Investment Q&A

Q: TransMedics might be trying hold its downward slide at current price $62ish. What would you suggest is risk vs reward senario taking a position here?

Q: TransMedics Group has dropped more than 15% this morning. Do you see this as a buying opportunity or wait and see how things go?

Thanks,
Steve

Q: In August you were asked about 10 high growth companies you'd be comfortable holding for 10 years, with the following companies suggested.

GSY, PRL, WELL, BN, ISRG, NVDA, BKNG, TMDX, SHOP, LLY

A lot has happened since August! Any updates you'd make at this time?

Q: DOCS; As I understand matters while this issue reported very good progress in its last earnings statement the investment community seems luke warm so I wondered what contributed to their last earnings and whether the improvement was durable, or not, while on TMDX the projections are quite aggressive against the backdrop of a poor quarter, so once again I am curious as to what triggered their poor performance in the last reported quarter and whether the service they offer is unique or copied/ replicated by others. Look forward to your response.

Q: I currently own the following at a loss: ASPN, CROX, NU, TMDX, VKTX

You suggestions on which to:

1. Sell and look elsewhere for better opportunity
2. Sell and rebuy in 30 days
3. Add into current weakness

Q: Hello Team,

My TFSA is currently not getting the returns I'm hoping for, can you please rank the above companies to purchase today in a TFSA account.

Also if you feel strongly about any other high growth stocks I'm missing pls include 2 or 3 additional ideas.

Thanks!

Q: What do you think about the allegations of security fraud with TMDX?

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: How would you rank the above listed companies today for a long term hold?

Q: Good Mornings,

With much thanks to 5i, my winning stocks far outweigh my losers. However, I'm thinking of doing a little post election portfolio cleanup of two stocks.

Just trying to decide if I should consider cutting my losses on Aspen Aerogels and Transmedics, or if you think the analysts might have it correct and they are worth holding for another quarter or two?

I think I may have missed the boat on Axon, which I have deliberated about buying for two years. It has gone up so rapidly with the Trump win, that it may do some consolidating for a while.

If you have some small-mid cap suggestions that you think are showing good momentum and might be a replacement for ASPN and TMDX, please give me a few ideas. This could include Axon or any other sector stock, US or Canadian.

Thanks very much,

Brad

Q: Since the results of the US election were clear, I wanted to move a few dollars around preparing for the next 4 years. Can you rank in order the 12 stocks listed from best too worst. Only looking for capital appreciation over the next 3-4 years. Thanks.

Q: Good day,

Based on my last question, Your order was

____________________
We would rank, today: GOOG, ISRG, SHOP, AEM, CROX, ATD, WPM, LUG, ATS, NTR, TMDX, CELH, BCE, GAU
____________________

These were my proposed and current holdings. My investment account is not unlimited, and many of my "concerning holdings" are in the bottom half of the list, and although they are currently 5i holds, would 5i get out of them to initiate positions in more lucrative opportunities?

IE, would 5i move CELH, TMDX, ATS, and CROX to the "sell" column if it meant being able to initiate positions in GOOG, ISRG, SHOP, and AEM?


Thanks for everything!

Q: Good Day,


Rough day in the markets Thursday. After mine and other questions, getting a sort of analysis paralysis trying to make the 'right' move. Some (potentially) attractive dips, and Looking to set up the accounts for the next couple months.

Current concerning holdings. Hold, Sell, or add?

ASPN
ATS
CELH
CRNT
CROX
SMCI
TMDX

For the adds and holds, please rank with the following names in terms of highest conviction and total returns in the coming year. Knowing you can't get personal, what would be the highest portfolio percentage you would think would be appropriate for each given the nature/stage of the lifecycle each is in?

GOOG NTR ATD LUG GAU AEM WPM BCE SHOP ISRG

Thanks for everything!

James

Q: My wife feels like she has too big a position in WELL for a relatively small company.

She is thinking of selling of some and buying ISRG or else TMDX during what seems an attractive current dip.

She is fine with risk, so is considering ISRG for its growth more than its stability.

Please give your thoughts on the relative outlook for each of these companies in the mid- to long-term.

Q: Hi,
Few weeks ago I bought a small position in TMDX at $130. As the stock got closer to earnings, I sold some naked puts at $105, collected a nice premium and expecting that if it dropped after earnings, I could pick up some more 20% lower which I'm happy to do. With the larger stock drop after earnings down to $85 now, I'm thinking about my options. I'll most likely be assigned the shares at $105, which expire in 2 weeks.

As you have mentioned in many comments, I think these results are temporary headwinds and long term I'm still bullish. I'm tempted to 1) sell another put at around $70-75 and if the stock drops there, I'm happy to buy more. If it rises, I just keep the premium and reduce my cost base. Or 2) I was thinking I could buy the stock here and sell a covered call at around $95-100? Any other ideas you would implement here if this were you? what would YOU do if this were you? Thank you!

Q: Hello Team,

I am re-balancing my portfolio and I have a bit of cash to invest. Of the 12 stocks listed, can you please rank in order you would add to an existing stock. Looking for a 3-5 year hold and not worries about risk and or industry. Thanks again.

Q: Making some adjustments in the growth portion of a registered account held in US$ by trimming NVDA & selling CROX which still has a good profit but may languish for awhile. Would you rank the above 4 picks please (highest = 10) and suggest entry price. Also, would you pick just 1 from each of the 2 sectors represented or would you prefer some of each and if so, divide equally or ??
Many thanks as always.

Q: I just read the third quarter results. The market reaction is horrible. It looks like its going to drop 30 percent at opening. My issue is I didn't see any red flags. Growth target is on track. The only negative was a drop in gross margin which was explained. Should I buy on the dip once the price stabilizes.

Q: Would you start a new position in this tomorrow? It looks like earnings results were not liked by the after hours market. Sometimes it seems that the best time to buy is the day after an announcement when things get pushed down too much. Thanks.

Q: I have to sell some NVDA for balance (thanks for creating this problem in my portfolio!). Can you recomment 5 US stocks regardless of sector that might have comparable growth over 3-5 years? Thanks.