Investment Q&A

Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?

Q: Hi,

Already holding HPS.A at 3.6% and I like the growing power thesis. Do you think buying ENS, MPWR or APH would be too much? I like the growth of all these other names but is owning all four too many? How would you rank them to buy now for best risk adjusted return?

Q: forgot to ask, why are certain companies such as CLS, TOU, HPS.A, etc. not included in the market summary reports?

Q: In quarters in which HPS.A does particularly well, executive compensation tends to sink the shares. Earnings are due on March 18. Is this one of the quarters likely to produce significant executive compensation or will comparison to the previous quarter dampen the exec comp and help the shares?

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