Investment Q&A

Q: My question is concerning the NYSE traded ETF MSTY as well as the MSTY.CA ETF. Mike Khouw recommended the NY traded ETF as not so much a play on Microstrategy as it is a play on the options trading volatility on that particular stock. Could you provide your analysis and opinion regarding this ETF. Could you also compare differences and similarities of the NYSE ETF and the
Canadian one. Lastly would you recommend either for an income focused investor? Thank you as always.

Q: I hold about 15% of my holdings in Google.

What is your take on Google, do you see AI chat bots eroding its core strength in search ?

Is it time to reduce my exposure, if yes…. Which other growth stocks would you suggest, what would you be comfortable buying at these valuations after selling google

Q: Hey everyone, this 1b dollar company looks amazing to me. What am I missing? They have over 300 million in cash and are cash flow positive. This type of drug has been acknowledged recently as part of a drug regime that helps people with lupus nephritis its a calcinurin inhibitor.

How would you value this company? the market doesn’t like it even though it’s making 260million a year going forward with no debt. Is there an issue with the IP?

Q: Trump’s pro-U.S. policies (tariffs, tax cuts, deregulation) are driving U.S. market growth. What would the best US dollar etf's be to take advantage of this growth. This will be held in a unregistered account. TY!

Derek

Q: Hello 5i,
Anything to add to recent comments after CRWV reported their recent earnings?
Thanks
Dave

Q: After a year of relaxing, NXT finally made it back over US$60 this week. What are your thoughts on this company? Hold for future growth or sell due to Trump's ambivalence toward renewable energy? Thanks.

Q: Hi Everyone,

Can I ask your favourite (3-5 names) US Industrials names right now and a brief statement why? I'm not concerned about the tariffs or recession possibility, but rather wondering what do you see as some great opportunities right now that have serious potential beyond the current situation.

VRT is my only US "Industrial" at present.

Thank you!

Q: Would you prefer TLN o GEV for a long term hold? There is quite a difference in P/E.

Q: Good Morning. Would appreciate your thoughts of these 3 smaller names after earnings and guidance. Thank you.

Q: Good morning and thank you in advance. Would you buy Nebius at its current price after its recent run up, wait for a pull back, or wait until after earnings report on May 20. At what price would you add to a position?
Dan

Q: To Follow up on my previous question about the company’s earning report, would you still feel comfortable holding it for the long term?

Q: VHT is hitting some lows, being effected by UNH which is a 4.7% position of the fund. Do you see upside from here, or is it a cautionary sector right now? How do you see the sector going forward? Thinking of stepping in as my healthcare part of portfolio is low. Thanks.

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?