Do you think the possible blacklisting of Huawei from many western countries is a significant event wrt the 5g rollout? If so, which non-China competitors do you think stand to benefit most.
Q: Cantor just initiated coverage with a $27 price target on Therapeutics MD saying their three products are under-appreciated and sales will rise faster than expected.
What do you think and is there a short position on this stock?
Thanks.
Q: I was hoping to get your opinion on PATK, it has been beaten up pretty bad from yearly highs. I'm down about 50%, is this a company you would add to at this point. I originally invested due to the management team. Thank you
Q: Well I still own Maxar and getting whacked—down 80% on 300 shares. I know you are no longer covering and advised to sell but with their US domicile now and tax loss selling do you see a recovery in the new year.Business does not seem that bad. Would they be an attractive takeover at this price. Lots of debt I guess is not good. For sure as soon as I Decide to bail the stock will rise ! Lol
Q: Thinking of selling a portion of holdings the above to buy XQQ.
Some are in my cash accounts and the in my RRSP.
The tax loss and gain is zero in my cash accounts.
Gain a bit of D/E and get US exposure.
Thoughts
Q: I hold BAC and am underwater about 10%. In the present investing climate do you think there would be more upside potential by switching to AIG? Either now or just into the new year? Thank you.
Q: With the additional 6K TFSA contribution room nearing, I was wondering if I could get your current top 10 USA growth stocks you’d suggest come 2019. I will not need the money for at least 20+ years. Sectors and market cap is irrelevant. Just your best ideas for 2019 and beyond. Thanks as always
Q: I would like to add some income stocks or ETF's for the US side of my RIF that pay the income in US dollars. Income is the primary focus and growth is secondary. Do you have any suggestions?
Q: Hello, Please provide your views on both DBX and LAM. I have losses on both, and was wondering which one (or both) would you sell for tax loss reasons. Which do you feel would recover quicker.
Q: Good morning .
In reading your latest 5i research news I noted that you ended with this advice:
think investors should be sharpening their pencils on their 'wish list' for stocks in Canada and the US.
In this theme could you help with creating a wishlist for both Canadian and Us stocks for us . For myself this would be much appreciated . I have spent lots of time working on my own list and would greatly appreciate a 5i wishlist.
Thanks in advance
Victoria
Q: I've held PATK for less than a year and i'm down 40%. I liked the company's growth, mgmt, but the sector has been hit hard and sounds like more of a decline to come in RV sales in 2019. Would you hold on to PATK or get out now? Would NFI be a good option for more growth and a dividend or is it just more of the same with it being in a similar cyclical sector? Other replacement suggestion?
Q: Curious as to what's attracting Buffet to Apple. Could they be due to transform from selling product to a subscription model and enjoy a renewed period of growth similar to Microsoft?
I've enjoyed a good ride with CSU, but wondering if it could be timely to sell and purchase Apple. Would you proceed or not?
Thanks Peter.