Investment Q&A

Q: Thank you for your insightful analysis following The Trade Desk's results. I agree that the stock's drop appears to be an overreaction to the published figures and the well-managed CFO departure.

However, my main question concerns the nature of the competitive threat from Amazon, which seems to be the real structural issue behind the market's nervousness. Unlike the historical competition with Google or Meta, which was mainly technological, Amazon is attacking TTD on new ground: the field of commerce, with the decisive advantage of the "closed loop" (direct purchase data and indisputable ROAS measurement).

My question is as follows:

Do you believe that The Trade Desk's counter-strategy—which relies on its independence to unite the "coalition of Amazon's rivals" (Walmart, CPGs, etc.), proving the superiority of its AI platform (Kokai) on the open internet, and accelerating its international expansion—is powerful enough to defend its competitive moat against the gravitational pull of Amazon's data and enable a return to sustained growth of over 20% by 2026?

In other words, do you see the current slowdown as a temporary setback or as the beginning of a structural erosion of market share in the most lucrative segments?
Thank you

Q: What rare earth stocks would you invest in…US and Canadian. Thank you.

Q: This is the fourth straight day this stock is dropping, I thought the quarterly report was quite good, they raised the dividend and they're buying back stock. So why is it dropping, especially in a pretty strong market? Are there any bad omens on the horizon?

Q: Your take on the recent results, the significant spike in the stock price and then the settling back to a more modest rise in the price.

Q: I have an observation, as well as a question. I have held this company for a long time and am at a $31 cost base. Several times, I have taken profits to maintain a 4% weighting. I am at a loss as to why it was targeted more than once by short sellers over the years, and generally added on those dips. Now I am online and I see that despite the great quarter and upgrades by most analysts, Morningstar has a 1-star sell rating on it as of 8/13/25. It has been negative this stock constantly, which seems contrary to performance. I looked at new estimates and am wondering if you go along with the low $80 ish ranges or do you expect a bit of profit taking to kick in here? Thanks for your help over many years.

Q: Can you help me understand GLBE results?
Market loved it for 5 minutes and then hated. Why the sudden reversal and what do you think about its prospects over 3 years? Is this a buying opportunity?

Q: Everyone, were do you see interest rates by the end of the year? Clayton

Q: Can you share thoughts on US listed CSNR commodity miners ETF? Considering it for commodity exposure.

Q: Can you please comment on todays results. Thanks

Q: Hi again - since my questions re: IBM back on July 24th and Aug 5th I have seen continued deterioration. I know you felt that the 10% drop post earnings was possibly a bit overdone, so I am wondering what your thoughts are now. OBV has plunged, along with the price, PPO and RSI. Since earnings it appears to be down 15%, and is now technically oversold. Would you wait it out for a recovery of sorts, of just give up and move on? As my holding is in a TFSA I wouldn't benefit with a tax loss.
Thanks!

Q: I know in the past you have liked CAR.un. But were you disappointed yet again in their earnings report last week? The stock seems dead in the water and the yield is nothing special (for a reit), Do you expect any meaningful increases in the dividend going forward? So why should I hold on to it?

Q: Could I have your thoughts on Ouster. Been watching it for awhile and it seems to have improved its earnings. Is it worth a look or is it too early.
Thanks Jack

Q: Retired, dividend-income investor. I have long term holdings in both ZLB and ZUT. Both are in registered accounts...no tax issues.

For asset allocation reasons, I am considering trimming ZUT and adding the proceeds to ZLB. When I use your charts and compare these two, ZLB appears to be the better performer over most timeframes.

Normally I would simply proceed, but this is a minor asset allocation tweaking. Also, I think that the BOC may be reducing interest rates this fall, which should have a positive impact on ZUT. Do you agree with this assumption?

Would you proceed or wait....I know this is a bit of a "market-timing" question?

Thanks for your help....Steve

Q: Good morning,
Your thoughts on this ETF
Any other suggestions
Thanks Peter

Q: Your thoughts on HL for silver exposure? What other primary silver producers with operations in North America (or other generally 'safe' jurisdictions) would you consider?

Thanks

Q: I have been reviewing my health care holdings and I am disappointed in the whole sector. Their percentage of my holdings has dropped, and if I rebalance I should be adding another 50% to these holdings. I am unhappy with IHI and UNH, even ISRG is in the doldrums. Your thoughts on adding to the health care sector and these companies/ETFs at this time. Are there other companies much better suited that I am missing. I am tempted to remove the whole sector from my portfolio, as I am comfortable with risk.

Q: BMO is now introducing Spyder ETFs for each major US market sector. They have the unhedged and hedged. Which of these sector ETFS do you like and would you do unhedged or hedged? I know there is ZQN and ZQQ which you have recommended, so I'm wondering what the difference would be in those versus ZXLK. Thank you!

Q: Hello 5i research
Please recommend 5 stocks Canadian or US , that can be considered a sleep a night stock .I already own Csu, Lmn , BRK, Nvda, Ry among other.
Thanks

Q: What are thoughts on Gartner? Buy? Hold? Or Sell?

Q: Please provide your top 5 US mid cap growth considerations. Assuming 10-15 year hold. Thanks as always!