Investment Q&A

Q: Can you please give the breakdown of revenue to show the portion from the search engine. I understand that Google has and is spending a lot on AI but personally I have not felt their search function to change much, if at all. Whereas the new search engines like Perplexity really illustrate how much more can be done to answer queries. Am also wondering if Google is going to stun the world with new search features, or if its bogged down in technical bureaucracy or something in between. It appears not to be nimble in its response to AI market demand. Thank you for your views.

Q: Are you considering this recent drop in GOOG today a buying opportunity for the long term?You mentioned in a previous question that the news today is not new n’or great for the company.. Would you pounce on this opportunity or wait it out?

Thanks again

Thanks

Q: I would appreciate your comments on Nebius’s announcement today reporting that Bezos Expeditions has become a lead investor in AI Data Business Toloka. Nebius will also relinquish majority voting control of Toloka to provide them with greater independence and governance flexibility. Is this significant?

Q: Why the fall today?

Q: Hi,

Do you see much growth in the video games sector in the present context ?

Which are the best opportunities to invest in the sector with a potential of strong growth in the next 3 years ?

Thank you in advance for your answer,

Jacques IDS

Q: The above private equities companies have taken a significant dive over the last few months, disproportionally volatile coamoted to the SP500. Can you please

1. Comment on the reasons for market underperformance in this sector

2. Are any of these must owns ? (I know BN is a favourite of your’s, I own a 3% position)

3. Can you rank them in terms of preference for total return over 5 to 10 years? I am open to you including onex in the list.

4. if I wanted to increase my exposure to financial (I am underweight financials, and moreso on the US side), would you look to topping Brookfield or adding a second name?

5. How much sector exposure to this sub sector would you recommend in terms of Portolio allocation for a growth invester?

Thank you and please deduct credits as you deem necessary.

Best,
Karim.

Q: I found a company that I feel could be long term compounder and would appreciate your opinion. The CEO Brad Jacobs is stellar. Former founder of United Rentals and XPO. The CEO put in 1B of his family money. QXO will consolidate the building supply industry. And modernize warehousing and distribution with tech and AI. The company just started rolling several months ago so its early days. Huge TAM and secular tailwinds galore. Just completed an 11B deal to acquire Beacon Roofing.

Thanks.

Q: I bought DIS for a post-Covid turnaround, but here we are five years post-Covid and the stock is still well below its pre-Covid valuation. Could you please assess its earnings tomorrow and advise whether to hang in or move on?

Q: Texas is doing very well - do you have 2 or 3 recommendations for banks/financial institutions centered there? Thanks

Q: Searched but didn't see earnings comments. Your assessment please.

Q: I sold SBUX to take a capital loss and bought CMG as a proxy. After comparing growth projections and balance sheets I am wondering if I should bother buying back Starbucks after 30 days or just keep Chipotle. SBUX looks cheaper but maybe cheap for a reason. Can you please compare the two and provide your thoughts as to which one would be better for a long term hold?

Q: Can I get your thoughts on Genius Sports latest quarter? They beat top and bottom, reaffirmed 2025 guidance, and yet it is trading down 10% premarket. Was market expecting something bigger?

Q: Comments on earnings and if buy, sell or hold. What is happening with medical devices in the current economic environment? Thank you!

Q: Can you provide a list of US companies YOU hold? Please list them in order of weighting size ? 1) being the largest

Are you looking to add/sell any? Which US stocks are currently on your watch list?

Thank you

Q: For new money, BKNG or UBER? Also, despite having different industry classifications, intuitively it seems that they would be likely to move in concert in the market (I think they have the same Beta), would you agree? When I overlaid 5 year charts, it seems they pretty much moved together except at the end of 2024.

Q: Q: Could you please provide update on ALB. What is their balance sheet? Would you buy it?

Thank you for great service,
Milan

Q: Could you please give me your thoughts on PayPal? I know you have said before you prefer other names in the space. PayPal reported earnings last week and revenue is still falling. Unbranded TPV is really dropping. But growth in branded experiences and Venmo are accelerating. Management is trying hard and am wondering if I should give them a few more quarters. Thanks.

Q: Hi 5I,

Between these two which would be your preference for holding in a TFSA?

Thankyou,

Jane

Q: NYSE Coherent Corp. (COHR)

How many other competitors are doing the same thing as COHR?

Do they have a moat.

Thank you.

Q: Hi group am short on healthcare and financials'.

Should i add to LLy on present weakness or ISRG /United health also on weakness seems like United and LLY are the best choices due to the pullback.? what do you think or is there a better play in the sector?

Financials are also weak in my portfolio should i buy JPM and Ry or simply buy ETFs in US /CAD looking for decent return with minimal risk....thanks for you help