Q: Ferrari has taken a big hit today. Is it time to get out or is it a buying opportuniy?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi there, why is LULU stock so weak?
Are their any other underlying issues to be concerned about other then tariffs?
When do they report next, and what is expected?
Is this a good entry point, or do you see it getting even cheaper still?
Thanks!
Are their any other underlying issues to be concerned about other then tariffs?
When do they report next, and what is expected?
Is this a good entry point, or do you see it getting even cheaper still?
Thanks!
Q: I have some money avalible for a long term investment in my TFSA and was thinking of adding to Crowd Strike or starting a position in Palo Alto. Crowd strike has done very well but looks more expensive on a valuation bases. what would be your advice?
Doug
Doug
Q: Hi,
Company announced that it is going to acquire CyberArk Solution which triggered a 5% stock declined. But actually it retreated from US$210 on 29th July 2025 to US$173 which is almost 15%. KeyBanc downgrading to Sector Weight citing integration risks and limited synergy potential. What is your analysis on this acquisition? Its less than 0.5% of my portfolio. Is it better to get out of the stock and wait for 6 or 12 months before you enter or any ETF or do you prefer any other stock better than PANW?
Thanks
Piyush
Company announced that it is going to acquire CyberArk Solution which triggered a 5% stock declined. But actually it retreated from US$210 on 29th July 2025 to US$173 which is almost 15%. KeyBanc downgrading to Sector Weight citing integration risks and limited synergy potential. What is your analysis on this acquisition? Its less than 0.5% of my portfolio. Is it better to get out of the stock and wait for 6 or 12 months before you enter or any ETF or do you prefer any other stock better than PANW?
Thanks
Piyush
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NVIDIA Corporation (NVDA $180.00)
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Super Micro Computer Inc. (SMCI $58.23)
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Vertiv Holdings LLC Class A (VRT $140.20)
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Nebius Group N.V. (NBIS $54.17)
Q: Your views about the company. Is it a better way to play AI compared to other high momentum stocks as NVDA, SMCI and other Data Centre play?
Thanks
Piyush
Thanks
Piyush
Q: Hello,
May I have your take on the Palo Alto Network acquisition please?
Market doesn't seem to love it, but I assume it's good for the company in the long run.
Thank you
May I have your take on the Palo Alto Network acquisition please?
Market doesn't seem to love it, but I assume it's good for the company in the long run.
Thank you
Q: Hi,
Which of the two do you lean towards in the current environment? Many thanks for your service to the investment community over the years.
GM
Which of the two do you lean towards in the current environment? Many thanks for your service to the investment community over the years.
GM
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TMX Group Limited (X $55.83)
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Information Services Corporation Class A Limited Voting Shares (ISC $31.28)
Q: May I have your comments on earnings please.
Q: The current dividend yield on Telus is close to 7.75% at the market close Aug 1. High dividend yield is a red flag. Is this dividend sustainable? Is it a red flag and if so why?
Is it following a similar path as BCE?
Is it following a similar path as BCE?
Q: Which is a better buy after recent earnings?
Q: if you had to choose between these two stocks which one would you have more conviction for? Thank you.
Q: Everyone, I do not day trade but I was interested in learning more about this type of investing but I am not sure we’re to start. Would you recommend a book or magazine or blog that I could learn from. Clayton
Q: Hello,
Can you please suggest an AI ETF as well as an AI infrastructure ETF (picks and shovels play where it does not include msft, meta etc which would be part of the AI etf). Much appreciated.
Can you please suggest an AI ETF as well as an AI infrastructure ETF (picks and shovels play where it does not include msft, meta etc which would be part of the AI etf). Much appreciated.
Q: What is the estimated quarter outlook for this stock and do you see gains over the next 2 years. Cheers
Q: With all the tariffs bouncing around, I decided to work another year after starting my CPP and OAS. Although I took 30% tax off both, I still got nailed for taxes because I made too much.
I plan to purchase RRSPs to counter this for next year but I just want to make sure I can still buy RRSPs after 65 years of age. Is that correct?
I realize I'll eventually have to move it all into a RIF by 71.
thanks,
Paul
I plan to purchase RRSPs to counter this for next year but I just want to make sure I can still buy RRSPs after 65 years of age. Is that correct?
I realize I'll eventually have to move it all into a RIF by 71.
thanks,
Paul
Q: This week was the stock was weak. What is your analysis about the company? Its a good holding for income but it is not doing well price wise when compared to CPX:T.
Thanks
Piyush
Thanks
Piyush
Q: Hi,
Your thoughts would be appreciated on the new $1.3B EchoStar contract announcement. What is your take on ability to deliver and future prospects? Is MDA benefitting from concerns about relying on StarLink?
Thank you, Michael
Your thoughts would be appreciated on the new $1.3B EchoStar contract announcement. What is your take on ability to deliver and future prospects? Is MDA benefitting from concerns about relying on StarLink?
Thank you, Michael
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iShares U.S. Aerospace & Defense ETF (ITA $197.91)
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Global X Defense Tech ETF (SHLD $61.96)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $42.09)
Q: Hi, wondering what Defence and Aerospace etfs you recommend now.
Q: Is this a good opportunity in the AI space for a 10 year hold?
Q: If Google was forced to break up the company,typically how is this done would you get some shares of You Tube and Waymo etc or what would that possibly look like if it occurs….Thanks