Q: Why are the banks such a hot commodity.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What is your opinion on Costco. They have fallen for a while.
Margita
Margita
Q: Regarding Pfizer, from a risk/reward perspective, do you see potential in this beaten up stock? It looks cheap to my amateur eyes.
Thanks as always for your expertise.
Thanks as always for your expertise.
Q: Genm has tripled in the last 6 months. Palladium and copper have been VERY strong lately.
Shareholders have been told (via webinars) that financing is in progress and that by H1 2026 construction should start.
What is your market cap guess, and moving up the lassonde curve after the financing announcement.
Care to venture a guess on the amount of probable equity financing that will be required.
Thank you
Shareholders have been told (via webinars) that financing is in progress and that by H1 2026 construction should start.
What is your market cap guess, and moving up the lassonde curve after the financing announcement.
Care to venture a guess on the amount of probable equity financing that will be required.
Thank you
Q: ASML or MPWR?
Q: Q3/25 reported in November, EPS declined 26% vs. Q3/24. Can you go over the Q in more detail and advise whether fundamentals have changed. I am a holder of this company and had been thinking of adding since it has declined from its high of $134 in August. Would you be comfortable adding or do you see more attractive financial names? Thank you.
John
John
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Amazon.com Inc. (AMZN $202.90)
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Broadcom Inc. (AVGO $339.63)
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Meta Platforms Inc. (META $664.39)
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Alphabet Inc. (GOOG $312.18)
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NVIDIA Corporation (NVDA $191.10)
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Microsoft CDR (CAD Hedged) (MSFT $28.55)
Q: I am considering adding AVGO with its most recent price decline on what appeared to be a good Q. Would you concur that the sell off has been over done given there was little to complain about in the quarterly release. MSFT is my other add consideration, as it has corrected some, likely in sympathy with the AI fears. Of the 2 which would you consider more attractive for a 5 year hold? In the account I also hold NVDA, GOOGL, META, AMZN, and MU for tech names. Thank you.
John
John
Q: hi, a couple of questions on GLXY: is the company making a profit now? does it have a PE and PEG ratio? approximately what percentage of the income comes from it's various sources? how much is the income related to the price of Bitcoin and/or other digital currencies"currency" concoctions?
cheers, Chris
cheers, Chris
Q: It appears that BCE would eventually lose HBO in it's Crave offering if Netflix buys Warner Bros. How significant would this be for BCE?
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Amazon.com Inc. (AMZN $202.90)
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Meta Platforms Inc. (META $664.39)
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Alphabet Inc. (GOOG $312.18)
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T-Mobile US Inc. (TMUS $202.61)
Q: You mentioned in an answer to one of your questions that money has been moving from technology to other sectors. Which sectors are receiving the most new investment?
Could you give me some examples of companies within those sectors that are strong companies fundamentally and have excellent upside potential. I
Could you give me some examples of companies within those sectors that are strong companies fundamentally and have excellent upside potential. I
Q: Can you recommend a place to park C$, for a US citizen with a Canadian investment account, that will avoid problems with US PFIC rules for US citizens? Thanks.
Q: I hold these stocks in various percentages. NBIS is down 50% from its 52 week high. Would you buy these in equal amounts today.If you were to pick a favourite,what would it be?
Q: Your thoughts please on the quarter released this week? Markets seemed to like ir?
Thx
Thx
Q: You have mentioned Japan increase in interest rates (just announced this morning at 25 bps) and carry over trade as one of certain key risks for 2026. Is purchasing VIU the wrong investment decision with such risk on the immediate horizon? VIU has Japan as top geographic holding at 24%.
Q: I just noticed the jump in these shares over the past 3 days and thought there may have been news out on earnings but see that the last earnings release was Nov 6. Checking all the news sources I have access to has yielded nothing. Thought I would check with our ears to the street people, (that's you), and see if you have heard anything.
Q: Significant loss this year : what would be an entry price ,or would a sell be an option if long term value is a priority ?
Q: What is your opinion of this today? For a retired guy seeking Dividends + Growth? Or, can you suggest an alternative?
Thanks for your amazing service!
Thanks for your amazing service!
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BMO Equal Weight Banks Index ETF (ZEB $60.73)
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iShares Canadian Financial Monthly Income ETF (FIE $9.95)
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Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.54)
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Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.36)
Q: Half of my RIF focuses on steady, monthly income and the other half on individual stocks. To balance safety with higher income, I am looking to have equal weight in FIE and HMAX. As I rely on this monthly income, what do you think of this approach for long term holding? Can you suggest better alternatives?
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Super Micro Computer Inc. (SMCI $32.30)
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Dell Technologies Inc. Class C (DELL $123.65)
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Vertiv Holdings LLC Class A (VRT $235.94)
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IREN Limited (IREN $41.11)
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Nebius Group N.V. (NBIS $88.40)
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CoreWeave Inc. (CRWV $92.93)
Q: Greetings 5i, which companies do you consider to be NBIS's closest competitors? Out of this "peer group" how many of them do you think it is necessary to own to reap the benefits from exposure to the industry? Thank you.
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Constellation Software Inc. (CSU $2,281.51)
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Galaxy Digital Inc. Class A common stock (GLXY $27.28)
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ADF Group Inc. Subordinate Voting Shares (DRX $9.78)
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MDA Space Ltd. (MDA $35.09)
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Lumine Group Inc. (LMN $19.50)
Q: I have been considering selling the following companies for tax loss. Do you think they are reasonable candidates? Or do you think there is too much bounce potential going into 2026. Would you be able to rank them in the order you would consider selling them from most attractive for tax loss to least. Thank you.
John
John