Investment Q&A

Q: Good morning,

My question is on Circular Deals in AI investments:

Circular deals involve investment money flowing between companies that also buy from or sell to one another.
"A series of agreements negotiated among a small number of players in the artificial intelligence (AI) field is raising concerns about the potential risks of so-called circular deals." https://www.pon.harvard.edu/daily/dealmaking-daily/what-are-circular-deals/
Recently, OpenAI and NVDA reached a deal where OpenAI would receive up to $100 billion in investments from NVDA. This could be viewed as a circular deal, as OpenAI is likely to buy gear from NVDA, which will reinvest those profits in OpenAI, creating a cycle.
What are your thoughts on circular deals? In my view, such a deal could artificially inflate NVDA's revenues, potentially leading to a correction in the valuation of the companies involved. Is this practice proper or legitimate? These deals aren't only between these two companies, it appears to be widespread.

Thanks. I appreciate your all the videos that you provide: The Exponent, Monthly Rollup etc.
Seasons Greetings.

Elaine

Q: What would be your top 5 CDN DIV growth names ranked in order that can be set up as a DRIP. Thanks as always.

Q: Please give me your thoughts on Samsara, and if it looks like a good investment for long term outsized returns? Thx

Q: Hi Peter
I'm curious if you recall your days at Sprott and before, specifically late 1999 and then 2007-2008. Did you get a feeling that the markets were overvalued (or had gone up too much too fast)? Did you make any defensive moves by taking profits, going to more conservative holdings, using options to protect downside, etc?
To me it looks like the conditions are ripe for similar declines.
Thanks, Greg

Q: I receive DKAM quarterly newsletter. These 5 stocks (MDA,PRL,VHI, ZDC and E) they are high on for various reasons for 2026. If you agree, which ones should I add to my TFSA and why?
Thank you,
James

Q: Hi Team,
The stock has fallen from C$293.53, a 5-year high to C$183.66 on 2025 Dec 5th. In the last report Q3 (2025 Sep 30) had increased revenue and profit and kept full year outlook. If someone is a long term investor, should he stay invested and add to the position (to take the advantage of weak market) or sell and deploy capital in some other Canadian Tech (only in Canadian company investment option). Your views about the company fundamental and future prospects based of AI fear in the market and not for any personal financial advice. Just to know as the fear of AI is really going to hit this company so bad?
Thanks
Piyush

Q: What will left of this company after the sale of their packaging unit? Is it worth waiting for the post sale payment of $20. Will they keep paying a dividend after the sale?
Thank you.

Q: I’m looking to start a new position in TRI. Given that the stock price continues to decline, a) what would be in your opinion, an attractive price to buy in? B) How long do you think the stock price will continue to decline for? Thank you.

Q: What is your current view on Disney and today’s Netflix and WBD deal?

Q: This ETF has been in a steady decline since I bought it some 18 months ago and I now have a 16 % loss in my RRIF. Please discuss the dynamics of this etf so that I may make an informed decision as to hold or sell. I do like the income and the high yield ,( but unfortunately the yield keeps going higher !). Thanks. Derek.

Q: Why would Bam be down so much and not BN??

Q: sold off hard yesterday - what was the cause??

Q: Hi 5i
I have added NFLX to my watchlist due to recent turmoil (WB) bringing price down. Using 1 year chart RSI is now under 30. A few months back you suggested $115 as an entry point, what say you at $95?
Thanks and happy holidays! Greg

Q: I have a position in Akita Drilling. It has done really well and it is paying down debt. What would be a catalyst for the stock to capture more interest? Would you add to it at this price level? Do you think I should switch to another small cap in energy?

Q: With lack of liquidity being an often mentioned issue at Strathcona…..I understand the float will be increased significantly first half of 2026.Does this make the shares more attractive here?

Q: I could sell BCE for a "very much needed" capital loss. Would you put the proceeds into Telus or just wait 30 days and buy back BCE? Thanks Ron

Q: Netflix stock has performed poorly lately, however predicted earnings look good for next year. Would you recommend a sell/hold/ buy?
Mike

Q: Your thoughts on Netflix Pursuing Warner Bros. Discovery?
I find Netflix’s interest in acquiring Warner Bros. Discovery puzzling given the risk profile — regulatory and antitrust hurdles, political sensitivities, legacy assets like CNN that don’t align neatly with Netflix’s model, and the potential future debt burden Netflix may need to take on to finance such a deal.
Beyond regulatory issues, the integration risk seems significant — merging two different cultures, operating systems, content strategies, and media infrastructures could easily become management-distracting and value-eroding.Given all this, would you continue to hold NFLX while these scenarios play out?
I seek your views on:
• whether the strategic upside outweighs the regulatory and integration risks after year one post acquisition
• whether additional leverage to finance a large takeover strengthens or weakens Netflix’s long-term positioning (and especially whether increase in NFLX subscription cost could backfire
• expected regulatory posture toward such a transaction
• how you would position NFLX through this uncertainty (specifically whether you would hold through turmoil I expect). Thank you. :ao:

Q: Why would bam be down from 86 to 72 ???

Q: Hello - your thoughts on this company? (I know nothing about their technology).