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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 have had a nice run over the last 5 owning 5 of the mag 7 stocks. I have a small % of the portfolio dedicate to canadian teck. I am looking at Appel's potential headwinds with the current US administration position on trade and thinking of selling 1/2 my position and adding DSG as a replacement for a long term hold. does this make any sense to you guys?
Read Answer Asked by Doug on May 27, 2025
Q: Dear Peter et al:

Thanks for your consistent endorsement for both these spin offs of the Mothership, CSU. I don't have CSU. But do have these two darlings which have paid for more than a few years' worth of 5i Subscriptions :)

If one were to add new money, which one would you choose? LMN or TOI. Or take a sensible middle of the road decision, divide the money into equal halves and put it in both? These are in my low risk bucket!
Read Answer Asked by Savalai on May 27, 2025
Q: General question about Microsoft. Historical data looks great, at least for the past number of years (when one looks at FCF, EPS, Share buybacks, Revenue growth, ROE, Debt - all appears to be great). Looking forward, what are your thoughts re investing in this company for the long term? My main concern is with valuation. It is trading at the high end of its average high P/E of the last number of years. What do you think are the plus, minuses and risk.
And as a secondary question, do you think there are better FAANG stocks, than MS (if yes, with a possible one sentence explanation)?

Thank You!
Read Answer Asked by Walter on May 23, 2025
Q: How compelling of a buy is this one ? I read your most recent response to a reader after their drop on earnings? Would you buy here given the drop? If other large cap tech is more attractive (mag 7 already owned) please offer some names that you would rank above ANET. Thank you
Read Answer Asked by Karim on May 23, 2025
Q: Pick and shovel companies in the AI space.
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff
Read Answer Asked by JEFF on May 23, 2025
Q: Just a follow up on yesterdays question re the exchanges.
If the shares on the Canadian exchange are delisted does one need to sell on the Canadian side and then buy on the US side if wanted or will this transfer happen automatically? I don't really want to sell my shares and trigger a capital gain only to buy the same on the US side and pay two transaction fees.
Thanks
Jeff
Read Answer Asked by JEFF on May 22, 2025
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