Investment Q&A

Q: For a buy today, how would you rate them?
Thanks Again

Q: Do you think post-election sentiment on solar is overly negative? At what point might solar investments start to look appealing again? Would you consider Enphase as a preferred investment option in this scenario? If not, could you recommend a solar stock with strong potential should sentiment improve.

Q: I would appreciate you explain in clear and vulgar words in what consists exactly this etf, its interaction with the nvda stock and in which circumstances it could be envisaged to buy some parts.

I thank you very much in advance

Q: Can you suggest tax loss proxy ideas for ASPN?

Q: Good Mornings,

With much thanks to 5i, my winning stocks far outweigh my losers. However, I'm thinking of doing a little post election portfolio cleanup of two stocks.

Just trying to decide if I should consider cutting my losses on Aspen Aerogels and Transmedics, or if you think the analysts might have it correct and they are worth holding for another quarter or two?

I think I may have missed the boat on Axon, which I have deliberated about buying for two years. It has gone up so rapidly with the Trump win, that it may do some consolidating for a while.

If you have some small-mid cap suggestions that you think are showing good momentum and might be a replacement for ASPN and TMDX, please give me a few ideas. This could include Axon or any other sector stock, US or Canadian.

Thanks very much,

Brad

Q: The shares of CHKP had a significant drop recently. Was there anything in the last quarterly report that spooked investors? Does the current price offer a buying opportunity?
Many thanks for your thoughts.
Ian

Q: Costco had a pretty big jump in its share price this past week....was there any news or anything to explain this?

Also, while Trump only takes power in January and things take time, but it is often said that the market is forward looking. I have to think that a lot of what Costco sells is imported (eg from China); though his threat might just be a lot of hot air, does the potential for them have a significant impact on Costco if Trump brings in big tariffs? Is this anything to worry about?

Thank you for your excellent service

Q: Please comment on the latest quarterly results. Buy, Hold, Sell?

Q: Are they both a buy today?
Thanks Again

Q: Are both of these a buy today?
Thanks Again

Q: Looking at both UBER and ISRG. Please rate them for both growth and risk on a scale of 1-10 (10 being high) and indicate your favourite of the two if purchased today with reasons why. Thank you.

Q: What is the difference between these two and which do you like better?

Q: Hi 5i,
What is 5i opinion after earning release ,,,,SP down about 23 % ,,,,Did they miss earnings bigly? How do you view going forward.... Would 5i be interested and at what price....

thx

Q: I have held a position of about 2.5% in MG (was higher, but its performance has lagged that of my overall portfolio, thus the decrease in relative exposure) for years now, and have maintained the investment due to a decent dividend (about 4.5% at today's price) and low P/E (trailing P/E listed as 11.59, current forward P/E quoted as 6.75 with Yahoo! Finance). I am concerned that the potential of the US exercising tariffs on goods imported to their country could profoundly impact MG's future performance. I believe that Magna does have some factories in the US: would this exclude them from having tariffs levied on US consumers of their goods?

If MG would be affected by tariffs, and a pivot to another investment would be prudent, I have been considering AXON and ISRG as potential replacements (my portfolio could tolerate a decrease in Consumer Cyclical exposure, and I feel I have room to increase exposure to Industrials and/or Health Care).

Ultimately, my questions are as follows:

1. Will MG be affected by the potential for tariffs to an extent strong enough that an exit from the investment should be seriously considered?

2. Of AXON and ISRG, which company do you feel is poised for greater growth in the next 36 months?

Q: Can you tell me if this company is worth holding in a TFSA. And if a sell, what should it be replaced with.
Thanks

Q: Since the results of the US election were clear, I wanted to move a few dollars around preparing for the next 4 years. Can you rank in order the 12 stocks listed from best too worst. Only looking for capital appreciation over the next 3-4 years. Thanks.

Q: Hi,
I am curious as to your thoughts on this company - seems to have had blow out earnings - is this something you think should be on our radar? Or just a start up flash in the pan?
Many thanks for all your hard work!

Q: If YOU were going to initiate a position in the above two stocks, would you:
1) buy at current levels
2) wait until valuations are better
3) buy at regular intervals over the next 12 mos

Thank you.

Q: With the election behind us and changes in the market, is their a need to currently own Consumer Defensive stocks like KO or MDLZ or wait for a better entry point?

Q: Would you consider a starter position into this positive momentum? What did you think of the results? The next Starbucks? Haha
Thanks