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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'm thinking that we are still in early innings of the AI / Data Centre / Power Consumption game. Assuming that to be true, I'm trying to figure out the best strategy to capitalize on this opportunity. So, what are the top 3 to 5 sectors & their companies you would curate in a portfolio to "win" this series over the long term and why? I would appreciate your valuable insight once again. Thank you.
Read Answer Asked by Paul on July 11, 2025
Q: Hi

According to Barron's : "Shares of Vertiv Holdings, a leader in data-center cooling solutions, were falling Thursday after Amazon.com's Amazon Web Services announced the development of a new cooling system of its own. Analysts, however, think the selloff is "overblown."

Probably a wait and see, I would think but have to check with the guru. Any opinion?

Carl
Read Answer Asked by Carl on July 10, 2025
Q: Lumine stock has been firm over past few days and seems to have broken out to new highs Today. ( Relative to TOI and CSU ). Is there any news, you are aware of, or, it's the stock technically coming out of consolidation ?

Thanks
Read Answer Asked by rajeev on July 10, 2025
Q: The best Canadian public genomic stocks to buy now?

The best public genomic stocks in the world to buy now?

Thank you.
Read Answer Asked by Ross on July 10, 2025
Q: I saw a press release how Amazon is making its own cooling for its large data centres. Can you comment on how this might affect VRT? Percent of current business? Still lots of opportunities? How does VRTs produce line compare? How do you rate VRT as a current Buy?
Read Answer Asked by Bruce on July 10, 2025
Q: SMCI Good morning,
Looking into buying smci. Are they done with their accounting problems?
Would you buy at today’s price?
Thanks. Alnoor
Read Answer Asked by Alnoor on July 10, 2025
Q: Hi Gang
What are your top 4 tech ETFs

Thanks Mike B
Read Answer Asked by Mike on July 09, 2025
Q: Hello Team,

I have held the Canadian Google Hedged Stock for about 3-4 years and it makes up about 5.8% of my portfolio. Would you suggest keeping it or switching to the US stock. This is a Canadian RRSP so I would have to pay 1-2% fee for the US stock.

Also wanted to know if the US dollar goes up over time will help my overall return?
Read Answer Asked by Kevin on July 09, 2025