Investment Q&A

Q: Any good news with Blackberry Limited is now agood time to buy.
Jim.

Q: I own shares in this company, but I get vibes of the last .doc bust. I hear bubble, I see bubble, but I also see major strategic AI infrastructure investments.

Is this still a hold for the next three years <very hard question>?

Q: Hi 5i, please provide thoughts on this new deal between Amazon and OpenAI. Is there a downside to Microsoft? Thx

Q: Hi 5i, rumor has it Apple is going to sign a deal with one of the best chatbots out there, and this could add more revenue than Google provides. Please opine on this and Apple's AI strategy. Thx.

Q: I happened by accident to check the trading on CSU at 2:30 today (Monday). Volume was 0! I thought there might be a cease trade order on the stock but couldn’t find any. It appears the bid just couldn’t meet the ask so no trades. Do you think a base is being formed?
Any thoughts you have would be appreciated.
Jim

Q: Assuming that one is a bit overweight in CSU and lacking NVDA, how would you consider a reallocation of investment dollars at the current time (i.e., realizing they have been trending in opposite directions)?

Relatedly, would you be comfortable purchasing NVDA at current levels (~$205).

Thanks!

Q: I own all in small positions with goal to give some growth to a mostly dividend portfolio. With bad luck the only one I don't own is Celestica. I realize this is now the darling. Do I keep these or sell to buy Celestica? My only concern is chasing a hot stock which sometimes doesn't work out. Thank you!

Q: Shopify reports on Tuesday. Would you recommend buying before or after they report? Do you think they will beat or miss.

Q: Thanks for the recommendation on CLS!! To further the AI supply chain theme...What do you think of these other companies that are wiring, cooling, and building data centres for the future? Besides CLS, which of these do you think offer good upside from today with reasonable risk/reward?

Q: What did you think of the quarterly earnings yesterday? Thank you!

Q: Everyone, I have made 11 times my money on NVDA and did not sell a share (do not plan to sell any either). I haven’t read any real concerns so, what are the risks in the next two years. Clayton

Q: How would you recommend I invest a 2% position in the AI sector for a 5 - 10 year hold? Willing to take some risk.

Q: I am looking to rebalance, in what order would you sell or would you trim all: DSG, LMN, TOI, SHOP, KXS?

Thank you for your service!

Q: Good morning I would like to know your thoughts on Ateyy

Q: Clearly the market wasn't happy with last week's Q2 results but some analysts (eg. RBC) think there may have been an overreaction.

As always, would appreciate your viewpoint.

Q: What do you think of the G&M article titled - “Shopify is now bigger than Royal Bank and the precedents aren’t good, says Scotia strategist”

Thx

Q: Based on the trading of CSU over the last week or so it seems when there is weakness in AI stocks or commentary in the press about an AI bubble, CSU trades up. When AI stocks are strong like today CSU trades down, sometimes sharply. Owning CSU seems to be a way to hedge against an AI bubble being pricked. Of course if the bubble is a delusion then owning CSU may prove painful. It seems also there are market jitters going into CSU’s quarter and volume was up on today’s decline.

Q: All the Constellation Software and related Co's had a really bad day in the markets, Wednesday, with stocks trading at new near term lows, ( Down 6-10%, in a single session ), breaking below their recent support levels.

Not sure, if some of this selling could be assigned to algorithm trading ( stop loss orders) ?

You have been a huge supporter of the stocks, and for good reasons, through the recent selling ( AI concerns and M Leonard departure related ), even highlighting CSU, as one of your Best trading ideas,

Based on your comments and most analyst ratings, these concerns are overblown and stocks should recover, in due course, as, apparently, nothing has fundamentally changed and business is as usual. However, market seems to think otherwise and price action has just been horrible.

While some investors are probably selling not to lose their built in profits over years, there could be others harvesting tax losses.

Interestingly, it is noted that these stocks generally have a bad day when AI related Companies are enjoying a nice bump, like Today ( Wednesday). And AI related boom is likely to continue to drive the markets, at least in the foreseeable future.

We are in the camp of concerned investors, with significant embedded gains in these companies, as early investors, and are worried, if we should liquidate our positions, at least partially ( half or 1/3rd ), to protect our gains. What are your thoughts ?

It looks like that a string of catalysts is needed to infuse life back into the three stocks ( specially CSU ). What could these be, in your opinion and how long would you recommend for investors to be patient ?

Thank You

Q: Does MDA have any contracts with GlobalStar ( proposed to be bought ) by Spacex ?

Your thoughts to add on this dip ?

Thanks

Q: The board chair is stepping down and a "Special Committee" has been formed. In your opinion does this mean anything or is it only posturing?