Investment Q&A

• Veeva Systems Inc. Class A (VEEV)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Good morning
Which of these 2 has the best chance of recovery? I am down about 30% on each
Sector allocation not a concern
Thks
Marcel

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Read Answer Asked by Marcel on August 30, 2023

• MKS Instruments Inc. (MKSI)
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• Amkor Technology Inc. (AMKR)
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Q: What is your latest assessment of MKSI? Good prospects going forward? Undervalued? Better use of funds elsewhere?

Thank you.

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Read Answer Asked by WAYNE on August 30, 2023

• Illumina Inc. (ILMN)
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Q: Hi ILMN has had poor relative strength lately. Do you still see it as a good strong growth company, or had the thesis changed? I'm happy to consolidate into ISRG or INMD if they look to be superior.

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Read Answer Asked by Kel on August 30, 2023

• Live Nation Entertainment Inc. (LYV)
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Q: There seems to be a lot of interest in entertainment but LYV is not moving up. Do they have a pronlem with ticket sales. ? RAK

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Read Answer Asked by bob on August 30, 2023

• Illumina Inc. (ILMN)
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• InMode Ltd. (INMD)
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• Lantheus Holdings Inc. (LNTH)
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• Catalyst Pharmaceuticals Inc. (CPRX)
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Q: Can I please have your updated opinion on this company for capital gains over the next 5 years.

How would you rank it among LNTH,INMD,ILMN?

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Read Answer Asked by Kel on August 30, 2023

• Pioneer Natural Resources Company (PXD)
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Q: Was there any further news on takeover talks between Exxon and Pioneer?

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Read Answer Asked by hal on August 30, 2023

• NextEra Energy Inc. (NEE)
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Q: Thoughts on this company, trading below $US 70.
Does it show good potential going forward?

Thnx

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Read Answer Asked by David on August 30, 2023

• Fluor Corporation (FLR)
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• Home Depot Inc. (The) (HD)
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• Lowe's Companies Inc. (LOW)
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• Walmart Inc. (WMT)
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• Xylem Inc. New (XYL)
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• Generac Holdlings Inc. (GNRC)
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• Jacobs Solutions Inc. (J)
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Q: Can you suggest public traded companies that focus on restoration after environmental events (i.e. fires, hurricanes and floods)?

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Read Answer Asked by Danny on August 30, 2023

• Heico Corporation (HEI)
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Q: Can I please have your overall thoughts on this company and specifically your analysis on the recently announced earnings. Would you be comfortable buying at todays price?Thank You.

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Read Answer Asked by Brian on August 29, 2023

• The AES Corporation (AES)
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• NextEra Energy Inc. (NEE)
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• Southern Company (The) (SO)
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• Williams Companies Inc. (The) (WMB)
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Q: Can you please comment on AES and or any other ex Canadian utilities that you would recommend for diversification?

Thanks.

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Read Answer Asked by Peter on August 29, 2023

• Alcoa Corporation (AA)
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• Century Aluminum Company (CENX)
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Q: Hi Team,

Why is AA performing so poorly when many other materials stocks are doing so well?

Which do you prefer between AA and CENX for a 10 year hold?

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Read Answer Asked by David on August 29, 2023

• Tesla Inc. (TSLA)
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• Global X Lithium & Battery Tech ETF (LIT)
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• BYD Co - Class H (BYDDF)
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• QuantumScape Corporation Class A (QS)
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• FREYR Battery Inc. (FREY)
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• Microvast Holdings Inc. (MVST)
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Q: Do you have any stocks you can recommend in the battery space? I'm seeing lots of hype about solid state batteries and other battery chemistries. With the electrification of everything, battery tech is going to continue to evolve and demand seems to be massive.
Looking for both startups and established businesses.

Thanks

Jim

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Read Answer Asked by Jim on August 29, 2023

• AMETEK Inc. (AME)
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• Constellation Software Inc. (CSU)
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• TerraVest Industries Inc. (TVK)
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• Transdigm Group Incorporated (TDG)
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• Waste Connections Inc. (WCN)
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• Heico Corporation (HEI)
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Q: Looking for stocks based on the same business model as CSU AME and TDG - collection of entrepreneurial businesses in same sector growing organically and by acquisition, leaving managers and ulture intact [provide corporate support] with siognificant market share and pricing power. I think that describes these 3 companies. Please identify others and rank all with initial buy prices.

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Read Answer Asked by sam on August 29, 2023

• Marvell Technology Inc. (MRVL)
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Q: Please comment on latest Q & guidance.Is it buyable here & what is good entry point? Txs for U usual great services & views

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Read Answer Asked by Peter on August 29, 2023

• GE Aerospace (GE)
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• Illinois Tool Works Inc. (ITW)
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Q: HI,

Looking for a long term hold with ability to weather the long predicted recession? is this a good sector to be in and which company do you like the best? Any other choices you like better?

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Read Answer Asked by Graeme on August 29, 2023

• NVIDIA Corporation (NVDA)
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• Super Micro Computer Inc. (SMCI)
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Q: Why is there such a valuation discrepancy between these two? SMCI requires NVDA chips to assemble their AI servers. NVDA growth seems to be being mirrored to a certain extent by SMCI, but the valuation gulf is huge. Aren't the two joined at the hip?

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Read Answer Asked by Michael on August 29, 2023

• Super Micro Computer Inc. (SMCI)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: If you had to choose between these two companies for investment purposes, which one would you select, keeping in mind capital appreciation? Thank you

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Read Answer Asked by Gervais on August 29, 2023

• The Hershey Company (HSY)
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Q: Can I get your thoughts on Hersey? It has come down quite a bit from its run up this year. Looking to potentially add it to my portfolio for a long term hold.

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Read Answer Asked by Dan on August 29, 2023

• Super Micro Computer Inc. (SMCI)
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• Perion Network Ltd (PERI)
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• Sprout Social Inc (SPT)
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Q: Good afternoon,

If an investor has $10K to spend today, which of these three stocks might you have more confidence in buying to (hopefully) realize a significant share price increase during the next 18 months? A brief explanation would be appreciated. Thank you. Brad

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Read Answer Asked by Bradley on August 29, 2023

• VinFast Auto Ltd. (VFS)
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Q: With the owner controlling almost all of the stock will it be impacted by short sellers? Is it a good candidate for fun money purchase.

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Read Answer Asked by Dale on August 29, 2023