Q: Happily, I bought CLS in May '25 and am riding a 150% increase. How do you feel about adding with the current PE at 60?
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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: Which of the two companies would you buy? I understand LMN is larger, but which company are you generally more bullish for the long term?
A risk rating for both along with a management rating please?
Entry price?
Thank you
A risk rating for both along with a management rating please?
Entry price?
Thank you
Q: I can find no references in Questions to this company but I am sure it once downplayed as too small and speculative. Since then the company has received a NASDQ listing and gone from $3 to a recent high of $20.75. Do you have any comments on this company.
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HIVE Digital Technologies Ltd. (HIVE $7.92)
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Hut 8 Corp. (HUT $67.91)
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Bitfarms Ltd. (BITF $7.00)
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Cipher Mining Inc. (CIFR $18.76)
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IonQ Inc. (IONQ $62.94)
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IREN Limited (IREN $60.72)
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Oklo Inc. Class A (OKLO $163.39)
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Rigetti Computing Inc. (RGTI $46.38)
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Quantum Computing Inc. (QUBT $18.33)
Q: Hi,
Do you see these sectors (nuclear, quantum, and bitcoin/compute mining) in a bubble? Every few days I see some names in these areas up over 15-20% and many have more than 3-4X. I know they are more on the aggressive risk spectrum, would you be chasing any of these? If you had to pick a few that are worth investing in currently or on pullbacks, which ones would they be? Or are they more speculative trading stocks vs real long term profitable names? Thanks and Happy Thanksgiving!
Do you see these sectors (nuclear, quantum, and bitcoin/compute mining) in a bubble? Every few days I see some names in these areas up over 15-20% and many have more than 3-4X. I know they are more on the aggressive risk spectrum, would you be chasing any of these? If you had to pick a few that are worth investing in currently or on pullbacks, which ones would they be? Or are they more speculative trading stocks vs real long term profitable names? Thanks and Happy Thanksgiving!
Q: What needs to happen to get VHI back on track..It’s been exceptionally weak!
Q: I am intrigued with the price action of AXON, for past several weeks. Even when markets and its peers defence/technology stocks are flirting with all time highs, this one does n't seem to catch a bid. Could you help understand, as this is apparently one of your top conviction stocks.
They say that if in an up market, if a stock struggles or moves lower, we need to watch it.
Thank You
They say that if in an up market, if a stock struggles or moves lower, we need to watch it.
Thank You
Q: Hello and thank you for all your advice. Hut hit an all time high since 2021 today. Do you still see some growth for this stock or is it time to take profits?
Thank you.
Thank you.
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Alphabet Inc. (GOOG $253.79)
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Shopify Inc. (SHOP $157.76)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.25)
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Nebius Group N.V. (NBIS $113.44)
Q: Most successful investors I have read about become rich investing in 3 to 4 consolidated holdings. What do you think of that approach? If you had to sell everything today to invest in 4 stocks which could double in 1-3 years time frame, which will those 4 stocks be. How do you protect yourself from huge drawdowns along the way. On the other hand what do you think about over diversification where you do not invest more than like $2500 per investment and sell half when the stock doubles and leave the rest and continue doing that.
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United Rentals Inc. (URI $980.37)
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Nutanix Inc. (NTNX $67.66)
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Axon Enterprise Inc. (AXON $670.68)
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EnerSys (ENS $121.08)
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Nebius Group N.V. (NBIS $113.44)
Q: Simple question. What are the 5 best Canadian stocks to hold for 10 years that have no or minimal dividends and are not small caps. What are the 5 best US stocks that are found on the list of CDR’s for a 10 year hold.
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AeroVironment Inc. (AVAV $350.59)
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Elbit Systems Ltd. (ESLT $480.00)
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Kraken Robotics Inc. (PNG $5.81)
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Kratos Defense & Security Solutions Inc. (KTOS $83.12)
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Karman Holdings Inc. (KRMN $75.03)
Q: The development of drones for war time use has exploded. It seems that domestic uses will also now come into play. Can you suggest companies to invest in at the forefront of this burgeoning technology
Thanks
Thanks
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Kraken Robotics Inc. (PNG $5.81)
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Zedcor Inc. (ZDC $5.80)
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Galaxy Digital Inc. Class A common stock (GLXY $52.92)
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Propel Holdings Inc. (PRL $24.82)
Q: As an after thought to my previous question .As to what to do about PRL.Would you consider a swap to these.And in what order as for more growth over the next 2 to 3 years .Thanks Larry
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Kraken Robotics Inc. (PNG $5.81)
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Cognex Corporation (CGNX $46.04)
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Teradyne Inc. (TER $138.16)
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Symbotic Inc. (SYM $68.52)
Q: Besides PNG which is specific to underwater technology what other companies like Tesla are heavily involved in building robots for manufacturing. Seems to be the way of the future and China already has a leg up.
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Alphabet Inc. (GOOG $253.79)
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Micron Technology Inc. (MU $202.38)
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Celestica Inc. (CLS $389.08)
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goeasy Ltd. (GSY $159.40)
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Kraken Robotics Inc. (PNG $5.81)
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Zedcor Inc. (ZDC $5.80)
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Axon Enterprise Inc. (AXON $670.68)
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Genius Sports Limited (GENI $11.93)
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Robinhood Markets Inc. (HOOD $129.91)
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BlackSky Technology Inc. Class A (BKSY $24.42)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.25)
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Nebius Group N.V. (NBIS $113.44)
Q: Could you tell me which 5 of these TFSA companies you would add money to first in a correction. Could you also give me two, not in this list that you consider better or just as good than these names, for a tfsa.
Thanks for all you do. Gilles
Thanks for all you do. Gilles
Q: I purchased SOUN when it was associated with NVIDIA, after which the stock fell 50 percent once that arrangement ended. I am now back to break even. Would you sell or hold. Thanks
Q: Hi Peter
Can I get your thoughts on Firan qtr results. Is it a buy at current levels? I am thinking of starting a small position.
Thanks
Can I get your thoughts on Firan qtr results. Is it a buy at current levels? I am thinking of starting a small position.
Thanks
Q: I owned this company back when it had a share price in the $20 range>
Would love your thoughts and analysis today and does it have the potential lately to capitalize on the AI craze?
Thanx as always
Gary
Would love your thoughts and analysis today and does it have the potential lately to capitalize on the AI craze?
Thanx as always
Gary
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Enbridge Inc. (ENB $65.98)
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Canadian Natural Resources Limited (CNQ $42.19)
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Sun Life Financial Inc. (SLF $84.90)
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Tourmaline Oil Corp. (TOU $59.09)
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WSP Global Inc. (WSP $276.46)
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Tamarack Valley Energy Ltd. (TVE $6.03)
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Vitalhub Corp. (VHI $10.24)
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Celestica Inc. (CLS $276.46)
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Royal Bank Of Canada (RY $145.79)
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Accelerant Holdings Class A (ARX $12.92)
Q: Thank you for the invaluable service you provide and from which I heavily rely on. The following stocks are in my grandchildren's RESP account: ARX, CLS, CNQ, ENB, RY, SLF, TD, TOU, TVE, VHI and WSP.
I have cash to deploy and would appreciate five NEW stock ideas along with suggestions on which EXISTING stocks, if any, you would add to, both in descending order. (I just sold IFC and TRI, so am not interested in adding either of them)Thanks.
I have cash to deploy and would appreciate five NEW stock ideas along with suggestions on which EXISTING stocks, if any, you would add to, both in descending order. (I just sold IFC and TRI, so am not interested in adding either of them)Thanks.
Q: Hello 5i,
Could I have your assessment of these two companies? Also which you would prefer.
Thank you
Dave
Could I have your assessment of these two companies? Also which you would prefer.
Thank you
Dave
Q: Thoughts on leadership and potential for this Bitcoin related company
Q: Hi - Can I have your assessment of this company please. Is it buyable?
Thanks
Thanks