Q: I am thinking of adding the following positions to my portfolio at about 2.5% each, would like your opinion on prospects for the following companies: bidi (Baidu); SONO; Mu (Micron); AMBA (Ambarella);; espo (VanEck e gaming etf); find (global fintech etf). These are all a play on the 5G rollout/stay at home revolution/play at home, your comments would be most welcome

Q: Ifn the event we are seeing a shift from growth to value stocks could you identify five value stocks in Canada and the US that would make good investments at this time?

Thanks for your advice.

Q: Do you believe the cyclic trade is back for real and if so, can you recommend 3 stocks Each in the US and Canada? Thanks!