Investment Q&A

Q: What is your current opinion on TXN? Seems to be struggling.

Q: Hi...

Could you discuss RBRKs last earnings, it's business model, head and tail winds and your thoughts in general.

thx, M

Q: Which of these would you suggest for a long term hold and why?

Q: On these 7 themes please pick your favourite one or two stocks for each theme based on your view of the best potential performance over a 3 year hold with "appropriate" thought given to concern for downside potential based on corporate debt, management, current valuation or any other concerns that would prevent you from choosing a given equity. For most themes suggested equities are provided however please feel free to ignore those if not your favourite one or two. 1. AI COMPUTE (META ASML) 2. AI SOFTWARE (AVGO IBM) 3. POWER AND UTILITIES (NEXTERRA DUKE AEP) 4. BUILDING PRODUCTS (INHD AEHL WSO CRH) 5. LIFE SCIENCES 6. HEALTHCARE SERVICES (MERCK TMO AMGN SYK) 7. ELECTRIFICATION AND INDUSTRIAL (GEV EOSE GWH MVST). BIG ASK I know but likely of broad member interest and I seldom ask questions. Thank you.

Q: Nasdaq: if you had to predict (not going to hold you to this) whether the Nasdaq hits $1750 or $1575 next, which number would you be more confident in?

Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX

Q: Hi

I am looking for income in my RRSP account and and I am looking at this stock for a 1% weighting to start.

The last time a question was asked on this stock was several years ago..

The high estimate is $27.00 US.

I thank you for your time.

Sincerely

Mike

Q: I own the above stocks/funds. Do you think it’s best to continue to hold or sell to purchase different investments?
Thanks

Q: Peter; Is there an ETF that tracks “ grains” ? Thanks.
Rod

Q: May I have your assessment of Steven Madden Ltd please. (SHOO:US)
How would you rank it amongst peers?

Thank you

Q: Hi team,
I am interested in purchasing Srad. However I was thinking there might be a better entry point . However I watched it today where big tech was selling off 7-8% this one ended up only -1.8% and seems to be holding up strong. Should I have patience here ? Do you see any rush to buy the name? What price would you suggest taking a position ?

Thanks ,
Shane

Q: Any further insight or update on their progress? I would have thought the turmoil in their sector would prompt use of their facilities - but the stock languishes.

Q: At what price would you recommend entering a new position in PH? Give the political climate along with the downturn of stock prices, what would be your top 3 picks for a US industrial stock?

Q: You haven't reviewed CRISPR in over a year. Any new thoughts on prospects for further growth?

Q: I made a terrible mistake and shorted the stock market yesterday. Consequently, I am down BIG TIME. I need to cover my losses and sell some stocks. Which five of the following would you suggest selling if I am thinking long-term holds? Should I sell some of each? Which should I sell the most of?

Q: Hold both, at a loss.
1) sell RIO, buy back in a month.
2) sell RIO, plow proceeds into FCX.
3) do nothing.
4)?
Your advice'd be appreciated.
jerry

Q: Hi 5i Team - Could you name a few companies that service AI data centres in a structural way such as construction, maintenance/repairs, cooling, etc. Also a few companies that provide the power needed to run these centres. These would be stocks that have good growth ahead of them. Any market cap is fine but at least one small cap and a couple of mid caps. Also a combination of U.S. and Canadian companies.
Thanks.

Q: Hi, holding a few of these losers now in my non registered accounts - they were nice winners just a short time ago. What are the best proxies for these as a tax loss strategy? If my holding is CAD and the proxy is US, should I convert CAD funds to buy US or avoid these situations? Also, at what $ or price % loss would you consider doing these tax loss trades? Thanks!

Q: Which 5 Canadian growth stocks would you start to accumulate today? Cash account.
Which 5 USA growth stocks would you start to accumulate today? Cash account.
Five year hold.
Thanks

Q: In your Q & A section, Feb. 12, was the last time you commented on their quarterly report. What is your is your outlook for the remainder of the year. On a scale of one to ten, with ten being high, how would you rate it. I also, noticed where you recommended this company in place of AVGO.
Thank you very much for your excellent service.
Earl