Investment Q&A

Q: Hi,

With the stellar performance of NVDA over the last two years, what inning do you think they are in for future gains and what's the risk/reward setup? I'm up over 500% and NVDA is one of my top positions. I hear the AI revolution is just get started and its only 7pm and this party ends at 3am. As the AI revolution continues here, who are the top 4-5 companies that are next to benefit where they are trading at a fair valuation currently? Would it now be the software companies and enterprises? I can either continue to hold NVDA or thinking of occasionally trimming to buy some smaller companies that have more torque, such as PLTR (expensive) or CLS. Any other suggestions? Thank you!

Currently holding SHOP, CSU, CRWD, TOI, NVDA, LMN, INTU, VRT, SMCI, CLBT in tech.

Q: Hi folks,
I hold BCE and Telus in my RRSP. Would like to reduce my weighing in BCE. With that money I am looking at adding to one of... GOOGL, MSFT, AAPL or VISA which would bring one of these to a 9% weighing which I'm okay with. May I have your opinion as to which one you would add to and why.
Thanks

Q: Why is XBB dropping in price over the last few days? I thought bond prices would rise with the prospect of lower interest rates.

Q: Would you still think that FSZ should cut their dividend? Is the dividend covered by cashflow presently?

Thx

Q: Hello,
Do you think ADN is a buy and why? Can you please also comment on their payout ratio and debt level. Would it be your favorite in the sector? Thank you,

Q: Hello, I have a technical question. I read recently (Motley Fool) that: At 74.4 times earnings, SHOP is arguably more expensive than NVIDIA.

As I'm fairly new to investing, why would the 74.4 times earnings make a stock expensive? What does that actually mean? And if you could add any other thoughts on Shopify as it stands now, that would also be appreciated. Thank you.

Q: ANY GOOD REASON WHY THE SHARES HAVE GONE UP 25% IN JUST THE LAST MONTH. THE HIGH DIVIDEND IS ATTRACTIVE AND THE STOCK IS TRADING WAY BELOW ITS MARKET VALUE. YOUR OPINION WOULD BE APPRECIATED. THANK YOU.

Q: What do you think of MET? The stock has been performing well recently. Is there any reason to sell the stock now? I’ve been holding it for 10+ years.

Thanks,

Q: Good morning,

I would like your opinion on these Purpose Yield ETF for an TFSA

Long term hold

Thank you

Carl

Q: Could you share your view on ALKT. Is it too early to tell? What is your favorit in that space?
Greatly appreciate your inside and service, Peter

Q: Kelt Exploration , what are your thoughts on this stock? Will you be increasing the weight in the growth portfolio ?

Thanks

Q: What is your opinion on Brompton ETFs invested in domestic and non-domestic companies with high cash flows? Are these good to invest ?
Miroslaw

Q: This has been rallying recently very strongly. Today it is very much down. Is this the end of the rally? Should I sell it or keep it through the end of the year? Thanks.

Q: Hi team,
What do you think of the short attack on roblox today? Stock seems to be recovering from initial loses earlier today. I had been holding Roblox with hopes the name would recover with its advertising potential and growth prospects in future omniverse development and being a leader in VR games. Should I continue to hold this smaller position or is it time to run away. On a side note I always thought they would make a good aquisition target for meta for the headset usage and advertising expertise within the rblx platform. However regulators don’t seem to let Meta aquire any company these days . Thoughts ?
Shane

Q: Hi; looking to check in on these high multiple stocks. Do you see them moving well, noting possible recession ahead and falling rates, other global things. Are they the best place to be.

Q: Any idea what is going on with ASPN today? Tried looking for any news but couldn't find any.
Thank you

Q: Hello, can you please provide your feedback on VNET? Will the latest stimulus moves by their government continue to propel this stock; they had good Q2 earnings. VNET have been up significantly over the last year. I'm unsure if I should continue to hold over the next few months. Thanks.

Q: So we have 4 big gainers here, could you break them down and are all buys today?
Thanks Again

Q: Good Day,
I have some funds to deploy in my TFSA. I am thinking of adding to one of two securities listed. Which one do you believe offers the best buying opportunity in the current market?
Thank you

Q: Motorola has had a terrific run. It’s up 46% year to date. They are not just manufacturing communication systems but are heavily into quality security systems for commercial and residential use. There hasn’t been much chatter about this quality stock on 5i.
I think it’s a gem with lots of room for growth. What are your thoughts?