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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: Hi Guys

It seems the pressure to increase spending on defense in Europe is overwhelming. One assumes that European nations would much rather spend that money with European defense companies versus US ones. Can you give me your 3 best European defense companies., preferably with US listings. And if possible could you give a statement of how these companies compare to major US defense companies like RTX.

Much thanks

Stuart
Read Answer Asked by Stuart on January 27, 2025
Q: Re Nuclear Growth I thought Uranium would be the play but I see the Builders of Plants are moving better then Uraniums ie SMR NNE SNC CCO owns 49 % of Westinghouse with Brookfield What are your thoughts Buy more NXE CCO or SMR NNE

Or others that you think would be a better play on NUCLEAR RAK
Read Answer Asked by bob on January 27, 2025
Q: On January 21st you replied to a question by Graeme "electrification" plays and one of companies in his list was GEV which had split from GE in April of last year. At that time I was looking at it and the stock was priced at about $137/share and today (early Friday), it sits at $437 and unfortunately I never pulled the trigger.

In your reply to Graeme, you noted that GEV had the highest valuation currently.

I am asking if that valuation is justified considering they are part of a team that is actually building SMRs. One (or more) for OPG in Ontario and just announced recently one for Tennessee Valley Authority (TVA) in TN. Of course that build other generating equipment as well.

Other SMR- associated stocks have recently jumped (SMR, NEE, OKLO) but none of these are actually building SMRs.

I would very much appreciate your thoughts.

BTW, I love your site interface because so much information is at hand. Thanks for all that the Team does for us little guys and gals.
Read Answer Asked by Danny-boy on January 27, 2025
Q: Trading volume is good. Yield is similar to other cash savings etf but this has an advantage when held in a taxable account because it does not pay distributions. However it is trading for approx 1.5% premium. If there was no premium, I would buy it for a 9 month hold but the premium is more than half the yield I can expect for 9 months. Am I right that in my situation, pick another cash savings etf? To pay a premium is not a good idea for a cash etf no matter how good it is? What do you think? Thank you!
Read Answer Asked by Tony on January 27, 2025
Q: Rigetti is clearly a very volatile company with lots of possibility for growth given the nature of its business, and it's current stage in its lifecycle. In your opinion, what differentiates Rigetti from other quantum computing businesses; and if you were to invest in this space is Rigetti your top option or are there other possibly more mature firms that should be considered.
Read Answer Asked by Michael on January 27, 2025
Q: Good morning, just wanted fire off a note to say how appreciative I am with your timely communications. With this Deepseek announcement, I knew there would likely be some carnage with the AI stocks. I recognize that this could still adversely affect stocks like NVDA long term, but it is most helpful to receive your comments so quickly,
Read Answer Asked by jeff on January 27, 2025
Q: TRAC has developed an AI model to predict startups most likely to become unicorns in 2025. The model identifies 30 new startups with a one-in-five probability of achieving unicorn status.

Notable startups on the list include Amplify, Anrok, Beacons, Beehiiv, and Canary Technologies.

Any one's you would be interested in to buy?

Thank you.
Read Answer Asked by Ross on January 27, 2025
Q: 5i,

My Taxable Account is CAN only 3 months old. I'm lucky enough to restructure my entire portfolio these past few months for some optimization.

The goal outperformance of XIC. Large and midcap growth primarily. Core moat players as well. I'm shifting back to a more concentrated stock portfolio.

I add underperformers and cyclicals for boosts outside of my core. ie: NTR, TD, LUG
thus far this year.
Core by weight;
CSU, TFII
DOL, DSG, SHOP, WSP
BN, CNQ, STN, CLS, TRI
TVK.

Outside of materials, gold; no retail; no reits. If this was you. Do you add a company that doesn't meet your growth expectation/debt/cash flow etc for balance ie ENB.
Or add to your current.

Looking for your sage advice as well as 2 potential core additions or adds and 2 other high conviction torque. No parameters.

Thank you!

Read Answer Asked by Adam on January 27, 2025
Q: My partner is opening a new TFSA account. What 5 stocks would you recommend for a 10+ year investment today, emphasis on growth?
Read Answer Asked by John on January 27, 2025
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