Q: Could you please comments on ON's last quarterly results. Would you consider it to be a buy at this time? Is there another company in this sector that you would prefer?
Q: Big jump on the PepsiCo announcement. It was still rebounding well before that despite how expensive the stock is and the state of the rest of the market. Would you please share your thoughts / opinion on what the potential thesis of a buyer vs. what the potential thesis of a seller of this stock might be at this time?
Q: Any thoughts on J's recent movement downwards, and if your opinions of the company are inline with the positive analyst recommendations in their profile? Thanks!
Q: Any reason for the big bounce back in ROKU since its big earnings drop last week? Are shorts covering? Or is there some news? Or are people realizing it might be oversold at this point?
In light of the quarterly performance of Meta and Roku, what is your short to medium term outlook for the 3 companies mentioned above? Will they still be candidates for overperforming in a recovery bounce when the market is done with the downward trend.?
Regards
Rajiv
Q: Currently at a slight loss in UCTT. It’s a long term position. Would you continue to hold or replace with another stock preferably in chip/tech sector? Thanks for the valued advice.
Q: hello 5i:
came across this company when researching Industrials. Looks interesting. Can you shed some light with a brief analysis? Couldn't find any questions on it.
thanks
Paul L
Q: Thinking of adding some BRK.B to increase my US holdings which are mostly currently growth positions. What are your thoughts or possibly suggest something better. thanks again.
Q: Hello - I have sold Telodoc for a large tax loss. Would like to recover some of my loss. Do you think this is a good company to have? What are your thoughts on management?
Thanks so much.
Q: Hi group what's the best way to play the chip manufacturing industry (in the US) after yesterday announcement by the US govt to pour money at the lack of chips being produced in the US Also thinking to starting a position in QQQ what's your thoughts nibble or dive in
Q: Your opinion please on the long term outlook for ABBV in light of the company setting aside $2 bln to settle U.S. opioid issue. Is now a buying opportunity or a deeper concern going forward ?
Q: Morning Team,
Please comment on the significant pull back 2/3 weeks in share price of ELV (formerly Anthem Inc). Also how do you see this company as a 2-3 years hold going forward.
Cheers,
H
Q: We hold the following in a registered US$ 'growth' account . The list shows % each represents of our total US/CAN portfolio and current Gain/Loss position.
1. Anything in this list that you would toss out ?
2. With QCOM nearing 5% of portfolio and 100% gain, am thinking of reducing back to 2.5 and redeploying. Your thoughts on what to add to with proceeds – if anything ?