Investment Q&A

Q: Hello team,
Based on a bit of research I have done, I would like to buy these companies in the following order: ASML, SMCI, ANET, AMD, AVGO, SITM, ARM, PWR, PLTR

I am buying them to further focus my portfolio on AI for the next 5-10 years. I already have the hyeprscalers and the usual AI suspects but, somehow, I missed on the companies listed above.

Please deduct as many credits as needed for the following questions:
What do you think of this list?
Would change the order based on their resent declines/Valuation?
Would you drop any of the above based on their excessive valuation which may not meet the expected growth in next 5-10 years?
Would you wait a bit more before you buy or just proceed today?
Is there a better company that can substitute any of the above based on moat in AI? Any other company that you think I should also consider?

Thank you as always for your invaluable help and insight. (Without you I would have quit investing a long time ago!)

Q: In light of Seema’s question today… “Please share your suggestions for 3 best index funds for TFSA as of today and non registered account for 5-10 yrs. What are your thoughts on CSU, GLY , SHOP to add as individual stocks. Thank you” …what do you think of keeping it simple and just contributing to XIT? XIT’s combined weightings of SHOP, CLS, & CSU is approx 70%, so this may be another reasonable way to invest in Canadian tech.

Q: After being beaten down for several weeks, Lumine and Topicus shares jumped, Today (Tuesday), by 15% and 7%, respectively. Volume was not huge, but price action appeared to be good.

Do you think that this could be a sign of year end tax loss selling abating ? What would confirm this thesis ?

In theory, should it also help Constellation Software stock regain some strength ?

Both LMN and TOI are still down over 50% from their highs, but at least, it looks like a positive sign, as long as it does not reverse course.

Thank You

Q: Hello, I am looking for a reason to keep my ENGH holdings. It's trading at $19 ( and I paid $31 orignially).

Would a pullback in prices of the massive U.S. A.I. companies affect ENGH's price? I understand that investors are questioning the high valuations of companies like Nividia.

Could a pullback in the A.I. industry valuations create buying opportunities for ENGH?

I am hesistating to sell ENGH at this point because it is profitable, has a good balance sheet, and the dividend is still attractive. But, if management continues to stay on the sidelines for investing its cash for much longer, I am concerned that the stock price will continue to fall.

Q: Hi,
As everyone is looking towards Wednesday and NVDA's earnings, I have considered whether to hold, sell half or sell all. In doing so, I came across Granite Shares 2x Short NVD ETF which does not appear to be a listed holding in your database. What are your thoughts going into earnings, and if you are thinking of trying to hedge against a sharp downturn, would you use such an ETF? Is there something else you would consider? Happy to hear your thoughts - always!
Thanks!
D

Q: What percentage of LMN does CSU actually own and control, and what does their ownership stake represent in terms of CSU's own market cap?

Q: your read on the quarter?

Q: Water cooler talk at my son in law’s employment at one of the Mag 7 companies was strongly in favour of the notion that CSU’s price decline is largely due to a drying up of companies for them to buy. Do you attach much, if any, credibility to this thesis?

Appreciate your insight.

Paul F.

Q: Hi. I've built positions across the digital asset and payments ecosystem that I'd appreciate your perspective on. My current holdings include: direct Bitcoin ownership (DCA monthly for store of value), FETH (smart contract infrastructure exposure), GLXY (institutional crypto services plus AI compute optionality), and PYPL (established fintech playing multiple angles; PYUSD stablecoin, BNPL, crypto trading, traditional payments, and I use PYPL quite a lot myself). I do also own JPM.

I'm considering adding CRCL but struggling with the valuation at 79x forward earnings (although it is 31x 2 years forward). My thesis is that I already capture stablecoin growth multiple ways; FETH captures a lot of stablecoin volume, GLXY services institutional stablecoin users, and PYPL's PYUSD gives me direct issuer exposure with less regulatory risk since they have diversified revenue streams.

CRCL feels like paying growth multiples for what I think might become a "utility-like" business earning regulated fees. Also, if stablecoins become critical infrastructure the regulatory hammer could fall hardest on pure-play issuers like Circle versus diversified players.

I think my current portfolio seems to cover the bases; Bitcoin for macro crypto adoption, Ethereum for DeFi/Web3 infrastructure, GLXY for the picks-and-shovels institutional play, and PYPL for the mainstream fintech integration angle (+ maybe JPM).

Am I missing something by passing on CRCL? I'm interested your thoughts on whether CRCL offers unique exposure I'm not getting elsewhere? Or if there is something I am overlooking?

Q: Peter Thiel's hedge fund and SoftBank Group Corp. have sold off their Nvidia shares.

What is your opinion on this.

Would you be selling too?

Thank you.

Q: I’m considering selling half of my Lumine and Topicus to add to my Dollarama or WSP Global in this time of volatility. Thoughts ???

Q: I am down 40% with LMN, with the recent sell offs of both CSU and LMN, would you see this as good opportunity to 1. DCA aggressively with LMN as we're expecting a bounce back in the near future. 2. DCA LMN moderately and open a new position in CSU to then hold both CSU and LMN 3. DCA slightly with LMN and open a bigger position with CSU.

Would you see owning both CSU and LMN as a good decision? Is there one you would own over the other?

I am a long term investor and not necessarily worried about the short term downfall we've experienced.

Thanks!

Q: This Tech Could Be Worth 52X Tesla
Are You Ready for AI's Potential Supercycle Phase?

fool-cap-logo Motley Fool Staff Investing November 16, 2025.

Amazon’s Jeff Bezos surprised investors when he revealed that one emerging technology is the key to Amazon’s future success…

In fact, Bezos argued that “it’s hard to overstate the impact” of this game-changing technology.

Back in 2017, legendary tech analyst Cathie Wood, CEO of ARK Invest, wholeheartedly agreed, echoing that this opportunity could present a “$17 Trillion opportunity by 2037.

Do you know what they are talking about or is this a scam?

Thank you.

Q: ARTY NYSE Arca/US iShares Future AI & Tech ETF

Worth buying or not?

Thank you.

Q: May I have your current thoughts on BBAI? Is the stock still 15x sales? Is PLTR a competitor? Thank you for your assistance.
Jim

Q: Any news to account for current 12%price drop so far today?

Q: I look at LMN everyday and I start to cry. What is going on that it can slide every day?

How do I stop crying?

Q: what are your thoughts about the earnings, is it a buy, sell or hold?

Q: Hi, thoughts on the 1/4 please. Do financials still appear on track?
I thought at one time 5i indicated that they are/were nearing profitability. 5i's Company EPS estimates page shows fy2025 and fy2026 still at a loss of .08 and .07 cents, respectively.
I do own the stock and was accumulating around the $4.50-5 but they are down a fair bit from the 52 week high now. Stay the course?

cheers,
Steve

Q: Please comment on the Earnings for Zedcor.