Investment Q&A

Q: Hi, I would love your views on the railroads? Are they a buy at these levels or do you see further downside.? Would you consider one or more to be a good core holding for a retired reasonably conservative investor? How would 5i rank your most preffered North Amercan railroads please? Thanks in advance?

Q: Peter; PCOR took a deep dive in August after the jobs report, like many others. Is the main determinant of its price now? Thanks.
Rod

Q: Hi,

May I request your expertise in assessing the Risk VS Reward IF I were to buy one of the following stocks, (plan to buy and write covered calls on) :
NVDA/GOOG/AMZN/MSFT/VRT/CRWD/INTC

If this strategy is profitable, I plan to hold this stock for a long time provided it doesn't get called away!

Low Risk/Low Reward =1.
High Risk/High Reward=10

Thanks in advance.

Q: Looking to buy good companies that have been beaten down recently but have good chance of rebounding; bce lulu novo-nordisk crowdstrike
Please comment on this plan and these stocks and add your suggestions for similar stock pick
Many thanks for your great service
Peter

Q: please give me options for free websites that I can track my stocks on. (I was just using globe and mail but no longer subscribe.) I like the ability to see performance over 1 week, 1 month, 3 months and 1 year, along with the usual dividend data

thanks

Q: Which do you prefer for a long term hold? Which currently has a cheaper valuation?

Costco or Walmart ? Thank you

Q: Would you endorse a switch from DHR to ISRG (taxes not an issue)? I know you really like ISRG. I suspect I would be taking on more volatility and DHR has been a decent grower but would ISRG likely be that much stronger growth wise?

Appreciate your insight.

Paul F

Q: ADBE seems to be struggling right now what's your latest thoughts going forward any thing to worry about.

Q: Hi,
The BCE dividend is presently at almost 9%.
Would it be a smart move to buy it just for the dividend? The thing is I don’t want to lose capital that offsets the dividend either.
Knowing no one can predict future company actions, do you think they will cut their dividend?
Do you see the stock price drop if they don’t raise their dividend in February?
Where do you see BCE stock price in 5 to 10 years? Does it at least stay flat?
Thanks

Q: I see that you and many analysts use forward PE instead of trailing when valuing a company. I understand that trailing PE is the recent past earnings, and forward PE is obviously the projected future earnings. But wouldn't it make more sense to use the trailing since its recent actual earnings, when the forward earnings are at best a projection or estimate, which is often quite wrong? Just curious why the industry standard seems to be the more inaccurate of the two. Probably because markets are forward looking, but I'd love to hear your thoughts. Thx

Q: PLTR or INTU at today's levels? Which would you choose?

Q: Can you comment on how likely Nexgen is to get its Federal approval for the Rook 1 project?When is this decision anticipated?

Q: Hi,

With the stellar performance of NVDA over the last two years, what inning do you think they are in for future gains and what's the risk/reward setup? I'm up over 500% and NVDA is one of my top positions. I hear the AI revolution is just get started and its only 7pm and this party ends at 3am. As the AI revolution continues here, who are the top 4-5 companies that are next to benefit where they are trading at a fair valuation currently? Would it now be the software companies and enterprises? I can either continue to hold NVDA or thinking of occasionally trimming to buy some smaller companies that have more torque, such as PLTR (expensive) or CLS. Any other suggestions? Thank you!

Currently holding SHOP, CSU, CRWD, TOI, NVDA, LMN, INTU, VRT, SMCI, CLBT in tech.

Q: Hi folks,
I hold BCE and Telus in my RRSP. Would like to reduce my weighing in BCE. With that money I am looking at adding to one of... GOOGL, MSFT, AAPL or VISA which would bring one of these to a 9% weighing which I'm okay with. May I have your opinion as to which one you would add to and why.
Thanks

Q: Why is XBB dropping in price over the last few days? I thought bond prices would rise with the prospect of lower interest rates.

Q: Would you still think that FSZ should cut their dividend? Is the dividend covered by cashflow presently?

Thx

Q: Hello,
Do you think ADN is a buy and why? Can you please also comment on their payout ratio and debt level. Would it be your favorite in the sector? Thank you,

Q: Hello, I have a technical question. I read recently (Motley Fool) that: At 74.4 times earnings, SHOP is arguably more expensive than NVIDIA.

As I'm fairly new to investing, why would the 74.4 times earnings make a stock expensive? What does that actually mean? And if you could add any other thoughts on Shopify as it stands now, that would also be appreciated. Thank you.

Q: ANY GOOD REASON WHY THE SHARES HAVE GONE UP 25% IN JUST THE LAST MONTH. THE HIGH DIVIDEND IS ATTRACTIVE AND THE STOCK IS TRADING WAY BELOW ITS MARKET VALUE. YOUR OPINION WOULD BE APPRECIATED. THANK YOU.

Q: What do you think of MET? The stock has been performing well recently. Is there any reason to sell the stock now? I’ve been holding it for 10+ years.

Thanks,