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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: Everyone, what is your opinion on US large tech going forward. Apple, Amazon,, Google, Microsoft, Nvda etc. Clayton
Read Answer Asked by Clayton on November 13, 2024
Q: I'm trying to find reasons not to buy a little taste of this. With all of the oockroaches etc hiding here, what are the odds of a takeover? Would another company step in here and purchase and if so, what could a projected sale price look like? At what point does the risk/reward make sense if a buyout is unlikely?

My thought is that if the company/governance is terrible but the business is excellent there has to be a price that makes sense but admittedly I am just looking for a reason to do it!
Read Answer Asked by Tim on November 13, 2024
Q: The following stocks are all up nicely: AXON, PANW, NVDA, COST, ISRG, META, TTD and CRWD. All are mid size positions in my portfolio. Where do you see the markets going in January? Would you recommend trimming any of these stocks? Would you suggest holding more cash going into the new year? Thank you
Read Answer Asked by Kim on November 13, 2024
Q: Please rank BN, KKR, BX and APO, in order of preference and what would be a good entry point.
Read Answer Asked by Dennis on November 13, 2024
Q: Who are competitors to SMCI, and which one would benefit most in long term from the tanking of SMCI so I can initiate a position today? Thank you.
Read Answer Asked by David on November 13, 2024
Q: Is there an ETF in CAD { unhedged } that you would recommend that follows the Russel 2000?

Thanks
Read Answer Asked by paul on November 12, 2024
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
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