Investment Q&A

Q: Hi there - if you were entering into a single stock competition with just one stock to hold for the next 5 to 10 years, which would it be? One for Canada and one for the US, as a "Finals" and then between the two - which would be the single best stock as your selection? Thanks!

Q: I currently have only limited representation in my portfolio of International markets (a few ADR's and a few ETF's). In an uncertain world, I understand it is difficult to have a high degree of confidence in what economies may do well or poorly at present, however I would appreciate your best efforts!

I am interested in 3 ETF's that you believe would show growth >5% over the next 5 years; ones that would be suitable in a "balanced" portfolio verging on a "growth" portfolio. I already own VEE and XEF.

I would also appreciate 3 specific foreign publicly traded stocks (accessible to Canadians via ADR's or markets) that fit nicely in the "growth" category. I already own ING, RACE, ASML and NBIS.

Thanks very much for your insights.

Dave

Q: What would be a good way to invest in AI? Reasonable risk level with 5 yr hold.

Q: Can you comment the results et your views

Thank you

Q: Hi there,

Why is TXN falling so much from its high of approx 220.00 in August? Do you see this as a short term issue?

Ok thanks!

Q: Morning. What's you're take on this spinout company? Earnings potential, growth etc. Worth taking a position?

thx, M

Q: Going into earnings what are your thoughts on how BKSY, SRAD and ORCL are performing? How is your confidence in these names moving forward?

Q: If HPS.A is already owned at a 3.5% weight, would you consider NVT as well? I heard they do somewhat different things but also overlap in certain areas. Both have a global presence and serve various industries. Would you consider these two great choices for continued electrification and data center growth? If you had to consider 1-2 more names, what would they be? Thanks!

Q: what is the payout ratio on the PFE dividend? on a percentage basis what is the chance of a dividend cut? thanks Richard

Q: To what degree are you leveraging AI to help answer submitted questions? What platform are you using?

Q: What do you think of XBI here? It seems to have broken out. When biotech runs, it tends to run hard.

Q: India does not answer the phone anymore when the Washington boy calls.

It buys cheap energy from Russia, has a young demography and a British rooted law system.

It even has a french minority among other things.

If you wanted exposure to India, witch ETF would you buy?

Q: Shopify reports on Tuesday. Would you recommend buying before or after they report? Do you think they will beat or miss.

Q: Thanks for the recommendation on CLS!! To further the AI supply chain theme...What do you think of these other companies that are wiring, cooling, and building data centres for the future? Besides CLS, which of these do you think offer good upside from today with reasonable risk/reward?

Q: I would like to initiate a position in these stocks.Do you consider them each as buys,and if so,in what order would you purchase and at what price?
Thank you

Q: What did you think of the quarterly earnings yesterday? Thank you!

Q: Everyone, I have made 11 times my money on NVDA and did not sell a share (do not plan to sell any either). I haven’t read any real concerns so, what are the risks in the next two years. Clayton

Q: Morning troops. Just wondering of there is a hedged version of VIU? I am a 65 y/o retiree looking for mainly income but not afraid to look for a little growth also. Am looking to hedge because I don't like playing currency fluctuations. I currently have 1% of my portfolio in XIN so am looking to boost my international exposure. Any other suggestions welcome. Cheers.

Q: How would you recommend I invest a 2% position in the AI sector for a 5 - 10 year hold? Willing to take some risk.

Q: been awhile since a question was asked on this company, can you give me your thoughts on its outlook, debt levels and dividend safety.
Thanks Dave