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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: On January 21st you replied to a question by Graeme "electrification" plays and one of companies in his list was GEV which had split from GE in April of last year. At that time I was looking at it and the stock was priced at about $137/share and today (early Friday), it sits at $437 and unfortunately I never pulled the trigger.

In your reply to Graeme, you noted that GEV had the highest valuation currently.

I am asking if that valuation is justified considering they are part of a team that is actually building SMRs. One (or more) for OPG in Ontario and just announced recently one for Tennessee Valley Authority (TVA) in TN. Of course that build other generating equipment as well.

Other SMR- associated stocks have recently jumped (SMR, NEE, OKLO) but none of these are actually building SMRs.

I would very much appreciate your thoughts.

BTW, I love your site interface because so much information is at hand. Thanks for all that the Team does for us little guys and gals.
Read Answer Asked by Danny-boy on January 27, 2025
Q: Rigetti is clearly a very volatile company with lots of possibility for growth given the nature of its business, and it's current stage in its lifecycle. In your opinion, what differentiates Rigetti from other quantum computing businesses; and if you were to invest in this space is Rigetti your top option or are there other possibly more mature firms that should be considered.
Read Answer Asked by Michael on January 27, 2025
Q: I own small (2-3%) positions in Snowflake, MongoDB, and Datadog. Would you currently hold these stocks or sell them? If sold, what are some possible replacements in the tech sector?

If I were only to sell one, which holding would you let go of first and why?

Thanks.
Read Answer Asked by Nicola on January 27, 2025
Q: I have about 10% cash that I am considering putting in U.S. stocks. Even with our $.69 dollar, I don't see any catalysts to improve that over the next few years. I have a good diverse portfolio in both $Cdn and $US, but I am definitely lighter in US exposure.
With the uncertainty of tariffs, Canada with no real leadership for the foreseeable months ahead, the US "Drill baby drill", and Canada not seeming able to attract large international investment, is there anything left to drive growth in Canada?
I am retired, so I want something that should be a little less volatile. I'm thinking of adding to MSFT and JPM, to bring them to a full 5% position. Is this a good idea, and if so, can you also recommend 2 other stocks for me to look at. What are your thoughts on Healthcare, stocks or ETFs, with the new administration? Everything US is inside my RRSP. Thank you
Read Answer Asked by Grant on January 27, 2025
Q: With DeepSeek Chinese open source models being competitive with American models using less compute power, I can see other American tech giants and small players try to replicate the same very soon.

How bad is this new development for companies like NVDA and AMD? Should we cash in some of our profits now and wait for further development?

Will companies like Microsoft, Google, Meta, Amazon... suddenly feel like they have wasted their billions? Will this drive a negative sentiment for their own stock prices in the short term ?

What does 5i recommend if we have large gains in the bive mentioned stocks?
Read Answer Asked by V on January 26, 2025
Q: You may have covered this question but with the exchange on the USD now close to 40% is it worth buying US stocks, in case the US dollar is devalued? The Canadian tourism industry should flourish with the difference in the dollar while not as many Canadians will make the trip to Florida this year.
Read Answer Asked by Bryan on January 24, 2025
Q: In a question yesterday - attached - I asked you to recommend one or two US equities and listed those already held. In response, you gave me two equities which I had listed as already owned. Clearly you have not had your morning coffee:-) Please try again.

Yesterday's Question:
VRT has now grown to 9.5% of my total portfolio. (Thank you for the recommendation!) Would you let this winner run? Or would you be inclined to trim? If trim, what one or two US equities would you purchase (any sector) with the proceeds with a similar risk/growth profile...and why? The following US/international equities are already held: GOOG, NVDA, AMZN, MSFT, V, COST, AXON, ISRG, CLBT, and NBIS. Thank you.

Answer:

In our view, as a company aproaches 10% of a portfolio, the portfolio starts to become a bet on that single name and we would typically prefer to trim the position down. For something with a similar risk profile and growth potential, we might consider NBIS and CLBT, but both are higher risk.
Read Answer Asked by Maureen on January 24, 2025
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