Q: What would you do with the above 3 stocks if think less AI infrastructure will be needed? Take the money and run? Or did they fall enough that they will be ok even if some orders are lowered or cancelled?
Q: Is PLTR a beneficiary of the recent shakeup caused by the sudden emergence of DeepSeek? More importantly would PLTR continue to succeed without the cost savings DeepSeek appears to offer? If you assigned a confidence level to buy PLTR today, what would that be, or would you wait for the dust to settle?
Q: Can you please rank the following stocks from the most to be affected to the least affected by Trump's 25% tariff ?
Thanks for you insight.
CM, CNQ, CNR, WSP, BIPC, BN, CTC.A, CCL.B, PKI, TD and SIS.
Please deduct as many credits as you wish.
Q: How concerned should i be regarding Saturday's looming Trump tariffs on Canadian stocks and ETF's ? Should i sell any of my most vulnerable stocks ahead of time ? Is the fear already baked in or is my paranoia in any way justified ? thanks.
Q: Would you buy the stock at this price136C
In Neil’s question on January 28 you seem to have it as more of a sell than a buy? Am I reading this incorrectly?
Thanks
Q: On Monday, Nbis dropped by as much as 40% in a single day following the announcement of DeepSeek. Should Nbis be considered a buy, sell, or hold at this point? What are the risks associated with holding Nbis in both the short term and long term? Please share your insights. Thank you!
Q: Hi 5i, here goes another question on Nvidia. Did you glean anything out of their comments on DeepSeek's innovation? Many of the mag 7 are reporting in the next 8 business days, which would be the most important regarding the data centre craze? Lastly, your favorite predictive question - buy, hold or reduce?
Q: I have the above tech stocks sitting at just over 30% weighting in portfolio. Could you please rank them as to which you might sell first. I sadly sold Crowdstrike last summer when they had their issues and I am thinking I need a cybersecurity stock. Would you buy Crowdstrike or Palo Alto or half of both. Also, What do you think about Saleforce? With the thought of cheaper AI, is that one that would possibly benefit and how where would it rank within my aboce tech stocks? Thanks for all your help. With all your advice, last year was awesome and still up this year following yesterday’s falloff.
Q: What are the implications of DeepSeek - if proven, aside from loss of prestige? Loss of business/ product, fewer facilities, support capacity reduction, and so on? You likely already have questions on this topic. Appreciate your view.
A lot of power producing companies, including CPX, had a great run since the advent of AI and the need to power data centers sprouting everywhere. With the news about Deep Seek a lot of them took a shaving yesterday. Do you think CPX can recover? Thank you as always for your valuable insight.
Q: Your thoughts on this fund. I have had it for three years and it has done nothing. It is 5% position. I thought it would balance my portfolio with some emerging markets, but it seems like more of a boat anchor. Should I keep it for the long term or move on.
Thanks
Q: Hi, I have a good problem and looking for some suggestions here. I have Brookfield group companies to 17.5% right now. RRSP A/C- BAM-1%, BN-8.6%,BEP-5% , Non-Registered A/C - BIPC-2.8% . Should i let them grow or reduce and which one? Thanks
Q: it is noticed that there several (8) analysts rating ENB a hold , also 8 analysts rate it a buy, while the average price target has already been reached, it seems that the former analysts believe some head winds are coming soon, which will force the price to drop. is it the new Trump era affecting ENB ?
Q: Amazon's decision to close operations in Quebec and lay off workers disappoints me. I wish to sell it and find some alternatives. I already own Costco. Coincidentally Astrazeneca announced Canadian expansion plans. What do you think of their stock?