Q: I'm looking for more momentum in the healthcare sector for the next 3-5 years, at least. I am a long term investor. I currently have ABBV and SYK but am thinking about moving on and buying LLY and ISRG as replacements. Are you still bullish on both LLY and ISRG, and do you think that such a switch makes sense in this market? Thank you!
Q: I have TER in my portfolio for many yrs and doing very well. I would like to take 1/2 position in an other semi. Could you comment on the four company mentioned above
Q: Regarding my question yesterday about a hedged ETF for either Nasdaq or S&P500: You suggested ZSP, but it appears to be not hedged. For a hedged suggestion would you pick XSP-T or another choice please?
Q: Hi, Can you please share your take on the CRWD security upgrade problem today that has impacted global systems. I had no idea CRWD ran so many operations for global customer. Thank you, Michael
Q: Lly has been hit hard last few days presumably as a result of news that a competitor has another weight loss drug in the works. Is the sell off over done in your view? Would you continue to hold? Thanks.
Q: Saw a blurb in Seeking Alpha about these firms as good growth stocks as well as the etf.
Sold my SMCA and have $30K U.S. to invest . I can buy 3 of these, which 3 do you like for 36- 48 months?
Thank you David
Provided the long term business models for these stocks remains intact, and seeing a sale happening now, what would be attractive sales prices for each going into earnings?
Q: Based on today’s price and multiples, how would you rank Amazon vs Google vs Nvidia. I have 6% in Google and Nvidia. I only have a 3% position in Amazon. If it were you’re account, would you trim to add to Amazon or just add to Amazon. 5 year+ timeframe
Q: You recently recommended LLY as a buy at $850/875. Today it is trading at $838. Any sense of why it has been dropping so much lately, and would you recommend a buy at current prices?
Q: If you believe there is a rotation happening in the market from mega caps and the direction of interest rates is lower (speculation US rate cute in september), what are your favorite CDN and US names (2-3 names each) that may outperform in that environment?
Q: I have a small position purchased quite a while ago. Since purchasing it has been up and down, most of time was under water, now it is up about 30%. I am thinking of switching it to a better one with potentially more growth and stable. Could you please provide your comments?
Q: Thank you for your wise answer last week: Sentiment toward the company is fairly poor right now and toward the discretionary sector more widely. FIVE remains a strong company fundamentally with a long runway for growth via store openings but we might give them one more quarter for a bit more clarity/visibility before adding to the name.
The stock tumbled 25% yesterday and the CEO is out and the stock is at 76$ now. What would you do now ? Is the decline an overreaction ? Thanks again !