Q: I hold ATVI in my RRIF for long term income and growth. Assuming that the acquisition by MSFT closes, what would be your top three choices for consideration as replacements within the communication services sector?
Q: Are you aware of any companies that recycle batteries. With the growing number of electric vehicles and batteries do have a life span, something has to be done with all the used batteries.
Q: I am wondering what you think of Home Depot for writing covered calls as part of an on going cash flow enhancement strategy.
Along those lines I am wondering what factors you would look for in a stock for a strategy such as this?
Many thanks.
Mike
Q: I am interested in investing in the EV Charging market and am looking at EVGO, CHPT and BLNK. Could you rank these in order of potential growth and add other companies that would be of interest.
Q: Hi 5i Team - Could you provide an update on ESS: fundamentals including the strength of the balance sheet, reason(s) for its steady decline since the IPO in the fall, insider ownership. Also your opinion of the potential upside from here. Thanks.
Q: I am thinking of making the following move. Selling my TECH and then on the US side of my portfolio buying the top three from the fund. I am thinking MSFT, AAPL and GOOG. Do you agree with these three as the best of the six? And if not which would you switch out and why? Please note that for any buys that I am currently making companies need to be in a net cash or minimum debt situation. And am I right in presuming that I could claim the capital loss on TECH even though there is technically considerable overlap here? Thank-you.
Q: Hi, we are trying reduce our Technology exposure in US stocks. These are the companies held in our portfolio, in this sector, with weighting in descending order as follows: AAPL,MSFT,AMZN,MA,V,GOOG,PYPL,NVDA and ISRG.
How would you rank them, Today, based on the current valuation, growth prospects and risk ?
Also, should MA,V and PYPL be considered different than others ?
Q: Good morning, can you comment on the earnings reported by CSX? Figures seemed solid, yet dipped in post-market trading. Is the industry facing some headwinds?
Q: As a follow up to my last question on PINS, what names do you think are most attractive on this tech selloff considering a mix of quality/growth (like a middle ground of ones that been seemingly oversold but also are quality names that can weather a storm).
Would PINS be high on that list? What are 3 others? Any info on their valuations/growth prospects is appreciated!