Investment Q&A

Q: With the anticipated increase in demand for travel what are your thoughts on this travel ETF? Thanks.

Q: I just watched the most recent Kevin Oleary you tube plug on the above. He was promoting Bitbuys investment in Montana. Do you have a recommendation for a Data Centre / Data Collection position strategy ?
Amazon AWS ? or other ?

Q: Hi 5i
Just read an article about ‘ synthetic biology’
Sounds interesting. Do you know anything about the industry? If so do you see any companies that look of interest.
Thx
Gerry

Q: For aggressive growth investors what 5 small/mid cap stocks in the U.S. are you bullish on right now. Lots of time on my side.
Thanks

Q: An excerpt from Oaktree's quartley letters,concerning the US power grid, states:

The entire power grid needs to be updated and reimagined in many ways – some obvious and some that take more expertise to appreciate.

For example, substation equipment will need to be upgraded to handle renewable capacity additions. Tens of thousands of miles of overhead conductors will need to be replaced, and new lines will need to be built. And new distribution equipment, such as transformers, will need to be installed and serviced. In short, we believe investors should focus on the entire electric power value chain – from generation through consumption.

Could you please list some companies that you feel would benefit from the above changes.

Q: Hi group would you add to ATZ (or hold/sell) before results are posted on July 7th what are you expecting on bottom line ?

How do you rate the Fang stocks if you were going to buy only one who would that be? -

what would be a good entry point for Tesla and why

Q: Please rank these for a 3 year hold. I'm down in all of them, except AAPL, ISRG & TSLA

Thanks!

Q: Can I get the valuations of LRCX and KEYS
Are they profitable companies that I can hold for long term

Q: Would you be a buyer of US Banks now or would you wait for potentially lower prices? I have a small position in RUBY which I'd like to increase but it is down 26% from my original purchase price but I am not sure how US Banks are expected to perform in this market and facing a possible recession.

Q: What do you think about ASAN at these levels and valuation re-rating in the tech arena ! I am wondering if it will have a big bounce on any upcoming recovery, even if a brief bear market rally....to exit my final portion, or to keep for longer term growth recovery? Thx !

Q: Good afternoon - I am about break even on a full NVDA position and am considering selling and purchasing QCOM. Both are well down from their highs and while NVDA may have a higher ceiling, QCOM does pay a dividend which I am eyeing with interest. What do you think, and why? Thank you

Q: hello 5i:
market (S and P) down close to 2% today (Tuesday) and QCOM up 5%. Were the earnings and outlook THAT good? And where do you see it going from here?
Paul L

Q: The Canadian ones of the 4 resource stocks above have dropped a considerable amount over a short period. The two US ones, have been underperforming for months. Is there any I should part company with?
FNKO on my Market Call List - over the past two years is one of the top performers. Would it be a good replacement as I intend to get out of at least one or two of the resource stocks mentioned above. Thank you,

Q: does mttr hold any special applications that the big boys need or is it very speculative or pretty good potential with things lining up ?

Q: Can I please have your thoughts, opinion on this company and would you consider it a buy for a long term hold? Thank You.

Q: Dear 5i,
Do you like DHR and/or TMO for a long term buy and forget stock?
If yes, which would you prefer one or both?
Is there much overlap between these two stocks?

Q: What is your opinion of this us value fund. The shares are down lately and the dividend is very high at more then 23% but has been steady for many years. Is it an opportunity or a danger pit ? Thanks

Q: Hi,

For a long term hold and at current market prices, would you have a preference between MSFT or AMZN (either one would be a new position for me)?

Thanks,
Brad

Q: any comments on class action? Being down 78% should i simply join in to try to recoup part of the loss. I realize you, partners etc... still own shares but trust your opinion.
thanks
Sherrill

Q: Please provide me with 5 US large cap stocks you feel will have the best upside. Is it to early to get back into the market or would you wait until early October.