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: Do you have a few TSX or dual listed companies that are building or developing hardware for the AI future. Any favourites ?

Q: Hello 5i
Looking at recent Q&A HPS has been ranked lower than many other growth stocks.
Does the recent acquisition meaningfully change how you might rank it today?
Thank you
Dave

Q: Thoughts on the acquisition just annouced? Thanks!

Q: How dependent is hps product sales on AI infrastructure related buildout?

Q: Bought at $135.Is it timely to take profit? Buy,Hold or Sell? Txs for u usual great services & views.Just renew some 10 yr membership

Q: Which company HPS.A or ZDC has the most growth/risk going forward?

Thanks for your service!

Q: Hi guys, which one would be the first to buy.
TIH. To or HPS-A-To
Thanks. Alnoor

Q: I need to sell some stocks for my 2026 RRIF mandatory withdrawal. Please help me to make better choices between TVK versus HPS.A and LMN versus TOI. Thank you for your great service. Bill.

Q: Hello Team,

Are you able to rank the above companies for the greatest appreciation over the next 3 years in your opinion. Thanks.

Q: Relate to a AI driven energy demand, any investable companies or ETF you could suggest? Thanks.

Q: I think you believe all of these companies are buys.How would you rate them and which would you prefer to buy today? I already have small positions HPS.a and PNG.

Q: Hold these 3 stocks in TFSA: NVDA, FRU and HPS.A. I have $15K in cash. What stock would be a good addition?

Q: Happy New Year!

I am looking at where to deploy my TFSA contribution for this year and would be interested to hear your thoughts. My largest position is BN at close to 5% so I am thinking of adding to my smaller positions listed above. If this were your portfolio, would you add this year's $7000 to one stock, or add smaller amounts to two or three stocks? Or, would you only add to BN as it is still at a sleep at night percentage?

Thank you!

Q: Everyone, On December 9th, i asked a question on multi baggers and you supplied the list stated above. I am now deciding - What rationale do i use to pick from the list? Is it 5 or 10 and which 5 or 10? My thought is to choose them all. Your thoughts would be appreciated. Clayton

Q: Tax issues aside, is there a clear favourite here for an in kind contribution to our TFSA's come January 1?

Thanks,
Terry
Best of the Season

Q: What are your top 10 Canadian medium caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.

Q: I forgot to put in Canadian in my question that you responded to today. Rephrased - What are your top 10 Canadian small caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.

Q: Everyone, i never understand what will make a multi bagger until one has already happened. What would you consider the characteristics of a multi bagger and what stocks do think will make that list in 10 or 20 years from now? Clayton

Q: Hi, do you have a preference between these two? They are both well off their 52 week highs. I realize tax loss selling has probably contributed to this and/or they are just small caps caught up in the out of favour market sell off. Would you own both or consolidate into one? Or do you have another small cap preference to these two? I already own PNG and ZDC.

cheers....