Q: Have your cautions abated given the recent performance of the company - recently several parcels of shares traded hands - can your provide some analysis of its opportunities plus challenges. Thanks, John
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What does the market expect from Celestica next week?
Thx
Thx
-
Broadcom Inc. (AVGO)
-
Micron Technology Inc. (MU)
-
NVIDIA Corporation (NVDA)
-
Pure Storage Inc. Class A (PSTG)
-
Celestica Inc. (CLS)
-
Vertiv Holdings LLC Class A (VRT)
-
Arm Holdings plc (ARM)
-
Nebius Group N.V. (NBIS)
Q: Other than the joint venture partners, what companies do think will benefit the most from the AI infrastructure plan introduced by Pres. Trump on Tuesday? I suspect VRT and CLS will benefit, but I am sure there are others in AI support businesses.
Q: What effect does the $500 billion into AI Infrastructure announced by Trump have on Nebius? It seems like this money will build datacentres that they too are building.
Q: Not a question but a comment on Lumine. I would think the recent woes of LMN have something to do with the CEO David Nyland taking a leave of absence.
Carl
Carl
Q: What can you tell us about this company which apparently Nancy Pelosi, queen of the insiders just bought a fairly large amount of ?
Q: No one knows what Trump will finally do with tariffs. Assuming he goes ahead with some, what impact might it have on SHOP? Can you provide assessments on differing levels of tariffs?
Q: In doing some research I came across Zenatech (ZENA). It seems to have gone public very recently. I was wondering if you could give your thoughts on the potential of this company and exactly what they do. Is it a decent higher risk investment with some potential or would higher risk dollars be better deployed elsewhere?
Thank you as always for the great service you provide.
Mike
Thank you as always for the great service you provide.
Mike
Q: Thanks for the great service over the years. I would like to know your opinion on these two companies and what each of their possible futures look like as the Ai craze and other chip needs keep them in the headlines. If you had to own 1 for the next 5-10years which would you pick and why? I have in the past owned NVDA bought & sold successfully. I currently hold GOOG and AMD with AMD being a bit of a let down so far. Side note if you are interested in a good read or audio book the coming wave by mustafa suleyman has been very eye opening and is a factor in me relooking at these two companies.
Q: Looking for growth in my TFSA….your thoughts pls…
Q: Would NBIS be a stock that you would feel comfortable holding through a proper market downturn (ie, like 2022)? Or would you consider it to be too small / unproven at this time?
Thank you
Thank you
Q: I see that Fidelity Global Innovators Fund (FINN) shows a very high return over the past year. Could you please provide some commentary/information on holdings, yield, how they have achieved such a annual high return, outlook, and what the risks are of owning this fund. Thank you.
Q: I am considering adding to cls and or goog . Which is the best for future appreciation would your position be to buy goog with the new Trump gov. And poss tariffs being a risk with cls ?
Doug
Doug
Q: Recently, Vaneck Digital Transformation ETF has come to my attention. What are your thoughts on it? Are there other options that you prefer to it? thx,
-
Amazon.com Inc. (AMZN)
-
Broadcom Inc. (AVGO)
-
Meta Platforms Inc. (META)
-
NVIDIA Corporation (NVDA)
-
MicroStrategy Incorporated (MSTR)
-
iShares U.S. Technology ETF (IYW)
-
CrowdStrike Holdings Inc. (CRWD)
-
Vertiv Holdings LLC Class A (VRT)
Q: I need to consolidate my tech holdings:I own NVDA, AVGO, VRT, CRWD, MSTR, AMZN, META and IYW (about 3% for each holding). Which stocks should I sell and why- for a long term hold?
Q: Any change since the December 2024 thought of "We would still be willing to hold pending the outcome of the review." Continue holding or time to move on? It is 0.8% of our portfolio.
Thanks!
Thanks!
Q: Your thoughts please on the latest TOI acquisition? Looks to be fairly sizable.
Thx
Thx
Q: NVDX Can you tell me anything about this ETF. I see no data. Is it investible?
Q: Hi Folks!
Could you tell me what the 24 month expected growth is for Datadog and Celestica? Do you see this as a good entry point or are these companies expensive based on your metrics? They have had quite the run up.
Would you wait for a pull back or be fine hopping in now.
This is for a 2-3 year hold.
Thanks so much for all you do!
Could you tell me what the 24 month expected growth is for Datadog and Celestica? Do you see this as a good entry point or are these companies expensive based on your metrics? They have had quite the run up.
Would you wait for a pull back or be fine hopping in now.
This is for a 2-3 year hold.
Thanks so much for all you do!
Q: I have a half position in LMN - with the current dip would you recommend topping it up or is there another stock you prefer?