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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: Good morning. I will need to raise some cash soon. I have picked AW, ATH, CPD and SYZ to head to the chopping block. In what order would you sell? Thanks for everything you do for us.
Read Answer Asked by Frank on February 10, 2025
Q: Regarding BCE under performance. In your opinion do you think a CEO replacement is in order and might rejuvenate the stock price and give investors more confidence in management. It seems to me that the current CEO is "reaching" for growth by looking South to a more competitive market and it won't end well. Has the board at BCE ever replaced their CEO? If I understand correctly the CEO said the dividend was not going to change in 2025 and from your last post you stated the board might reduce it. Am I incorrect or is this another example of misinformation from the current CEO?
Read Answer Asked by Ian on February 10, 2025
Q: One of your readers noticed that you made a great call on this one! Now that it's more in the public eye, would it still be worth jumping in after it's sudden and rapid price increase? If not, what are two or three other US stocks that you see as high growth over the relatively short-term to midterm?
Read Answer Asked by Marcel on February 10, 2025
Q: What is your take on the chances that America's 'economic war' on Canada starts by interfering or even seizing US domiciled assets, or ETFs listed by US companies, such as Vanguard and Blackrock? How much independence do markets have to let resources float without government interference?
It seems like a plausible escalation strategy that would quickly buckle any foreign country's finances, including Canada's.
Read Answer Asked by Peter on February 10, 2025
Q: Hi. I totally missed the boat on Palantir. When the stock was in the high 20s, my beliefs and lots of what I read was confirming that the stock was over priced (at least that is what I thought), and I felt same as the stock rose to the 30s, 40s, .... and now over a hundred. And I still feel that the stock will need to correct at some time, as it has a trailing P/E in excess of 500 and possibly a P/E of at least 300+ looking forward. I made exactly the same mistake with many other companies such as Netflix, Facebook, .... I know that small, newer companies can exponentially increase their profits as they grow up but there is no guarantee that they will be successful (let alone be excessively successful).
So my question is three fold (please deduct necessary credits).
1. What did I do wrong here? I watched the stock go up and up and never pulled the trigger, thinking it was always too expensive. I sometimes feel it is more of a meme stock.
2. Would you buy Palantir at these prices / why?
3. Do you feel that there may be some other companies out there that may be in their early days (or well established) with lots of room to grow. If yes, your listing a few of your top convictions, along with a sentence (or two) explaining your rationale and intuition would be greatly appreciated.
Thank You.
Read Answer Asked by Walter on February 10, 2025
Q: The Cerebras IPO, that has been delayed since last year, looks very interesting. I wonder if 5i has a view on if/when it will happen and considers it attractive.
Having spent some time working on wafer scale integration, it is a far more complex and challenging problem than they make it sound like.
Appreciate your insight, Peter
Read Answer Asked by Peter on February 10, 2025
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