses for each would be welcome. Add any others that you feel are worth considering.
Thanks
Len
Thanks
Len
Q: What is your opinion on Aspen Aerogels as a short term or long term investment? Also what entry price would you suggest?
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Hewlett Packard Enterprise Company (HPE)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
Q: Is now a decent time to purchase VRT or should I wait for a potential pullback/consolidation? Are there other similar companies to VRT?
Thanks
Thanks
Q: your view on div financing please
thanks
thanks
Q: would you start buying uranium today? what's you're pure play on uranium? Is Cameco a buy
Q: Canadian Tire had a big miss this quarter. Is this a one off, or a sign of longer term issues. Would you hold or move on?
Thanks, Marie
Thanks, Marie
Q: Good morning,
What are your views on Osisko mining?
Thanks,
George
What are your views on Osisko mining?
Thanks,
George
Q: May you please comment on earnings?
How does this affect your thesis. Do you remain bullish on the stock?
Thank you
How does this affect your thesis. Do you remain bullish on the stock?
Thank you
Q: In a recent answer you said 10% would be your max weight for nvda. If you were now at 10% would you trim prior to earnings on Feb 21? Taxes not an issue. Thanks.
Q: What is your view on the change in leadership at Lightspeed and why the interim appointment of Dasilva? Thanks.
Q: Thank you for the comprehensive response to my recent question regarding preferred shares. In your response you stated: "preferred shares tend to fall as interest rates move up". Should I interpret this to mean that the current high interest environment is favourable for buying preferreds since once interest rates drop the price of preferreds will increase (and so yield decrease)?
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HubSpot Inc. (HUBS)
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MongoDB Inc. (MDB)
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Datadog Inc. (DDOG)
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Palantir Technologies Inc. (PLTR)
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Snowflake Inc. Class A (SNOW)
Q: These four companies are all AI-predominant companies, all are growing revenues at about 20% per year or so, have similar market caps, and are coming into profitability for the first time either last year or next.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.
Q: Hi,
When you say LSPD is trading at a premium valuation, what parameters are you refering to ? What in your mind would be a more reasonable price ?
Thanks
When you say LSPD is trading at a premium valuation, what parameters are you refering to ? What in your mind would be a more reasonable price ?
Thanks
Q: hi,
this is less company specific, but I do own a small amount of AEM, which has gone nowhere, even with very high gold prices for some time now. I see today comments in question section of ABX as one doing better than others, but it is a cash disappearing machine, and trades well below levels 24 years ago. Monk used it as his own printing press, and pilfered for years to build insane things for his own personal benefit, including a ridiculously gaudy marina for his wealthy cabal in Montenegro. is there any rational reason you believe anyone should own these suspect outfits owned/run by ie "gold/precious metals miners" ) ? if you were to be interested in having exposure to precious metals what would you recommend ie a miner? physical gold? ETF?
has not cryptocurrency taken over this hedge on the world collapsing ( which there are of course many signs of, daily ). appreciate your thoughts
cheers
this is less company specific, but I do own a small amount of AEM, which has gone nowhere, even with very high gold prices for some time now. I see today comments in question section of ABX as one doing better than others, but it is a cash disappearing machine, and trades well below levels 24 years ago. Monk used it as his own printing press, and pilfered for years to build insane things for his own personal benefit, including a ridiculously gaudy marina for his wealthy cabal in Montenegro. is there any rational reason you believe anyone should own these suspect outfits owned/run by ie "gold/precious metals miners" ) ? if you were to be interested in having exposure to precious metals what would you recommend ie a miner? physical gold? ETF?
has not cryptocurrency taken over this hedge on the world collapsing ( which there are of course many signs of, daily ). appreciate your thoughts
cheers
Q: I've been monitoring questions on NTR for some time, and you've been fairly consistent about $65 being a level to buy. This afternoon NTR hit $64.89 and bounced up very quickly to $66.
I wanted to ask -- how did you "guess" that? Was it based on technical analysis? Some type of valuation ratio? Or just a guess? I realize this is only intraday, that you can't always predict the bottom and that it go lower tomorrow, but was wondering how you pick prices to buy in.
I wanted to ask -- how did you "guess" that? Was it based on technical analysis? Some type of valuation ratio? Or just a guess? I realize this is only intraday, that you can't always predict the bottom and that it go lower tomorrow, but was wondering how you pick prices to buy in.
Q: I was wondering if you could clarify some terminology. When balancing a portfolio you talk about the industry you have for example Consumer Cyclical, and Consumer Defensive. Yet when reading up on stocks listed these 2 terms are not used. Terms often used are consumer discretionary, consumer non cyclical and consumer staples.
Does Consumer Cyclical = Consumer Discretionary
Consumer Defensive = Consumer Non Cyclical and Consumer Staples
Thank you
Does Consumer Cyclical = Consumer Discretionary
Consumer Defensive = Consumer Non Cyclical and Consumer Staples
Thank you
Q: Looks like an impressive quarter, any insights would be appreciated.
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International Business Machines Corporation (IBM)
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Builders FirstSource Inc. (BLDR)
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Axon Enterprise Inc. (AXON)
Q: I've been looking at both of these companies but can only add one. BLDR seems to have a better performance looking backwards but you seem to like AXON better looking forwards. Can you tell me which one you like better and why, thanks.
Q: Hi Peter?Ryan, do you think this could be a takeover target, or would it just file for bankruptcy. Is it worth it to them to stay alive. Thanks, Nick