Investment Q&A

Q: I'm sure you'll have a bunch of questions on NVDA, AVGO and semis in general. How far do you think this particular Trump Train Wreck will go? Any guesses are appreciated, as well as thoughts on whether to hold, sell or buy more - !
Thanks!

Q: Hi,
I’ve been holding Devon for a couple of years and am way under water. I’m thinking of dumping it. Do you think there is any hope for the name?

Q: Would appreciate an analysis of this small oil and gas company I came across on Yahoo Finance. Just interested on your expert analysis.
Thanx as usual
Gary

Q: Please rank from most conviction in a recovery to least conviction. Thank you

Q: I am considering investing in these various exchanges. Could you rank them 1-3 with 1 being your preferred choice and reasons why for each?

Thank you

Q: Nvidia down 6-7% A/H on news will be taking a $5.5B charge on shipping H20 processors to China....banned 9 April by Trump??......your thoughts on ban/charge....and is growth story now gone/limited for Nvda.....is stock now a buy/hold/sell....thx as always, jb

Q: MRVL is down well over 50% from its highs before and after year end. Can you explain why it's being hit so hard and comment on its recovery prospects?
Thanks, Hugh

Q: Can you update your opinion on SOFI please? I know it was spoken of positively and rose near $18. How does it look to you at $10+? What would cause you to start a position and at what price? What do you consider to be fair value?

Q: Could i have your analysis of this company- expected growth , profitability and balance sheet metrics. They have a great sports property but is it a good investment here?

Q: What is your current opinion on TXN? Seems to be struggling.

Q: Hi...

Could you discuss RBRKs last earnings, it's business model, head and tail winds and your thoughts in general.

thx, M

Q: Which of these would you suggest for a long term hold and why?

Q: On these 7 themes please pick your favourite one or two stocks for each theme based on your view of the best potential performance over a 3 year hold with "appropriate" thought given to concern for downside potential based on corporate debt, management, current valuation or any other concerns that would prevent you from choosing a given equity. For most themes suggested equities are provided however please feel free to ignore those if not your favourite one or two. 1. AI COMPUTE (META ASML) 2. AI SOFTWARE (AVGO IBM) 3. POWER AND UTILITIES (NEXTERRA DUKE AEP) 4. BUILDING PRODUCTS (INHD AEHL WSO CRH) 5. LIFE SCIENCES 6. HEALTHCARE SERVICES (MERCK TMO AMGN SYK) 7. ELECTRIFICATION AND INDUSTRIAL (GEV EOSE GWH MVST). BIG ASK I know but likely of broad member interest and I seldom ask questions. Thank you.

Q: Nasdaq: if you had to predict (not going to hold you to this) whether the Nasdaq hits $1750 or $1575 next, which number would you be more confident in?

Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX

Q: Hi

I am looking for income in my RRSP account and and I am looking at this stock for a 1% weighting to start.

The last time a question was asked on this stock was several years ago..

The high estimate is $27.00 US.

I thank you for your time.

Sincerely

Mike

Q: I own the above stocks/funds. Do you think it’s best to continue to hold or sell to purchase different investments?
Thanks

Q: Peter; Is there an ETF that tracks “ grains” ? Thanks.
Rod

Q: May I have your assessment of Steven Madden Ltd please. (SHOO:US)
How would you rank it amongst peers?

Thank you

Q: Hi team,
I am interested in purchasing Srad. However I was thinking there might be a better entry point . However I watched it today where big tech was selling off 7-8% this one ended up only -1.8% and seems to be holding up strong. Should I have patience here ? Do you see any rush to buy the name? What price would you suggest taking a position ?

Thanks ,
Shane