Investment Q&A

Q: TTD cratered and now keeps moving down. I didn't think earnings were THAT bad. Is this an overreaction or can you explain why the fall has been so harsh? Would you consider this a buying opportunity or is this a falling knife? Thanks!

Q: Hi,
Any thoughts on market reaction to earnings(seemed ok to me), CEO leaving, or recent purchase?
Cheers, Chris

Q: I want to buy a CDR or a Canadian company that is not CSU.

My Question: what is your highest conviction stock that will most likely go up the most this year?

I know you don’t have a magic ball, but best guess.

Thanks.

Q: I am seeking single digit capital gain over the next 2 years which of the 3 companies would you buy. and why. what is the biggest risk for ZTS. is the competition from LLY now baked in to the price ofNVO thanks Richard

Q: Could you rank these three, best to worst as strong compounders, if in fact you believe them to be.
Thank You,
Barry

Q: What are your thoughts on STRK?

Q: I am interested in starting a position here. The recent acquisition they made should add to growth... unless it is not going well? Also I feel like I am motivated by its low price (opposite of momentum strategy). Any good news with the Q4 and LNTH should move higher. Your thoughts please.

Q: What is your current opinion of this stock..... do you think it will do well in the next 2 years?

Q: What did you learn from the NBIS quarterly report? Any key points regarding their fundamentals? Would you add to a position this morning?

Q: Good evening, what do you think of CELH moving up their earnings date to tomorrow from Mar? Have you seen this before? Why don’t think management would do this? The stock moved up on the news. Does it signal that it may be all that bad?

Thanks

Q: Hello,
Why Editas stock go up today?
Thanks!

Q: Hi 5i,

What do you think of WST? It had a big correction.

Thank you

Q: Please comment on the recent significant draw down. Is the stock considered expensive at current levels?

thank you

Q: In a recent response to another member you mentioned "IBKR is almost twice the size of HOOD ($99B vs. $56B market cap, respectively)".

I ended up looking into IBKR and HOOD a bit more and discovered this about IBKR:

Depending on the data platform, some list the IBKR market cap as ~$25B and others list it as ~$99B. This has to do with whether you consider both public and private shareholders counts when calculating market cap.

I learned that GAAP handles this where the non controlling interests are removed from the income statement ("less net income attributable to non-controlling interests" which was $2.652B for 2024 leaving $765B Net Income) to leave only the net income attributable to IBKR public share holders. The bigger chunk goes to IBG Holdings controlled solely by Thomas Peterffy.

Based on this I believe IBKR is half the size of HOOD, at least the portion that common shareholders attribute earnings too.

How do you think about companies structured like this?

Q: Hello Team,

I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks

Q: Can you give me 3 US strong conviction growth stocks in tech?
Thank You

Q: CLBT has dropped significantly in the past month. I would appreciate your thoughts on the company and do you see this as a buying opportunity?

Q: Cloudflare stock is down 17% pre market (Feb 19,2205). I have always liked the stock but never bought because it's too expensive. Would this be a good entry point to start a position?

Q: Thoughts on Anet ? Thank You

Q: My research points to many experts believing that the semiconductor chips will be shifting from NVIDIAs current offerings to cheaper custom silicon, setting up many of the names like AVGO, MRVL, QCOM,AMD and ARM well. Out of these names, which ones would you own, based on price and growth potential.

Are any of these resonably priced at this time and can be bought immediately or shoud I wait for a pullback.

Lastly, seems like NVIDIA has sold part of its ARM ownership today. Is ARM still a name you like and at what price level does it become a resonable buy. Thanks!!