Q: Results looked good, why the huge drop in share price?
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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.
- Northland Power Inc. (NPI)
- Capital Power Corporation (CPX)
- Pure Storage Inc. Class A (PSTG)
- Vertiv Holdings LLC Class A (VRT)
Q: Morning,
I recently acquired some information about a new project development in Alberta. A European private equity company has purchased 5 out of 6 quarters of land along the corridor from Edmonton to Calgary(I know this part for a fact). They are going to invest 1 Billion on each quarter of land for Data Centers. Apparently Alberta has a great amount of Dark Fiber Optics available which is perfect for this.
Do you see any investment opportunities here? I assume these Data Centers will need a huge amount of power, so would power producers be an area of opportunity? Such as CPX . Let me know what you think and any ideas.
I recently acquired some information about a new project development in Alberta. A European private equity company has purchased 5 out of 6 quarters of land along the corridor from Edmonton to Calgary(I know this part for a fact). They are going to invest 1 Billion on each quarter of land for Data Centers. Apparently Alberta has a great amount of Dark Fiber Optics available which is perfect for this.
Do you see any investment opportunities here? I assume these Data Centers will need a huge amount of power, so would power producers be an area of opportunity? Such as CPX . Let me know what you think and any ideas.
- Apple Inc. (AAPL)
- Adobe Inc. (ADBE)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Celestica Inc. (CLS)
- Arista Networks Inc. (ANET)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Dell Technologies Inc. Class C (DELL)
- CrowdStrike Holdings Inc. (CRWD)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. (PLTR)
- C3.ai Inc. Class A (AI)
Q: Hello, Currently I hold NVDA, Meta, Google, and Palantir stocks in the tech sector. Could you recommend additional stocks that would complement my portfolio during this AI boom? Thank you.
- Apple Inc. (AAPL)
- BlackBerry Limited (BB)
- Ulta Beauty Inc. (ULTA)
- Pure Storage Inc. Class A (PSTG)
- CrowdStrike Holdings Inc. (CRWD)
Q: How should one employ the forward price to sales multiple to determine value? What I’m trying to figure out is when to avoid a stock that has gone over its skis as they say. Take stocks from ultra to pstg to Crwd - we go from 1 x earnings to 23 x. By that gauge, one presumably buy Ultra. But when I think of value, I remember how I once bought Rim over Apple because the former looked cheaper. Can you comment on any guideline for us of this metric? Thank you,
Jason
Jason
- Cisco Systems Inc. (CSCO)
- The Trade Desk Inc. (TTD)
- Pure Storage Inc. Class A (PSTG)
- Vertiv Holdings LLC Class A (VRT)
Q: Dear Peter:
I have a small sum, about 10 k USD from locking in some profits. I can only write covered calls in my Registered accounts. No cash secured puts! Any candidate that you may want to suggest for writing covered calls? (can only be in 100 shares lot, right?) The ones that have attractive premiums are very expensive!
Many thanks.
I have a small sum, about 10 k USD from locking in some profits. I can only write covered calls in my Registered accounts. No cash secured puts! Any candidate that you may want to suggest for writing covered calls? (can only be in 100 shares lot, right?) The ones that have attractive premiums are very expensive!
Many thanks.
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- Visa Inc. (V)
- Pure Storage Inc. Class A (PSTG)
- CrowdStrike Holdings Inc. (CRWD)
- Jacobs Solutions Inc. (J)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. (PLTR)
Q: Thanks to your sage advice, I am up significantly (again) on NVDA. Last year, I let it run up to 10% of my holdings, sold half and purchased VRT (now up 30%). NVDA has now increased to 8% of my portfolio. I understand there are multiple drivers currently at work turbo-charging the price of this stock (earnings, stock split, upcoming DOW listing, forced acquisition by ETFs, etc.). All this prompts three questions. How large would YOU let your NVDA grow as a percentage of your portfolio before trimming? Assuming you wanted to trim, when do you think the stock price will start leveling off (assuming the absence of black swan events)? If you wanted to take some profit and invest it outside tech, what would be your three highest conviction US stocks today? AMZN, MSFT, VRT, GOOG, V, and J already held. Thank you.
Q: Can I have your thoughts on earnings and long term prospects? Thank-you.
- NVIDIA Corporation (NVDA)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
- Astera Labs Inc. (ALAB)
Q: RBC isnt showing much revenue growth for 2025, considering the massive capex spending announced recently in big tech, I'm thinking of moving on here. I realize it's up 45% ytd and 128% in a year, it's also up 128% in 5 years, of which I've been in the stock, are analysts being too conservative? I already own NVDA and VRT, interested in other high conviction names that will benefit from from the capex?
- CRISPR Therapeutics AG (CRSP)
- Pure Storage Inc. Class A (PSTG)
- Palantir Technologies Inc. (PLTR)
- TransMedics Group Inc. (TMDX)
- Flutter Entertainment Plc (FLUT)
Q: I acknowledge that timing a revenue growth inflection is a fraught undertaking. Could you suggest one or two stocks that you believe have the best opportunity and your thinking.
- Nutanix Inc. (NTNX)
- Vail Resorts Inc. (MTN)
- Pure Storage Inc. Class A (PSTG)
- Celsius Holdings Inc. (CELH)
- Nextracker Inc. (NXT)
- AppFolio Inc. (APPF)
Q: I’ve held this name for 6 years and haven’t made a cent. Global warming may ultimately be the demise of this business. Looking to replace with a high growth U.S. name. What other businesses with a market cap less than 20 Billion would you put on the same growth trajectory as CELH?
Thanks
Thanks
- Micron Technology Inc. (MU)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Dell Technologies Inc. Class C (DELL)
- Vertiv Holdings LLC Class A (VRT)
Q: AI is expected to increase data generation requiring "massive increases in bandwidth" [BAC] to transmit that data. Which companies are investable to provide the equipment to handle the data increase. What target buy prices would you advise. Please rank your top 3 ?
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Axon Enterprise Inc. (AXON)
- Modine Manufacturing Company (MOD)
- Docebo Inc. (DCBO)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Palantir Technologies Inc. (PLTR)
- Nextracker Inc. (NXT)
Q: In a previous question I asked a few months ago,
- One of the questions I asked was :
- What Companies do you think was a screaming Buy... And You said SMCI...
- Good call!
- Now my Question is : Currently in this environment, What would you suggest is a Screaming Buy.. - In any Sector, Based on current stock price and valuation
Thanks in advance,
M
- One of the questions I asked was :
- What Companies do you think was a screaming Buy... And You said SMCI...
- Good call!
- Now my Question is : Currently in this environment, What would you suggest is a Screaming Buy.. - In any Sector, Based on current stock price and valuation
Thanks in advance,
M
- NVIDIA Corporation (NVDA)
- Celestica Inc. (CLS)
- Pure Storage Inc. Class A (PSTG)
- CrowdStrike Holdings Inc. (CRWD)
- Datadog Inc. (DDOG)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. (PLTR)
Q: Can you suggest an AI
play at this stage. A little late to the game perhaps??
play at this stage. A little late to the game perhaps??
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Converge Technology Solutions Corp. (CTS)
- Coherent Corp. (COHR)
- Vertiv Holdings LLC Class A (VRT)
Q: looking for small to midcap Ai stocks might be referred to as adaptors.
would CTS be considered?
would CTS be considered?
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Eaton Corporation PLC (ETN)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Coherent Corp. (COHR)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. (PLTR)
- C3.ai Inc. Class A (AI)
Q: Its likely this has been asked before but I couldn't find it... Besides the big guns NVDA, MSFT etc what smaller AI players providing the picks & shovels look good forward ? Which ones would make good targets for the big guys ? Thank you.
- NVIDIA Corporation (NVDA)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Coherent Corp. (COHR)
- Vertiv Holdings LLC Class A (VRT)
Q: Hi Team,
Now that NVDA earnings have completely proved the markets “fear” going into the print completely wrong ; what’s your take on the stock going forward ? Continued momentum? Buy, trim , hold ? The way it looks to me comparing valuations and insane revenue growth rates NVDA might be on its way from #3 spot to eventually taking over both apple and Msft as largest company. Do you see this as correct? The crazy thing is AI is just getting started. Seems like a huge market for NVDA going forward with many countries that haven’t even touched the surface of getting started. I don’t want to sound overly bullish but looking at the future of the world dynamics with digitization of everything this seems to be the future . This being said ; there will be massive demand for data center infrastructure. What companies are the best to play this ? HPS.A seems like data center infrastructure will be a big area of growth for them . Your thoughts please , Thanks.
Now that NVDA earnings have completely proved the markets “fear” going into the print completely wrong ; what’s your take on the stock going forward ? Continued momentum? Buy, trim , hold ? The way it looks to me comparing valuations and insane revenue growth rates NVDA might be on its way from #3 spot to eventually taking over both apple and Msft as largest company. Do you see this as correct? The crazy thing is AI is just getting started. Seems like a huge market for NVDA going forward with many countries that haven’t even touched the surface of getting started. I don’t want to sound overly bullish but looking at the future of the world dynamics with digitization of everything this seems to be the future . This being said ; there will be massive demand for data center infrastructure. What companies are the best to play this ? HPS.A seems like data center infrastructure will be a big area of growth for them . Your thoughts please , Thanks.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Eli Lilly and Company (LLY)
- Oracle Corporation (ORCL)
- Constellation Software Inc. (CSU)
- Alimentation Couche-Tard Inc. (ATD)
- Advanced Micro Devices Inc. (AMD)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Axon Enterprise Inc. (AXON)
- Shopify Inc. Class A Subordinate (SHOP)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. (PLTR)
- Arm Holdings plc (ARM)
Q: I'm looking to invest some funds...
Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?
Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...
Thanks,
M
Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?
Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...
Thanks,
M
Q: What are the best stocks in the data memory storage space?
Q: Please comment on the most recent quarterly results. What can be expected going forward?
Q: Which do you like more vrt or pstg, i own smci and want to add another. Dave