Investment Q&A

Q: Can you please comment on earnings ? Good time to initiate a position ?

Q: Which of these US stocks do you feel have the best growth outlook when you review their management and potential? ISRG, FRPT, PODD, ETSY, TDOC, CRM, ZEN, SFIX, TTD.
Please rank in order of best to worst for a 5-10 year+ investment. Thanks!!

Q: Could you please give me a couple of suggestions for US Healthcare stocks. will be held in a RRSP account. I only have Guardant (Small position) at the moment. Thanks

Q: I wonder why ISRG just keep falling in recent two days ? Is CGNX at a good entry point now ? Why it has not done much for past 2 years while other AI STOCK recover ?

Q: Hi there,

I have a fairly heavy weighting of SIS that is about break even. I'm tiring of waiting for it and wonder what your advice would be on selling SIS to establish 3 equal weighted positions in VRTX, EXAS and ISRG? My thinking is I like the medical exposure and they are nicely diversified. Do you like this move and would you choose these 3 companies or suggest an alternative?

Thanks

Q: I know you have liked this stock in the past. It has been relatively flat over the last year (bouncing up and down) How do you feel about it now and going forward? Is there a better risk/reward trade off in the space?

Thanks!

Q: I wont to buy one of above mentioned stocks.
Which one would you recommend for growth.
thanks Andrew.

Q: I see that isrg is up very strongly (3%) on very large volume, in a down market. I can't find any news. Do you have any information that might account for such a strong move in such a weak market?

Q: Can you provide a current assessment of each of these. Both have taken a little step down in the past few months. Can you summarize why each pulled back and whether the events that caused it were a blip or a change in fundamentals that one should be concerned about. For a 5 year hold which is better or would you advise equal parts of each?

Q: Looking at adding one of TMO or ISRG to my TFSA. Can I have your analysis of both and your opinion as to which one would best be suited to a portfolio built towards capital preservation with some growth. Your opinion is greatly appreciated.
Thanks

Q: Hi
Can you please comment on the fundamentals of this stock and whether there are any reasons to explain why it has fallen since its apparently good July earnings were released.
Many thanks in advance for your sound views, which I definitely appreciate.

Q: Hi Team,

I am thinking a move from ISRG to SYK. what do you think about the move? Better growth without higher risk is what I am looking for. If you have a better suggestion please let me know.

Thanks!

Q: Hi Peter and Company:
I am under water re. above 3 US companies and 1 Canadian. Your advice, sell or keep? If sell, your recommendation with what to replace in growth companies, sector not important.
If keep, why? I prefer to trade if there is something more promising then
long term wait.
Thanks, Much appreciated as always,
Klaus

Q: on April 12 you stated ISRG was one of your favourite growth companies what is your current opinion in light of the drop in share price from 582.85 to a current price of 467.66.? plus any reason for the huge drop in price? thanks Richard

Q: I have held MO for over 10 years. It's done very well for me - tripled in value plus dividends. But it's probably time to move on. Traditional tobacco product sales are declining rapidly (not a bad thing to be honest) and investments in JUUL and Cannibis are probably years away from potentially paying off. I'm comfortable with my portfolio make up except for healthcare, which i have no exposure to. I've been looking at ISRG, TMO, BSX and BDK. I'm leaning towards ISRG based on their balance sheet (lots of cash, very little debt),market position, and potential growth but it seems to be in the doghouse after an earnings miss last quarter and it looks expensive on a fwd P/E basis. That said I don't mind paying up for quality. Your thoughts on ISRG or maybe one of the other stocks I listed? Deduct as many credits as you see fit. Thanks in advance.

Q: As a follow up to my previous question, which one would you prefer if you had room for only one additional position at this time.

Q: What is your favorite health care pick for a growth / aggressive growth investor with at least a $1 billion market cap? Perhaps you can list 2 and rank them in order of preference. I'm indifferent as to whether the company is Canadian or U.S., just looking for your favorite growth picks.

Q: Hi Peter and Company:
I am a growth investor, presently down on above 4 Canadian and 5 US companies.
Should I keep, sell, add or replace e.g. GC with TSGI.
Since US market usually outperforms CAN market I am fine buying all best US growth
companies that you will recommend...…..or mixture of US and CAN companies. Long term hold fine but not required. I will trade as required, i.e. when becoming aware of it. E.g. missed selling MX, where I had an nice gain but no alert to sell and now a significant loss.
Thanks for your advice
KS

Q: Hello, your thoughts on these companies going forward?

Q: What are you're thoughts on WBA's earnings. Given the recent selloff would you still hold it for the long term or sell. I do not mind volatility. If it is a sell what US stock would you replace it with for growth. Thanks Chris