Investment Q&A

Q: Looking at both UBER and ISRG. Please rate them for both growth and risk on a scale of 1-10 (10 being high) and indicate your favourite of the two if purchased today with reasons why. Thank you.

Q: What is the difference between these two and which do you like better?

Q: Hi 5i,
What is 5i opinion after earning release ,,,,SP down about 23 % ,,,,Did they miss earnings bigly? How do you view going forward.... Would 5i be interested and at what price....

thx

Q: I have held a position of about 2.5% in MG (was higher, but its performance has lagged that of my overall portfolio, thus the decrease in relative exposure) for years now, and have maintained the investment due to a decent dividend (about 4.5% at today's price) and low P/E (trailing P/E listed as 11.59, current forward P/E quoted as 6.75 with Yahoo! Finance). I am concerned that the potential of the US exercising tariffs on goods imported to their country could profoundly impact MG's future performance. I believe that Magna does have some factories in the US: would this exclude them from having tariffs levied on US consumers of their goods?

If MG would be affected by tariffs, and a pivot to another investment would be prudent, I have been considering AXON and ISRG as potential replacements (my portfolio could tolerate a decrease in Consumer Cyclical exposure, and I feel I have room to increase exposure to Industrials and/or Health Care).

Ultimately, my questions are as follows:

1. Will MG be affected by the potential for tariffs to an extent strong enough that an exit from the investment should be seriously considered?

2. Of AXON and ISRG, which company do you feel is poised for greater growth in the next 36 months?

Q: Can you tell me if this company is worth holding in a TFSA. And if a sell, what should it be replaced with.
Thanks

Q: Since the results of the US election were clear, I wanted to move a few dollars around preparing for the next 4 years. Can you rank in order the 12 stocks listed from best too worst. Only looking for capital appreciation over the next 3-4 years. Thanks.

Q: Hi,
I am curious as to your thoughts on this company - seems to have had blow out earnings - is this something you think should be on our radar? Or just a start up flash in the pan?
Many thanks for all your hard work!

Q: If YOU were going to initiate a position in the above two stocks, would you:
1) buy at current levels
2) wait until valuations are better
3) buy at regular intervals over the next 12 mos

Thank you.

Q: With the election behind us and changes in the market, is their a need to currently own Consumer Defensive stocks like KO or MDLZ or wait for a better entry point?

Q: Would you consider a starter position into this positive momentum? What did you think of the results? The next Starbucks? Haha
Thanks

Q: I was looking to buy based on your previous suggestion. Given the outsized gain today on Q3 results is it best to wait for a pullback or simply buy into the good momentum?

Q: Hi, Could you please comment on EPAM earnings. Thank you

Q: Good morning your thoughts on JEF

Q: Can you please give your opinion on which of these two companies will be most negatively affected going forward by:

- disruption

- competition

Which has the best outlook for its:

- balance sheet

- business growth

- dividend growth

Ultimately if you had to sell one or choose only one for a long term investment, which would it be?

Q: Warren Buffet has a lot of Cash . What industry will he purchase. What about purchasing Brookfield BA and Fairfax FFH

Is FFH inexpensive ? Is it a BUY Thanks RAK

Q: What are presently your Top picks in Healthcare; in either CAD or USD. Thanks.

Q: Hi. My wife and I are in the process of rebalancing our portfolio. We're in our 70s and our portfolio has treated us well. Unfortunately our winners have grown to create a portfolio that is now 70% tech and 30% cash.

We'd like to bring our Nvidia and Apple holdings from just over 20% for each to around 10 or 12%.

Where would you reinvest the proceeds of the sale outside of the tech sector?
What 5 top US companies and 5 Canadian companies would be your favourites and why?

Thanks
Frank

Q: What sector does GOOG belong to?

According to nasdaq.com it is Technology.
According to finance.yahoo.com it is Communication Services.

I remember a few years ago it was supposed to be reclassified from Technology to Communication Services, but NASDAQ, which is where it is listed says it is Technology.

Q: Good Morning
I’m planning on lightening up my technology weighting, specifically AI related stocks. Can you suggest a couple of US companies that are showing good momentum?
Thank you

Q: I just sold my AAPL and looking for a replacement--doesnt have to be aTech stock --I want to replace it with a CAN or CDR stock.
What one stock would you recommend as a best buy right now? Thanks