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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: I'm not sure what the differences between these companies are? In this theme of electrification, what areas and which specific US and CDN companies would you suggest for a long term hold?
Read Answer Asked by Graeme on November 26, 2024
Q: Any thought on this co. with a new insulin pump for diabetics
Read Answer Asked by george on November 26, 2024
Q: I have 1.5% positions in LLY and UFPT. Looking to combine into 1 position. Which would you select right now? Have larger positions in ISRG and VHI as well.
Thanks
Read Answer Asked by Neil on November 26, 2024
Q: I have seen comparisons drawn between DFH, as an 'early stage' version of NVR. With its recent branching out, to now include title insurance and mortgage broker services... would you see a big runway for growth for this company in the long term?
Read Answer Asked by Anthony on November 26, 2024
Q: Can I have your general thoughts on ATKR? Also, more specifically can you comment on 2 things 1) debt and2) timing. I have been watching it and can imagine some tax loss selling impact the share price. However the turn yesterday was interesting and I am tempted to take a half position now in case interest outpaces any tax loss selling and maybe add to it in late December or early January. Does this seem like a reasonable course of action? Please and Thank-you.
Read Answer Asked by Alex on November 25, 2024
Q: Can you suggest 3/4 software companies you feel would best benefit from AI? Thanks.
Read Answer Asked by Michael on November 25, 2024
Q: Hello 5i
Could I have your assessment of Rocket Lab please?
Thank you
Dave
Read Answer Asked by Dave on November 25, 2024
Q: Looking at my Communication names I am wondering if it isn't time to move on from PINS and ROKU as I try to streamline my portfolio. Currently down 55% on both names after 4 years.

Allocation aside, I am thinking of selling both and simply increasing my position in GOOG. Thoughts? High risk investor with a long investing horizon.

Thank you as always!
Read Answer Asked by Stefan on November 25, 2024
Q: I have been doing some research on the UCaas space. Ring (RNG) seems to have the best product but ZOOM has a better balance sheet. Or can Microsoft's teams eat both of their lunches (after all teams is free!) What is your opinion? I am leaning towards RNG. Should I be concerned with liquidity in 2026 when they have over $600 to be refinanced (or paid off)?
Read Answer Asked by Paul on November 25, 2024
Q: Hello team,

Which one of these 3 would you average down if any:

PINS (down 48%)
BFLY (down 81%)
U (down 82%)

I would appreciate it if you could elaborate on your reasons.

Have a good week! :)
Read Answer Asked by Saeed on November 25, 2024
Q: In which order would you buy these for growth with a long timeframe
Read Answer Asked by Peter on November 25, 2024
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