Investment Q&A

Q: Hi, would you continue to hold this stock?

Thanks
Paul

Q: Hi 5i,

What would be your reasonably valued top 5 US stocks today with a balance of growth and income in mind (with a focus on dividend growth), regardless of sector. Thanks.

Q: I keep hearing that Buffett has gone to cash. Do you have a sense of his actual cash position as a percentage and what his rationale is? Thank-you.

Q: Any idea why agx is tanking today? Volume is low and no comment from company.
Thanks

Q: It seems the thesis behind CLBT is very similar to that of AXON and Magnet Forensics (before being taken private); the increased need to digitalize police work to encompass growing amounts of data in an increasingly digitalized world along w/ the need to drive efficiency in policing due to increased societal threats and draws on manpower?

I also see that Sun Corporation owns 45% of CLBT shares which seems quite high - does this pose any outsized risk other than if they want to dump shares to raise cash?

How would you rate this stock in terms of risk/reward?

Many thanks as always!

Q: I saw some of your comments on CELH performance being poor and that it's "supposed to be a growth stock". What about purchasing it and considering it more of a value stock play?

I started a small position and looking at a 4+ year hold.

It's very popular on tiktok and with people who are super into fitness and it's so much better than monster and reb bull.

Q: Ulta dropped more than 5% in pre-market trading after Berkshire Hathaway sold some of its shares. Didn’t Berkshire buy this stake not too long ago? What prompted Berkshire to sell Ulta? Thanks.

Q: I have finally sold my Bitcoin from my US RSP at a small loss. After a long hold with no dividend, I would like to purchase US Efts with a 5- 10? dividend a would appreciate your opinions on this. Thanks, James

Q: 5i, Looking to sell LLY TMDX stocks for loss harvesting , looking to buy TSLA, BRK.B to recover, for a 2 year hold, can you please share your opinion.
thanks

Q: With the U.S. election behind us, and the increase in stock markets, what would you purchase today ? IWO or IWM ? Would you start a full position today ?

Q: Hello 5i,

What is your view on HNST, its been awhile since you commented it.

Thank you,

Frank

Q: Hi Team,
If I want to do the responsible thing and trim my overweight NVDA holdings; what names would you recommend me going into with the funds? Preferable a name with decent valuation with a higher prospect of considerable gains over the next few years, not something that is fully valued. Or is it a time to invest in something like CASH and wait for a pullback in markets? I was thinking either ISRG, CLBT, or BKNG. However, your response regarding ISRG to Garth today caught me a bit by surprise. You seemed to have turned from buying ISRG to hold off for now on valuation. I suspect the same could be said for many names that have ran up recently.

If CLBT is an option can you also give a brief lowdown of the company. Is there any concern it being based in Israel? Is the opportunity for high growth probable with this company? I am not real familiar with the name other than knowing you have lately been recommending it. Also is it a huge overhang that the CEO is leaving at year end?

Thanks,
shane.

Q: Hello
Any insights into Joby, lots a paper out but interested parties ie Toyota. Thinking I’d take a small position?

Q: What is your outlook for ECN and AND and why ? I'm thinking of selling one or both to finance a purchase of ISRG ........

Q: Have you seen any news from MPWR regarding the Edgewater Research report suggesting the company could lose
part of its business with chip maker Nvidia?

Thank you.

Q: Please advise if there is overlap and is it okay to hold both (IFRA & XLI) ETF. Plus which one would you benefit under Trump administration. If only one needs to hold which one would you recommend

Thanks for the great advice

Q: I am down 1/3 in ATS in a TFSA and want to move into something with some momentum.
Please provide a handful of suggestions for a growth name I can buy and forget in the short term.
Any sector. Canadian and US, but US preferred. I may also consider a growth-oriented ETF that might prove low-maintenance for the next 10 years.
Thank you in advance, your input is always appreciated and certainly helpful.

Q: For a young growth investor, would any of these positions scare you from holding long term? Please rank your order of preference if starting a position today.
Thanks

Q: May I have your take on BWXT’s latest quarter? They seem to have beat analyst’s expectations. Any red flags? Thank you for all your help.
Jim

Q: In your reply to Sheldon on nov .12th, you mention RLKB. I cannot find such a stock. Could it be RKLN-Q