Q: Motorola has had a terrific run. It’s up 46% year to date. They are not just manufacturing communication systems but are heavily into quality security systems for commercial and residential use. There hasn’t been much chatter about this quality stock on 5i.
I think it’s a gem with lots of room for growth. What are your thoughts?
Q: Thinking of starting a position in this stock after it's recent spiral down, nothing too crazy but do you think there's good potentially for a rebound play
Q: Same question with some US names:
If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following US names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
MA
NVDA
GOOGLE
Microsoft
Mercardolibre
BRK.B
Thank you very much for your service. I have done well using your advice.
Q: Trane has done exceedingly well over the past couple of years. I assume this has been due to outfitting data centers, increased need for air conditioning commercially and residentially and tech advances in their products. Do you still a good runway for growth and does the share price fairly reflect its value?
Q: Hi, Could you please provide your opinion on MRNA current price/valuation/potential growth ? The stock is currently down -37% YTD. At this price, do you see a potential contrarian long term investment ? thank you
Given the anticipated AI growth could you provide some names of companies with the largest short to long term growth potential in the following categories:
1. Chip Design
2. Data Processing
3. Business Application Design
4. Data Centers
5. Power Supply (for the Data Centers)
Q: I hold full positions in both these stocks and see them as both tied closely to the renewable energy industry. Am I correct? If correct, which one has the best growth profile should I decide to sell one to reduce my concentration risk? Would you expect these stocks to fall with a Trump win?
Q: I'm a long term growth investor. Planning to do a little tax loss selling. I'm down on these 5 names. What do you think of each name from an investment point of view, in what order would you sell, and what, in your view, could be a possible replacement name for each. Thanks.
Q: What is the better choice for capital appreciation over the next few years do you think? Both are in the doldrums but I expect sales will pickup again. Is one of them the industry leader?
Q: Following up on Donald’s question on September 30th about favourable risk/reward scenarios with compelling valuations in the energy sector. Can you please name your three favourite energy stocks that fit this description?
Q: I am currently doing my quarterly rebalancing of my portfolio. I need to up my US equity holdings. My current US holdings are AAPL, BRK.B,XOM, JPM, MSFT, MCD, V. What are your favorite long term US holdings right now ?
Q: Could you provide a revised outlook on Tenable Holdings? It has been relatively flat for some time, so wanted your thoughts on whether this is a buy, sell, or hold.
Q: So much news these days about the ramp up to electric vehicles and the eventual elimination of internal combustion engines.
Governments have committed to installing charging stations to accommodate future demand.
What is the current status of power generating facilities. How easily can they ramp up supply to satisfy the future demand or is there already enough capacity.
What are your favourite Canadian and US power generators to satisfy this demand. Thank you