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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I very much enjoyed reading your AI Stack report and have adjusted some of my holdings accordingly. I hold: NBIS, NVDA, AVGO, MU, TER, VRT, GOOG and MSFT. All between 2-3% weighting. Do I need to hold both NVDA and AVGO? If not, I would sell AVGO. Assuming AVGO is sold, which would you be inclined to top up: NVDA, NBIS, MU, TER, VRT or GOOG? Thank you.
Read Answer Asked by Maureen on March 05, 2026
Q: If SABR is a company CSU is looking to buy/takeover, would it not make sense for retail investors to also buy SABR? Perhaps not even for the takeover premium, but doesn't this mean CSU believes that SABR is undervalued?
Read Answer Asked by Mike on March 05, 2026
Q: Does Ayar Labs have a call sign? My phone shows its call sign as AYARZZX "Ayar Labs - Company Level" on the NASDAQ exchange and indicates trading since December 2025 but RBC doesn't seem to recognize the company. I believe NVDA & AMD are so called strategic investors. It seems their chips use fibre optics instead of copper which may help reduce costs, as silica may be less expensive to make compared to copper. Fibre cabling may also generate less heat buildup and so demand less cooling. Any thoughts you have would be appreciated.
Regards,
Jim
Read Answer Asked by James on March 04, 2026
Q: Hello, can you comment on these drone makers? I know DPRO is very small but is Canadian. Otherwise, between KTOS and AVAV, what would be your pick today and why? Thanks.
Read Answer Asked by Martin on March 04, 2026
Q: I own NBIS shares and continue to hold with the thought that the market is not either recognizing or giving credit to the company for the expected surge in revenue and hopefully earnings growth in the coming 12-15 months. Do you continue to support this premise?
Also what are your thoughts on this company as a takeover possibility? Who might be interested and why?
Read Answer Asked by John on March 04, 2026
Q: Dear Peter et al:


I am long term holder of CSCO. I have made decent profit. Sometime ago to my question, you mentioned that it can be held still didn't see any problem with it.
But more recently I am hearing rumblings that ANET is better suited for AI going forward? Should one switch? It is in my Regd a/c. So, no tax implications.
Read Answer Asked by Savalai on March 04, 2026
Q: Please rank nvda,shop and cls for total return and risk over the next 18 months. Thank you
Read Answer Asked by Richard on March 02, 2026
Q: I understand NVDA is putting 2Billion each into both COHR & LITE. I’m happy with COHR, up almost 400% now at a 5% weighting. Probably should start to look at selling some to keep the weighting down. Is LITE investable with its 220 P/E? One other question is NVDA getting shares for their 2 Billion?
Jim
Read Answer Asked by James on March 02, 2026
Q: With all the beaten down stocks that are assumed to be "doomed" by AI (i.e. SHOP, TRI, etc.) what are your top 2-3 buying opportunities for an investor with a 5+ year investment horizon?
Read Answer Asked by Cam on March 02, 2026
Q: Hi, trying to figure out this market with AI and all that factors into it is challenging (for me). I have DSG which have a big loss on in my TFSA.
Thinking of selling it and buying equal amounts of WSP, BN and SHOP, which I already own.
Question is wait it out with DSG it is a great company, or in your opinion the the other three will look better in 5 years. Thanks.
Read Answer Asked by Brad on March 02, 2026
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