Q: Thinking of adding to my position in Astera Labs. Currently a 1/3 position. Is this a stock you would add to here, and is it one you would be comfortable with a full position?
Q: Hello Peter,
There is a possibility of rate cuts in US. Would the small cap space be good place to be? I was thinking of XSU, Russel 2000 index as opposed to XUU , the whole US market. Which one would be best in a lower rate scenario? Much appreciate it
Q: What are your five favourite software opportunities in Ai, with a brief reason why for each? It would help if you could list or rank them in terms of upside as well (most upside first).
Q: I will appreciate if you could give your analysis on the future growth of the business. Is the future of payroll business is stalled with new technology? Does the payroll business dyeing?
Q: Hi,
After reading disturbing reports about Shopify's business practices, such as not enforcing its own acceptable use policy against its merchants selling nazi-related products, and its COO's board-level involvement with a far right wing media group, do you have any suggestions for ethical growth companies in Canada or the US to replace this name in my portfolio?
Thank you. Michael
Q: Aside from LLY and NVO, what other healthcare companies might enjoy success with weight loss drugs or products related to them? I’ve heard good things about ABT., AMGN, PFE, AZN, RHHBY and others in this regard, but I was wondering how you might rank them and/or others (most promising names first). I’m quite interested in Roche which has been showing strength after a long period of weakness (it’s now $35.69 as of Friday July 12).
Q: Hi Everyone!! Kathy Wood was interviewed by Amanda Lang recently and her crystal ball says that the areas to be in, which will do well ,are robotics, energy storage , Ai, block chain and multiomic sequencing. Do you agree? And if you had to chose a company which best represents these five fields, what would they be??
Cheers,
Tamara
Q: ETN is a theme play that is on the move. I'm thinking of selling UNH (considered defensive) and buying ETN even though it is more cyclical in nature. Other healthcare names held are ABBV, ABT, BSX, ISRQ, LLY (starting position), and SYK. Currently, health care makes up 9.71% of the total portfolio compared to industrial at 19.12%......What do you say about this stock change? And other suggestions are most welcomed!.....Tom
Q: Hi 5i,
These companies are all I have in the tech sector. Can you rank them for me and are they all currently buyable? I’m a long term holder of dividend companies can you recommend a couple more or maybe I should just buy more of what I have. Your help is appreciated!
Q: I notice these 3 stocks are the 3 best performing stocks in the US over the last year based on the aggregate stats. What is each of their stories of success over the past year and what are the growth prospects from here for each of the three?
Q: Good morning. Looking at my U.S. holdings and noticed it's a down day for these 2 great firms. Went looking for any news but nothing specific found. Have I missed something or is this kind of an inverse Trump trade if he's elected? Your input is appreciated. Thank you. David