Q: Markets are acting pretty badly with most of AI in retreat. Even growth names like NFLX and SpOT are very weak. What would you recommend for investors who have a medium risk tolerance. Sign me Concerned
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Costco Wholesale Corporation (COST $856.44)
-
Alphabet Inc. (GOOG $303.75)
-
Microsoft Corporation (MSFT $485.31)
-
GE Aerospace (GE $302.08)
-
Eli Lilly and Company (LLY $1,062.22)
-
Walmart Inc. (WMT $114.99)
-
Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,489.80)
-
Constellation Software Inc. (CSU $3,331.22)
-
ARC Resources Ltd. (ARX $24.86)
-
Tourmaline Oil Corp. (TOU $59.84)
-
Celestica Inc. (CLS $371.07)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.96)
-
goeasy Ltd. (GSY $126.71)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $114.93)
-
INVESCO QQQ Trust (QQQ $610.74)
-
Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $26.81)
-
Boyd Group Services Inc. (BYD $223.54)
-
Ninepoint Energy Income FUnd (NRGI)
-
Brookfield Corporation Class A Limited Voting Shares (BN $61.92)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.32)
-
Lumine Group Inc. (LMN $26.28)
-
GE Vernova Inc. (GEV $641.72)
-
Alphabet CDR (CAD Hedged) (GOOG $49.25)
Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help
Q: Hoping you can address a few questions on this name:
1) To what extent is this company tied to crypto and to what extent data centers?
I am fairly confident that there will be a demand for data centers. I have less comfort in crypto which seems to be in free fall and I'm wondering if that largely explains the poor performance of this stock.
2) Why was this a compelling buy at or around $40 USD a share? How likely is it to return to that price?
3) Is there a possibility that Galaxy will be split into two different companies or taken private?
Thanks,
Jason
1) To what extent is this company tied to crypto and to what extent data centers?
I am fairly confident that there will be a demand for data centers. I have less comfort in crypto which seems to be in free fall and I'm wondering if that largely explains the poor performance of this stock.
2) Why was this a compelling buy at or around $40 USD a share? How likely is it to return to that price?
3) Is there a possibility that Galaxy will be split into two different companies or taken private?
Thanks,
Jason
-
Amazon.com Inc. (AMZN $226.98)
-
Broadcom Inc. (AVGO $331.55)
-
Alphabet Inc. (GOOG $303.75)
-
Microsoft Corporation (MSFT $485.31)
-
NVIDIA Corporation (NVDA $174.80)
-
Amphenol Corporation (APH $129.81)
-
Rockwell Automation Inc. (ROK $392.69)
-
Celestica Inc. (CLS $371.07)
-
Advanced Micro Devices Inc. (AMD $201.97)
-
Arista Networks Inc. (ANET $125.16)
-
Comfort Systems USA Inc. (FIX $920.55)
-
Fabrinet (FN $452.02)
-
Vertiv Holdings LLC Class A (VRT $154.09)
-
IREN Limited (IREN $35.99)
-
Nebius Group N.V. (NBIS $78.52)
Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?
Q: Is technical analysis part of your methodology and if so which indicators to do use?
Thank you
Thank you
Q: What do you think of LMND as a long term buy and hold business... they seem to be more effectively using their AI software to generate improved financials...
Q: Would you consider BTCX.B:CA a good way to invest in Bitcoin. What’s your overall opinion of
Bitcoin and is it worth speculating a small portion
of one’s portfolio?
Bitcoin and is it worth speculating a small portion
of one’s portfolio?
Q: ADN value is dropping, you still include it in your income fund at a B rating. In the last question asked abut ADN last month, you raised concerns about performance and a dividend cut, is there a chance you will be lowering the ratings or removing from your portfolio
Q: As a holder of EMX.CA do I have to pay capital gains tax on its merger/takeover by ELE? If so what is the purchase price that I must record? If not, what is the merger/takeover price of the received ELE stock? Thank you.
Q: While Nvidia results look good, a Globe and Mail article about the results quoted two commentators who suggest that current AI spending is "unsustainable". Can you comment on the sustainability of AI spending? Thanks.
Q: Could you please share your thoughts about the recent NVDA earnings? What is your sentiment towards the AI/Chip sector after the release of their earnings?
Thanks!
Thanks!
Q: How would you compare BDT and ARE going forward
Q: I'm looking at adding a dividend-paying company in the financial sector, which is not one of the traditional banks. Which of these two businesses might you suggest has a better chance to outperform the market, over the longterm?
Q: It’s seems that the stock is enjoying its marked rise at this time , Is it due to possible merge or a buy from other company? It’s apparently much above its book value and by itself its future growth will not be marked. Is it indeed overvalued and could be sold ? The dividend is good so it could be kept as a dividend payer as one wait for buyout or a merger. What is your opinion on thei stock at this time ?
Thank you ,
Miroslaw
Thank you ,
Miroslaw
Q: Hello. In the MEG takeover by CVE, I opted for all shares, but received 96% shares and 4% cash because it was over subscribed. In my TD statement, the "book cost" of my new CVE shares reflects the price of the recent transaction, not my original cost of the MEG shares. Will I need to pay capital gains on the shares? As I researched the issue, some sites say the transaction is a "deemed disposition", and I will need to pay capital gains on the shares and cash, and other sites say I can use the "Section 85 rollover" provision to delay capital gains on the shares. Your insight is appreciated.
Q: I have a book cost of $10,600 for my 600 parkland shares.
I received $11,880 in cash and 177 Sunoco shares ( book value $ 12700. } For tax purposes is it all taxable ? I.E. 24,580 .
The Sunoco shares have been put into the Canadian side of my account,so I assume the transaction is all in Canadian dollars. Is that correct? Thank you for your help.
Philip
I received $11,880 in cash and 177 Sunoco shares ( book value $ 12700. } For tax purposes is it all taxable ? I.E. 24,580 .
The Sunoco shares have been put into the Canadian side of my account,so I assume the transaction is all in Canadian dollars. Is that correct? Thank you for your help.
Philip
Q: I am considering selling CSU and LMN to realize tax losses and then buy them back after 30 days. Do you see much risk in these companies gaining significantly in 30 days? Thank you
Q: Could you please provide your thoughts on the above company. I am thinking about taking a small position initially.
Q: Any thoughts on this company?
As always, thanks for your fantastic guidance.
As always, thanks for your fantastic guidance.
Q: Goldman shows currently that CTA's will dump stocks in every scenario (market up or down) over the next month, including total sales over $75 billion. This number is large versus average. Is this a meaningful indicator that you watch, or just another "worry"? I guess it is mainly an indicator of flow.