Investment Q&A

Q: Hi -

It's usually enough to read the answers to other questions, but thought I would finally ask one. I am down on the three companies above. I am relatively new to investing and started in 2021 at all time highs. Being new to the stock market, it was interesting to watch some of my shares go down but for most part I am confident they are good long term and it is much more fun watching them go back up! I'm about 10 years away from retirement and for the most part plan to hold long term. Would you consider any of these a sell (PARA?), and add any of the following today...AVGO, HD, SBUX, AAPL. What would a few of your highest conviction US companies (any sector) be if not adding to those mentioned (already own MSFT, GOOGL,V). If considered a hold, I do have some cash to add or start a new position. I've been watching CROX, but just not purchased yet.

Thank you! Always enjoy reading the questions and monthly report updates.

Q: This stock was recommended on BNN. The ticker is OWL in NY which I do not see in your list. Can you comment on its possibilities?

Q: In your opinion which of the above would offer the best return over the next 3 to 5 years?

Q: Hello 5i
I'm considering raising funds through a 1/3 sale of my CSCO holding. Now that the Splunk acquisition has closed, would you expect this to be sufficiently needle moving (ie wait on the sale) or not ?

Thanks

Q: Could you tell me where I could find a list of all the available CDRs and also could you suggest a medium risk CDR for a 1-2 year hold,half position maybe 3 companies and why you like them thanks

Q: What is your opinion of OSK AT $122.
They’ve been getting a lot of contracts for defence equipment and electric garbage and fire trucks, thinking of investing.

Q: REAX Your analysis please, thanks.

Q: Can I please get your thoughts on this company. Sadly, the products they manufacture are in high demand.

Thanks,
Scott

Q: Wondering what your thoughts are on this one after recent earnings. Lots of room for continued consolidation in the industry.

Q: Should I be worried about the DOJ intentions reported today against Apple Inc? Is this a good time to move my position in Apple down to about 10% from current over 20% or is it a little late to do that and instead just ride it out?

Many Thanks

Q: Have you crossed paths with this name? Small biopharma company. The Company creates psychedelic-based therapeutics for mental health improvement.

Any thoughts?

Carl

Q: Am interested in a couple of Cons.Disc. Stocks - SBUX and NKE . Both global brands and lagging in part , I believe , due to China concerns . From previous questions , my impression is that you would be OK with either if one is prepared to be patient as things work out.
Would that be a fair assessment and which would you choose between the two ?

Q: Please rank for growth from 1-10 with 10 being best

Q: Your opinion on XMMO ETF?

Q: Is this stock the NVDA of trucking companies?
Thanks Again

Q: I recently bought into Klaviyo as a speculative play based on Shopify having a significant stake in it. In looking at its quarterly report with my untrained laymen analysis skills, am I correct in thinking that things seem to be going okay with this company? I’d appreciate your thoughts about where, provided things go well, this company is going in the future? (Steady grower, volatile changes, buy out candidate) Are there any comparables?
Thank you for the great service!
Mike

Q: Why it keeps falling.

Thanks,
Milan

Q: What is the difference between a and b shares?

Q: I keep reading and stock keeps growing. Would you buy at current price, as likely not getting a pull back and what weighting would you consider. Cheers!

Q: Would you please provide your thoughts on GCT and its recent earnings. Seems odd that it advanced significantly immediately after the earnings were announced, and then the next trading day it gives back all the gains, and is now lower than the day prior to the earnings announcement.