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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: Not sure if you received this question before:
Pls recommend both hedged and unhedged ETF focused on US high tech and AI, which will generate about 10% yield including both dividends and capital appreciation in the first year. Thank you!
Read Answer Asked by Ron on August 06, 2024
Q: Hello, in an answer to a question back on March 8th of this year you indicated some attractive entry prices for the Canadian CDR's of the Magnificent 7. What would be your current attractive entry prices given the changes over the past few months and the recent reporting season?
Read Answer Asked by Ed on August 02, 2024
Q: I was away on holidays for the last few weeks and have watched the whole CRWD disaster unfold but did not do anything with my shares. CRWD has a whole section on their site about the issue but of course nothing on how they will compensate their customers. Am worried that each new lawsuit may knock the stock price down more and it may not recover for years. But on the other hand, maybe the big sell off is over. I am still up nicely BUT at this point, with the share price down around 40%, would you consider selling all or some, or hold? Thank you.
Read Answer Asked by Kim on August 02, 2024
Q: I've been watching this stock for a long time and trying to define my thesis so would appreciate if I'm on the right path for a thesis for holding AXON make sense?

Drivers of Growth / Reasons to Own
> Labour productivity of police (less time in office, more on streets
> Efficiency (hard to hire new police staff, use existing staff more efficiently)
> Documentation / storage as records need to be kept for long periods of time (as more users create 'evidence' more records to be kept)
> AI to improve product efficacy and driving new efficiencies in creating reports
> Increasing need for policing given crime increases
> International growth as majority of revenue is US-based
> M&A to go into peripheral areas (eg drones)

Risks
> Lawsuits due to issue w/ equipment or services provided
> Expensive stock vis-a-vis earnings (due to past delivery of high CAGRs) so a miss could hit stock hard

It seems everything they do is about developing an 'eco-system' for the police that only gets stronger as new offers developed (eg. drones, AI etc) and w/ strong record of keeping existing customers and new avenues of growth it seems good days are ahead.

Am I missing something?
Read Answer Asked by Cathy on August 01, 2024
Q: As far as Ai is concerned, to what extent will the performance of the following stocks be dependent on the fortunes of NVDA? Please rate each of them with a number from 1-10, with 10 representing the highest correlation to NVDA.

VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT
Read Answer Asked by Brian on August 01, 2024
Q: There is blood on the streets. Would you give your blessings to step in here and buy, say, a 1.5% position if one is aiming for a 3% position? I have no exposure to cyber security.

Based on your experience, can lawsuits, such as those announced today, cause meaningful downward pressure?

Have we seen the worst, and would you cautiously proceed?

Thank you
Read Answer Asked by Karim on August 01, 2024
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