Q: Initiated positions in both companies late last fall (before the Alibaba market difficulties). Would appreciate your short and long term outlook for both, recognizing the China market is not in your immediate ballyhoo!
ed in montreal

Q: Hi,
Could you comment on my profolio for a 5 year hold? Should I add/remove/replace any of the stocks?
Also, Cathie Wood said she is expecting a drop of the market this year. However I currently have ZERO cash position. Do you think I should trim my profolio to have some cash? If yes how much percent do you recommend?
Thanks!

Q: Good morning.
I am looking to buy one of the 4 listed. My distillation of reading your responses to questions is that you would recommend NVDA. Is this correct? Thanks.