Investment Q&A

Q: Hi there, what are your latest thoughts on Lulu, getting even more interesting at current share price of $137?

New CEO coming, with Nike connection? Maybe something something possible here down the road with NikeLu??

Thanks!

Q: What is your assessment on SIMO Silicon Motion Technology Corp.? Thanks!

Q: Good Morning
What are your thoughts on Ouster last quarter and your thoughts on them moving forward?
ThksMarcel

Q: For a minimum 3 year hold what would your choice be between Teradyne and Micron. I only have room for one.
Thank you

Q: I'm down 40% on Karman in my TFSA. Thoughts on it moving forward? Does it have the potential to rise to its past heights and more? Happy to hold long-term if it's still got the right stuff. Thanks!

Q: Hyperscalers (AMZN, MSFT, GOOG, META) announced plans for a staggering, nearly one trillion dollars, of spending on AI buildout for the next year. Can you recommend a basket (5?) of companies that represent the best investments to benefit from this massive spend?

Thanks.

Q: It was mentioned that these ETFs use a "synthetic call option strategy". I don't know what that is. Can you explain in more detail

I don't like to own something I don't understand as I wouldn't know when to sell it. What would be a trigger to sell these ETFs?


Can you also explain the risks associated with owning something like this. Is the high yield (11%) a red flag?

And which account (Non-registered, TFSA, RRSP) are these best held in.

Q: Just wondering what would be your max position size for Google?

Q: If Micron is 5x earnings per a prior response, isn’t it a screaming buy even with the run up in share price ?

Q: Would you please give your assessment of the meta results and comment on the significant drop in share price?
Geoff

Q: What do you think of this company and do you think it could be a good investment for the long term ? I know they are the leaders in this kind of business and the valuation seems reasonable. Thanks

Q: Hi 5i,

How is the report, does the new CEO passed the exam? What do you think his grade?
Many thanks.

Q: Hi Peter
Can you elaborate on the merger of Ceco and Thurman group industries . What will we receive as shareholders of Ceco and do we need to do anything ? How would you proceed

Q: If you were to create a portfolio of USA stocks or International ETFS for lets say a 68 year old person with $$1 million, what would buy for growth and safety protection in todays market. % would be helpful.
Thanks Again

Q: What is your opinion of the potential for a turnaround for various of these Private Credit firms? I have already put a small percentage of my portfolio in ARCC but:
a) is this firm the solid alternative it seems or
b) would I be better off with a position in BXSL,
c) the others, or
d) None at all?
Thanks
Best regards,

David

Q: Why is NBIS and related companies moving today (Friday) ? Early in the week they were down, and then absolute no movement on Thursday after big tech earnings report Wednesday. This market makes no sense.

Q:

NBIS announced the acquisition of Eigen AI on Friday and surged over 11%. What do you think of the acquisition? Does it continue to be one of your top recommendations for growth and why?
Thanks so much! I always appreciate your insight.

Q: Any thoughts on Bill Ackman's Pershing Square USA (PSUS) and Pershing Square Inc (PS) IPO as potential investment ideas?

Q: The reaction to the earnings report is similar to that of Mu recently..
A trend, good results and guidance and stick tanks.

What is your opinion of Wdc going forward.

Q: Hi,
In reading a recent article on AMD's move into the NVDA market I read at: https://finance.yahoo.com/markets/stocks/articles/3x-amd-cracked-nvidia-code-133943897.html
I had to wonder about whether it would be prudent to sell some NVDA shares currently held in my TFSA to diversify into AMD, INTC and possibly MRVL. I've done extremely well on NVDA over the years and am starting to think about how much farther NVDA can run, vs some of the smaller semis at this point. I am also concerned with NVDA's price movements lately, as it finally broke out of consolidation, only to drop back today when others are climbing. Are there other names I should be considering as well? I use this account for shorter term momentum stocks, and keep a close eye on it. I would greatly appreciate your thoughts regarding NVDA and other semis - I also really enjoyed your Jan 5 Opinion piece on all things AI related and have been able to do well from a number of the stocks you highlighted - many thanks!
D