Investment Q&A

Q: Risk to reward seems pretty good currently on this one ?

Q: What is your opinion on this company? Are they in the midst of a turnaround? I read somewhere that the CEO has stock options that won't vest until the stock reaches 36 per share. Does this sound like motivation to get the house in order?

Thanks

Q: I currently hold MSFT, NVDA, AMZN, and GOOG. All are at a 5% weight, except for AMZN, which is at 3%. I have an additional 2% to invest. Would you suggest topping up AMZN to 5%...or purchasing another tech stock with the additional funds? If the latter, would you please provide three stocks ranked by both risk and potential profit...and explain why you have selected each? Thank you.

Q: I have followed your recommandation to buy CROX in 2022 and held on during the continuing blood bath. I bought more and now sits on a 70% gain and holding on. Thank you very much. Do you see another diamond in the rough in the midcap space? Please suggest 3 names with rationale and possibly good entry price.

Thank again for your great services.

Yves

Q: Hi there, can I please get your opinion on TSLA's quarter as well as your thoughts on longterm prospects for the company. Do you believe in Telsa and management's ability to become within the top 3 (if not top spot) in market cap in the future?

Thanks!

Q: Verizon dropped today in conjunction with ATT’s unfavourable cashflow news, etc. Any fear for VZ’s cash flow/dividend? Any thoughts on a good buy-in price for VZ?

Q: Hi There, do you think with the recent run up in share price that ABT has more room to run, and would you consider it a BUY at this point?

Thank you!

Q: TSLY Could you explain this ETF? Will this ETF go down to zero? Thanks.

Q: I reserve a small portion of my portfolio for a few more speculative names and am taking a look at Fastly. It came down from very lofty levels but seems to have formed a bottom over a decent period of time and has been breaking out. Do you feel this breakout is warranted based on current fundamentals and what do you think of the company going forward? Is it worth buying at current levels?

Q: What would be your recommendations for public traded companies that make robots for restaurants? Thanks

Q: Could you comment on their outlook? What is their balance sheet? Is it worth buying?

Thanks,
Milan

Q: Hi, I have a 2.5% position in SCHW (down 25%) and am looking to sell while keeping exposure to the financial sector.

MKTX and CME score highly on my evaluations and others listed are pretty decent too. Curious on your thoughts on a suitable, safe replacement.

This is in my LIRA and I'm looking to hold for 10+ years (was also the case for SCHW, but I'm concerned wrt their exposure from their long term bonds).

Q: I started a position in Neflix CDR Cdn Hedged this morning. This company seems to have huge cash flow potential. What are your thoughts?
Thank you Gordo

Q: I have been holding qcom for over 3 years and i am up about 100% now i would like to trim it a bit because lately it is not performing as well. If i purchase bx because the dividends are a little better, which one of these companies would you believe that would have a better upside in the next 2 to 3 years from now.

Q: Good morning, according to your analysis there may be an opportunity to profit from a resurgence in Small Cap stocks, following their decline over the last year. Can you recommend an ETF that tracks the S&P SmallCap 600 Growth

Q: A pick a few months ago from David Einhorn. Acting well this year - +33%. you haven't liked their debt load in the past. May I have your current thoughts?

Q: Its pretty obvious that AI is going to be a big investment thesis this year and likely for a number of years. It looks like it will be very disruptive, which will create investment opportunities. With that will come hype and promotion of low quality companies that will get propped up in the wave of AI. Like crypto, NFT's, etc etc I think AI will probably be the next craze, and a lot of money will be made and lost. But so far the only recommendations I'm reading about are mega caps like Nvidia, Apple, GOOG which can do well but they aren't going to be multibaggers. Do you have any insight into smaller companies that may benefit most from this AI boom? Looking for game changing smaller companies that have the best chance at multibagger gains? Thx

Q: I own this company as it has sunk steadily. Hold or sell? What do you think? take my beating and invest in something else? thanks

Q: I currently own ABBV. I am aware of the off-patent cliff for Humira. Earnings are expected to drop when they are announced at the end of this month. I'm not so sure their other two drugs - Rinvoq and Skyrizi - will be capable of picking up the slack. I had read a recent article, and it gave me the impression that Humira and its new biosimilar competitors have some active ingredient(s) that allows them to be used for patients using Rinvoq and Skyrizi (?) In other words, I'm wondering if the upside of Rinvoq and Skyrizi is limited. I think you like ABBV, but is there any concern longterm? The market doesn't appear to be pricing in the risks.

I've pared back some of my ABBV shares, and am considering selling the rest. Alternatively, how robust is Amgen's pipeline in comparison ? LLY looks historically expensive, and I already own JNJ.

Q: Hello Peter et al,

From your answers your faith and belief in GOOG seems unshakeable! Would say it is worth nibbling at this price? Or is it worth buying cash covered puts and be ready if assigned? In other words, wade in gradually (DCA as per your recent editorial in CMS!) or use options strategy? If you do hazard a guess, what would be the floor for GOOG? 90$? Your crystal ball is as good as anyone's on CNBC!!

Mano.

P.S. BTW miss you at BNN! You folks may want to consider regular webinars for the subscribers with a Q&A function.