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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: Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots.

Who really knows, what's your opinion on that.

If something like that did happen, which companys would you be investing in now?

Or is it early?

Thank you.
Read Answer Asked by Ross on March 16, 2026
Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?
Read Answer Asked by simon on February 13, 2026
Q: With regards to 5i AI special report is there any advice for members as to where to start. There are a lot of companies in your report. Maybe if you could narrow things down to 5 or 6 companies from different areas of AI that could be a core holding.Thank-you for the report and helping me to understand theAI process.
THX
Read Answer Asked by blake on January 19, 2026
Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?
Read Answer Asked by Guy R. on November 20, 2025
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?
Read Answer Asked by Jim on August 14, 2025
Q: What would you say are the top US manufacturing stocks to buy now for growth?
Read Answer Asked by Judith on June 25, 2025
Q: Good evening,

I am wondering if you have any possible suggestions regarding companies that focus predominately in the application layer or operate full-stack models of AI.

The reason why I am asking this is because of an article entitled: "AI's revolution is just beginning" in Sunday's Globe and Mail. Sadly, there are a few parts that I don't fully comprehend which unfortunately prevents me from investigating more fully. A starting point would be great!

Take a peek to the article as it draws parallels to the dot com/internet crash of the 2000s.

Any ideas would be greatly appreciated so I may begin to investigate.

Conversely, state any points you think should be taken with a grain of salt!

Thanks!
Arturo
Read Answer Asked by Arturo on March 26, 2025
Q: Can you give a quick opinion on each of the above stocks at this time for long term positions in the AI and robotic sectors?

Is there a good ETF that invests in the AI and robotic sectors to consider?
Read Answer Asked by Mike on August 14, 2024
Q: Thanks for answering both of my questions on ATS and BYD earnings. In reviewing past answers on these 2 companies it seems to me that this in not the first 'disappointing' quarter they have had.

They seem to be in a slump on earnings and in performance which naturally follows.

ATS -31% year to date and -30 for 1 year.

BYD -18% year to date and -3% for 1 year.

Both significantly lagging the S&P and QQQ.

How much longer will you give these 2 in your portfolios before they are replaced?

If you were to replace them today with good quality US stocks with good performance numbers, which would they be?

Thanks


Sheldon
Read Answer Asked by Sheldon on August 12, 2024
Q: Just read a very interesting artice by Tony Seba regarding his prediction of a humanoid disruption in the not too distant future where robots and AI repalce much of the labour market, starting with more basic functions and developing into more complex. He believes its not as far off as we may think. He believes this to be of critical importance for the success of countries moving forward. Thoughts on his theme? Which individual companies do you think may benefit from a prediction such as his, as well as are their ETFs which invest in a basket of such companies (both AI and robotic)?
Read Answer Asked by Mike on August 09, 2024
Q: Electrification seems to be a big theme going forward. Can you suggest some companies, large and small cap, and any utilities that stand to benefit the most from this . I would assume Hammond would be a beneficiary.
Read Answer Asked by Mario on July 10, 2024
Q: I am contemplating a switch from Rockwell Automation into Eaton. It seems like I would be moving into a better asset. But am I making the classic mistake of selling a name that has nothing but bad news baked into its stock for a stock that has perfection baked into its price? Does Rockwell getting 'less bad' have more upside than Eaton 'keeping on' and I am making a bad switch? Thoughts?
Read Answer Asked by Martin on February 05, 2024
Q: Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech? - this was asked and you said the list would longer if it was asked the other way around, can I have the list of this question asked the other way around?
Read Answer Asked by Ashleigh on August 23, 2023
Q: Good morning,

what would be your top picks with respect to the following:
1) robotics
2) robotics software
3) implementation consulting for automated manufacturing lines

Regards,

Terry
Read Answer Asked by Terry on May 24, 2023
Q: I OWN LNG, NUE, LLY, ROK, APPS QCOM CRM, GOOGL, TSLA, NVDA, STZ....IN VARIOUS U.S. ACCOUNTS

I WOULD LIKE TO BUY MSFT AND COST

WHICH OF THE ABOVE WOULD YOU CONSIDER SELLING FIRST
ANY COMMENTARY ON THE OTHERS WOULD BE APPRECIATED. THANK YOU....
Read Answer Asked by Maureen on January 24, 2023
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