Investment Q&A

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

Q: I am looking to rebalance, in what order would you sell or would you trim all: DSG, LMN, TOI, SHOP, KXS?

Thank you for your service!

Q: I’ve been overweight technology (as some have done really well) and looking to diversify/rebalance into some more lower risk investments. What are your thoughts of the three waste-related companies here? They have all seemed to struggle this year, with WM falling significantly recently. Is there a good buying here dor some, and if so, which do you prefer?

Q: Good morning I would like to know your thoughts on Ateyy

Q: Conspiracy Theory???
For decades I have heard and read that JPM, as a bullion bank, has an enormous inventory of silver bullion actually owned by the firm. This is in addition to the bullion they store for other parties making a nice fee. Further, it is suggested that JPM backstops other institutions that may require an infusion of bullion to meet an emergent demand. ie. The London Metal Exchange. Fortunately, this rumour was what motivated me to choose JPM as my US bank stock a 2+ decades aqo.
I have searched JPM's 2004 Annual Report (330+ pages) in vain looking for some record of massive silver holding which would show up as a major asset on the Balace Sheet. As the price of silver has appreciated I would expect that this growing value would be reflected in the financial statements.
Can you explode the myth or confirm any of the above?
With appreciation,
Ed

Q: Can you tell me which of these 2 would be best in a TFSA vs a regular account for tax purposes?

thank you

Q: Gooday My question is that I have 2 sons with money in there tax free account. Which are the safest divden pay stocks that you recommend .