Investment Q&A

Q: hello 5i:
IF one wanted to buy one Consumer Discretionary stock and nothing the obvious size difference, could you comment on current fundamental/valuation differences, growth rates, balance sheet advantages, etc

thanks
Paul L

Q: Hello,

Why the drop today? Good time to start a position, or do you see more downside?

Thanks.

Q: I am working on increasing my sector representation in Healthcare. I will shortly have filled a full position in ISRG, adding in this downturn. I have traded around UNH, and am planning to take it from a 1/2 to full position. I have 1/4 position in ILMN and do not think I should be topping it up; I perceive it to be risky. I need 2 more companies, or may need to take one or both of IRSG/UNH to more than a full position.

This provides me a surgical/instrumentation company and a service/product supplier. For diversity in the Healthcare space can you rank your preferred buys (with entry points) I'd appreciate 2 recommendations on the pharmaseuticals side and 2 on the biotech side, or as you may see that fits better.

While I am open US companies I do have a concern that the Trump administration will bring the DOGE and Executive Order train wrecks to health care. I would appreciate your views on this potential action and howe it may impact investment choice in the field.

Thanks as always,

Dave

Q: This company was a recent top pick on BNN, the last question on it seems to be many years ago. The share price has come off pretty dramatically recently. Can I please have your latest thoughts on their prospects and current valuation?

Q: I've held Lockheed Martin (LMT) for 11 years and enjoyed a solid return of nearly 14% per annum, largely driven by the success of the global F-35 program, which has been a cornerstone of LMT’s revenue and earnings growth. However, with today’s announcement that Boeing has won the Next Generation Air Dominance (NGAD) fighter jet contract—potentially worth over $20 billion initially and hundreds of billions over its lifetime—I’m concerned about the impact on LMT’s future growth and outlook. The loss of this high-profile sixth-generation fighter program to a competitor could signal a shift in market dynamics, especially given LMT’s historical dominance in advanced fighter jets. How do you assess the implications of this decision for LMT’s long-term growth trajectory, particularly in terms of its Aeronautics division and overall market position? I’m considering selling my position due to this turn of events, though it would mean realizing a significant capital gain in my taxable account, and I’d likely reinvest in another aerospace and defense industrial, such as Northrop Grumman or even Boeing itself. Could you share your analysis of how this contract loss might affect LMT’s valuation and growth prospects, and offer your thoughts on whether selling now and reallocating makes sense for an investor like me seeking both growth and stability?I'm a retired investor and do benefit from the dividend growth of LMT. Please factor into your overall comments. Thank you!

Q: QSI I have been following this stock for the past few weeks and it has been increasing daily.
Can you provide your usual service in providing a review of this business.
Thanks in advance

Q: In the case of a recession confirmed during the next 12-18 month how do you anticipate the impact on the ai sector and specifically on these stocks?

Thank you very much in advance

Q: Just a little more clarification on my question on GDXY . First what is a " synthetic call/write strategy " ? I suspect understanding that will help me understand the very large 32.5% yield ......And second the only GDX gold stock I can find is a 5 cent stock Goldex Resources Corporation ? Which I don't find encouraging for a purchase of GDXY . Could you elaborate on the relationship ? ..... Or if I have the wrong company point me in the direction of the right stock symbol ? .... Thanks again for your terrific service ......

Q: On March 20, (Market Call) a gentleman by the name of Reza Samahin on top picks had a company by the name of Impinj, Inc., the way he told it this company is a leader in product in information tags. I would appreciate if you would give me your view on this company. Would it be a buy or hold off purchasing.
Thank You for your services

Earl

Q: With the CDR what is the breakdown of share portion you own if buying this? Example 1CDR = .05 of an actual share of Palantir. In light of the current market and potential future of Ai what is your feeling on PLTR besides having an extreme valuation.

Thanks

Q: Is this ETF less secure because it follows bonds from "breaking edge technical companies index" even though they are T-bills. If one were looking for a relatively secure Tbill ETF to gain modest income and possible currency benefits in a RRIF which would you chose.

Q: In a recent answer there was a recommendation that BRK.B would be a solid growth stock for years to come. Just curious given the U.S./CAD exchange rate, what are the pros and cons to buy BRK.CA instead of BRK.B?

Q: Good afternoon all; Given recent market performance can I get your assessment of ASML. It is down on an annual basis and since November, while it has bounced around the price is relatively flat.

I would appreciate some background on why it has declined, it their near captive market expected to increase its rate of growth in the mid term, and if a potential buy, at what price would you get interested in it?

Thanks as always.

Dave

Q: Hi,

I'm down over 40% on AVAV. I'm wondering if I should move on. Where do you see it going from here? Is it a sell?
Thanks

Q: I see both are in the sports gambling business. If you were to buy just one, which would your preference be?
Thanks

Q: UBER is my favorite stocks for the future. People living close to work do not need a car. People moving to downtown high risers would not have to pay parking in their condos , They don't need a car. Uber sharing Food deliveries What else ? Uber wins RAK

Q: The portfolio manager of the Mawer Investment Management fund, Jeff Mo, recommends these 3 stocks to withstand the trade war: IBKR, RMD and APH.

In the present context, what are your views on these stocks, would you buy them now and what would be your entry prices ?

Alternatively, which would be your preferred stocks for a trade war ?

Gratefully,

Jacques IDS

Q: Hello,

Thoughts on starting a position here? For a long term hold, or should one wait? At what price would this be a screaming buy?

Thanks

Q: Was hoping you could shed some insight to the drop in General Mills share price. Considering the P/E@12.9, are the earnings falling because of loss market or is there something else going on corporately?
Always appreciate your excellent service.
Ted.

Q: Who are competitors of STRYKER MEDTRONICS Which do you prefer ? RAK