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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good afternoon 5l
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks
Read Answer Asked by joseph on July 30, 2025
Q: The portfolio manager of the Mawer Investment Management fund, Jeff Mo, recommends these 3 stocks to withstand the trade war: IBKR, RMD and APH.

In the present context, what are your views on these stocks, would you buy them now and what would be your entry prices ?

Alternatively, which would be your preferred stocks for a trade war ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on March 24, 2025
Q: I have a small position in Element Solutions and am thinking of adding to it but can't find any previous questions. I'm also thinking of adding to Amphenol and starting a new position Roblox, Meta and Costco.. This would be in the growth portion of my portfolio. Or I could add to Vertiv and Axon. I have about 70k USD to deploy.

Thanks
Read Answer Asked by Andrea on January 13, 2025
Q: Sensor stocks - what is your assessment in this area, which stock(s) do you like in this sub-sector and how do they stack up investment-wise against your favorites. In other words, is there anything here worth pursuing?
Read Answer Asked by sam on May 28, 2024
Q: I have some US cash and was looking at APH. There haven't been many questions on it. What do you think? I'm interested in growth. I will also be buying crox, axon and vertiv.
Read Answer Asked by Andrea on March 19, 2024
Q: Hi,

I have four questions.

1) How do you decide on what is the optimal level of EV/EBITDA and debt to equity ratio for different industries (such as high tech, consumer discretionary, financial, industrial, small growth companies)?

2) Can you please recommend some reading material on analyzing company fundamentals?

3) What is your opinion on Adobe Systems (ADBE)?

4) What is your opinion on Amphenol Corp (APH)?

Thank you,
Lai
Read Answer Asked by Lai Kuen on March 21, 2017
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