Investment Q&A

Q: Good morning,

Aeluema, which I can’t find in the database has come off of its latest decline.

It is tied with lidar, sem’s, quantum. Would you please give your assessment on this company in its present state as a speculative starter position.

Thank you.

Q: Hi team,
Is CLS plummeting on Avgo results? Also why the negative reaction on Avgo with the earnings beat? I am not liking this market particularly tech. Any reason to sell off growth names right now it seems to happen with very little new catalysts in sight. Is it time to diversify away from tech with the portfolio already down approx 12% from highs. Or just ride out these growth names as usual? Thx

Shane

Q: Thoughts on earnings report/outlook?

Q: LIN has been tanking in the last while, down perhaps 20–25% from its high earlier this year. Can you explain why this is happened? Do you see LIN as a favourable investment going forward, and why? One other related issue: is tax loss selling also an issue in the US, that is, is there much loss selling at this time of year? Many thanks for your excellent service.

Q: Your thoughts on the slowing numbers out yesterday - over reaction or something that is the canary?

Q: All of these have had a great 25, are they still great buys and how would you rank them today?
Thanks Again

Q: With my tax loss proceeds, I am thinking of taking a position in cecco, axon or clbt, Could you prioritize these in terms of immediate purchase? Thanks for all that you do and happy holidays to you and the staff, Cheers, Geoff

Q: NXDR Would love your analysis of this small cap U.S. Company!
Looks interesting with huge volume today. What is driving it today
Thanx as usual
Gary

Q: re: HON-Q, HON-NE, HON-AQN

Hi, I am interested in buying Honeywell, but have noticed there are different versions of the CDR's, is there one better or worse than the other?
Would Honeywell be a reasonable purchase at this time or maybe one of its competitors, any suggestion would be appreciated.

Seasons Greetings,

Q: Between Ondas Holdings, Unusual Machines and Draganfly Inc., which do you see as having the best prospects for growth and share price appreciation?

Q: Do you think the after hours stock price action was warranted or was it a knee jerk reaction to their results?
Is ORCL priced at an interesting level now?

Thnx
Dave

Q: How bad does the Waymo user news really affect Uber?
Uber stock dropped 6% today on the news and looks like it may drop to the support level of around $80 before it turns around, if it does turn around??

Thnx
Dave

Q: We’ve seen a decline in stock price steadily since about Nov. 21,and a significant drop today. It looked promising after the Parkland deal . Do you see any reasons for the way it’s acting?
Philip

Q: I just read Peter’s rockets and duds, I would like to jump on the bandwagon for these 3 companies - if it makes sense to do so.

What advice can you provide given the rocket ride so far? Can they go up more in the near future? Thanks.

Q: Hi 5I

What do you think the future prospects are for Huntington Ingalls, Victoria Secret, Venture Global and Molina Heathcare for the next 5 years?

Thanks

Carm

Q: I liked this question from Todd in November:
"I’m only interested in Canadian compounders. Compounding companies that are mid to large cap that I am invested in are CSU, TOI, LMN, TFII, and ATD. Can you recommend 5-10 possibilities for 5-10 year compounders in the Canadian small cap space?"

Can you change "Canadian" to "American" and answer the same way for small/mid cap American companies?

Q: You responded to my question on XMHQ in June 2025, and I’d like to know whether your views have changed since then. The ETF has essentially gone sideways over the past year notwithstanding strong markets. Its Morningstar assessment has not seemed consistent with either its performance or its underlying composition. XMHQ’s better performance before 2024-25 but that’s not reason for confidence.
I’d welcome your updated insight — particularly on whether the current constituent mix looks more compelling in an environment where investors may again be concentrating less in mega-caps and technology businesses.
Do you see XMHQ’s prospects improving from here? I am not entirely clear on what key drivers influence its valuation. The prospect of lower interest rates does not seem to have much impact.
Thank you in advance for your deeper perspective.

Q: BSX has been rather flat this year. Down 4% today (Monday). Would it be a good time to add to a small existing position, bought at a very low price in 2020 in my TFSA ? Why or why not ? Better outlook somewhere else? Analysts seem positive. Thx.

Q: This has come up in questions and answers as a growth stock pick with recovery potential. Can you please briefly comment on valuation and on the investment thesis? Thanks.

Q: Can I ask your thoughts on TSHA? Clinical-stage biotech. Curious about current valuation compared to peers, outlook, path to sales and profitability.