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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I do not think you really answered the question about earnings for vitalhub. My look at them seemed they were pretty good but still down 10% today. Any thoughts?
Read Answer Asked by Bryan on March 19, 2026
Q: Has there been that much of a slowdown in the retail sector to have all 3 down 20%.
Read Answer Asked by andrew on March 18, 2026
Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?

Thanks
Read Answer Asked by Nick on March 18, 2026
Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?
Read Answer Asked by Sylvia on March 18, 2026
Q: Hi Guys,

Please rank the following stocks in order of highest conviction, Tsat, Elva & Mda. Inside my portfolio, they are all around 1%.

Thanks

Jim
Read Answer Asked by jim on March 17, 2026
Q: Hello,

Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?

Thanks
Read Answer Asked by Charles on March 17, 2026
Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.
Read Answer Asked by Alex on March 16, 2026
Q: please provide top 2 picks for. 1. AI halo stocks. 2. NON AI halo stocks objective is capital appreciation thanks Richard
Read Answer Asked by richard on March 13, 2026
Q: Given the magnitude of this drop in value the fact that no insiders are not buying any shares to give themselves and the company any bit of credibility speaks volumes.
If there was any kind of oppurtunity here,their lack of action or some kind of press release,with some kind of explanation sure makes them look very weak.
Was this actually a pre quarter result i thought the actual results were supposed to be on March 18th according to Globeinvestor,is this accurate and can you think of anything they could possibly say that would make this look like an oppurtunity given a certain time period or just accept this as the total Calamity that it appears, still hanging on and needless to say very SOUR
Read Answer Asked by Greg on March 12, 2026
Q: Would you suggest moving out of ISRG into a different US health care company for a better long term hold? I already have ABBV. thank you
Read Answer Asked by alex on March 12, 2026
Q: Could you translate your answer to JR on GSY from " business speak " to " plain english " for me ? Specifically define what a " Charge off " is ? .....What the charge off was ? Why it is significant ? { the 14% number } .... Why are they expected to decline in 2027 ? ..... What a " breach of covenants " is ? And what are the breach of covenants are in GSY's case ? And why is this significant ? And what the the statement " it has signed agreements " to provide relief means ? ........ And what all this has to do with Lendcare ? .....Thanks for your terrific service ....

{ On the upside . thank you for your previous answer to me regarding position size . By cutting my position in half this has been a lot less painful } ...
Read Answer Asked by Garth on March 11, 2026
Q: Thanks for your comments today on GSY. Just a further concern.

We are seeing these negative events happening now. What happens to GSY's business if we go even deeper into an economic downturn ? One could argue that the economy isn't currently great now, however we've seen it get way worse in the past. GSY was down about 76% from highs (worst case) in the past. Since the Sep. '25 highs, we're closing in on that point here. Your comments on that scenario ?
Read Answer Asked by James on March 11, 2026
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