• 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 20

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

• Micron Technology Inc. (MU)
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• NVIDIA Corporation (NVDA)
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• Monolithic Power Systems Inc. (MPWR)
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Q: Have you seen any news from MPWR regarding the Edgewater Research report suggesting the company could lose
part of its business with chip maker Nvidia?

Thank you.

Upvote 3

Read Answer Asked by glen on November 14, 2024