Q: You guys at 5 i used to be high on a buy for Celsius Holdings. It bounces up and down 2 to 3 per cent almost daily but the overall trend as been lower highs and lower lows. I don't want to liquidate my position because of the international growth opportunities for Celsius and the possible normalization of inventory levels of their "healthy" energy drinks with their distributor who is Pepsi. But the trend is not my friend for celsius. I have traded it a couple of times to bring down my acb but even that is making me nervous. I don't have much exposure to consumer staple nor consumer discretionary (I assume Celsius is considered to be discretionary?) so if I cut losses with celsius, what should I consider as a replacement?
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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.
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iShares S&P/TSX Capped Financials Index ETF (XFN)
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BMO Equal Weight Utilities Index ETF (ZUT)
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BMO S&P 500 Index ETF (ZSP)
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iShares Core Canadian Universe Bond Index ETF (XBB)
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iShares Core MSCI EAFE IMI Index ETF (XEF)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI)
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iShares MSCI World Index ETF (XWD)
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iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI)
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iShares S&P/TSX 60 Index ETF (XIU)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
Q: It is rare that I ask this question coming from an 84 year old senior, but all the above equal weighted ETF's are presently in my TFSA and can't decide how to invest for the 2025 contribution. Which ETF I should I be adding to the above list or should I be adding a new one that is not in the portfolio?
Also are any of those listed that do not belong in a TFSA?
Thanks for your usual great service.
Also are any of those listed that do not belong in a TFSA?
Thanks for your usual great service.
Q: Thoughts on today’s announcement?
Q: Seems like the stock dropped due to the earnings but based on what the CEO said some big things will be happening in 2026 and forward, good time to buy the dip?
Q: What are your thoughts on Cloudflare going forward after their recent run up? Have they become profitable? Do they still have room to grow? Would you add new money?
Thank you for your sage advice on investment decisions.
Dan
Thank you for your sage advice on investment decisions.
Dan
Q: First, thx for your earlier answer to my questions on Nvidia. I forgot to include a few other questions.
If appears as though DeepSeek might make AI more ubiquitous as the cost of using it would be cheaper. Wouldn't this create more demand for GPUs? I imagine more hardware players will enter thereby creating more competition thus dropping Nvidia's enormous margins. What are the current forward looking numbers? There obviously will be compression, so what do see as potential valuation if this occurs. Lastly, have moved on from the hardware companies to more of the hyperscalers and other downstream companies? Could you list a few safer companies for the last two categories?
Thx
If appears as though DeepSeek might make AI more ubiquitous as the cost of using it would be cheaper. Wouldn't this create more demand for GPUs? I imagine more hardware players will enter thereby creating more competition thus dropping Nvidia's enormous margins. What are the current forward looking numbers? There obviously will be compression, so what do see as potential valuation if this occurs. Lastly, have moved on from the hardware companies to more of the hyperscalers and other downstream companies? Could you list a few safer companies for the last two categories?
Thx
Q: Hello, Bird has seen a lot of volatility in the last few weeks, with daily price ups and downs of 3-6%. Just curious, this is a construction company, why does it fluctuate like a volatile tech stock? Thanks
Q: Hello Peter and Team,
You seem to recommend Nebius on a regular basis, is there a reason why? I haven't seen it in any of your portfolios or research on specific companies.
Thanks as always for your insights.
You seem to recommend Nebius on a regular basis, is there a reason why? I haven't seen it in any of your portfolios or research on specific companies.
Thanks as always for your insights.
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iShares US Dividend Growers Index ETF (CAD-Hedged) (CUD)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG)
Q: What would be the iShares equivalent of VGG:CA? Thank you
Q: Your opinion on the cruise industry for the next few years and is a RCL a buy today?
Thanks Again
Thanks Again
Q: What are you thoughts on this one for Income. Is the value slowly being eroded due to ROC ? Any other red flags ?
Q: Hello, I am wondering about Toromont Industries. Do you see it being negatively effected if there are tariffs implemented by the US? I will be retiring in next 2 years looking for something safe with decent growing yield that can be a hold over the next several years in a non-registered account.
Thanks
Thanks
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Salesforce Inc. (CRM)
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ServiceNow Inc. (NOW)
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MongoDB Inc. (MDB)
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Freshworks Inc. (FRSH)
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Cloudflare Inc. Class A (NET)
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Datadog Inc. (DDOG)
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Palantir Technologies Inc. (PLTR)
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Snowflake Inc. Class A (SNOW)
Q: While picking up the pieces from the Deep Think carnage on my tech stocks, it occurs to ask which stocks will benefit from the possible reduction in the cost of AI......can you provide a short list 5 - 10 of potential beneficiaries of that? Many thanks for your excellent service.
Q: Good morning 5i,
VRT obviously the onslaught has continued. I'm viewing this as a potential add. Looking over their revenue, profitability etc.
Despite deepseek and all other noise. Would you wait to see a potential turn or be comfortable adding in this range?
Or do you see a more inherent risk than I?
Looking forward to your thoughts. Thank you.
VRT obviously the onslaught has continued. I'm viewing this as a potential add. Looking over their revenue, profitability etc.
Despite deepseek and all other noise. Would you wait to see a potential turn or be comfortable adding in this range?
Or do you see a more inherent risk than I?
Looking forward to your thoughts. Thank you.
Q: What is the outlook for CAD ? Is it a good time to accumulate more USD (or gold) ?
Thanks!
Thanks!
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Vertiv Holdings LLC Class A (VRT)
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Nebius Group N.V. (NBIS)
Q: What would you do with the above 3 stocks if think less AI infrastructure will be needed? Take the money and run? Or did they fall enough that they will be ok even if some orders are lowered or cancelled?
Q: Is PLTR a beneficiary of the recent shakeup caused by the sudden emergence of DeepSeek? More importantly would PLTR continue to succeed without the cost savings DeepSeek appears to offer? If you assigned a confidence level to buy PLTR today, what would that be, or would you wait for the dust to settle?
Q: How the dollar work with the hedged bond
Q: Can you please rank the following stocks from the most to be affected to the least affected by Trump's 25% tariff ?
Thanks for you insight.
CM, CNQ, CNR, WSP, BIPC, BN, CTC.A, CCL.B, PKI, TD and SIS.
Please deduct as many credits as you wish.
Thanks for you insight.
CM, CNQ, CNR, WSP, BIPC, BN, CTC.A, CCL.B, PKI, TD and SIS.
Please deduct as many credits as you wish.
Q: How concerned should i be regarding Saturday's looming Trump tariffs on Canadian stocks and ETF's ? Should i sell any of my most vulnerable stocks ahead of time ? Is the fear already baked in or is my paranoia in any way justified ? thanks.