Q: It's been a while since anyone has asked about ITT. Will you please update your opinion of this company?
Thank you,
Mike
Thank you,
Mike
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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: Hi;
Please let me know what your view of Crox is currently. Seems solid, but maybe limited upside with the current tariffs. Seems to be a pretty loyal customer base though. Thank you.
Please let me know what your view of Crox is currently. Seems solid, but maybe limited upside with the current tariffs. Seems to be a pretty loyal customer base though. Thank you.
Q: This stock just keeps on running up, nice 1 yr return, not that expensive when you look at other companies in the same business. Why would not buy it now?
Thanks Again
Thanks Again
Q: Unity has me cooked. Any thoughts?
Q: Thoughts on recent earnings?
Q: Why is MSCI dropping so much? Do you still expect good earnings for 2026?
Q: I know that you (I assume Peter) aren't a fan of averaging down, but would GOOG be an exception? I feel that the stock has been unfairly punished, especially when considering its latest (excellent?) results.
As always, your comments are valued.
As always, your comments are valued.
Q: Please comment on Terravest earnings/guidance.
Is it a buying opportunity ?
Thanks
Is it a buying opportunity ?
Thanks
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Adobe Inc. (ADBE $257.72)
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Amazon.com Inc. (AMZN $204.16)
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Alphabet Inc. (GOOG $311.22)
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NVIDIA Corporation (NVDA $190.87)
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Snowflake Inc. (SNOW $175.21)
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Upstart Holdings Inc. (UPST $33.73)
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Affirm Holdings Inc. (AFRM $56.13)
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Propel Holdings Inc. (PRL $24.96)
Q: I have watched many Youtube examples where jobs can be replaced with AI, whether it's call centers or financial analysts where Claude filled in forecasts exactly as an analyst would have. What stocks would you identify as leveraging the AI technology the most in the future? I would buy Anthropic if they were public (may occur this year yet). I'm assuming Google, Nvidia, but am I missing any? For example, Propel Holdings Inc uses AI... I would think that this would make Propel ahead of the game and be a very smart investment today.
Thank you,
Kevin
Thank you,
Kevin
Q: Recognizing that it is higher risk than many companies, you seem to have a generally positive view of ZOMD. That said, unlike many other small caps that have followed market sentiment in these volatile markets, ZOMD has pretty much been in a steady state of decline since they released their earnings in late November. I note that the trading volume (in relative terms) has also significantly fallen off since then which might be a contributing factor.
As always, would appreciate your views for ZOMD going forward.
As always, would appreciate your views for ZOMD going forward.
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The Kraft Heinz Company (KHC $25.00)
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Mondelez International Inc. (MDLZ $61.60)
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General Mills Inc. (GIS $48.69)
Q: Pre-market, KHC has really dropped on the earnings report, and they plan to pause the company split.
Do you see the dividend as being relatively secure going forward?
Comparatively, the stock price of other similar companies such as GIS and MDLZ are starting to gain momentum. Is most of the bad news now priced into KHC in your opinion?
Do you see the dividend as being relatively secure going forward?
Comparatively, the stock price of other similar companies such as GIS and MDLZ are starting to gain momentum. Is most of the bad news now priced into KHC in your opinion?
Q: - what are your projections on GSY? I am currently down over 30% on it and it makes up 4.2% of my portfolio. I am considering buying because it is undervalued at the moment and analysts seem to generally rate it as a moderate to strong buy. However, I am concerned about having it overweighted in my portfolio. What are your thoughts? I have a 20-25 year investment outlook and generally consider myself to be a moderate risk investor
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iShares Core Canadian Universe Bond Index ETF (XBB $28.41)
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iShares Convertible Bond Index ETF (CVD $18.42)
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Vanguard Total Bond Market ETF (BND $74.37)
Q: To balance my portfolio what bond etfs and other fixed income would you recommend currently, give CAD And US options?
I have accumulated quite a lot of USD from good returns and I am seeking to broaden my exposure to non US stocks (e.g. Europe) are you okay with buying the US equivalent ETFs or do you recommend converting back into CAD?
I have accumulated quite a lot of USD from good returns and I am seeking to broaden my exposure to non US stocks (e.g. Europe) are you okay with buying the US equivalent ETFs or do you recommend converting back into CAD?
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iShares Core MSCI All Country World ex Canada Index ETF (XAW $53.15)
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iShares Core MSCI EAFE IMI Index ETF (XEF $50.01)
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iShares S&P/TSX 60 Index ETF (XIU $48.48)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $47.04)
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Vanguard Global Dividend Fund Series F (VIC200 $17.11)
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iShares ESG Aware MSCI Emerging Markets Index ETF (XSEM $29.30)
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iShares ESG Equity ETF Portfolio (GEQT $78.50)
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F (FEQT)
Q: Could you give me your opinion on which you prefer out of this list ? If one was to combine 3 or 4 of these what would be a good combination ? You may take more than 1 credit if you wish.
Q: In your opinion, the Stella AI announcement of today seems to demonstrates that Constellation can leverage AI as a growth driver rather than a threat. Given that the stock is currently under pressure due to misguided fears about software obsolescence, don't you think this is proof that CSU will dominate through its proprietary data? On a 3 to 5 years horizon, isn't this precisely the 'decisive moment' to accumulate a market leader at a discount?
Q: I sold a PUT at a loss. I plan to buy another PUT of the same stock at a different strike price, which expires at a later date. Do I have to wait for at least 30 days to avoid a superficial loss?
Q: SHOP announced good earnings. I know call hasn't taken place yet but can you provide quick comment and what lies ahead for the stock over next 6 months. Was there anything really striking in the results that might serve as a big catalyst?
Q: Own this ETF. Based on its prospects for next 1-2 years would you continue to hold or is it a sell? Could you provide some rationale for your assessment? Thanks.
Q: Everyone, if a person has a growth portfolio, 25 stocks, how many stocks would have a negative return in a given year. I assume not everyone goes up each year. Clayton
Q: Do you feel that the international markets can continue to produce the returns that they have in the last year. If you look at S. Korea, Mexico, Brazil, Europe, Emg. Markets, these ETFs have outperformed the US market by HOME RUNS.
Thanks Again
Thanks Again