Investment Q&A

Q: Which of ODFL or TFII would you invest in today for long-term hold?

Q: I came across these comments in the Globe & Mail:

“We believe the names enabling more efficient interconnect in segments such as module OEMs, analog and DSP [digital service providers] will drive the second wave of AI investments and are still under-priced for the opportunity set (especially given the run-up in power utilities).”

What companies come to mind that fit this description, and how would you rank them (starting with the best ones first)?

Q: We have held BCE for many years in a RRIF account, generally for income (position size about 2%). Yes the dividend is great and likely to continue, but our position is now showing an unrealized loss close to 25%. I am thinking of selling and moving on to another opportunity that will provide better growth and returns. Comments please. Maybe the money is better placed in GOOGL, also in the communications sector? Or possibly into another USA dividend position? In our two RRIF's we hold ABBV, MSFT, PAGP, BTI. Rio Tinto, along with Canadian companies: MFC, WCP, BNS, TD, LIF, BIP.UN, AD.UN and USCL (for income). Growth may be a higher priority than income. Overall portfolio weightings for all six accounts combined is approximately 50% Canadian and 50% USA plus International. RRIF accounts are relatively small in value compared with non registered accounts

Q: Hi, i have a question relating to increase energy demand from Ai.
Most Belief is that with the increase use of Ai there will be significant demand of energy. But at the rate of our technological advance and improvement of efficiency would it not reduce the energy needed for ever newer chips develop in the future. Therefore it would not have a significant impact on utilities and Renewable companies in the longer term. Can i have your opinion on this? Thank You

Q: I own BITB, ETHE and BITC. I would like to buy Solana. What is the best way to do so without buying the actual currency?

What is, in your opinion the best etf for crypto currencies in general?

Thank you.

Q: Thoughts on SBUX at current prices?

Q: Is this a good entry point for LULU?

Q: Do you think now is too late to get into Pltr? I worry about valuation but it seems to have a lot of potential. Thank you,

Jason

Q: Hi guys, which bank would you recommend. ? Or any other suggestions? For TFSA account for 5 years hold.
Thanks. Alnoor

Q: Hello, Currently I hold NVDA, Meta, Google, and Palantir stocks in the tech sector. Could you recommend additional stocks that would complement my portfolio during this AI boom? Thank you.

Q: i would like to increase my US equity exposure which largely consists of VUN and VIG currently. I don't have a specific small cap holding but feel the lagging performance might indicate it is a good time to buy TQSM. Would you advocate buying now or waiting until October?
Thanks.

Q: How should one employ the forward price to sales multiple to determine value? What I’m trying to figure out is when to avoid a stock that has gone over its skis as they say. Take stocks from ultra to pstg to Crwd - we go from 1 x earnings to 23 x. By that gauge, one presumably buy Ultra. But when I think of value, I remember how I once bought Rim over Apple because the former looked cheaper. Can you comment on any guideline for us of this metric? Thank you,

Jason

Q: I would like to double my 2% position in MA to 4%. Does the recent pullback represent good value for a 3 year hold. I am more focused on conservative growth. Thank you

Q: Is it a good sign or a bad sign when companies announce they will report earnings sooner than listed? Google says good, but in your opinion?....

Q: In your estimation, is the Apollo Tactical Income fund configured to strengthen as interest rates fall or remain at their current level?
Thanks!
David
Further to my previous question on AIF, can you comment on the tax treatment that will be applied to the distributions resulting from its upcoming merger? (note: my previous question on AIF's prospect should, I suppose. be better directed at MFIC...)

Q: What do you think of Blackrock’s new Long-Term US Equity ETF (BELT)? It is actively managed so a higher fee but maybe a nice way to diversify the growth portion of one’s portfolio? Or would you recommend sticking with VOO and QQQ? I notice you have also recommended VUG lately. Thanks!

Q: Which one is a better buy today and why?

Q: I like the Outlook for Uber but Robotaxis may take the wind out of UBER. Your thoughts please,

Will Tesla own the Robotaxis . What a guy Elon is Stay with him When will Elon made an announcement on Robotaxis ? RAK

Q: PARA and CARS are two punts I have taken micro positions. What are your thoughts of the merger with skydance? Is Cars.com doomed to be merely the ebay of car buying/selling, is that a good/bad thing? Your general analysis please, it is appreciated, thank you.

Q: Could you please provide information with regards to the drop in these stocks today?

Thanks

Dave.