Investment Q&A

Q: Hi, I was interested to read the question and answer you had yesterday on whether you would pick google over Microsoft (you sided with google). I hold google at a loss (down around 15%). I have been concerned by the argument that ai search will ultimately harm google’s main income source - it’s search engine. One analyst even said google is at risk of cannibalizing its own business with its ai search engine. The other argument against google was that it has only market share to lose against the bing/Microsoft challenge. Can you address these arguments? The fear seems to be that google is a potential candidate for being the next yahoo or Kodak which of course is a little premature to call but that seems to be the bear argument on google.

Thank you.

Jason

Q: This company is Delinquent in its filings. Should I sell it? I noticed in a previous question you were positive on this stock as a hold, do you remain so?

Q: After literally years of doing nothing why is Spinmaster up so much today?
Thanks Len

Q: What are your thoughts on Geodrill and with the 15% decline in the last few days, would now be a good time to buy?

Q: Which is a better buy today? Thanks!

Q: What are your thoughts on Newmont for a long term hold? I'm holding ARIS and thinking to swap out as I'm an income investor.

Any thoughts on timing the trade? Should I wait to see the Newcrest deal close? When is it due to close?

Q: Please explain to me what My Wife will receive for 300 shares of the above company which are in her Spousal RRSP. Does She have to summit Registered Eligibility Form or is that done by iTrade Will she actually get $9.50 cash /share?

Q: What do you think of this ?

Q: I would like to know if there are other Canadian companies that trade in Canada that could be considered similar to BIPC in the infrastructure space, i.e., investing in public services that generate recurring revenue? Thank you for your service. Bill

Q: How does align look after earnings ?
How compelling of a buy is it to you ?
How does it rank amongst your favorite growth stocks ?
Thank you

Q: Did I somehow screw up? I bought some CTC - Canadian Tire ordinary shares - versus CTC.CA. CTC seems to have delayed price information and has dropping precipitously the last few days. Should I have bought CTC.CA?

Q: It looks like Teck.b share price has nowhere to go but up? Would you agree?

Q: I have this as very small percentage of porfolio. Is there any hope or reasons to hold it or else take the tax loss and move to more attractive risk/reward. Could it recover well in a lower rates environment?
Thank you.

Q: Hi Team,
I own some Cenovus stock. Today's quarterly results were not great, and oil price is sliding along with the share price. I am debating whether I should keep holding this name. I don't really care if I have oil exposure on not, I am ultimately seeking the best long term growth I can achieve regardless of sector. This being said is there any stand out buy's that you would rather own today compared with continuing to hold CVE? I am looking mostly at Canadian names, or US names that CIBC has traded on the neo (Canadian hedged). Or...is this a bad time to sell oil names with the recent weakness in oil price ( if you believe oil price will stage a recovery here shortly). Your suggestions are appreciated. Thanks

Shane.

Q: Hi There, would you be a buyer of ABBV right now?

Thanks,

Rob

Q: Peter; What are the street estimates for LNTH next week ? Thanks.
Rod

Q: Currently we own MG with the purposes of collecting a dividend and getting some growth. With its current performance, we’re wondering if a RY might be a better choice with a similarly growth/dividend profile? If possible, are there any other MG substitutes (regardless of sector) that you like better?
Thank you for the fantastic product.
Mike

Q: Any thought on Tamarack Valley. Oil is hanging around $75-$80 yet its price keeps falling. My understanding is they have low cost and good producing properties.

Q: I am interested in investing in companies that are leaders in developing AI. So far I have identified GOOG, MSFT, NVDA, and AMD. Do you agree with this list and are you able to add to it? I have seen AMZN, AAPL, IBM and META with regard to AI, but are they simply users of AI rather than developers?
Thank you.

Q: Hello

Could you comment on ROKU earnings?
Many thanks.

Stephane