Investment Q&A

Q: In what order would you buy these stocks today, for capital appreciation?

Q: Hi 5i
You mention that you lost confidence in smci. Does that mean it's in the penalty box forever or put another way, what would it take for you to consider ever investing in it again?
I'm interested in your thought process as a fund manager.
Is it just a matter of time passing with no cockroach sightings or would management have to change etc..
I no longer hold it but may reconsider one day.
Thanks

Q: Hello Team,

I have been with the above stocks and seen their highs in my portfolio. The punishment for not selling however is to see them crash and burn. Some I still have some money left in and some I have lost 98% of the original investment (APPS).

So, should I just sell them all or is there an argument that one (thinking MGNI) may be worth keeping.

Thanks for all the help! :)

Q: Are there any non-hedged ETFs that you would recommend with a focus on mid-sized US companies? Preferably with a focus on safe to moderate risk companies.

Q: What do you think of Danaher's current valuation, do you think this a good entry point to start a new long-term position?

Given their long-term success, I'm thinking the company should be capable of navigating any potential "political" headwinds with the incoming US administration?

Q: I have some cash that I would like to put to work and I have small positions that I would like to reduce. My main objective is growth with a bias towards low beta equities at this time in my work life. I am about 4 years away from my planned retirement.

These are most of my held equities along with weightings. NVDA 13.3% CSU 6.4% BN 6.4% SAN 5.4% SHOP 4.8% CRWD 4.3% TOI 3.8% VRT 3.4% ENB 3.2% BIP-UN 2.6% BEP-UN 2.3%. The following are 1-2% positions 13.5% as group; COST TD ATZ BNS AMZN TTD PANW PRL BRK.B. The rest are< 1%/each approx 10% as group BCE ASML HPS-A TMDX ISRG TMO GSY ASPN DELL SNOW NXT.

I plan on continuing to hold most of these positions including the smaller positions (<2% positions). I would like to reduce the number of these smaller holdings.
Could you please rank these smaller positions with the keepers at one end of the spectrum to goers at the the opposite end of the spectrum.

Thanks for this.

Q: Hello 5I. I’m at break even with Smci. Should I hold or move on and catch the next train up?
I presently hold NVDA,AXON,VRT. I’ve done very well with the other three, thanks to your us side suggestions. If I move, what would be your picks.
Thanks again for your great work
Maurice

Q: Your opinion of how it is doing and a buy today?
Thanks Again

Q: for the bext 2-4 years, which do you prefer as investment ?

Q: What did you think about their earnings? I have a small position, ok to add more?

Q: Which sector ETFs would you recommend. Please give 1-2 for each sector and reasons why you would like them.

Thanks.

Q: Hi Gang
Can you give me a your top 5 ETFs that hold top us stocks

Thanks Mike B

Q: What do you think of NKE as a value play ? Do you think it has the potential to recover and be a good solid investment ?

Q: I am considering buying LLY or ISRG. Both are expensive, given this which one has the best growth potential going forward. Please compare EPS, revenue metrics. LLY is down from a high and just wondering if this weakness is something to be concerned about Thank you..

Q: BOC Hi, wondering if you could provide an update on this company… I’ve been really interested in their model for a long time, and wonder if it would be considered a worthwhile long term investment?

Q: Please share your thoughts on these two medical research companies.
Would you consider purchasing either?
Or, are there companies you prefer.

Thanks.

Q: Hi, would you continue to hold this stock?

Thanks
Paul

Q: Hi 5i,

What would be your reasonably valued top 5 US stocks today with a balance of growth and income in mind (with a focus on dividend growth), regardless of sector. Thanks.

Q: I keep hearing that Buffett has gone to cash. Do you have a sense of his actual cash position as a percentage and what his rationale is? Thank-you.

Q: Any idea why agx is tanking today? Volume is low and no comment from company.
Thanks