Investment Q&A

Q: Hello,

I have small investments in LLY, ISRG, and UNH within the health sector. With the recent news about increased competition for LLY in the weight control product market, should I take advantage of the price decrease to increase my stake in LLY, or would you recommend another biopharmaceutical company?

Thanks. Esther

Q: I've been watching this stock for a long time and trying to define my thesis so would appreciate if I'm on the right path for a thesis for holding AXON make sense?

Drivers of Growth / Reasons to Own
> Labour productivity of police (less time in office, more on streets
> Efficiency (hard to hire new police staff, use existing staff more efficiently)
> Documentation / storage as records need to be kept for long periods of time (as more users create 'evidence' more records to be kept)
> AI to improve product efficacy and driving new efficiencies in creating reports
> Increasing need for policing given crime increases
> International growth as majority of revenue is US-based
> M&A to go into peripheral areas (eg drones)

Risks
> Lawsuits due to issue w/ equipment or services provided
> Expensive stock vis-a-vis earnings (due to past delivery of high CAGRs) so a miss could hit stock hard

It seems everything they do is about developing an 'eco-system' for the police that only gets stronger as new offers developed (eg. drones, AI etc) and w/ strong record of keeping existing customers and new avenues of growth it seems good days are ahead.

Am I missing something?

Q: What are the market and your expectations for the earnings report this weekend ? Where do you see the price 1-2 years out ? Thank you.

Q: Is it time for a switch from NVDA (even a partial) to AMD and/or INTC? If a switch or addition, are there others to consider?

Q: Good Morning,

I have a 5% position in Google and 2.5% in Microsoft. Given the (seemingly) unjustified after-earnings price drop in Microsoft, can I get your thoughts on the possible merits of bringing these two positions into balance?

Thanks,

Brad

Q: What 5 Canadian and 5 US stocks are currently the best to buy and hold?
Thanks

Q: Hi Team,
Under current market conditions, could I have your top 3 sectors to invest in today along with 4 (2 cnd and 2 US) of your favorite names from each sector.

Thanks,
Shane.

Q: Hello Team,
What would your favourite etfs for this security be, both market weighted and equal weighted?
Thank You,
Barry

Q: It seems that small cap stocks are finding some legs. Could you provide 4 CND, 4 US and and some EFT ideas that might be able to take advantage of this trend

Q: Please comment on TLRY's current quarter, debt reduction and the expectations for the German license going forward. Thanks

Q: Please update your thoughts on the company after getting hammered post earnings release.

Is talk of competition from ABT and GLP-1 overdone, or is their moat under pressure?

Thanks.

Q: As far as Ai is concerned, to what extent will the performance of the following stocks be dependent on the fortunes of NVDA? Please rate each of them with a number from 1-10, with 10 representing the highest correlation to NVDA.

VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT

Q: Is China investable at this stage or would you wait longer for things to stabilize? I know it will take patience but I'm trying to figure out if it's worth stepping in with a half position.

Thoughts on buying KWEB as an internet ETF or would you prefer a combination of BABA/TCECHY/JD etc.?

Q: There is blood on the streets. Would you give your blessings to step in here and buy, say, a 1.5% position if one is aiming for a 3% position? I have no exposure to cyber security.

Based on your experience, can lawsuits, such as those announced today, cause meaningful downward pressure?

Have we seen the worst, and would you cautiously proceed?

Thank you

Q: Your take on the quarter and acquisition and is it a buy today thanks

Q: Following ASPN for an entry point and sense that there are concerns amongst investors about ASPN going forward despite the excellent last quarterly report. Is there concern about the LNG aspect of business given that Democrats, in particular, want to temper natural gas use and further development? Best to wait until after the upcoming quarterly report?

Q: I bought into Celh after the first leg down, around $79. Wasn’t expecting a tank into the 40’s. Question: bite my lip and wait for a recovery or take the tax loss and move the funds into something like Aspen Aerojels that has also taken a hit but seems to have considerable stock price upside?

Q: Hi, Could you please comment on SOFI earnings. Thank you

Q: Hello, could you comment on First Solar most recent earnings?
Thank you very much.

Q: Morning, could break down the PINS quarter and where you see it now, would you add to a full position here... thx.M