Investment Q&A

Q: Good morning your thoughts on JEF

Q: Can you please give your opinion on which of these two companies will be most negatively affected going forward by:

- disruption

- competition

Which has the best outlook for its:

- balance sheet

- business growth

- dividend growth

Ultimately if you had to sell one or choose only one for a long term investment, which would it be?

Q: Warren Buffet has a lot of Cash . What industry will he purchase. What about purchasing Brookfield BA and Fairfax FFH

Is FFH inexpensive ? Is it a BUY Thanks RAK

Q: What are presently your Top picks in Healthcare; in either CAD or USD. Thanks.

Q: Hi. My wife and I are in the process of rebalancing our portfolio. We're in our 70s and our portfolio has treated us well. Unfortunately our winners have grown to create a portfolio that is now 70% tech and 30% cash.

We'd like to bring our Nvidia and Apple holdings from just over 20% for each to around 10 or 12%.

Where would you reinvest the proceeds of the sale outside of the tech sector?
What 5 top US companies and 5 Canadian companies would be your favourites and why?

Thanks
Frank

Q: What sector does GOOG belong to?

According to nasdaq.com it is Technology.
According to finance.yahoo.com it is Communication Services.

I remember a few years ago it was supposed to be reclassified from Technology to Communication Services, but NASDAQ, which is where it is listed says it is Technology.

Q: Good Morning
I’m planning on lightening up my technology weighting, specifically AI related stocks. Can you suggest a couple of US companies that are showing good momentum?
Thank you

Q: I just sold my AAPL and looking for a replacement--doesnt have to be aTech stock --I want to replace it with a CAN or CDR stock.
What one stock would you recommend as a best buy right now? Thanks

Q: Thoughts on PINS quarter. Buy, sell, or hold? Thx M

Q: Thoughts on ABNB quarter. Is there a turn here? Do you have faith in the model. Buy, sell, or hold? Thx M

Q: Please list in order your preferred choices long term? Please consider its current valuation and future growth potential. A management rating please out of 10.

Is it best to wait for a market pull back? Thank you for everything

Q: If these stocks are all buyable today, in what order would you but them today based on price and conviction. Thank you for the service you provide.

Q: What stands out for you in VERX’s recent quarterly report? Any red flags? How much room does VERX have to grow their business over the next 2-3 years? Thank-you.

Q: Can you comment on SQ's earnings.

Throughout this year you considered it a HOLD. YTD it is down 2.7%.

Unfortunately I am down 40%. It seems like there have been and continue to be better stocks to invest in. Are there any compelling reasons to hang onto this loser?

Q: I bought my first 100 shares of BCE on Oct 22, 2014 at $47.79. Ten (10!) years later it is $38.94/share. I estimate that over those 10 years I have received $32.34 in dividends - so that helps. But holding a stock whose share price is down 20% after 10 years is not something to be proud of.

I am torn with what to do with my BCE shares. Sell all, sell half, buy more? I am trying to maintain a diversified portfolio by having exposure to the Telecom Sector, and I am not interested in replacing BCE with Telus, Rogers, etc. I already own Telus, and am down on that as well.

Telecom stocks make up about 7% of my portfolio today (my target was 8%), so if I sold BCE my % in Telecom stocks would decrease further.

If I sold any or all of my BCE, the first choice would be to replace it with something in the Telecom sector from the US (not Canada!) to keep it from falling too far away from my target of 8%. What US telecom stocks would you suggest that are performing better than BCE, T? The Telecom sector has NOT been the place to be this year, and the future does not look any better, so it is hard to maintain my sector diversification target.

For a moderate growth investor with a medium risk tolerance, what % of the portfolio would you suggest be in Telecom stocks? Is an 8% target too high?

Q: I have a good sized position in VRT a smaller one in NVDA. I want to add to one of them. For growth in the next 2 years which would be better, Why.
Thank You
Peter

Q: Your analysis of Palantir please. Seems expensive but would you buy here if not already owned? At what price is it attractive? Thanks in advance.

Q: Peter and His Wonder Team
A year ago you stated that 2024 would be a "muted" year for this shipping company and you were right. It has drifted down. At the time you also stated that 2025 would see growth and better times. I am a long term investor so I held. So now I am faced with the same dilemma only a different year. So please give me your up to date assessment...Does 2025 look better...especially with all this geopolitical conflict and a threat of tariffs...not sure if that would reduce cargo tariff. Your assessments are always of value and is why I keep renewing my membership year after year.

Q: Hello 5i
Could I have your assessment of Paycom after their latest report? Is growth likely to accelerate?
Thank you
Dave

Q: Can I get your opinion on the recent results? And your thought going forward?
Thanks