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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good morning again, I just sent the beginning of a question and inadvertently sent it before I finished!
Here it is , hopefully in its entirety,
I am building a long term portfolio, 10 plus years, and would like to add 2 or 3 Large US Technology stocks. I am looking at AAPL , GOOG AMZN and MSFT , I already have NVDA and are not interested in FB. Any thoughts on the above, which order would you suggest buying them in, and are there any others I should consider? Also can you explain the difference between GOOG and GOOGL Thank you
Read Answer Asked by Fredrick on October 25, 2021
Q: What metal sector(s) would you recommend that will stand to benefit the greatest from the move to renewables. Please provide 3 growth companies to consider.

Would you also please provide 3 value companies that show solid values and good rebound opportunities in the same or similar sector.
Thanks, Peter.
Read Answer Asked by PETER on October 25, 2021
Q: what are your thoughts on thermo fisher at current prices for a long term hold. I would like some health care exposure without drug specific concerns.
It seems to me that Thermo is the Magna of pharma and biotechs is that a fair comparison ?
As they produce all the products necessary and even produce drugs in small batches for some pharma companies.
Read Answer Asked by Geoff on October 22, 2021
Q: Hi,
So at this point do we just assume SNAP is technically 'broken' for now? Better to salvage some capital and move on to a better opportunity? My guess is this earnings miss and selling on heavy volume would indicate a long road ahead to repair the current technical damage - but I would appreciate your thoughts on whether to hold or sell SNAP.
Thanks!
Dawn

Read Answer Asked by Dawn on October 22, 2021
Q: Could you provide the names of some companies that have declared their first dividend over the past several months. Canadian or U.S., any size market cap. Thanks.
Read Answer Asked by Rob on October 22, 2021
Q: Hello!

Can you please provide your comments on Camping World Holdings as a longer term stable growth holding? It seems to be rolling out a pretty nice network and leveraging the Good Sam name. Any red flags? Any "more preferred" names in a similar business? I see the theme of camping continuing to be strong.
Read Answer Asked by Kel on October 22, 2021
Q: Good morning!

I hold a 1/2 position in Magna. I do believe in this stock longterm. With the shortages and things appearing to be priced in. Is it time to top up to a full position?

On a separate question what are your highest conviction growth pics in TECH for the 4Q.
Preferably US but can spribkle some Canadian names as well.

Thank you for the amazing input and service. It's been immeasurable.
Read Answer Asked by Adam on October 22, 2021
Q: I have a question about the dental health care space. I held onto Danaher for a few years, primarily for its dental holdings, but they were spun off into another company, Envista, in 2019. NVST has not performed as well as DHR since the spin-off, but its product lines are very well-regarded in the field (first-hand knowledge on this point). I believe that the products will maintain their popularity, but I would really like to hear your thoughts on the management of NVST, as well as how you feel the company as a whole will perform in the next few years.

I have been also considering starting a position in XRAY (again, first-hand knowledge of its product lines, which are very good), or pivoting towards distributors, such as HSIC and PDCO. As always, I appreciate your insight, and look forward to your response.
Read Answer Asked by Domenic on October 22, 2021
Q: Hi 5i,
Back to PINS and PYPL again. Given SNAP’s lower earnings and Apple’s new privacy settings making it more difficult for advertisers on SNAP, would you expect PINS’ upcoming earnings to show a similar problem? If so, would PYPL have signed some form of NDA with PINS so that they would have knowledge of PINS’ upcoming earnings and any Apple privacy impacts?
Thanks again.
Dave
Read Answer Asked by Dave on October 22, 2021
Q: Good Morning
This morning Peter McKeough is recommending that T is a buy. He is forecasting a 7.7 Price /Earnings ratio for the 2021 earnings.
Is this the right time to average down on this stock?
I will appreciate your insight as always.
Thanks
Read Answer Asked by Terry on October 22, 2021
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