Investment Q&A

Q: I was rummaging through the old questions and there was one asking for your top 5 micro and top 5 small caps. It was from 2023 I believe. Wondering what your choices would be today.
Thanks

Q: The most recent quarter seems to be quite positive in terms of growth and profitability trajectory - how would you assess the quarter and does this confirm a rebound for the stock or reconfirm worries?

Q: My children's entire RESP is 100% in equities. As they get closer to going to post secondary school, would owning some money market funds, like ZMMK, be a good safe strategy to hold 1-2 years tuition in case of a market downturn. And open to suggestions.

Q: Pls review Q results, guidance
Hold, sell, buy?

Q: Morning Troops. With the recent run up is now a good time to take profits in long held oil and gas stocks? Cheers.

Q: Hi, I always like your options about valuations. With this diverse group of stocks, please rank the order in which you'd initiate a position today, with a short explanation why. Thank you.

Q: What do you think about holding this ETF in an RSP for a retired person looking for capital preservation and income. Is there something else you would recommend.

Q: Hello Peter and Team,

I am looking at turning over a portion of my portfolio and rotating into AI infrastructure. With the growth we're seeing increased power consumption, micro data centers, advanced cooling, specialized power distribution, and a supply shortfall are all going to be very relevant in the coming years with the AI capacity rising so fast.

My questions;
1. Has there been a market sector specifically dedicated to AI? Or is it just grouped into IT?
2. I know you mentioned TransAlta Corp in your recent "Best Stock Ideas. What other companies do you think we should be looking at moving forward?
3. Are you looking to have more focus on this sector for the Model Portfolios and if so, which companies are you looking at for growth and for income?

Appreciate all you do

gm

ps,... Thank you for 5N Plus, Kraken & Tantalus

Q: May I have your thoughts on AEVA? They reported recently and it seems Barrons has stated the company has reached an “inflection point”, whatever that means. The stock has been strong since reporting it’s earnings last week.
I confirm I have clicked on Public Question so if it comes to you as Private Question there is some software glitch.
Regards,
Jim

Q: Your thoughts please on the latest quarter?

Thx

Q: Hello Team,
Is TOU a buy today?
Many thanks!

Q: If you owned BRK.B and were thinking about moving out and adding two other companies such as ATRL & WCN to a portfolio what would your thoughts be?

Q: Terravest recently acquired KBK Industries. Your reaction?

Q: Can I get your thoughts on Harrow's latest quarter please? And can you please rank HROW, ISRG, LLY and TMDX for purchase/hold?
Thank you

Q: I interpret your response to my question dated March 2 to be CLS is expected to have the highest total return of the three companies with the most risk. Shop is expected to have the least total return, but with the corresponding least risk over the next 18 months. Thank you

Q: MDA SPACE ANNOUNCES RESIGNATION OF BOARD MEMBER ALISON ALFERS

Why?

Is this important?

Thank you..

Q: Hi 5i,

Thanks for your advise for BRK.B:US, you have mentioned that BUY at $450 (ClassB) would be a good price, and average target is $525 which seems about right to us.

Long time ago you have suggested the price buy-in around $500, seem you have getting more negative for this stock. Any reason you don’t feel positive, is that because due to the big cash $373 billion holding?

Q: Any reason for the drop today.

Q: how close to a reality is the proposed CIX trading system and is it part of the reason for the weakness in X. what other reasons have contributed to the share price decline in X.

Q: Do you think its worth holding on to Nike at this point? I can be patient but are there better places to be?