Investment Q&A

Q: Nice earnings from Howmet Aerospace Inc and looks to be a great stock since COVID decline.

Can I get your updated views on this company and compare/contrast to Heico, TransDigm, GE Aerospace and 1 other NA listed competitor I am missing (BOEING)

Please rank from best to worse for a 5 year hold risk not an issue looking for largest gains based on best guess of course.

What 2 main financial metrics would you look at for these specific companies ?

It seems the standard symbol for Howmet Aerospace Inc. (HWM) is not showing and only 2 questions under the symbol with Ex-Distribution - FYI

Q: Insider Buying Thx for the your latest article 5 Long term rules. With regards to the insider buying rule are there any companies at present that you see with significant insider buying ? Thx for all your support.

Q: I'm hoping everyone at 5i is enjoying their summer. Just recently I trimmed NVDA, META, GOOGL, MSFT.Would you please suggest 3 or 4 ideas for small cap tech and also US growth potential industrials. Thanks for all you do!

Q: I am down about 23% on a small position in ATS. If I decide to sell it for a tax loss, what are 2 or 3 US growth oriented industrial stocks to investigate as a replacement?

Q: Please provide your assessment on the quarter and your view on the next 12/24 months

Q: Good Morning
Do you still have the same conviction in CROXS following their latest quarter?

Thank you

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