Investment Q&A

Q: Could you please comment on their results and outlook?
Would you add to existing position?

Thanks,
Milan

Q: I am considering investing in this company. Can you please comment on the recently announced earnings. Do you like this company or is there another company in this space that you prefer. What type of return would you expect going forward? Thank You.

Q: Can you rank the best (top 3 suggestions) U.S. water utilities with criteria being low volatility and dividend?

Thanking you,

Q: Hello again your thoughts please on OIH :US Fund or your recommendations on a energy fund
Thanks again

Q: What do you think of msft quarter. They seem to beat the estimate yet the stock is down.

Q: I raised a little cash in my U.S. account after enjoying a 12%+ gain since the start of the year. Looking to take advantage of some opportunities over the summer months. Can you list 5 U.S. stocks to watch that I should consider if they pull back over the summer? I currently own BMY, ABBV, AMZN, NVDA and COST.

Thank you,
Jason

Q: I have a large position in Tdoc relative to my portfolio which I’ve been holding at a loss since Feb. Can I get your comments please on the earnings? I’m wondering whether to hold and hope for a recovery. My average cost is $213. Thanks.

Q: I understand that there is a shortage of semiconductors. Given this situation is it a good time to buy SMH or stay away from this sector? Thank You.

Q: What do you think of Amgen as a long term income stock to hold through retirement? Thanks

Q: TTCF Tattooed Chef Company. Plant-based foods, appear to be growing quickly, good distribution partners, growing product line, looks like cash on the balance sheet to help facilitate growth, vertically integrated.... Too small? Too early? Too much competition in this space? From a high level, do you have an opinion on this one?

Q: Have been watching this one for awhile now and it has great momentum and decent volume. It reports on May 6th and I would love your analysis of them. Is it going to be another Restoration Hardware?
Thanx as always
Gary

Q: Protalix, Is down 40%. I see no news anything at your end.
Thanks

Q: Could you comment on KMB and if you think this is a good company to hold for long term, dividend. It seems to have high debt. Are there other similar companies you prefer.

Q: ABBV is mentioned and recommended frequently in the 5I questions. I have heard that Humira is its strongest asset; is that the case? A BNN guest the other day referred to Humira coming off patent in 2023; does this affect its long term prospects? The company has a very healthy dividend, especially for a US entity; is this sustainable in the long term? Any other comments about ABBV? Thank you for your excellent service.

Q: Your thoughts on the SPOT quarter? Thx, M

Q: Hello Folks:
No one can predict markets, however with the S&P and Dow close to records I would think upside less likely than downside.
Consequently we have sold Deere and Cat at good profit as their PE ratios make it difficult understanding where much upside can be achieved.

We have a 7% position with Amazon, In your view would you keep this position or sell one half on the basis of being able to replace at a much lower future downturn price, or would you leave it alone.

Do you feel because of these inflated PE ratios one should raise some cash for a future downturn?

I am always am aware of the old adage that one's stock portfolio is like a bar of soap; the more you rub it the smaller it gets.

Thanks again for your great service
brian

Q: I am looking to more real estate to protect from massive inflation from money printing everywhere. I already have PM's and already have a bunch of Canadian Reits . I am looking to buy more in the US. I already have STOR and SPG ,I am thinking about COLD and Gladstone land corporation LAND mainly because I am from agriculture and Michael Bury has taken an interest in this company.I know it's out of your scope but any opinion would be appreciated.

Q: Could you please comment on their earnings and outlook?

Thanks,
Milan

Q: Good morning. Looks LLY is going to take a bit of a hit this morning. What are your thoughts on the company and it's growth potential. I have little Healthcare exposure. Would you consider this or prefer something else?

Q: I am up 145% on TTD (thanks!) and it is now 10% of my portfolio. Should I sell 25% or 50% of it, and if so, what should I buy to replace it? My other US tech holdings are PINS, VEEV, ICHR, PLTR, AMZN, FB, APPL. My US tech is the largest part of my growth sector, is there hole to fill in my list?