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Q: Hi,

Further to my question on Feb 24th, I am wondering about whether or not this:

"...Jefferies analyst Brent Thill says that investors panicked entirely too hard over the launch of COBOL translation capabilities through Anthropic's Claude Code:

“We believe the concerns overlook that IBM is already disrupting itself, with watsonx Code Assistant for Z embedding GenAI directly into the mainframe to refactor COBOL into Java and modernize apps with full system context,” wrote Thill. “Importantly, IBM's software reaccel hinges not on mainframe but on broader momentum across hybrid cloud, AI, automation and data.”

might change anything in your strategy of holding to see how things progress and if not, then take the tax loss towards the end of the year.

Even Anthropic said that new AI tools for its Claude Cowork agent software will integrate with, rather than displace, existing systems.

Does this revelation from Tuesday change the dynamics for any of the stocks that have been beaten down hard on Anthropics' recent announcements?

Always nice to read yours thoughts - thanks!
D
Read Answer Asked by Dawn on February 26, 2026
Q: Do you thinks any of these stocks are a good buy now and how would you rank them? Add any others you think should be included in this space?
Read Answer Asked by Camille on February 25, 2026
Q: I am starting to read more about the risks for Netflix with respect to their bid for WB. Particularly in light of the improved offer from Paramount this week, and comments from the Trump Administration that suggests they likely will be involved in some way in approving a deal at some point, however that ends up looking.

My question is this - in the event that Netflix loses out (my view is that it is 60-40 they do lose out, either on price or regulatory/DOJ hurdles down the road), do you think there is upside in their stock price near-term? And I have also been reading that if Netflix does not get WB, they may take a run at Disney.

What are your thoughts on this?

Thanks as always.
Read Answer Asked by Trevor on February 25, 2026
Q: Can you rank the listed stocks for a long term hold please. Thank you
Read Answer Asked by Marty on February 25, 2026
Q: For a conservative investor with a 50/50 portfolio (seeking a 4% yield), what percentage of Fixed Income would you place in short and medium term US corporate Bonds? US PCE is stuck at 3%, while Canadian inflation is almost at target. My thesis is this presents a decent opportunity if there is any improvement in American inflation...while Canadian Bonds already have lower inflation priced in. Even if I'm wrong, does it still makes sense to have some US Bonds for diversification? Thanks as always.
Read Answer Asked by Curtis on February 24, 2026
Q: Hi,
Seems Anthropic is causing quite a few disruptions lately and today their COBOL tool has hit IBM and others. Do you see any reason to wait it out and hold if this could be used as a tax loss in a cash account? I am also concerned about yet another fairly large drop in the price on WSP. Is there any further news regarding it today? Unfortunately I hold that in a RSP account, so am not sure whether to sell or hold, and would welcome your thoughts on this as well. Many thanks for your continued good advice - it is always appreciated!
D
Read Answer Asked by Dawn on February 24, 2026
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