Investment Q&A

Q: Which of the above would you choose today?

Thank you!

Q: Just an update to ensure the long term thesis is still valid. Are they down due to a growth to value move? Does it look like crypto currency’s weakness is dragging the share price down? Buy, sell or hold?

Q: What are your thoughts currently on Redfin? Any recent developments to be concerned about or the thesis is still strong to start a new position? Thanks.

Regards,

Shyam

Q: Good afternoon,

What companies (maybe 3) does your firm believe are at the leading edge of artificial intelligence? Please, if possible, explain what their foci may be and perhaps suggest what they may have a comparative advantage to their nearest competitors,

Q: Could I have your thoughts on Chart Industries .
Thank-you.

Q: I've been looking for stocks with favourable value metrics which also demonstrate solid earnings growth and have come up with the above list. It's a little heavy on the retail end which worries me somewhat with covid still being a thing. At the same time, retail stocks are enjoying solid sales and anecdotally, it seems to me that people are anxious to get out there and spend.

With respect to Doo, H&R Block, WSM, and BBY, these have seen decent levels of share repurchases which is appealing for obvious reasons.

What do you think of my list with a view to holding and forgetting for at least one year? Anything you would cut out? I don't like foot locker as a store for instance but the financials appear attractive. Thank you as always,

Jason

Q: What do you think of the above two companies with ST as a EV play and STNE as an economy recovery play in Brazil?

Q: What is your view on how Chinese companies listed in US exchanges are being affected by the delisting threats and the Chinese government response. Has this increased investment risk in Chinese companies? I currently have a position in XPEV and am trying to reassess if I should continue holding it.

Q: Strangely, this firm doesn't appear to be in your database; however, its numbers, on the face of it, seem too good to ignore. Can you please comment? CCAP:Nasdaq.

Q: Australia seems uniquely positioned to join and / or lead the green energy wave with both ample green resources and rich mineral deposits.
Whereas electric may have "won" the automotive market, still up for grabs are the heavy industrial applications - trucking, shipping, aviation, steel production....
Reference the Fortesque move into green steel production via green hydrogen.
Do you see any opportunities here, how to participate? When will this put pressure on conventional steel like LIF?

Thanks,

Jim

Q: I recently cashed out of IWO (nearly doubled) but in violation of your rule against selling anything just because the price is too high. It is now a bit below where I sold. Wondering if I should go back in, wait for a stabilized rising trend, or pick something similar (SPY?) that you like better for 2-3 year hold? Thanks Jim

Q: Would appreciate an updated opinion of this company. At this moment, is it in your opinion a buy, sell or hold? With thanks.

Q: According to my portfolio analysis, I need to increase my US & international exposure. I am underweight in materials, real estate, communication services and utilities. Could you suggest 2-3 of your favourites US stocks for each of these 4 sectors? I greatly appreciate all the good advice I received from being a member of 5iResearch.

Q: I own MDT and ABBV in the Health Care Field. I am thinking of selling MDT and buying DIS. I know these are in completely different sectors but was wondering if there would be more growth in DIS going forward?
Thanks for all your professional advice.

Dave.

Q: Will Watson health separate from IBM? If it does separate what will be the impact on the IBM and Watson health stock?

Q: Hi there - looking for some commentary on SAVA . I've read that they are presenting their findings sometime this month to an Alzheimers conference, and their trials are progressing extremely well. Hard to tell if this is a buy at ATH, or if the upside is already priced in.

Q: I was wondering if you could please provide me with an update of this company and whether you like it as a growth company going forward. I understand it is a very valuable company in the planning, design and construction of chips.

Thanks

Dave.

Q: there has been a law suit filed against this co. Please state any information 5I has regarding this co. Thanks Gary

Q: Hi, can I please have your opinion on the news of Wells Fargo shutting down all personal lines of credit accounts? The media is referring to this as a "restructuring". However, this seems very unusual and uncommon.

Q: How do you feel about investing in NVTA right now? Do you agree that their annual compound growth in revenue from 2017 to 2020 at 42% will translate into a higher price in the next few years? What would concern you about NVTA.... balance sheet? Thanks!