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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.

Q: PPI , Producer Price Index in the US, reported this morning (September 10) , show a surprising drop of 0.1% vs. an expected increase of 0.03%. It’s unclear where tariffs, which is essentially a consumption tax, is being absorbed. Logically it should show up in consumer prices before long. It’s either that, or margins at retail companies will adjust down. Over the next year , how will this affect the share prices of Costco and Walmart? In your opinion are such retailers likely to drift down, or trade sideways at best, for the next year or so? Or do you believe things are too uncertain to make portfolio changes based just on tariff impacts?
Read Answer Asked by Adam on September 12, 2025
Q: I understand there is a new release of the popular game "Call of Duty".
I was assisting grandsons move onto a uni campus 2 weeks back and almost every student had a version of this game and a high-priced unit to play it on.
I now see the stock trading just under $170 US.
What can you tell me about EA as a possible investment ? Thanks david
Read Answer Asked by David on September 12, 2025
Q: Hi Guys

What were your thoughts on Adobe earnings and conference call yesterday, if you had a chance to hear it. Do you think the the quarter was one where there is a more positive view on Adobe's place in the Ai world going forward? Would you be a buyer at these levels?

Much thanks

Stuart
Read Answer Asked by Stuart on September 12, 2025
Q: Hi I currently hold these US companies. Can you please suggest your top 10 US companies that would compliment these the best for a long term hold? In order ideally. A growth rating 1-10 (10 being the best) and a risk rating 1-10(10 being the riskiest)

Thanks so much
Read Answer Asked by Nick on September 11, 2025
Q: Is QBTS a good prospect to participate in the coming quantum computing boom? In any case can you suggest me your best name of small business (under 30$) in this area?

Thank you very much un advance
Read Answer Asked by Gabriel on September 11, 2025
Q: What is your view on Interactive Brokers ? We ae looking start a position in a US based brokerage, with solid financials and some upside from Crypto perspective too. If you consider this a decent name in the sector, is it buyable at current levels, after stock seems to have settled, post addition to S&P.

Thank You

Read Answer Asked by rajeev on September 11, 2025
Q: Nat Gas:
I hold ~1% each of ARX and TOU. Also, ~5% XOM, which is also a major gas producer.
I don't have much confidence in this liberal gov't's promises of gas development. Would you recommend a US gas producer, and if so, which one?
Thanks
Jerry
Read Answer Asked by jery on September 11, 2025
Q: Netskope will list on the Nasdaq under the “NTSK”

Your opinion on his one, buy, wait, forget about it?

Thank you.
Read Answer Asked by Ross on September 11, 2025
Q: What are your current recommendations for US$ dividend ETFs? (US, not CDN) Thanks
Read Answer Asked by Richard on September 11, 2025
Q: CMG's recent decline has been significant. Will the interest rate cut lead to a rebound, or will recession concerns impact the restaurant sector? Is this a buying opportunity or should I hold?

Additionally, I wanted to thank you for recommending Nebius - the 5i metric was instrumental in my discovery, and I'm grateful for the insight.
Read Answer Asked by Esther on September 11, 2025
Q: Can you please comment on another drop on TTD today. Any news or thesis for this drop? What is your current stance on this stock and is it one to hold onto or do you have strong convinction ideas? I have nice gains on it since first recommendations from 5i in the pandemic so am ok with moving onto better ideas if you had some to suggest. Thanks so much!
Read Answer Asked by Justin on September 10, 2025
Q: Your thoughts on their earnings and guidance please? Is the drop today overdone? Analysts downgrading but still seeing significant upside. I know your approach is often to let shares settle so my question is whether today's news has changed the story (not investable) or if expectations were so high that a still good business/investment is being punished disproportionately
Read Answer Asked by Tim on September 10, 2025