Q: What are your thoughts about zero-click search and its eventual impact to Google's bottom line. Personally, I was a HUGE, HUGE user of Google search for more than a decade; however, for the last 12-24 months I (and my spouse) have stopped using it all together, preferring chatbots such as MS-Copilot, ChatGPT and Perplexity. And more recently, I hear that some of the companies that are building these LLM's will also introduce their own browsers. Looking at Google's revenue split by segment, "search" represents 50-60% of their total revenue (albeit less and less every year) but it is still 50-60% of Google's revenue. Any impact to this product line for Google, could have major implications to their revenue stream/bottom line - especially if others abandon Google as I have. You are very bullish on Google, it is trading at lower multiples compared to other Mag7 stocks and am considering an investment. What are your thoughts 3-5-10 years down the road, considering a potential impact on their key revenue stream and/or any other potential risks/benefits you envision. Thank You!

Q: Hi group can you please give ne your top 2 picks (cad or us) in the top six sectors. Also rate them in order of preference c/w entry price and target % for each sector ...thanks

Q: My question is about creating our RRIF portfolios.
Question 1: Country Allocation given US policy to depreciate USD, would you advise to OW CAD, 50-65% CAD allocation, 25-30% US and 10-20 ex NA [including EM]? What would you advise re allocation
Question 2: Please populate stocks and ETFs, with suggested target return that you consider achievable.
If you would, please suggest a few stocks that could give a boost to return in replacement of others.
Much obliged. I have 53 credits so this is important to me and prepared to use as many as you deem appropriate. Thank you.