Investment Q&A

Q: Hello 5i can you comment on wtw earnings Thanks

Q: Thoughts on Arista Networks?

Also, if I bought this company back in January for a long-term hold how much homework do I need to do moving forward? The volatility doesn't bother me I just never know when a pullback is due to a long term structural issue or short term trading activity. There is a lot of noise out there!

Q: Can you give me any insights on this company. They seem to have reported good numbers. Yet the their stock sold off. Would it be ok to add to my position.

Q: Your staff is allowed to buy stock on the US exchange.Can you tell me what your people are buying as of late?
What are your thought on Qcom?
You think its a good candidate at this moment and why?

Q: Which do you think has better growth prospects going forward?

TIA!

Q: Hi Peter, pls comment on the earnings for LFUS and IRTC and give any thoughts you have on continuing to hold. Thank you.

Q: If you were to start a growth and balanced portfolio in the USA tomorrow, what would be your top 5-8 picks for both portfolios. Also, based on your experience, what management teams do you regard as top allocators of capital, USA firms. Thanks for your great service.

Q: Group - Several weeks ago I asked a question about both Canadian + us banks +Pay pal +Score and so on. The question was that I was watching my profits slowly but surely disappearing in the sector ( I have been heavy into Financials for the last 2 yrs so have done very well) . I wanted to cash out but was advised that with strong quarterly results expected to hold on and everything would work out (I hold 20 % total portfolio exposure). I want to revisit the question now all the companies have reported earning and they continue to drop especially US holdings. Please give me your present thoughts on the sector (both Cad + US Financials+ the overall market its getting ugly and strong earnings are not helping the overall trend downwards. Thanks for your valued opinion . There are several questions here so deduct as you see fit

Q: Hello Folks;
Do you an have opinion on Northern Pacific Railway. Currently I have a 5% position in CSX railway and considering selling my 5% position in Parkland Fuel for Northern Pacific, as Parkland appears to have topped out. What is your thinking on such a trade..... CN and CP appear to offer more limited scope. I realize rails are riskier bellweather industrial stocks than a Parkland Fuel, Boyd Collision etc. I My uncertainty results from concern of whether the US economy continues it’s upward momentum. Do you consider a 10% allotement to US rails excessive?
Thank you for your great service
Brian

Q: RPD-Q
Would like your opinion of Rapid7 (RPD-Q).
Would it be wise to buy it now?

Q: Can you give your opinion on Shutterstock (SSTK)? Thanks.

Q: Your thoughts on the latest quarter? Why do you think the stock is down over 50% from Jan highs? Would now be a good time to buy? Thank you.

Q: Outstanding quarter , Your thoughts please.RAK

Q: With the availability of natural gas is there hope for this company? or is better look elsewhere.

Q: Please give me your much valued opinion on this stock. Thanks.

Q: Would you know why CVS has had such a drop the last couple of days?

thanks

Q: Hi !
As I want to add one or two US industrial to my portfolio, which ones would you recommend strongly at this time and why ?
Would Flir Systems (flir-q), Caterpillar (cat-n), Advanced Emission Solutions (ades-q) and NV5 Global (nvee-q) be among your choices ?
Thousand thanks for your precious assistance.
Jacques

Q: Thoughts on Paypal as a 5-year + hold? Can I buy the dips?

Q: Sodastream apparently beat expectations and raised guidance. The stock rose in the premarket but is down over 5% now. What have I missed? Is this a stock you would own?

Q: Looking for a US stock with a good dividend. I'm 80 so a little volatility is okay. I'm willing to hold for 3 years. If you had to pick one of the three which one and why or do you have a better choice?
Thanks