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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: Dear Peter et al:

The earnings season is about to begin! VRT on 23/07 and NBIS on 31/07. I know you don't like to buy something purely based on one quarter's earnings. But if one needs to add to an existing VRT position, is it prudent to wait or add now? I have no position in NBIS. Should one buy now or wait till the earnings or out? The main reason I am asking is NOT to time the market but to avoid that free fall that sometimes these earnings bring on! Seem to be more unpredictable nowadays than ever before!
Read Answer Asked by Savalai on July 15, 2025
Q: Might buy a house, probably won't buy a house. Prices so high, I've been maxout out the FHSA so far and it's mostly in VEQT, bit of PLTR and CRWD which have done well. What other US or CAD stock would you recommend (shorter term BUT will leave it in there longer if market goes down/ ultimately could convert to RRSP) that is underpriced and or could have huge potential upside. Imagining turning the FHSA $40,000 limit into ... ideally a $200,000 down pmt over the next 3-10 years
Read Answer Asked by Danielle on July 14, 2025
Q: can you pls compare these software companies...are any of these are a buy?
Read Answer Asked by adam on July 14, 2025
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
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