Investment Q&A

Q: I own both COW:CA and NTR:CA.Do you feel that it is unncessary to own both and if so which one would you prefer?

Q: hi,
I have parked cash in these funds ( money market fund?), which I am told will not suspend redemptions anytime, so one is able to freely withdraw if wanted. do you have a list of others with same properties ( as many as you know )? take as many points as you want. looking for mostly CDN$ but 1-2 USD$ as well.
cheers, Chris

Q: Why is this headed to the moon right now? Is high retail ownership a factor?

Q: Please polish the 5i crystal ball and suggest a reasonable entry point for NBIS. Thanks!

Q: Thoughts on latest results ?
Many thanks
Greg

Q: I am wondering about your thoughts on AMD. It’s P/E ratio is 83, and there is a big gap on the chart last October in the $160-200 range. I have held it for a long time and I’m happy with the overall gain, but I am surprised at the volatility. I have a half position in it, which was originally a quarter position. So I can’t say as I’m unhappy with it, but I have never had the conviction to go to a full position. Based on a long term objective, can I have your thoughts on whether I should move on, hold, or go to a full position?

Q: Not a question but a comment:

• Jevons Paradox: Historically, making a resource more efficient actually increases total demand. If AI inference becomes 8x cheaper and faster, companies will deploy it in 10x more places, ultimately requiring more total memory. 
• Inference vs. Training: TurboQuant primarily affects the inference phase (running the model). It doesn't reduce the massive amount of memory needed for the training phase, where Micron's HBM3E/HBM4 is most critical.

Most analysts (including those at Morgan Stanley and Wells Fargo) view this as a healthy evolution. It solves a bottleneck that was making AI too expensive to scale. By making AI cheaper to run, Google is actually ensuring the "AI Supercycle" lasts longer, even if it removes some of the "scarcity premium" from memory prices

Q: How do you interpret MU's buy back of senior notes. Comparing with shares buy back, is it more like management's confidence in futur earning or boosting value of shareholders. Does the negative market reaction means that traders are looking elsewhere for quick gains in a volatile market?

Q: CNBC The drone market is about to go parabolic because of AI and war. How to play it.

Which 2 should I buy?

Thank you.

Q: Dear Peter et al:

Wow...the more you seem to say positive things about these favourite stocks, harder they seem to fall! MSFT is about 10$ from your suggested price. MU which is already inexpensive according to you, is getting even more inexpensive! I am not sure if it is all due to sentiment. For example I read a reasonably good review about UAE AND Saudi Arabia selling their stake in many of the MAG 7 and their commitment to Data centres may be wavering. At least that is one of the theories being floated by the MAG Bears!

If these BIG boys are selling, then there is a long way to reach the bottom, no?

I am still on a "Holding" mode!

Always appreciate your measured answers.

Q: Hello Team,
Could you give me an analysis of these two stocks. Are either or both buys in your opinion?
Thank You,
Barry

Q: ELF Beauty has continued to drop. Would you average down or simply exit the position?

Q: I have heard that Cormark has lowered their target from C $51 to C $ 46 because even though MDA doesn't deal with Artemis Gateway, they were supposed to build Canadarm-3 for the Artemis Gateway a contract worth $1B and I guess, that is out the door.

Is this true and the reason for another drop today?

Q: My first question is just out of curiosity . When I do a question search on MU using the Canadian CDR and the American stock symbol I get two sets of different answers ..... { and the questions have nothing to do with hedged currencies } I found I got more company specific questions using the American symbol . Why is that ?

Up until now I have been uninterested in the MU CDR but my interest is now tweaked . So I have been a throwing a lowball price at it daily . Each day my order goes unfilled and the following day the price is below what I wanted to pay so I do the same thing. { Today's lowball bid is $16.37 } .

Now I would like to get educated on what I am attempting to buy . All I know is it is a memory chip maker .....I'd like to know ..... A current P/E ratio ? A forward P/E ratio ? A comment on future expectations both from you and the company ? Why are investors selling ? What would make it stop falling ? Do you expect it to stop falling ? In other words an overall analysis to help me decide whether to stop lowballing and just make a decision to buy or not to buy ...... Thanks for your terrific service .....

Q: Would love your analysis of this gold miner in the Yukon?
It has a very large Market cap and do you foresee the Coffee Gold Project coming into fruition?
Thanx as always
Gary

Q: Everyone, what five positive trends in the market today. Trying to hear good news in the market.

Q: Your thoughts on this new ETF ...Harvest Premium Yield Canadian Bank ETF. It's info sheet indicates it "is designed to deliver twice monthly cash distributions with an opportunity for long term growth. This ETF provides investors access to a portfolio of leading Canadian bank equities with strong fundamentals and growth potential."

I know it is new but the dividend of 7 cents twice a month (pls confirm my number is correct) is very compelling ... However, less so if the payout is simply going to be 50% or more as ROC.

Q: Can you name 3 Canadian and 3 US companies that have above average EBITDA, pricing power, generate high cash flow. Please rank in order of preference to buy now for long term hold

Thx Yves

Q: Which of CP, TFII would you recommend for a long term hold in a TFSA?

Q: How can I buy ARKVX in Canada? It has the largest holding of SpaceX stock, which is about to go public.

Also, if I Sell $10,000 in my TFSA and Buy $10,000 in another Stock in my TFSA, will this impact my TFSA Limit? Keep in mind my Margin leverages my TFSA.

Thanks as always for your amazing Service!