Investment Q&A

Q: May you please update us on Align? It is heavily beaten down. How compelling is it at this level? Would you buy? Thank you

Q: Hello 5i...How similar are the above two companies in their business models?.
Is their significant overlap? Would you see then them moving in tandem going forward and would you prefer one over the other or owing both at this time ?
thanks

Q: What would be your choice from $INTU, $NOW and $ADBE to start a new position.


Thanks, Valter

Q: Hello Team,

ABCL, buy, sell, or hold?

I would appreciate if you could speak to, cash flow, debt, and growth expectations.

Thanks,
Saeed

Q: Hello Team,

INMD, buy, sell, or hold?
PENN, buy, sell, or hold?

I would appreciate if you could speak to, cash flow, debt, and growth expectations.

Thanks,
Saeed

Q: Can I have your current views on these two names CDNS and AVGO..thx

Q: Hello Folks:
We are seniors 75 years old considering somewhat re-adjusting our portfolio to include a sizable stake in BERK. We realize BERK does not provide dividends, however contain a superior mix of quality American Companies likely to weather economic storms better than most. We currently own a sizable mix of bank stock and understand you consider BERK a financial stock. Would you think we would need reduce our bank investment weight if purchasing BERK, or are there other segments we should consider reducing?
We are certainly don't intend doing so, however would BERK be a realistic stock to comprise the majority of a senior's (75 yrs.) growth portfolio (not considering lack of regular dividend payments)?
Thank you so much for your terrific service!!!!!
brian

Q: Please comment on the most recent quarterly results. What can be expected going forward?

Q: Hello Folks:
We have owned UNH for many years; it has been a good investment. Recently we have begin to additionally purchase ELV:US.
How would you compare the future of these two companies?
Thanks again for the great service
brian

Q: Great chart for AJG. My question is about current litigation for "green coal" - do you have any info/ advice about possible exposure/ risk?
thank you

Q: With the rapid need for liquid cooling in data centres and quantum computers and other high end chips are there any recommended liquid cooling stocks to look at for a small exposure in a portfolio?
Thanks, Lesley

Q: Hello Team,

NARI, buy, sell, or hold?

I would appreciate if you could speak to, cash flow, debt, and growth expectations.

Thanks,
Saeed

Q: 2 months ago you answered a question about COR and MCK in which you were positive. Since then both stocks have continued to do well. Are you still positive here for a long term buy and do you now have a preference. COR pays a better dividend.

Thanks for you great advice.
Ian

Q: As you look into your crystal ball, could you please prioritize, top to bottom, your top 5 US mid cap stocks for a five year plus hold. Thanks

Q: I have not been in oil for years but am reviewing the matter for diversification. But here we are with 2 wars going on , OPEC+ cutting prices , Russia selling oil at discount , the world awash with oil and excess production, governments pushing green. Economists ( gotta love those guys ) were talking peak oil and $200.00 pbl. not that many years ago. So why should I want to buy a commodity with such lousy metrics ?

If I do take the plunge I’m looking at these 3 large caps. IMO has long been a well run company and I like to align myself with the American masters who keep on doing buybacks. CNQ is also shareholder friendly and well run. SU has a 100 years of reserves, an attractive retail operation but continual operational issues.

What is your view on oil long term and your favourite of these three ? Thanks. Derek

Q: Hello Team,

RBLX, buy, sell, or hold?

I would appreciate it if you could speak to cash flow, debt, and growth expectations.

Thanks,
Saeed

Q: PATH may have broken out after more than a year. Was there any identifiable reason for that and have your view improved on the company?

Thank for you insight, Peter

Q: Vanguard S&P Small-Cap 600 Index Fund; ETF (VIOO).

What is your opinion on this ETF?

A buy or not?

Thank you.

Q: Your thoughts on! Karo US

Q: Seasons Greetings!
Can I please get your high level thoughts for DHR and TMO.
Do you like them for a long term hold?
If yes, are they sufficiently different so I should consider buying both?
Which one has the highest exposure to the "water" theme?