Investment Q&A

Q: MRVL is down well over 50% from its highs before and after year end. Can you explain why it's being hit so hard and comment on its recovery prospects?
Thanks, Hugh

Q: Can you update your opinion on SOFI please? I know it was spoken of positively and rose near $18. How does it look to you at $10+? What would cause you to start a position and at what price? What do you consider to be fair value?

Q: Could i have your analysis of this company- expected growth , profitability and balance sheet metrics. They have a great sports property but is it a good investment here?

Q: What is your current opinion on TXN? Seems to be struggling.

Q: Hi...

Could you discuss RBRKs last earnings, it's business model, head and tail winds and your thoughts in general.

thx, M

Q: Which of these would you suggest for a long term hold and why?

Q: On these 7 themes please pick your favourite one or two stocks for each theme based on your view of the best potential performance over a 3 year hold with "appropriate" thought given to concern for downside potential based on corporate debt, management, current valuation or any other concerns that would prevent you from choosing a given equity. For most themes suggested equities are provided however please feel free to ignore those if not your favourite one or two. 1. AI COMPUTE (META ASML) 2. AI SOFTWARE (AVGO IBM) 3. POWER AND UTILITIES (NEXTERRA DUKE AEP) 4. BUILDING PRODUCTS (INHD AEHL WSO CRH) 5. LIFE SCIENCES 6. HEALTHCARE SERVICES (MERCK TMO AMGN SYK) 7. ELECTRIFICATION AND INDUSTRIAL (GEV EOSE GWH MVST). BIG ASK I know but likely of broad member interest and I seldom ask questions. Thank you.

Q: Nasdaq: if you had to predict (not going to hold you to this) whether the Nasdaq hits $1750 or $1575 next, which number would you be more confident in?

Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX

Q: Hi

I am looking for income in my RRSP account and and I am looking at this stock for a 1% weighting to start.

The last time a question was asked on this stock was several years ago..

The high estimate is $27.00 US.

I thank you for your time.

Sincerely

Mike

Q: I own the above stocks/funds. Do you think it’s best to continue to hold or sell to purchase different investments?
Thanks

Q: Peter; Is there an ETF that tracks “ grains” ? Thanks.
Rod

Q: May I have your assessment of Steven Madden Ltd please. (SHOO:US)
How would you rank it amongst peers?

Thank you

Q: Hi team,
I am interested in purchasing Srad. However I was thinking there might be a better entry point . However I watched it today where big tech was selling off 7-8% this one ended up only -1.8% and seems to be holding up strong. Should I have patience here ? Do you see any rush to buy the name? What price would you suggest taking a position ?

Thanks ,
Shane

Q: Any further insight or update on their progress? I would have thought the turmoil in their sector would prompt use of their facilities - but the stock languishes.

Q: At what price would you recommend entering a new position in PH? Give the political climate along with the downturn of stock prices, what would be your top 3 picks for a US industrial stock?

Q: You haven't reviewed CRISPR in over a year. Any new thoughts on prospects for further growth?

Q: I made a terrible mistake and shorted the stock market yesterday. Consequently, I am down BIG TIME. I need to cover my losses and sell some stocks. Which five of the following would you suggest selling if I am thinking long-term holds? Should I sell some of each? Which should I sell the most of?

Q: Hold both, at a loss.
1) sell RIO, buy back in a month.
2) sell RIO, plow proceeds into FCX.
3) do nothing.
4)?
Your advice'd be appreciated.
jerry

Q: Hi 5i Team - Could you name a few companies that service AI data centres in a structural way such as construction, maintenance/repairs, cooling, etc. Also a few companies that provide the power needed to run these centres. These would be stocks that have good growth ahead of them. Any market cap is fine but at least one small cap and a couple of mid caps. Also a combination of U.S. and Canadian companies.
Thanks.