Investment Q&A

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

Q: The HVAC industry as a whole seems to have done well but many businesses now seem to be very richly valued...what is your view of that area going forward?

Trane has been a great investment. It is now 5% of my portfolio; given its valuation, if it was you, would you hold, trim or exit?

Or if you see this area as still having potential, rather than adding to TT, do you think SPX or CARR would be good options? Any others come to mind?

Many thanks for your excellent service

Q: Your thoughts please on the latest quarter?

Thx

Q: Hi Peter

I have been holding onto this stock on the assumption that AI would soon enable MDT to market or otherwise exploit their massive amount of product research data and information. Am I too optimistic ? I'd very much appreciate any insights you may have on this, and whether you think its worthwhile to hang on because of this thesis, or move on to a "growthier" stock, such as ISRG.

My other question is about Neo Financial. I see that Tobias Lutke and others have contributed in the second (?) round of financing, which to me means that Neo is quite promising. Do you have any info from your sources on Neo's disruption potential, when an IPO could be expected, etc. ?

Thank you kindly.

Ps. We benefitted alot today from the jump in price of shopify, thanks to you.

Q: Do you have any thoughts on Maravai LifeSciences (MRVI) for a small higher risk long-term position?

Q: Hi there,

Grateful for your thoughts on Avidity Biosciences Inc (rna-q), Janux Therapeutics Inc (janx-q) and Longboard Pharmaceuticals Inc (lbph-q). Worth buying in a TFSA for strong capital appreciation ?

Thank you for your good attention,

Jacques IDS

Q: So my lnth went from profit to loss. I know your are generally positive and think reaction to last earnings were overdone. Would you take the tax loss hear and hope the price is similar in 30 days? That is getting closer to Xmas rally time, if there's one.

Q: What’s your outlook on this stock ?

Q: I’ve seen a lot of commentary online about HIMS. Can I get your opinion on this stock and whether it is hype or whether there is good potential here.