Investment Q&A

Q: Hello Peter and Team,

I am looking at turning over a portion of my portfolio and rotating into AI infrastructure. With the growth we're seeing increased power consumption, micro data centers, advanced cooling, specialized power distribution, and a supply shortfall are all going to be very relevant in the coming years with the AI capacity rising so fast.

My questions;
1. Has there been a market sector specifically dedicated to AI? Or is it just grouped into IT?
2. I know you mentioned TransAlta Corp in your recent "Best Stock Ideas. What other companies do you think we should be looking at moving forward?
3. Are you looking to have more focus on this sector for the Model Portfolios and if so, which companies are you looking at for growth and for income?

Appreciate all you do

gm

ps,... Thank you for 5N Plus, Kraken & Tantalus

Q: May I have your thoughts on AEVA? They reported recently and it seems Barrons has stated the company has reached an “inflection point”, whatever that means. The stock has been strong since reporting it’s earnings last week.
I confirm I have clicked on Public Question so if it comes to you as Private Question there is some software glitch.
Regards,
Jim

Q: Your thoughts please on the latest quarter?

Thx

Q: Hello Team,
Is TOU a buy today?
Many thanks!

Q: If you owned BRK.B and were thinking about moving out and adding two other companies such as ATRL & WCN to a portfolio what would your thoughts be?

Q: Terravest recently acquired KBK Industries. Your reaction?

Q: Can I get your thoughts on Harrow's latest quarter please? And can you please rank HROW, ISRG, LLY and TMDX for purchase/hold?
Thank you

Q: I interpret your response to my question dated March 2 to be CLS is expected to have the highest total return of the three companies with the most risk. Shop is expected to have the least total return, but with the corresponding least risk over the next 18 months. Thank you

Q: MDA SPACE ANNOUNCES RESIGNATION OF BOARD MEMBER ALISON ALFERS

Why?

Is this important?

Thank you..

Q: Hi 5i,

Thanks for your advise for BRK.B:US, you have mentioned that BUY at $450 (ClassB) would be a good price, and average target is $525 which seems about right to us.

Long time ago you have suggested the price buy-in around $500, seem you have getting more negative for this stock. Any reason you don’t feel positive, is that because due to the big cash $373 billion holding?

Q: Any reason for the drop today.

Q: how close to a reality is the proposed CIX trading system and is it part of the reason for the weakness in X. what other reasons have contributed to the share price decline in X.

Q: Do you think its worth holding on to Nike at this point? I can be patient but are there better places to be?

Q: Would you please recommend a few CAD rate-reset preferred shares, excluding telecoms and banks.
Thank you
Jerry

Q: what percent of poly market is held by ICE and would it be enough to move the value of ICE should poly market eventually go public thanks Richard

Q: I have the following investments and I am wondering which ones would be good for long term investments? I am 30 years old. This is for my TFSA. I would be okay with USA and Canadian investments for medium to high risk.

Q: Hello,

Can I please get your opinion of Evolve Canadian Aggregate Bond Enhanced Yld Fund ETF (AGG). Thank you

Dave

Q: Following up on a question from David answered today on mid-cap gold stocks, you brought up 3 names that did not include ARIS (WDO, KNT and GMIN). I personnaly think ARIS is currently overpriced but selling it would generate an important tax liability for me. Do you see it as a buy or hold at this time.

Also do you see KNT and WDO as buys (I currently see GMIN as overpriced) and would you compare them to ARIS at the current time.

Please take as many credits as needed.

Thank you

Q: can you please tell me what I should be converned about with this stock pick that has gone from $0.08. >>$8.05 in 2 years

Q: What is going on with AVAV today,? Down 20%. Is it a buying opportunity?