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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: Hello Team,

I have some funds available in a US trading account, could you name your top 3 US suggestions, I currently own NBIS and CLBT, so looking for some high growth names.

Thanks

Read Answer Asked by Kevin on May 14, 2025
Q: What are your thoughts on RE/MAX? I had initiated a position a couple years ago right before the class action losses and settlements related to the broker fees (so I'm down about 50%).

Most of their cash will be paid towards the settlements once the appeals are done, but it's already recorded as a payable so there shouldn't be a material impact to earnings once it's paid (although that cash will be gone).

Do you think now is a good time to add (assuming we get an eventual upturn in the cycle) or do you think new money is still better deployed elsewhere in the markets?
Read Answer Asked by Patrick on May 14, 2025
Q: Your analysis of Nurix's prospects will be greatly appreciated.

We value your feedback. Thanks

Thomas
Read Answer Asked by Thomas on May 13, 2025
Q: Similar to my last question, but looking to the US, I am interested in having a group of companies that are great companies and want to develop a grouping of these -whether they have a dividend or not, as part of my portfolio. Companies that have a competitive advantage, great leadership, quality assets, not too high debt and continue to execute with continuous improvement. Could you give me what you consider to be the best Great US Companies for each sector or industry. Thank you.
Read Answer Asked by Pat on May 13, 2025
Q: S&P500 forward p/e is over 20x (MAG7/tech influence), while equal-weight is likely more reasonable...how should we frame this? Apples to apples stay with the S&P benchmark for historical comparisons and say valuation is expensive? Looking at EW is more reassuring but is it rationalizing? Interested in your take...thanks
Read Answer Asked by Michael on May 13, 2025
Q: The ultimate falling knife and yet a pretty darn good company unless I misunderstand. Per your April 28 comment, waiting for things to settle was advised. It was around $420 then and down under $380 now and doesn't seem to have an obvious support level. At what point does this become a compelling buy where the downside is minor relative to the upside? Are we talking $300 floor and a return to all time highs as the upside?
Read Answer Asked by Tim on May 13, 2025