Q: Can you please give your updated opinion on TER. Will they play a role in humanoids?
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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.
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D.R. Horton Inc. (DHI $144.77)
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Lennar Corporation Class A (LEN $121.55)
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Cavco Industries Inc. (CVCO $576.43)
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KB Home (KBH $60.84)
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Meritage Homes Corporation (MTH $67.00)
Q: Fire in California, unfortunate as it is, will create a lot of business for home builders. Is there any you could recommend?
Appreciate your view on that, Peter
Appreciate your view on that, Peter
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Amazon.com Inc. (AMZN $244.41)
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Broadcom Inc. (AVGO $349.43)
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Meta Platforms Inc. (META $621.71)
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NVIDIA Corporation (NVDA $188.15)
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Strategy Inc (MSTR $241.93)
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iShares U.S. Technology ETF (IYW $199.54)
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CrowdStrike Holdings Inc. (CRWD $539.81)
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Vertiv Holdings LLC Class A (VRT $179.80)
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: Everyone, things work until they don’t. When will the magnificent Seven Tech darlings stop working? Clayton
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Alphabet Inc. (GOOG $279.70)
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Intuitive Surgical Inc. (ISRG $560.00)
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NVIDIA Corporation (NVDA $188.15)
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Booking Holdings Inc. (BKNG $4,940.00)
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Vanguard S&P 500 ETF (VOO $616.89)
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Vanguard Dividend Appreciation FTF (VIG $215.64)
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Berkshire Hathaway Inc. (BRK.B $499.06)
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ISHARES TRUST (IUSG $165.70)
Q: Good Morning. I have US dollars that I want to invest for my recently born grandchildren so there is a 15-20 year timeframe. Please advise 5 ideas, US $ stocks or etfs, and rank in order from low risk to high. I will likely purchase a mix and compare how they perform over time. Thank you.
Q: Hi 5i
What was the reason for the share drop this week....Where do you see the company going from here?
Would this company hold any interest for 5I and if so at what price would it be attractive..
Thx
What was the reason for the share drop this week....Where do you see the company going from here?
Would this company hold any interest for 5I and if so at what price would it be attractive..
Thx
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Amazon.com Inc. (AMZN $244.41)
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Alphabet Inc. (GOOG $279.70)
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Intuitive Surgical Inc. (ISRG $560.00)
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NVIDIA Corporation (NVDA $188.15)
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Booking Holdings Inc. (BKNG $4,940.00)
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Salesforce Inc. (CRM $239.88)
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Berkshire Hathaway Inc. (BRK.B $499.06)
Q: I'm interested in investing in some U.S. companies by using CDR's. As the years go by it seems the list is getting longer. Based on current conditions and valuations which 8 CDR's have the greatest chance for capital appreciation in 2025? Please rank them from greatest potential to least potential.
Q: The market cap of this roll up company is 5.6 Billions and they have about 5 Billions in cash. They try to buy their first company Beacon roofing now. Do you think it is a good idea to buy a small position at the current price for the long term ? Thank you
Q: This stock has been on quite a run the last number of sessions. It looked like it was consolidating in the $21 range but up lately.
What would be a fair entry point and do you feel that it's priced to perfection already?
If one had to add AXON or CLBT to their TFSA which has the best long term prospects? My thought is AXON ....
What would be a fair entry point and do you feel that it's priced to perfection already?
If one had to add AXON or CLBT to their TFSA which has the best long term prospects? My thought is AXON ....
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Fluor Corporation (FLR $45.72)
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Marsh & McLennan Companies Inc. (MMC $180.05)
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Republic Services Inc. (RSG $205.59)
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The Travelers Companies Inc. (TRV $279.81)
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Waste Management Inc. (WM $201.92)
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CBRE Group Inc Class A (CBRE $152.65)
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AECOM (ACM $130.75)
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Jacobs Solutions Inc. (J $153.36)
Q: With the aftermath of the California disaster, which companies could be involved in all levels of rebuilding those areas ( Engineering, construction, cleanup, etc.).
Thank you.
Thank you.
Q: I recently purchased FCX and watched it go down 20%. What is the reason? Is it time to add? Is more patience required?
Thanks!
Thanks!
Q: Hi. Do you still see AI story intact for 2025? If so, what stocks would you buy? thanks,
J
J
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Apple Inc. (AAPL $268.47)
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Amazon.com Inc. (AMZN $244.41)
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Alphabet Inc. (GOOG $279.70)
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Microsoft Corporation (MSFT $496.82)
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NVIDIA Corporation (NVDA $188.15)
Q: Apple and Microsoft have grown to be well over 10% of my portfolio. I do not have Google or Amazon. Would you rebalance the 4 stocks into 4 equal parts? I also own NVDA.
Q: Between December and now, has your view of SYM changed? Have they cleaned up their issues that caused the drop in November? The short ratio is still quite high. Your overall thoughts would be appreciated. Thanks.
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: Is Fubo a good buy today?
Q: Your comments please on recent earnings. The stock is expensive as per past comments, but would you continue to accumulate.
Thanks
Thanks
Q: With the most recent earnings call, and missing expectations just a bit, then the sell off, would you be a buyer i) for this sector and ii) for this specific stock?
Thanks
Thanks
Q: I have pretty much decided to put my TFSA contrib into Intuitive Surgical. Can you talk me out of it giving one or two arguments against (other than valuation as its always expensive)? Thanks