Investment Q&A

Q: What are the prospects for SONY going forward, and are you still comfortable with a long term hold in DIS?

Q: I own ASGN:US and is still down 20% after the 5% gain so far this year. Is it worth keeping? Would you sell it and add to AMZN:US?

Q: Hi,
I'm just reading about Gates joining Buffett in selling what seems to me to be a large amount of the above noted stocks, and I'm wondering if you've any thoughts on it. Is this typical for these two powerhouse guys to do this every once in a while, or might this time be different? Given the political situation in the US and other, global issues, I have to wonder if they are in a better position than most to have insight on something. I realize this is a speculative question, but would still value your opinion - many thanks!
Dawn

Q: What is your opinion of VUG vs SCHG? SCHG has a higher morningstar rating (5 stars) than VUG (4 stars). SCHG has lower MER, VUG has higher AUM. What do you think?

Q: Asking your views for CompoSecure and SurgePays please thanks.

Q: Hi 5i, I haven't seen any recent comments on KLA. I'm interested in your perspective and whether you think it's a good buy today (recognizing that Nvidia reports tomorrow)?

Q: ASTS has popped this week but all the recent news is about pending lawsuits. Whats the cause of the jump? Can you also provide an overview of the stock fundamentals and opinion on the quality of the stock?

Q: …further to my earlier question on Druckenmiller’s recent buys, please address Cohr. What is the thesis for buying this stock? Thanks,

Jason

Q: Hi guys,
Looking into taking a small position in Alite . What are your thoughts?
Considering it’s a cloud company and only 4 years old can its business star against it copiteters. Is there any upside?
Thanks. Alnoor

Q: Hi,
Considering we a likely to see a continued increase in demand for Nat Gas given the number of LNG ports being brought online in the US, which would be your picks if looking to partake in what might be future gains and over what sort of period would you expect these potential gains to evolve?
Many thanks for all your insight!
Dawn

Q: I always like following the Form 13F SEC disclosures in the USA made by major investors. One of the guys I follow is Stanley Druckenmiller (Duquesne Family Office). I note that he has recently taken a new position in Kinder Morgan. Can I have your thoughts on this name for a new buy? Thank you,

Jason

Q: What do you think of spmo, as an alternative to the s&p500 or qqqq

Q: What 5-10 core stocks would you buy today in a new portfolio, in both CAD and USD.

Q: Hello,
Can you please recommend a few US blue chip large cap with reasonable valuation, decent dividend, some growth, buy and forget type of stock. I am reviewing my portfolio and looking for some ideas. No need to comment on why you like the names. Thank you,

Q: a buddy of mine recently bought this stock at $4 and in the last week its been as high as $14 and now he thinks he's warren Buffett , is there a reason for the sudden jump in share price ? thanks and have a super long weekend.

Q: If Trump wins this election i am considering moving most of my investments into the US market. I think that Canada amongst others will suffer thru his direction (dictatorship) and US stocks will do well. Would you have any stock recommendations should this election play out this way. Thx, James

Q: Seems 5i likes Trane, but you don't own it. May I ask why? Thanks Dan

Q: Following the recent positive earnings surprise and price increase, please provide an update on forward looking prospects and valuation metrics. Would you take a reasonable profit and exit the position now? Thank you.

Q: do you folks have any info on ocgn ? thanks

Q: Hi 5i,

In some jurisdictions in British Columbia all new homes being built cannot use gas for heating and cannot use gas appliances for cooking.

Also in BC there is a new program allowing low and middle income earners to replace their gas and oil furnaces with heat pumps for virtually no cost to the homeowner.

There seems to be a small but growing segment that is going in this direction. Are there any companies (Canadian or U.S. or even International)that specialize in heat pumps (manufacturing, installation, and/or maintenance) that you would recommend as an investment at this time?

Would Trane or Honeywell fit this description?

If there are any, could you please rank them in order of preference on a scale of 1 to 10?

Thanks.