Investment Q&A

Q: What are your thoughts on AMAT these days? Which do you prefer, AMAT, ASML or AVGO? please explain. Many thanks

Q: Good morning. I need to add one Non-Canadaian growth stock to my unregistered business portfolio. Can you please give me a a couple of ideas but not MSFT, AMZN or NVDA unless you feel they could be added to at this stage. Two or three ideas would be great. Thanks again.

Q: Everyone, what would you tell yourself about investing on your 20th birthday. Clayton

Q: What is i5R thoughts on Evertz as a growth investment. Thanks … Cal

Q: Please comment on PATH's latest Q results and guide,Why did it drop 11.2% to $14.51 today on huge vol.of 35.4 m shares much greater than average of 7.04 m. C Wood bought 4.965m shares today. Buy,Hold or Sell. Txs for U usual great services & advices

Q: What is your favourite etf for Canadian banks? Is CPD a good way to gain exposure to them?

Q: Aw.un seems to be trading in a range of $35 to $38. What is a good price to enter? Or U prefer others. Txs for U usual great services & views

Q: whats your call on smci. i have added to my position and moved my options strike up 6 different times. i think its going much higher.
i value your opinion dave

Q: Took advantage of the 27% increase in NVDA today to reduce my holding to 5% and free up some cash. Looking for advice on how best to redeploy these funds. I already hold MSFT, GOOG and AMZN. I've been looking at AAPL, but am concerned about the geopolitics surrounding the company's manufacturing operations in China. Does this add a significant layer of uncertainty to investing in this company? Including AAPL, please provide a total of three names - in ranked order (best first) - where I could invest funds today. (Not sure if META would be one of them, but please exclude. Can't support the corporate ethos.) Thank you.

Q: Hello, With reference to your Model Portfolio changes to trim Stantec's present 2.5% weight to 2%, in Growth portfolio ( start price $68 - current price $77.50), could you elaborate on the rationale, a little more, for a better understanding. If the valuation is stretched, is the current price is expensive, in your opinion ? Also. generally, if you like a company and the sector, the model portfolio will hold a position 2.5-3.5% or higher.

We have noted your recent comments on this company and, decided to initiate a 1.5% position at $78, after the recent pullback, following company's results. We had no infrastructure/consultancy exposure before in our portfolios and have been low on industrial sector Just wondering, if our move makes sense.

Thank You

Q: Trying to decide whether to buy a 2% position in BYD or ATS for growth.

Q: Hi team,

This is more of a second order question - so nvda is clearly doing very well, where could we look for benefit on the supplier side, ie. the inputs for what they need for the AI?

Q: Everyone, what is your concerns with the large cap technology sector today and for the next six months. Clayton

Q: I own goeasy and am thinking of selling it and buying google what do you think of this.

Q: Hi, Your feedback about DTC please.

Q: What would be your top 5 or 6 large cap growth opportunities at this time? U.S. or Canada

Thx

Q: hi folks:

can i have a summary of this company as to it's potential for a long term buy

good bad or indifferent?

and, also, who would be similar companies in the same biz

thanks

Q: Couple weeks ago I asked about CYBR ETF. You thought I meant Cyberarc Software. Thought the ETF would be doing much better than what it is. Worth hanging onto?

Q: An analyst on BNN said today that he feels Stantec's share price could double in the next 5 years, as they do a lot of business in the USA, which is spending a lot on infrastructure improvements, which should benefit Stantec. He felt their headcount in 5 years could be roughly where WSP Global's headcount is now, with some of the growth coming from acquisitions. Wondering what you think of Stantec's growth potential over the next 5 years, and also about their debt levels. Looking at the balance sheet, the debt to cash flow looks a little high.

Q: Re your answer to Adam on APPS.

Throw the towel in and buy what instead?

Thanks


Sheldon