• QUALCOMM Incorporated (QCOM)
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• Texas Instruments Incorporated (TXN)
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• Monolithic Power Systems Inc. (MPWR)
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• Marvell Technology Inc. (MRVL)
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Q: What is your current opinion on TXN? Seems to be struggling.

Upvote 2

Read Answer Asked by David on April 15, 2025

• Applied Materials Inc. (AMAT)
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• Lam Research Corporation (LRCX)
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• NVIDIA Corporation (NVDA)
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• Finning International Inc. (FTT)
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• TFI International Inc. (TFII)
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• Kinaxis Inc. (KXS)
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• Trisura Group Ltd. (TSU)
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• Monolithic Power Systems Inc. (MPWR)
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• Cadence Design Systems Inc. (CDNS)
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• Century Communities Inc. (CCS)
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• M/I Homes Inc. (MHO)
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• Boyd Group Services Inc. (BYD)
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Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you

Upvote 34

Read Answer Asked by Christine on January 17, 2025

• Quanta Services Inc. (PWR)
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• Monolithic Power Systems Inc. (MPWR)
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• Powell Industries Inc. (POWL)
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• Vistra Corp. (VST)
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• IES Holdings Inc. (IESC)
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• Constellation Energy Corporation (CEG)
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Q: I'm not sure what the differences between these companies are? In this theme of electrification, what areas and which specific US and CDN companies would you suggest for a long term hold?

Upvote 5

Read Answer Asked by Graeme on November 26, 2024