Investment Q&A

Q: ALT: US What is your impression on this clinical stage bio pharmaceutical company ?
Do these small bio pharma companies have any chance of being a take out target from the larger player?
What is your risk assessment on this company
From 1-10 . 1 being high risk . 10 being low risk.

Thanks
Cal .

Upvote 1

Read Answer Asked by cal on February 21, 2025

• RTX Corporation (RTX)
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Q: Would RTX likely to appreciate much in the next year, or is it best just to sell now.

Upvote 3

Read Answer Asked by Howie on February 21, 2025

• Descartes Systems Group Inc. (The) (DSG)
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• Vertiv Holdings LLC Class A (VRT)
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• Cellebrite DI Ltd. (CLBT)
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• Propel Holdings Inc. (PRL)
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• Lumine Group Inc. (LMN)
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Q: These stocks have pulled back recently. Would you be adding to these stocks at these levels and in what order would you add?

Are there other small caps you prefer?

Thanks
Tim

Upvote 18

Read Answer Asked by Timothy on February 21, 2025

• Booking Holdings Inc. (BKNG)
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• Block Inc. Class A (XYZ)
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Q: Hello,

Could you comment on Block and Booking quarterly earnings.

Thank you
Stephane

Upvote 1

Read Answer Asked by Stephane on February 21, 2025

• Broadcom Inc. (AVGO)
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• Visa Inc. (V)
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• Synopsys Inc. (SNPS)
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• Brookfield Corporation Class A Limited (BN)
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Q: Please rank these stock for risk relative to the US Tariffs from High to Low....thanks....Tom

Upvote 5

Read Answer Asked by Tom on February 21, 2025

• Alphabet Inc. (GOOG)
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• Intuitive Surgical Inc. (ISRG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Boston Scientific Corporation (BSX)
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• The Trade Desk Inc. (TTD)
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• CrowdStrike Holdings Inc. (CRWD)
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• Amazon.com CDR (CAD Hedged) (AMZN)
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Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these US stocks are......Many thanks.....Tom

Upvote 3

Read Answer Asked by Tom on February 21, 2025

Q: I have decided I need to put more resources into income funds and wonder what you think of the three etf’s mentioned. Currency conversion is not an issue.
Thanks for your thoughts, Lesley

Upvote 4

Read Answer Asked by Lesley on February 21, 2025

• ASGN Incorporated (ASGN)
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Q: Please comment on the latest quarterly results for ASGN and the outlook for this stock.

Upvote 1

Read Answer Asked by Larry M. on February 20, 2025

• The Trade Desk Inc. (TTD)
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• Applovin Corporation (APP)
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Q: TTD cratered and now keeps moving down. I didn't think earnings were THAT bad. Is this an overreaction or can you explain why the fall has been so harsh? Would you consider this a buying opportunity or is this a falling knife? Thanks!

Upvote 4

Read Answer Asked by RJ on February 20, 2025

• Shift4 Payments Inc. Class A (FOUR)
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Q: Hi,
Any thoughts on market reaction to earnings(seemed ok to me), CEO leaving, or recent purchase?
Cheers, Chris

Upvote 5

Read Answer Asked by Christopher on February 20, 2025

• Alphabet Inc. (GOOG)
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Q: I want to buy a CDR or a Canadian company that is not CSU.

My Question: what is your highest conviction stock that will most likely go up the most this year?

I know you don’t have a magic ball, but best guess.

Thanks.

Upvote 5

Read Answer Asked by David M. on February 20, 2025

• Microsoft Corporation (MSFT)
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• Zoetis Inc. Class A (ZTS)
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• Novo Nordisk A/S (NVO)
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Q: I am seeking single digit capital gain over the next 2 years which of the 3 companies would you buy. and why. what is the biggest risk for ZTS. is the competition from LLY now baked in to the price ofNVO thanks Richard

Upvote 2

Read Answer Asked by richard on February 20, 2025

• Booking Holdings Inc. (BKNG)
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• BlackRock Inc. (BLK)
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• Blackstone Inc. (BX)
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Q: Could you rank these three, best to worst as strong compounders, if in fact you believe them to be.
Thank You,
Barry

Upvote 4

Read Answer Asked by Barry on February 20, 2025

• MicroStrategy Incorporated (MSTR)
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• MicroStrategy Incorporated (STRK)
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Q: What are your thoughts on STRK?

Upvote 1

Read Answer Asked by Dustin on February 20, 2025

• Lantheus Holdings Inc. (LNTH)
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Q: I am interested in starting a position here. The recent acquisition they made should add to growth... unless it is not going well? Also I feel like I am motivated by its low price (opposite of momentum strategy). Any good news with the Q4 and LNTH should move higher. Your thoughts please.

Upvote 1

Read Answer Asked by Harry on February 20, 2025

• TransMedics Group Inc. (TMDX)
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Q: What is your current opinion of this stock..... do you think it will do well in the next 2 years?

Upvote 2

Read Answer Asked by Judith on February 20, 2025

• Nebius Group N.V. (NBIS)
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Q: What did you learn from the NBIS quarterly report? Any key points regarding their fundamentals? Would you add to a position this morning?

Upvote 7

Read Answer Asked by Greg on February 20, 2025

• Celsius Holdings Inc. (CELH)
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Q: Good evening, what do you think of CELH moving up their earnings date to tomorrow from Mar? Have you seen this before? Why don’t think management would do this? The stock moved up on the news. Does it signal that it may be all that bad?

Thanks

Upvote 2

Read Answer Asked by Seamus on February 20, 2025

• Editas Medicine Inc. (EDIT)
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Q: Hello,
Why Editas stock go up today?
Thanks!

Upvote 1

Read Answer Asked by Nancy on February 20, 2025

• West Pharmaceutical Services Inc. (WST)
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Q: Hi 5i,

What do you think of WST? It had a big correction.

Thank you

Upvote 1

Read Answer Asked by Francois on February 20, 2025