Investment Q&A

Q: Fiserv has slid approximately 15% today. All I see in the news reports is 3 upgrades to "buy", so I am interested to know if you have any insights that may cause such a precipitous drop in price. Did I miss a share split or something?

Q: All of these stocks I have positions in and would like to add only if the price is right. Can you give me a target number for each stock listed? CRWD, PLTR, SOFI, AMD, GOOG, IWO, META, AMZN, GSY, UBER, L, DOL. Take as many credits as you need. I'm 33 and these are for retirement so long term horizon.

Q: I'm down 10% on AMD, do you still think it has good potential. Saw a youtube video saying it's about to 100X haah. I have a small position and considering adding here let me know your thoughts!

Q: TMO on downward trend. Is this a buy, sell or hold and if you recommend moving on but staying in the same area what do you recommend? If leaving healthcare, what is one strong conviction stock to buy today in any area? Thank you!

Q: Hi Team,
Over the past several years, as a general rule, one of the best buying opportunities seems to be buying quality, best in breed companies while they are down. Stocks such as NVDA, META, SHOP, BN, CRWD come to mind here where in the past we have seen significant sell offs but the quality names always seem to recover. My question is, are we witnessing this type of opportunity right now with UNH? In reality the name has been a steady eddy, reliable grower in the sector for years. Now...it loses over half it's market cap in a month? In my un-professional opinion this seems much too extreme to me for a company of this magnitude, with a long track record of success, and seemingly huge moat in the US. Is it time to start picking away at buying this name, collecting the now near 3% dividend, and sitting on it for the longer term? Collecting the div and having the name recover in say 3 years would calculate to a quite lucrative return. Thoughts?

Thanks,
Shane.

Q: My focus is on ELV. With the Medicare fraud investigation just announced on UNH, is there the potential for similar risks at ELV? Its stock price seems to have moved down in sympathy with UNH recently (a classic M-pattern technically speaking).

What are your thoughts with a long term investment in this space, and in ELV in particular?

Q: I have small quantities of above Companies. All are under water. I wonder if it is a good idea to add...fearing the "falling Knife" problem.
Please rate in sequence of adding.
Thank you!

Q: What do you think about this stock? It's down a lot, so does it have a good chance of recovery?

Q: With their recent good numbers and guidance and their expansion into AI infrastructure, what do you think it means for them in the future for the next 6 to 12 months.

Q: Do you have any suggestions for companies that will benefit from potential increases in defense spending - Canada and US

Q: Do you recommended QCOM as a good stock to own for long term dividend growth? Are you concerned about Apple and other cellphone manufacturers moving away from QCOM technology? I already own TXN and AVGO - is QCOM sufficiently different to hold as well?

Q: Your current view on RKLB? Thanks.

Q: Can you report on their latest earnings? Was it affected by the California fires?
What is the expected growth going forward?
Would you continue to hold this company?

Q: Can you please list your 5 highest conviction large cap and med cap stocks for a 5+ year hold? All US holdings please.

Also, is it fair to say the market has fully rebounded? Or is the worse still to come? I understand it’s impossible to predict, but your thoughts are much appreciated.

Thank you for everything

Q: SMCI surged today after announcing a $20 billion deal. What impact can this deal have on the company's future earnings? I hold a small position in the stock. Should I consider increasing my investment? I'd love to hear your thoughts. Thank you.

Q: Hello Team,

I have some funds available in a US trading account, could you name your top 3 US suggestions, I currently own NBIS and CLBT, so looking for some high growth names.

Thanks

Q: Summary of earnings ve expectations? I have been waiting on this one and thought I missed the ride. Is this a buying opportunity and why? Any negative material change or just an overreaction to earnings/guidance?

Q: What are your thoughts of AirBNB for the long term and it's current valuation?

Q: What are your thoughts on RE/MAX? I had initiated a position a couple years ago right before the class action losses and settlements related to the broker fees (so I'm down about 50%).

Most of their cash will be paid towards the settlements once the appeals are done, but it's already recorded as a payable so there shouldn't be a material impact to earnings once it's paid (although that cash will be gone).

Do you think now is a good time to add (assuming we get an eventual upturn in the cycle) or do you think new money is still better deployed elsewhere in the markets?

Q: Your analysis of Nurix's prospects will be greatly appreciated.

We value your feedback. Thanks

Thomas