Investment Q&A

Q: Keeping current market conditions in mind and assuming we still have more downside to come, can you share 5 US and 5 Canadian stocks/ETFs on your shopping list? I'm not worried about diversification - just looking for your top picks regardless of sector overlap.

Thank you!

Q: Hi could you please give an update on SO - it’s kind of moved sideways in for quite awhile so wondering if you see it moving any time soon.

Thanks

Q: Hello,

Can I please get your thoughts on the most recent quarter? Looking to add to my position here, thoughts?

Thanks.

Q: Hi There. Please correct me if I am wrong but I understand that Google, Microsoft and Amazon are stake holders of Anthropic. Can you please tell how much % ownership they have in Anthropic? Do you think this is a reasonable way of getting exposure to Anthropic? If yes, which stock if any would you purchase? Many thanks.

Q: Hi Group took some profits on Google (still hold 6%) any have some cash would like to pick 3 from the above list and start 3 new positions . Please give me you 3 to add to as well suggestions in 3 new positions Amazon Apple Meta i no longer have maybe they qualify

Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks

Q: With tech stocks taking a beating is it best to sell NBIS now or hold?
Thanks

Q: I have owned this for a few years now. I had to be patient but you seemed to hold it in favour throughout.

I thought my patience was rewarded with good growth in 2025, but over the past few months, it has lost all that growth.

Can you explain what has been going on?

I'm also low in healthcare in my portfolio. This seems like a good time to redress that. What would be your top three buys for a long term holding? Do you generally prefer companies or ETFs for this sector?

Thanks for all the great work you provide. I was happy to renew recently.

Q: Do you know of any reason why Karman is down over 15% today (Wednesday)? I don't see any news. Is it just volatility? Thanks.

Q: I have positions in these stocks, any in particular you would recommend buying the dip?

Q: What are your thoughts on buying NVIDIA stock today?

Q: The group is sold off approx.20% in 2026 - at these levels are worries over private credit( or other concerns) now becoming priced in the stocks, would you step in ?

Thank you

Q: Is it too early to get into geothermal power to show a sizeable return in one year.
if not too early pls comment on the above companies

Q: To clarify the answer you provided to my question yesterday, did you recommendation of this company come before or after the report of a pending investigation? With news of the investigation, would you still recommend SMR as a high risk/high reward play?

Q: Hello,
If i decide to sell my PYPL shares, on which i have lost 70% of their value, which stock could i replace them with if i want to increase my chances of recovering my loss ?
Thanks !
Nancy

Q: CoStar is getting hammered today. What do you think of the long term prospects? I find it hard to believe that AI could disrupt their business.
Thanks

Q: Would you consider this ETF as a best in class for an investor seeking income? Are there others you would prefer and why?

Q: Hello, can you comment on their latest earnings? Thanks

Q: Sorry to sound like a broken record, but I'm kind of a deer stuck in headlights right now with regards to these software names, notably CUS, LMN, TOI, and with the news impacting TRI this morning. I've largely held onto these names and I'm not sure what to do here. Seeing constant and relentless daily selling is tough to stomach and time will only tell how much AI will impact these companies fundamentals.

In the meantime, what do I do? I don't want to hold onto losers and continue to see these go down further, at the same time, I don't want to sell at these lows. I know trimming some is an option. I have positions in these other names, do you feel any of these are vulnerable to AI severely impacting them? CRWD, SHOP, SRAD, GENI, SPOT

Thanks!

Q: Hello,
Why PYPL has dropped so much ? I'm facing a large loss and i can't declare a tax loss. Do you advise buying more to reduce my average cost ,or should i rather sell even if i can't declare my loss?
Thank you !
Nancy

Q: Hi multi-part question on robotics.

Amazon is clearly using robots to automate it's operations, who do they buy from?

Would you consider amazon a front-runner as a seller of robotic / automation systems?

Other top picks in Robotics industry? (can exclude Tesla)