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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: To this point in time LMN has been a solid performer in my TFSA. Recent results and some of your comments have "cooled" my expectations going forward.

Do you have 2 CDN and 2 US stocks for a TFSA 3 year plus hold that you feel will substantially outperform LMN.

Thanjs,

Terry
Read Answer Asked by Terry on November 12, 2024
Q: A year ago I asked for your assessment of the prospects of Fiserv. A year later it is up substantially. Given its share price gains and recent earnings release I would appreciate an update on your assessment of the company over 3-5 years. I would also like your opinion on this stock being a buy, hold, or time to take some profit off the table?

Thanks very much.

Dave
Read Answer Asked by Dave on November 12, 2024
Q: Hi 5i
What is 5i opinion on DELL, would 5I be interested at the current SP and where do you see it going from here and also into earnings....
Currently share holder at $148, would 5i continue to hold on with an eye to the future or exit....

Have they been been affected by SMCI affair...

Thx
Read Answer Asked by jim on November 12, 2024
Q: I'm considering a new position in MU and/or VRT. The latter has run up, the former hasn't recovered from the tech reversal. Would you favour either one for a new position, or if there is enough funds, would you try to own both? Thanks.
Read Answer Asked by Martin on November 12, 2024
Q: Thanks for your answer from the posted question on Nov 11th about its price valuation. I will hold my position based on your answer with confidence that it will appreciate. I also wanted to note that I find it strange that the market is suspicious of its accounting practices. I say this because they have an increasing cash position that they use for aquisition and other tangables. If it was nefarious they wouldn't have that cash power. Anyways time will ease their suspicions. Thanks again for your service.
Read Answer Asked by Steve on November 12, 2024
Q: Good afternoon. Today, in answering a question comparing Uber and ISRG, you implied that Uber was a cyclical company (or at least that is how I understood your answer). But I don't understand how or why Uber would be considered cyclical. Can you clarify?
Read Answer Asked by David on November 12, 2024
Q: How would you rank the above listed companies today for a long term hold?
Read Answer Asked by Andrew on November 12, 2024
Q: Hello, I keep missing the boat on BKNG, I know I asked this question recently, but, it never came down to its adjusted price I was hoping for. Would you dive in at current prices or does EXPE make more sense ?

Thanks.
Read Answer Asked by Robbie on November 12, 2024
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