Q: Hello 5i
The question on OGN was in October.
It has been on a good run the last eight months. Can I have a current assessment please?
Thank you
Dave
Q: What is your opinion of this ETF for a current buy? It would seem that defence spending is not going down for the forseeable future. Thank you. Cheers
Q: Hi Guyz, can I get an update on Block, its been taking another hit lately and your insight will help me make a decision on whether to hold or sell.
Thanks.
Q: In your opinion does the insider selling at FTNT seem unusually high and for an unusually long time? The trend seems negative to me. Thanks for your opinion.
Q: Can you pls recommed 3 hedged CDN ETFs that focus on US high dividend stocks, with an estiated 10% yield including both dividend and capital appreciagtion for over the next 1 year?
Q: Tech is the second largest weighting in my portfolio (at 20%). I have 3/4 of a position in PANW, with most of my initial investment out, and am up 474% on the remainder. I also own NVDA, AMD, APPL, FISV, MSFT and a few other small, high risk non-cyber security positions.
With the outage crisis this week with CRWDI decided to take advantage, understanding the potential overhang. I opened a position in 2 tranches; buying in the $256-$265 range.
My question: Now I have approximately 1.5 positions in the cybersecurity sub-sector. Would it make sense to sell off some or all of PANW, generate cash to create a full position in CRWD as it bounces along in the $250 range, or is the better move to stay with the two positions?
Q: Have had good results over two years but wondering is it time to let it go.
Is it a hold or sell and any suggestions on a replacement.
Thank you for all your help
Barry
I am trying to pick a 2 or 3 small/mid-caps for strong growth for at least 5 years. What are your views on the stocks above ? Do they fit the bill ? What is the risk factor ? Any better suggestions ?
Q: I have a 4% position in BKNG. With yesterday’s pullback and it being close to 10% off it’s high ..if it were you, would you bring it to a full 5% or would you recommend a different investment? For small caps, if you had $50k to invest and risk/concentration wasn’t a factor.. what would you look at?
Looking to start a position in one of these companies. Good entry point?
I believe the CFO of GM recently indicated they will be buying back quite a few shares, and will continue to do so (if share price remains undervalued). Can I get your opinion on both? Looking to hold for a long time.