Investment Q&A

Q: May you provide an update on LAZ ? Has been brutally punished as of late. Would you be a buyer, and how compelling, if at all, do you find it ?

Q: Hi, What are your thoughts on BRK.b? I think having seen several market cycles, they are well prepared for for higher interest rates and a high inflation environment. Would you think the current price is attractive at$317 US? What are your thoughts? Thanks.

Shyam

Q: Would you be a buyer of Viatris after the 22% drop today?

Q: Which company would you prefer?
Thanks

Q: Hello I’ve been watching what has been going on in our world and it is terrifying and heartbreaking
Would you have a few cyber security stocks we could add to our portfolio and stocks that you would be looking at in these times
Thank you and take care

Q: Please list in order (first to last) your top five US cyclical stocks. If APPL isn't one of them, please explain why not. Thank you.

Q: Is EPAM a buy at low 200. Please advise

Q: thoughts on the 2 companies. thanks

Q: What are the prospects of SOFI Technologies for a long time hold.

Thanks

Thomas

Q: RBC analysts seems very positive on Discovery yet the share price is still down.
Trading at about the same level it was 5 years ago. I am losing patience but fearful I will sell just before this starts to take off (I have a history .... don't ask !!). I am down about 20% since purchasing in early 2021 at around $35.00 USD. If you owned this would you stick with it ? Any short term catalysts or concerns I need to consider ?

Q: Can you comment on the quarterly results please. Was there anything of particular note, either good or bad, during the earnings call? I see a few price target decreases but from a quick scan, the results didn't look that bad. Do you still like this one going forward and would you add to a 1.5% position?

Q: Does Generac have any military business?

Q: I believe earnings were out last week. Could you give me your opinion on the earnings and the company.
Thanks John

Q: Hi,

My portfolio leans on Materials. I'm thinking of adding one of those. Which one is the better candidate and why? Do you have any other suggestions today? In RRSP with a 20+ horizon.

Best,
Matt

Q: Good morning 5i
I am well diversified in my portfolio and so i am looking to buy opportunistically into this dip. So sectors don’t matter. What do you see as the best opportunity currently? Also, your analysis tells me that i need more weight outside of Canada and the US. With this turmoil would Europe be a good choice. If so, what etf would you use?
Thanks

Q: Can you comment on SQ earnings.

I have a small position now (down a lot), and have been waiting to add. But do you consider it a buy, hold or sell? Or should I add to NVEI instead?

Q: Hi,

Thanks for your service. Which one has more potential for the next 5+? And why?

Best,
Matt

Q: What is your current perspective on INTT? Are there other “niche” tech stocks you like once the market “calms down” a bit?

Q: Further to my question from feb 16, 2022
Thank you for trying to help me transform from dividend investor to a bit of growth.
5I mentionned P/E, P/S, ROE ratios.
What are the present ratio values for these 3 companies right now. ( I understand this is a snapshot in time).
A. what is considered a "good" / buy cutoff for these ratios
B. how would you priorize or rank these ratios in terms of importance (from a buying perspective)
C. a rising dividend is sometimes a warning signal of a falling price (catching the knife concept) should I be wary of looking at these ratios like a % dividend; rising dividend not necessarily a good sign OR sometimes a good buy if really / fundamentally a good company (which I believe all 3 to be.)



Ernie

Q: Could I please get your analysis of the quarterly/year end results for MEDIFAST, Booking Holdings, and eXp World Holdings? Any change on recommendations?
Thank you