Q: I have some cash to deploy. Do you think yesterday's shift into 'other' stocks is a meaningful moment? I am not looking to sell any of the big US firms (GOOG, NVDA, etc.,) that I hold but wonder if it is an opportune time to put some of this money elsewhere. I am specifically looking at the US market and the move yesterday into RH and the like. Any sectors or specific stock suggestion that might fit this theme would be appreciated. I am thinking of US mostly, but not exclusively. Thank-you.

Q: Hi 5i,

I’ve been watching Resoration Hardware closely and have been amazed at the depth of the pullback. Do you see this as an attractive company at today’s prices? What level would be incredible value?

Thank you!

Q: I've done well with HD in a registered account over the last couple of years. That said, I'm seeing growth slowing and am contemplating switching to RH. On a scale of 1-10 (from less to more) , can you please rate each company for risk and growth over the next 12-18 months? Thank you.