Investment Q&A

Q: Hi 5i, I haven't seen any recent comments on KLA. I'm interested in your perspective and whether you think it's a good buy today (recognizing that Nvidia reports tomorrow)?

Q: ASTS has popped this week but all the recent news is about pending lawsuits. Whats the cause of the jump? Can you also provide an overview of the stock fundamentals and opinion on the quality of the stock?

Q: …further to my earlier question on Druckenmiller’s recent buys, please address Cohr. What is the thesis for buying this stock? Thanks,

Jason

Q: Hi guys,
Looking into taking a small position in Alite . What are your thoughts?
Considering it’s a cloud company and only 4 years old can its business star against it copiteters. Is there any upside?
Thanks. Alnoor

Q: Hi,
Considering we a likely to see a continued increase in demand for Nat Gas given the number of LNG ports being brought online in the US, which would be your picks if looking to partake in what might be future gains and over what sort of period would you expect these potential gains to evolve?
Many thanks for all your insight!
Dawn

Q: I always like following the Form 13F SEC disclosures in the USA made by major investors. One of the guys I follow is Stanley Druckenmiller (Duquesne Family Office). I note that he has recently taken a new position in Kinder Morgan. Can I have your thoughts on this name for a new buy? Thank you,

Jason

Q: What do you think of spmo, as an alternative to the s&p500 or qqqq

Q: What 5-10 core stocks would you buy today in a new portfolio, in both CAD and USD.

Q: Hello,
Can you please recommend a few US blue chip large cap with reasonable valuation, decent dividend, some growth, buy and forget type of stock. I am reviewing my portfolio and looking for some ideas. No need to comment on why you like the names. Thank you,

Q: a buddy of mine recently bought this stock at $4 and in the last week its been as high as $14 and now he thinks he's warren Buffett , is there a reason for the sudden jump in share price ? thanks and have a super long weekend.

Q: If Trump wins this election i am considering moving most of my investments into the US market. I think that Canada amongst others will suffer thru his direction (dictatorship) and US stocks will do well. Would you have any stock recommendations should this election play out this way. Thx, James

Q: Seems 5i likes Trane, but you don't own it. May I ask why? Thanks Dan

Q: Following the recent positive earnings surprise and price increase, please provide an update on forward looking prospects and valuation metrics. Would you take a reasonable profit and exit the position now? Thank you.

Q: do you folks have any info on ocgn ? thanks

Q: Hi 5i,

In some jurisdictions in British Columbia all new homes being built cannot use gas for heating and cannot use gas appliances for cooking.

Also in BC there is a new program allowing low and middle income earners to replace their gas and oil furnaces with heat pumps for virtually no cost to the homeowner.

There seems to be a small but growing segment that is going in this direction. Are there any companies (Canadian or U.S. or even International)that specialize in heat pumps (manufacturing, installation, and/or maintenance) that you would recommend as an investment at this time?

Would Trane or Honeywell fit this description?

If there are any, could you please rank them in order of preference on a scale of 1 to 10?

Thanks.

Q: This was recommended by a money Manager and regular guest of BNN this morning. What do you think of this company?

Thanks for all your advice.

Mike

Q: What are your favored US Large Caps with some growth, medium risk.? Dividend yield is not important. Thanks

Q: your thoughts about this company please.
Would this not be an excellent fit for Linamar?

Q: Is AI becoming big enough to warrant its own category? I'm trying to find out what your recommendations are on AI companies going forward.

Q: In reference to your answer that we should consider being overweight the US at this time, can you give one US name in each sector for modest growth (not dividends) over the next few years? Please take as many credits as necessary with thanks.