Investment Q&A

Q: Walgreens had a huge run last Friday, do you think there is a turnaround materialized? Would you initiate position today for a long term holding?

Q: As Google spent US$48 Bn a year (2024) it should have very robust search engines. The startup, perplexity.ai, is reportedly valued at US$9 Bn now. Mr Bezos and others back the firm. Personally, I haven't noticed big change for quite a while in Google's searching features. Do you if / know when perplexity might be brought public, and whether is looks at this point to be close to being knock Google's searching feature away? If it could, would you expect this to have much impact on Google's profitability?
Thanks for your valued insights.

Q: United Rentals has had a significant pullback since early December (approximately 25%). What is the reason for this pullback? Would you consider it a buy at this level or would you wait to see if it turns around after earnings on 22-Jan?

Thanks in advance and Happy New Year.

Brendan

Q: Your thoughts on the company after the short report? Is there more damage yet to come or is there an opportunity here?

Thanks

Dave

Q: EXP has fallen by nearly 25% in the last 5-6 weeks. Any idea what has caused this? And do you see it recovering going forward? Thanks

Q: Hi, what would you replace NVO with? Thanks and Greetings, Peter.

Q: In follow-up to the Q&A on Howard Marks' recent memo, out of the current "Mag 7", which one do you think is most likely to be in the S&P500's top 20 companies in 20 years, and which one do you think is least likely to be there? Feel free to make two picks for each or decline to respond. I own 5 of the 7.

Q: Good Morning
Is there an unhedged version of VGH ?
Can you recommend any other unhedged ETF similar to VIG but listed in the Toronto Stock Exchange ?
Thank you

Q: I currently own a full weigh of the above listed ETFs and in light of President Trump's economic policies that are likely to benefit the financial sector, I'm looking at possibly adding XLF: US ETF to my US$ Non Registered account.


Q1. What would be your best idea for US$ ETF to add to a US$ Non Registered account at this time along with your rational for this choice?

Q2.What are your thoughts on XLF:US in terms of potential return for 2025 and the remainder of the Trump presidency?

Thank you and I look forward to your response.
Francesco

Q: Can you please provide some feedback on OPFI? Is there a reason why there was a surge in price today? Thanks!

Q: Hi!

Regarding these 2 companies which one has more growth prospects, better value for 2025? Are they overlapping businesses or complimentary to each other? I have a nice gain in MS thinking about trimming and buying some GS.

Ok thanks!

Q: hi
do you have any thoughts on the effects of a Google "break-up" of assets, which could include a forced sell of "chrome"?
any thoughts on the likelihood of this with the new president?
cheers, Chris

Q: I have a small position in Element Solutions and am thinking of adding to it but can't find any previous questions. I'm also thinking of adding to Amphenol and starting a new position Roblox, Meta and Costco.. This would be in the growth portion of my portfolio. Or I could add to Vertiv and Axon. I have about 70k USD to deploy.

Thanks

Q: Peter, is there a list of TSX listed companies that get a majority of their earnings from US operations ? With US protectionism and aggression likely to increase is it a sound strategy to focus on these companies with the $Cdn portion of a equity retirement portfolio ? Thank you.

Q: Is UBER effected with new $ 9.00 Entrance Tax to N Y City What about Taxis RAK

Q: What do you think of buying BRK on the NEO at this time?

Q: The quantum computing stocks were crushed Wednesday. Would you be more comfortable to buy IONQ after the drop?

Q: Greetings 5i, for each of these 2 companies, what is the maximum percentage of the portfolio to which YOU would be comfortable letting them run. Thanks!

Q: Do you have a preference between these 2 stocks? Can they both be held?

Q: 1. The drop in UBER’s share price seems overdone. Would you agree?
2. In your view is Uber keeping pace with the deployment of “advanced” AGI in its platform?
3. Is Uber’s management still capable of holding its own in a knife fight with Tesla, BYD, or Waymo?
4. I have used Uber in several foreign cities and am impressed by the superb level of service . Notwithstanding the query in (2) , my concern is not management but more the likelihood of Uber facing challenges from municipal governments and taxi- operators. Uber may not be out of danger from regulatory and other hurdles. Your views?
5. What do you have for forward P/E, and PEG ? (Sites I use depict wildly different ratios).
6. Do you consider Uber a buy ? If yes, what price levels would a buy seem reasonable?

Many thanks. All the best. :ao:sab