Investment Q&A

Q: Thoughts on earnings for each of these companies, each of which are likely to benefit from upcoming increased defense spending. Which one are you most positive on and why. Which are you more bearish on and why? Ratings for each Management 1-10.

Q: Your analysis of recent earnings would be great! I like that the backlog is at a high and am hoping this might be a signal that this will move higher in the next few quarters.

Q: Everyone, ten years ago what would your best five stocks be in Canada? Same question for the US. Are they the same as today? Clayton

Q: Folks...great service....can you suggest 3-4 beaten down Canadian and US stocks that you think are great opportunities for rebounds in the next 6 months?
Thank you.

Q: With most companies now reporting results in the last 3 weeks or so, what would be your top 5 buys in both CAD and US markets? Thanks for your great service.

Q: Csu is down 14 percent in one month.
Would you be comfortable buying a full
position at this price or how would you play it?

Q: If the manufacturing base in the US truly strengthens, and I appreciate many of the announcements are performative, what companies will benefit…infrastructure, robotics, construction etc etc Any specific stocks to recommend?

Q: You used to like this company, would you step in today, wait a while, or pass on it all together. Thx.

Q: Down 10% over last 2 days. Any reason I should know?

Q: Can you explain the relationship between these 2 companies and the significance\impact of results currently released by Healwell. Thanks John

Q: Hi there, your thoughts on AIDX after their results and conference call?

Q: What size position would you initiate a position in CLBT? Thx

Q: Just wandering with this pullback,would this company be a screaming buy, a table pounding buy, back the truck up or just an attractive entry point lol Thanks Greg

Q: Hi 5i,

There seems to be some good pull backs occurring in Lumine, Topicus, CSU and BN. At what point would you add to existing positions and would you have a recommendation on good entry points?

Thank you!

Q: My search for XRP returns the following tickers: xrp-cad, xrp-us, xrp.to, xrp-cny, xrp-eur, axrp.sw, xrpp.to.

I think I understand some. I do not understand all.

Please explain ticker symbols, investment thesis for symbols, and your opinion on these investments for a new TFSA account at age 19.


Thank you.

Q: What tailwinds does crcl have ?

Are they strong enough to move the share value up and offset further damage due to interest rate reductions?

Thanks.

Q: Why the difference in results? Since inception, Jan 13 2025 for IBIT.CA 30%, BTCC.B 22%

Q: Good morning

Ive held both of these reits for several years in my rrifs. On car I’m down 13% and on dir flat.

Over the past year car is down 15% and dir is down 5%. That performance doesn’t include dividends

Can you suggest 2 other equities that offer similar income but will come with additional growth?

With thanks

Sheldon

Q: Dear Peter et al:

What do you make of Perplexity's offer of "buying" Chrome for 34.5 B ! Perplexity itself is worth only 18 B according to one report that I read! Some bloggers say that this is to rattle Alphabet and give the antitrust government lawyers ammunition to break it up. Without Alphabet, Chrome becomes very weak which is good for Perplexity. If Alphabet sells Chrome to Perplexity then it it becomes huge in Search domain! A win-win for Perplexity and a lose-lose for Alphabet. So, the reasoning goes!

I couldn't help thinking that a contrarian view might emerge. Alphabet might spin off Gemini and Chrome together!! Or make an offer for Perplexity!


Anyway, does this affect your strong endorsement of GOOG? I know you are a fan. Me too!

Q: hi folks:

did well with this company in the past

i see it has sold off quite hard; it did get a big trump bump

can you pls provide an update? and would you consider it worthwhile at this point

thanks in advance