Q: In the "rotation" that is moving through the market what would be your top 5 stocks in each of the US and CDN markets that stand to benefit most (listed in order of conviction if relevant) and a brief note as to why.
Despite beating analysts expecations, AMSL is dropping like a rock today on fears of the US Govt imposing restrictions on trade to China. How serious do you view this? Trying to decide on whether it's time to get out. Thanks.
Q: Just wondering if i am a bit late for the small cap party? If I were to increase my holdings, which of the above do you think is best? Or, is there anoter etf that you would recommend?
With appreciation
May I please have your comments on the apparent rotation out of tech stocks over the last few days? Do you see that as a fleeting thing or see that as sustaining?
Q: Hi 5i,
Both are supposed to be economically equivalent, with the A shares having 1/10 the voting power. I would think that the A shares would be more liquid, but that is not the case. The premium for the regular common (non-A) is much larger. I currently have the non-A class; would it make sense to sell and by the A class to capture the premium? Or am I just overthinking it?
Q: I am down about 19 percent on MU and thinking of selling as it seems to be out of favor these days. Could I have your opinion and what would be a better growth option or two. Thanks
Q: I am looking for income and some growth,but income is more important. With that in mind what are favorite ETFs in the following areas ?
International ,excluding North America
US small cap.
India
US large cap.
Thank you,
Philip
Q: What is the path forward for CLS . Still a buy or wait for earnings to come out? Would like your opinion on the big drop in natural gas prices? Thank you.
Q: Hi, stock popped yesterday but I'm not seeing a reason to explain such a move, notwithstanding a secular rotation is on again, and results were posted last week. RCI?
Q: The price of RHI was declining over the past year but has been going sideways recently. Where do you see the price going from here.
Thanks for your thoughts.
Ian