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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: Do you think post-election sentiment on solar is overly negative? At what point might solar investments start to look appealing again? Would you consider Enphase as a preferred investment option in this scenario? If not, could you recommend a solar stock with strong potential should sentiment improve.
Read Answer Asked by Colum on November 11, 2024
Q: Good Mornings,

With much thanks to 5i, my winning stocks far outweigh my losers. However, I'm thinking of doing a little post election portfolio cleanup of two stocks.

Just trying to decide if I should consider cutting my losses on Aspen Aerogels and Transmedics, or if you think the analysts might have it correct and they are worth holding for another quarter or two?

I think I may have missed the boat on Axon, which I have deliberated about buying for two years. It has gone up so rapidly with the Trump win, that it may do some consolidating for a while.

If you have some small-mid cap suggestions that you think are showing good momentum and might be a replacement for ASPN and TMDX, please give me a few ideas. This could include Axon or any other sector stock, US or Canadian.

Thanks very much,

Brad
Read Answer Asked by Bradley on November 11, 2024
Q: Costco had a pretty big jump in its share price this past week....was there any news or anything to explain this?

Also, while Trump only takes power in January and things take time, but it is often said that the market is forward looking. I have to think that a lot of what Costco sells is imported (eg from China); though his threat might just be a lot of hot air, does the potential for them have a significant impact on Costco if Trump brings in big tariffs? Is this anything to worry about?

Thank you for your excellent service
Read Answer Asked by Leonard on November 11, 2024
Q: I have held a position of about 2.5% in MG (was higher, but its performance has lagged that of my overall portfolio, thus the decrease in relative exposure) for years now, and have maintained the investment due to a decent dividend (about 4.5% at today's price) and low P/E (trailing P/E listed as 11.59, current forward P/E quoted as 6.75 with Yahoo! Finance). I am concerned that the potential of the US exercising tariffs on goods imported to their country could profoundly impact MG's future performance. I believe that Magna does have some factories in the US: would this exclude them from having tariffs levied on US consumers of their goods?

If MG would be affected by tariffs, and a pivot to another investment would be prudent, I have been considering AXON and ISRG as potential replacements (my portfolio could tolerate a decrease in Consumer Cyclical exposure, and I feel I have room to increase exposure to Industrials and/or Health Care).

Ultimately, my questions are as follows:

1. Will MG be affected by the potential for tariffs to an extent strong enough that an exit from the investment should be seriously considered?

2. Of AXON and ISRG, which company do you feel is poised for greater growth in the next 36 months?
Read Answer Asked by Domenic on November 11, 2024
Q: Since the results of the US election were clear, I wanted to move a few dollars around preparing for the next 4 years. Can you rank in order the 12 stocks listed from best too worst. Only looking for capital appreciation over the next 3-4 years. Thanks.
Read Answer Asked by Kevin on November 09, 2024
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