Investment Q&A

Q: Thoughts on the quarter please?

Thx

Q: Hello,

I have small investments in LLY, ISRG, and UNH within the health sector. With the recent news about increased competition for LLY in the weight control product market, should I take advantage of the price decrease to increase my stake in LLY, or would you recommend another biopharmaceutical company?

Thanks. Esther

Q: I hold some TLT, at a loss.
Do you think I should add to it or or buy IEF?
This is not for a long -term hold, I just hope, if rates go down, there may be some capital gain.

Q: I've been watching this stock for a long time and trying to define my thesis so would appreciate if I'm on the right path for a thesis for holding AXON make sense?

Drivers of Growth / Reasons to Own
> Labour productivity of police (less time in office, more on streets
> Efficiency (hard to hire new police staff, use existing staff more efficiently)
> Documentation / storage as records need to be kept for long periods of time (as more users create 'evidence' more records to be kept)
> AI to improve product efficacy and driving new efficiencies in creating reports
> Increasing need for policing given crime increases
> International growth as majority of revenue is US-based
> M&A to go into peripheral areas (eg drones)

Risks
> Lawsuits due to issue w/ equipment or services provided
> Expensive stock vis-a-vis earnings (due to past delivery of high CAGRs) so a miss could hit stock hard

It seems everything they do is about developing an 'eco-system' for the police that only gets stronger as new offers developed (eg. drones, AI etc) and w/ strong record of keeping existing customers and new avenues of growth it seems good days are ahead.

Am I missing something?

Q: Can I have your comments on the latest quarter please.

Q: Your thoughts on Alaris please. Have they ever cut dividend and do you feel it is safe going forward

Q: What is 5i's target price pls for BN and why?

Q: What are the market and your expectations for the earnings report this weekend ? Where do you see the price 1-2 years out ? Thank you.

Q: Is it time for a switch from NVDA (even a partial) to AMD and/or INTC? If a switch or addition, are there others to consider?

Q: pls review the results and the news of the div. would you step in here?

Q: Is it a good idea to have a 7% trailing stop loss, on portfolio stocks now? Reasons? Thanks

Q: Good Morning,

I have a 5% position in Google and 2.5% in Microsoft. Given the (seemingly) unjustified after-earnings price drop in Microsoft, can I get your thoughts on the possible merits of bringing these two positions into balance?

Thanks,

Brad

Q: Hi 5i

2 questions

I own both XOM and BP, going to drop 1, in your opinion whats the better one to keep?
I own AW.UN if I do nothing what happens to my shares ?

Thx
Gerry

Q: Good morning,

Noting that Filo is not trading at its takeout price, what are the risks and how likely are they to present that the deal falls through? Would you recommend selling shares at these levels based on any risks you foresee?

Thank you

Q: What 5 Canadian and 5 US stocks are currently the best to buy and hold?
Thanks

Q: Hi .. any thoughts on why the recent nice upward moves? Nice, but why?

Q: Hi Team,
Under current market conditions, could I have your top 3 sectors to invest in today along with 4 (2 cnd and 2 US) of your favorite names from each sector.

Thanks,
Shane.

Q: Hello Team,
What would your favourite etfs for this security be, both market weighted and equal weighted?
Thank You,
Barry

Q: May I please have your comments on earnings for FN

Q: Hi, I bought Glxy recently and it’s listed as Brphf on my online acct. Seems like I can buy and sell under the symbol Glxy , just wondering if this is of any concern? Looks like otc symbol. ( investors edge account)