Q: DUOL is taking a beating of late and in a strong market as well? Pofit taking or something more? Would you consider it a strong buy or be looking elsewhere?
Q: On semi-conductor chips, I already own NVDA (since 2023). Considering adding another with your help.
I really don't see chip demand letting up anytime soon (Ai, robotics, autonomous vehicles, cellphones, IoT, etc).
With TSMC opening mfg plants in Arizona, maybe some of the geopolitical risk is tempered now.
Is QComm the dark horse?
Q: I'm looking for an ETF that excludes Cdn and the US but focuses on mid to large cap in other countries. Would you have some suggestions?
Thanks,
Murray
Q: New all time highs, new contracts pouring in. Can you give me an updated analysis on this stock, insider ownership and balance sheet and where it might be in 10 years.
Would it be a candidate to be bought out? Who would purchase it?
Q: Would you have suggestions for ‘undervalued’ gold stocks in relatively safe countries, producers if possible? I took some profits on my holdings: AEM, TXG, OR, CXB. I have FNV too.
I am waiting for my remaining CXB to be exchanged for EQX soon. Do you think this is a good deal and EQX worth holding? It did not perform that well in the past.
Thanks a lot.
Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.
Q: Could I have your suggestions for 3 or 4 small cap growth stocks (probably tech) US or Canada? I have noticed PNG which I take to be a recent addition to your growth portfolio. I am reasonably risk tolerant. Thanks Jim
Q: Hi 5i - with the upcoming NATO meeting and anticipated desire for countries to increase their defense spending, which US and Canadian companies are best positioned to benefit in the next few years?
Q: Currently I hold Fortis (FTS), Hydro One (H), NextEra (NEE), and Brookfield Infrastructure (BIP.UN) in the utilities space. I have been thinking of adding Capital Power (CPX). Could you please rank the five in terms of best overall expected return over the next few years? Would you consolidate any? Thank you.
Q: Do any of these companies fwd P/E's or P/S's concern you at all vs their expected growth rates?
They range from 50x to 127x. I'm looking to increase positions in NBIS/SRAD/GENI so I'm thinking of trimming some of these higher valuation names to add to these lower position names. However, I don't want to trim these long term compounders if they still have legs, but at such high valuations, when does it make sense to trim a name like CRWD to add to NBIS currently? I understand that great companies generally have higher valuations for a reason and investors have to pay up for great long term compounders. Thank you!
Q: Would you still be a buyer of gold at this level? If so, do you prefer the miners or just a physical gold ETF? If the former, what companies do you currently prefer?
Many thanks!
Q: Based on your reply to my last post, can you name 2-3 utilities and 2-3 material investments worth looking into regardless of location (US/CAN/Other).
Thank you for the incredible insights. Have a great day!