Investment Q&A

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.

Q: Nextera Energy (NEE) released a lot of information today! The new partnership with Google sounds good with NEE building the power plants to power Google’s new data centers. I think the new power contract with Meta is also good and the new natural-gas-fired plants are needed. But NEE is spending big dollars and is pulling back on dividend growth in 2027. Would you be able to share your thoughts and concerns with NEE’s plans? Would you add shares today? Or would you prefer to invest in companies winning the contracts to do the actual builds? Thank you.

Q: what are your thoughts on this company

Q: Hi Peter, according to Analytics I need more core US Growth and Dividend stocks in the RRSP & LIRA accounts, so could you please provide me with 4 stocks for each of the following sectors:- Industrials, Discretionary, Staples and Healthcare.
Thanks Peter & 5i for your great service.
Ivan

Q: Good morning,

My question is on Circular Deals in AI investments:

Circular deals involve investment money flowing between companies that also buy from or sell to one another.
"A series of agreements negotiated among a small number of players in the artificial intelligence (AI) field is raising concerns about the potential risks of so-called circular deals." https://www.pon.harvard.edu/daily/dealmaking-daily/what-are-circular-deals/
Recently, OpenAI and NVDA reached a deal where OpenAI would receive up to $100 billion in investments from NVDA. This could be viewed as a circular deal, as OpenAI is likely to buy gear from NVDA, which will reinvest those profits in OpenAI, creating a cycle.
What are your thoughts on circular deals? In my view, such a deal could artificially inflate NVDA's revenues, potentially leading to a correction in the valuation of the companies involved. Is this practice proper or legitimate? These deals aren't only between these two companies, it appears to be widespread.

Thanks. I appreciate your all the videos that you provide: The Exponent, Monthly Rollup etc.
Seasons Greetings.

Elaine

Q: Please give me your thoughts on Samsara, and if it looks like a good investment for long term outsized returns? Thx

Q: What is your current view on Disney and today’s Netflix and WBD deal?