Investment Q&A

Q: Could I please have you rank the above stocks in terms of must have in a portfolio constructed today for the long term.

Q: Dear Peter et al:
Eric Nuttall on BNN Bloomberg today Wednesday Jan 21st chose US Natural Gas producers...all the three of his top picks!
With this mind I looked for an ETF that focuses on US Nat.Gas producers. LNGX came up. No questions on this ETF and the symbol isn't in your database. Too small and too new perhaps?

What's your take on this idea of US Nat.Gas being better than Canadian gas companies. Also your opinion on LNGX. Do you have any other suggestion for this play?
If I were to buy about 5 companies in Nat.Gas domain in the US, will I be able to match the returns of this ETF?

Many thanks.

Q: UNH appears to be in something of a no-man’s-land for the next year or two. An RBC DS report on January 21 says “intermediate-term recovery seems already priced in ” which suggests limited near-term upside. Disagree? I don't mean to prejudice your answer, but FYI CFRA also seems unimpressed with UNH’s prospects.
I’d appreciate your view on:
• Do you agree that UNH offers limited upside over the next 12–24 months, or do you see catalysts the market is missing?
• Have large loss which is not usable for tax. Would that factor into your hold vs. exit decision?
• If you believe UNH is still worth holding, please outline your rationale.

What do you show for current , updated forward P/E, PEG, and debt levels?
• More broadly, do you think the current U.S. administration and regulatory stance will constrain UNH’s ability to grow, and is there any risk that the core business model is now structurally impaired?
Many thanks! :ao:

Q: If you were to purchase today only one stock and one ETF to broadly capture the AI sector what would they be?
Thank you

Q: Fiserve: nothing turns up for this company when I search on your market data page. Please see if the info is actually available.

And more for you...what is your opinion on FISV? It seems to be about 25% of its share price a year ago. Recent news stories show some promise. It reports in the next few weeks. What is expected? Would you jump in before it reports? Do you see a good chance for the share price to have a strong bounce? Or will it continue to flounder due to its past problems?

Many thanks for your excellent service

Q: Could I please have your opinion of ONDS , do you have conviction on this company in the medium term? How would you rank it with PNG, NBIS, CLS

Q: What are your thoughts on ANNX? It seems to have very strong reviews and considerable momentum. Is it worth 3-5% in an otherwise biotech-free portfolio?
Thanks!

Q: Can you provide me with your analysis/views on ULTA, the last question on ULTA was on June 2, 2025. Thank you.

Q: Is AAPL a buy right now? Why is it down so much?

Q: Cls and sndk both exploded higher after being allowed to fly on their own.Cls fromOnex and Sndk from Wdc.Do you see any similar situations that companies may benefit from this opportunity?Thx

Q: What do you think about this company for domestic enrichment in the US for their supply chains/critical needs; and valuation/growth prospects?

Q: Hi there,

Could you please give an update on RKT and what you think of their growth forecast for the 2026 and 2027? Is it a buy at current levels?

Thanks.

Q: I have just started an RESP for my grandson and will be contributing the max $2500 per year. What would you recommend as my first stock purchases.
Thank you

Q: Hi team, here are 3 growthy early stocks that have caught my interest; already have a double on on PL of my very tiny investment. Please share your thoughts on these 3. thanks

Q: If you were staring a position today for a long term hold, would you go with Amazon or Broadcom?

Q: McCormick, buy sell or hold?

Q: RKNG This brand new Defiance ETF holds some high growth names. Could you examine the current holdings and provide your view on the potential here. Ms Jablonski has some vision so could this be a reasonable high risk small piece of one's portfolio in your view.

Q: Why the Brk.B is getting weak for these days. Seem like no matter what the new CEO done, ppl don’t trust him.

Q: SMHX doesn't come up in your data base. What are your thoughts on it VS the SMH for more focused semi design exposure? How do they compare?

thx, M

Q: You may not have recent information on this company but if you do, I would like to know if the reason for its drop over the last few months is solely due to the class action. Regardless of the reason(s) for its drop, it has been volatile in past years and recovered, so wonder if you think the current downtrent is significantly different and low investor interest would mean a slow recovery? No new questions have been asked here recently. If you don't think the class action will create long term damage then can you please evaluate the company?
The lead plaintiff deadline is 17 Feb 2026.
Thanks your your valued insights.