Q: Between these two companies, if only one is to be owned, which would you select for a long term hold? Which company has a bigger "moat" and is less likely to be disrupted?
Do you think software can serve as a hedge against AI? If that's the case, and since they are mostly down, is it a good idea to start accumulating? Please provide some solid names in Canada (I have CSU family), the US, and internationally.
Q: I own all in small positions with goal to give some growth to a mostly dividend portfolio. With bad luck the only one I don't own is Celestica. I realize this is now the darling. Do I keep these or sell to buy Celestica? My only concern is chasing a hot stock which sometimes doesn't work out. Thank you!
Q: NVDA and PLTR announced a partnership to develop a business for corporate supply chain logistics. Is KXS about to get their lunch eaten by these big players?
Q: Further to Kyles question; are either of these companies in any way utilizing AI or developing AI systems to improving shipping logistics.
Thank You for your service
Q: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.
Q: Retired, dividend-income investor with a well diversified portfolio (in my opinion anyway). My proxy for the technology sector is XIT and it has performed very well over the long time period I have held it. I like using your charting ability to compare XIT to QQQ or other related tech companies or ETFs....great feature!
Question #1 = With all of the "AI" interest right now, I wonder how much exposure does XIT have to the AI theme? Which of the embedded companies within XIT have AI exposure?
Question # 2 = Is there is an ETF that focuses on AI-related companies or is there an ETF that focuses on AI-generated stock picks (in any sector) and what your thoughts are?