Investment Q&A

Q: Currently hold AEM and WPM, but no NTR. Would it be reasonable to sell WPM to pick up some NTR to diversify a bit? Thank you.

Q: Are you still very positive on Google after earnings? Big tech getting negative press with some calling to boycott due to connection to ICE. Do you think this can have any effect on Google? Thank you!

Q: Hi 5I.
Samsung has announced that they will start large-scale production of the next generation of high-bandwidth memory chips as soon as this month which seems to be a significant threat to MU who's recent success lies in the production of HBM chips. I was about to take a position in MU and this news has dampened my decision. Your thoughts and guidance please.

Carl

Q: Hello Peter
CNQ has been on a nice run as compared to tou, ala the gas stocks
it it related to the tension in Iran? should I add more or hold or sell?
thanks
michael

Q: I want to learn and start option trading, please advice Best books to read and the best place to take cource, in your opinion.

Q: On CNBC today Brad Gerstner, who i believe is one of the smart ones out there, said if software companies do not adapt to AI for revenue and profits, they are just about done. What do you think?
Thanks Again

Q: Hi 5 I
I’m rebalancing nvda, and thinking of purchasing defence which I don’t have. What would be first and second choice of ktos, krmn, rklb.
Also would ens system be a good buy right now, and if so where would it fit in with the above defence. Thanks very much for all your good advice.

Q: Any idea why analysts would advise selling Fortis? My TD webroker account shows it as a sell

Q: Please review the earnings. Is this a buy for future growth? What would be a good entry point?

Q: Hello Peter & Team,

Is there any reason in particular MSFT is down (almost 20%) in the past 3 months? At what price would you say MSFT is attractive to re-buy shares?

Thanks for all you do

gm

Q: Please comment on Barrick's earnings and outlook. How do you think the split into 2 companies will affect the share price? When will the large copper project in Pakistan produce the first pour? Thank you.

Q: I have securities in my RRIF that have a gain. Sometme in 2026 I plan to sell some of these stocks in order to satisfy CRA requirements. Because the stocks that I will be selling have a gain, not a loss I assume that I can buy them immediately in my non registered account. Am I correct in my assumption? Thank You.

Q: This company has been doing good lately. Is worth investing in it?

Q: What are your thoughts on the software industry sell-off being an M&A catalyst? Any ideas on target companies being taken out?

Q: There appears to have been a significant and well organized campaign against SGML designed apparently to discredit its operation which I assume has now been countered. Would you please comment on the resolution of this issue and provide an analysis of the performance of this company and its prospects.

Q: Any insights on this company? I've heard this is about to blow up with Grand Theft Auto 6 ...thoughts?

Q: Peter; Would you switch from AMZN to NVDA today? Thanks.
Rod

Q: What does the term “correction” mean when used to describe drops in the market like the one we are now experiencing, for example? If it means that prices were too high and the correct price is now in place, why would we expect stock prices to return to the old “too high” prices? Or is that only a few stocks were overpriced and in need of correcting but everything gets caught in the downdraft? To me it seems that stocks are simply dropping in price!

Appreciate your insight.

Paul F.

Q: hi, with the recent downturn in tech, software, crypto, can I get your top 5 CDN and top 5 US stocks for purchase now ( in the tech, software or crypto space only ).
cheers, Chris

Q: Another one on Constellation.

All software stocks bounced nicely, in Friday's trading ( IGV - Tech software ETF also bounced off its low of $80, Thursday ).

But, on a day like this, CSU is down 4% (after reversing from $2570, on Thursday ), contrasting the trend of its peers. If CSU has been hammered, over past several months, due to AI scare, like many other software Co's, it should follow the trend and be up today, but sadly no.

It appears to me that CSU may have found a bottom, in the near term ( $2175-$2200), but could well remain range bound, until posting at least a couple of solid quarters, irrespective of the general trend in software co's ( AI related fears).

Would you agree with these observations ?

Thank You