Investment Q&A

Q: Hi,
I added this one a while back in a TFSA, but find for a stock I though would be fairly consistent, it has some higher than expected drops - such as todays roughly 3% and a similar one about a week ago. Any thoughts on what might be prompting this? I also note the technical indicators of OBV and Accum/Dist continue to rise with price, leaving me think these drops aren't overly concerning, that this isn't the case with IBM since it's earnings drop. Do you think there is a 'caution' flag out on IBM? It doesn't seem to be holding up all that well post earnings, and I thought the earnings were OK. I'd welcome your thoughts on it as well. Feel free to consider this two questions - and thanks for your continued work on our behalf!

Q: What do you think is going on with CSU.?

Q: Hello,
I know you have answered many questions on this subject but can i get more clarity please? First, are you able to add the symbol BMNR to your list. I chose SBET as you have that in your list. When i look at price of bitcoin for last 5 years, it has gone up alot. However, MicroStrategy's return over the same period is much higher (it holds bitcoin). How could the difference be so diverse. I am wondering if i should go with sbet and bmnr (equal amounts) as opposed to Ethereum etfs.. Please comment and if you feel the etf route is best , what are the elf's you suggest in cdn $ for bitcoin and Ethereum?

Q: I am a Cyberark shareholder. Would you kindly provide your thoughts on Palo Alto’s takeover proposal including the deal structure (2.2 Panw shares and $45 cash). I find it odd that Cybr’s closing share price today ($411) is approximately $16 below the value of the Panw offer (Panw closed today at $173.60).

Q: I have some money avalible for a long term investment in my TFSA and was thinking of adding to Crowd Strike or starting a position in Palo Alto. Crowd strike has done very well but looks more expensive on a valuation bases. what would be your advice?

Doug

Q: Hi,
Company announced that it is going to acquire CyberArk Solution which triggered a 5% stock declined. But actually it retreated from US$210 on 29th July 2025 to US$173 which is almost 15%. KeyBanc downgrading to Sector Weight citing integration risks and limited synergy potential. What is your analysis on this acquisition? Its less than 0.5% of my portfolio. Is it better to get out of the stock and wait for 6 or 12 months before you enter or any ETF or do you prefer any other stock better than PANW?
Thanks
Piyush

Q: Your views about the company. Is it a better way to play AI compared to other high momentum stocks as NVDA, SMCI and other Data Centre play?
Thanks
Piyush

Q: Hello,

May I have your take on the Palo Alto Network acquisition please?
Market doesn't seem to love it, but I assume it's good for the company in the long run.

Thank you

Q: Which is a better buy after recent earnings?

Q: if you had to choose between these two stocks which one would you have more conviction for? Thank you.

Q: Hello,
Can you please suggest an AI ETF as well as an AI infrastructure ETF (picks and shovels play where it does not include msft, meta etc which would be part of the AI etf). Much appreciated.

Q: Hi,

Your thoughts would be appreciated on the new $1.3B EchoStar contract announcement. What is your take on ability to deliver and future prospects? Is MDA benefitting from concerns about relying on StarLink?

Thank you, Michael

Q: Is this a good opportunity in the AI space for a 10 year hold?

Q: If Google was forced to break up the company,typically how is this done would you get some shares of You Tube and Waymo etc or what would that possibly look like if it occurs….Thanks

Q: First, CRCL: Great IPO …. But now be pounded down!
How did this love affair end so quickly and be penalized so severely?

Would you see something similar happening with FIG?

There seems to be a lot of interest in jumping onto that bandwagon right now but I gather your advice is to hold off for now.

Thanks for your insights.

Q: Your thoughts please on the quarter? Thx

Q: Hello,

May I have your take on Microsoft's earnings please?

It's price action has clearly been very strong. Do you feel that job cuts and big spending plans on AI are the main drivers here, or is there more to it?

Thank you!

Q: With the full understanding that this is a very speculative play, may I have your opinion on MVIS for a small position for an high risk-tolerance investor? Is it worth it? Or would you prefer to start a new position in one of your highest conviction growth profile names?

Please also rank your top 3 names in growth portfolio for a buy today.

Thank you

Q: Would appreciate an evaluation of this Block chain Company with a 800 million market cap!
Is it worth a small position?

Q: Your thoughts on GIB.A's results released today, please.