Investment Q&A

Q: Hi Team,
In reference to discussion over MU earnings and the market not giving them any credit: I watched a clip yesterday I thought made a lot of sense in regards to the sector's historically "cyclical" nature. The guy was basically saying that with AI and the way the world has changed that the cyclicality of the chip sector is almost a "thing of the past" going forward. Demand brought on by AI is expected to essentially keep growing. More and more of everything we use and do now will be requiring chips. Right now the market seems like it does not believe the numbers that MU just put out will last more than a quarter. This just seems wrong. It makes sense to me that this guy may be correct in saying that we should not value these types of names as being so cyclical anymore. To me the way AI and technology is headed it looks almost like these names should be more viewed now as consumer staples, a necessity in today's life. Not sure what your thoughts all are on this? Would you agree?

Shane.

Q: Hi 5i, I hold these 3 CC ETFs in different registered accounts and would like to simplify my holdings by reducing the number . Please rank them in order of preference for long term returns and risk. Thanks

Q: Hi team,

On Dec. 9, 2025 in a reply to Clayton, you listed stocks which could be multi baggers in the next 10-20 years.

Which stocks, in order, would be in your list of multi baggers now ?

Would you consider to update that list every 3 months ?

Gratefully,

Jacques IDS

Q: Why are $PG and $URI so weak right now? Buy more or sell?

Q: 2nd question of the day. I have these laggards in US account. No holding of MU. Would you sell these 3 to buy MU? Also, BAM down, good time to add? I have them at almost 3%. With bringing up to 5?

Cheers,

James

Q: Seems AEVA recently announced a smart traffic lidar thing. In previous answer you've said AEVA focuses more on automotive lidars. Does this affect how you think of OUST, since OUST also is doing traffic lidar stuff?

Q: What is your present opinion of this stock for a possible buy?
Thank you, Cheers

Q: Have you been disappointed in SRAD and GENI? Do you still believe in the long term story and growth of both? Which do you prefer if only had to own only one or would you still own both? Thanks!

Q: Could you please provide your insights and opinion on this company especially after the recent release of its financial results?
Thanks,

Q: Which of these - if any - would you be interested in at these levels?

Q: Back in August 2025 i asked about Lyondellbasell and chose to build a Position in the 40s. Things were not well back at that time but the stock price looked historically Lo.

The stock floundered but started to show some early signs of improving a few months earlier after the divi was cut (the 1st time in many years i believe).

The stock has jumped considerably (as have several other chemical companies) following higher Oil prices brought on by the Iran conflict. Noting it's cyclicality and the uncertainty of the Gulf situation would you continue to hold and at what level would you eventually look to sell based on the long term chart of LYB and circumstances playing out?

Craig

Q: Hello, do you know why RCAT is dropping by 15% today?

Thanks

Q: I hold the ITA and EUAD ETF’s in the Defense and Aerospace sector. I also hold KRMN, PNG, and RKLB. All are smaller holdings. Would you add to any today and if so, in what order? Or are there some other ETF’s or stocks that would make good additions? Or would you not add at all at this time as the sector has had a run up? Thanks.

Q: Do you see any compelling investments in these asset managers that have experienced large drawdowns? Currently, I am only holding BN at a 5.3% core holding, big fan of their investment strategy, allocation, themes and Bruce Flatt. Out of the other names listed, they all have strong returns over the long term. Would you be a buyer of any of these currently or should I just stick with BN over the long term? How would you rank them now? What is the max allocation to BN one should have for the long term? I know you are very comfortable with this name. Thanks!

Q: What are your thoughts on AXON's weakness - I've held for over a year, it's had a good rise, and now it's back down just below where I bought it - should I just hold on, or has there been a change that I should be aware of that might be causing the weakness? I thought it might have more strength with all that's going on.

Q: which american large bank do you find the best for a long term hold ? I currently hold jpm. Should I add to that or take a position in another bank.

Great service you provide. Thank you

Q: A triple witching day is coming up this Friday. What impact do you think that will have on NBIS stock price?

Q: Hello! Thank you for all you do. Tax prep this year was an eye opener. I would like to simplify my life. I would like to simplify my US holdings for tax purposes by selling the individual companies an holding an ETF in Canadian funds which hold top blue chip US companies. I no longer want to keep record of exchange rates when buying and selling US stocks years later. Can you recommend some that have a low MER and a good yield?

Q: These two companies have run up a bit but I wonder if they still fly under the radar in regards to the photonics advantage (light) over copper in the chip manufacturing industry. Have you heard much about this?
In looking at a semiconductor ETF like SMH for example I do not see these included as they tend to favor larger names.
Also not sure how much analysts have caught up to this story as a potential boost to these and other similar companies.

Q: Their earnings report today borders on incredible. It looks like they will earn at least $80/share in the new 12 months, which means their PE is very very small and the stock seems very cheap. The only question I have is about their capex plans - they are building so much capacity (all over the world), all the way out to 2028, that I wonder when demand is likely to peak. Keeping in mind this is a cyclical stock, I don't want to get over my skis. I love it short term, but do you have any expectation of when the supply will be sufficient and margins will start to come down? I suspect fears about this issue is what is holding the share price down