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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: hello 5i:
have a small position in ATS and have read the comment on their quarterly results. I am much more interested in what management had to say about going forward. Was there anything in the conference call (did they have one?) that we, as investors, should be hearing? I do want to increase to a full position but need a little more clarity on their vision and outlook.
thanks
Paul L
Read Answer Asked by Paul on November 09, 2023
Q: Hi Everyone!!

I have made some profit with Shop and was thinking of skimming a little off and buying some Galaxy. I know...we are comparing apples to oranges. Do you think that Galaxy has some good growth potential ahead of it to make this move worthwhile?

Cheers and Thanks,

Tamara
Read Answer Asked by Tamara on November 08, 2023
Q: Hi 5i
I'm currently overweight Tech (according to PA) but not overly concerned about it. In order to free up some cash which of QCOM and CSCO would you reduce first/eliminate completely ? The purpose being to have ready funds for bulking up smaller positions in other sectors before year end (maybe).
Do nothing is always an option as well as each have their merits.
Thanks
Read Answer Asked by mike on November 08, 2023
Q: TEAM has a lot of people selling. I am still hanging on to it, but due to the amount of people selling, I think most people sell and buy a stock with more up side i.e. Alphabet, NVDA, MSFT, etc. which in the long run will probably be a better move than waiting for TEAM to bottom out and recover. What is your take on this? Thanks again.
Read Answer Asked by Dennis on November 06, 2023
Q: I know you have done this before, but with reference to recent results for both companies, could you compare and rank these two companies. TOI gets a higher grade A- on your most recent report, and LMN gets a B+. As I read through the responses to questions, it seems that LMN is preferred, but I thought TOI's results were better than LMNs. But I must confess I do not understand some of the "preferred" charges. It appears that LMN suffered a huge loss. I realize that both are long term investments, but I'm just trying to get a sense of portfolio allotments. Thank you for fantastic service, as always.
Read Answer Asked by Gordon on November 03, 2023
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