Q: I owned these brokers for what I thought was a defensive play in my RRSP. They've both been hit this week on AI disruption. I'm not one to sell while under water, however it seems the barriers to entry are somewhat eroded quickly in the broker business if AI companies can offer direct to consumer insurance quotes and pass on commission savings to the customer etc.... I know it's very early innings and that this is hard to predict with any certainty, however do you see much more downside with these two stocks? Not sure I want to experience another 20-30% leg down here.
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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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Micron Technology Inc. (MU $421.51)
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Sandisk Corporation (SNDK $851.57)
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Seagate Technology Holdings PLC (STX $500.77)
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Western Digital Corporation (WDC $337.88)
Q: I must have been napping or looking in the wrong direction when these guys took off.
Lots of FOMO here. Can I still play? More upside potential?
Or look elsewhere for growth?
Perhaps similar but undervalued companies in this sector?
Thanks.
Lots of FOMO here. Can I still play? More upside potential?
Or look elsewhere for growth?
Perhaps similar but undervalued companies in this sector?
Thanks.
Q: Both of these stocks seem to have performed in a fairly stable manner and have yields at current prices in the range of 11-12.5%. Can you recommend either or both as at least 3-5 year holds?
Thanks again
Thanks again
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Duke Energy Corporation (Holding Company) (DUK $133.00)
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NextEra Energy Inc. (NEE $94.48)
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Southern Company (The) (SO $97.59)
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Williams Companies Inc. (The) (WMB $72.82)
Q: What are your top four utilities for growth in the next 3-4 years. Canadian or US.? Moderate risk. Thank you.
Q: Can I please get comments on Robinhood's latest quarter?
Thank you
Thank you
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Intuitive Surgical Inc. (ISRG $454.94)
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Booking Holdings Inc. (BKNG $176.60)
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JPMorgan Chase & Co. (JPM $310.33)
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RTX Corporation (RTX $203.19)
Q: Please provide an update on Booking. It has languished this past year and now seems to be falling off a cliff like SaaS stocks.
I have make a very good return on it, still, thanks to your recommendation from years back.
Is it still worth keeping in this current environment? What is something I can swap into in the same space that would be less vulnerable to the markets idiosyncraties?
Thank you
Karim.
I have make a very good return on it, still, thanks to your recommendation from years back.
Is it still worth keeping in this current environment? What is something I can swap into in the same space that would be less vulnerable to the markets idiosyncraties?
Thank you
Karim.
Q: What is happening with BKNG?
It is in a free fall. -20% YTD.
Is it time to cut losses.
Thank you
It is in a free fall. -20% YTD.
Is it time to cut losses.
Thank you
Q: Your opinion on buying it now.
Thanks Again
Thanks Again
Q: I see that Morningstar downgraded NBIS from 3 stars to 2 stars. How significant is this for the 3-5 year prospect for the stock? Thanks!
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ISHARES BITCOIN TR (IBIT $40.91)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $62.83)
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BitMine Immersion Technologies Inc. (BMNR $21.08)
Q: Which would you recommend for bitcoin exposure and why?
Q: Hello,
What are your thoughts on Microsoft at these levels and where would it rank in your pecking order?
What are your thoughts on Microsoft at these levels and where would it rank in your pecking order?
Q: What you would say today to an investor who own shares of this enterprise : sell or hold? and why?
Thank tou very much in advance.
Thank tou very much in advance.
Q: Could you please give us your opinion of AB’s latest results? Is it a buy/hold/sell for income investors?
Q: QCOM How do you interpret the recent gap down after it reported its earnings on Feb 04? What is your view about this company in the future? Is it a good time to add?
Thanks a lot!
Thanks a lot!
Q: Five below just keep climbing… do you think it is in overvalued territory now ? It is a good winner for me so far … should I just let the party go on in your opinion ?
Q: What are your thoughts on this company? They own some great brands like Moen..Please let me know on their finances and future prospects also does it look cheap or expensive? Thanks.
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Adobe Inc. (ADBE $229.94)
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Salesforce Inc. (CRM $170.85)
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Atlassian Corporation (TEAM $58.96)
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Veeva Systems Inc. Class A (VEEV $157.08)
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The Trade Desk Inc. (TTD $20.61)
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Datadog Inc. (DDOG $108.98)
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Toast Inc. Class A (TOST $25.96)
Q: With all of the fear around software being made obsolete due to AI, are there any particular businesses that you might see as being inappropriately oversold in this mass sell-off? I’m specifically wondering about TOST, as it seems that because it is so integrated into restaurant ecosystems, this would be hard to replace with AI… any thoughts on this? Many thanks.
Q: Allo,
FRSH is going downhill since it was mentioned in one of your presentation in 2025. Besides the Olympics and the software market, any particular reason? Thanks.
FRSH is going downhill since it was mentioned in one of your presentation in 2025. Besides the Olympics and the software market, any particular reason? Thanks.
Q: Company is getting slaughtered after earnings. Do you see any long term potential for a patient investor?
Thanks
Thanks
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Lumentum Holdings Inc. (LITE $894.13)
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Teradyne Inc. (TER $364.21)
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nVent Electric plc (NVT $128.63)
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Ondas Inc (ONDS $9.14)
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Applovin Corporation (APP $379.14)
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Genius Sports Limited (GENI $4.07)
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Robinhood Markets Inc. (HOOD $70.12)
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BlackSky Technology Inc. Class A (BKSY $32.65)
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Sezzle Inc. (SEZL $69.12)
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Karman Holdings Inc. (KRMN $84.22)
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Voyager Technologies Inc. Class A (VOYG $29.56)
Q: How would you rank the listed names for buying today for a growth oriented investors?