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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: Hello ,
Are the US banks still a good buy or are the PEs getting too high? I was thinking of an etf or JPM? Any thoughts please. Also, what is causing the renewables to surge as the etf is perking up.. Much appreciate it.
Read Answer Asked by umedali on September 22, 2025
Q: I've held ACN for a number of years for their blue chip quality and research investments in blockchain. It appears the market believes IT consultants and software firms will be left behind in the AI future. I'm wondering if its too early to make that call and patience is needed, or if ACN is in a declining industry. Appreciate your thoughts.
Read Answer Asked by Mike on September 22, 2025
Q: In your answer to a recent question from Tim about how to prepare for an inevitable market correction, you suggested holding stocks in defensive areas of Consumer Staples, Utilities, and Healthcare, Can you pls provide 5-6 names in each of those areas that you would want to hold. A mix of Cdn and US would be great. Thank you for your excellent service.
Read Answer Asked by Leonard on September 20, 2025
Q: I had CELH on my watchlist 'forever' but its share price kept bolting away from me and I thought of giving up the chase. But I see the company has a consensus ‘strong buy’ . CFRA now rates it a hold , up from sell. Bespoke Investments added it today to its model “Growth Basket” . I add this information knowing you would not allow it to prejudice your thinking.

CELH looks overpriced to me. At best, risk-reward looks balanced. I am hesitant to buy (I am VERY shy , you know). Nevertheless, I am back to reviewing the business again. I would value your insight and your opinion, with substance please. What do you think of the prospects for appreciation in value of the shares.
Read Answer Asked by Adam on September 19, 2025
Q: Hello 5i,

We are 30% under water in CROX. It is held in an RRSP, Would you hold, or sell and purchase a stock with a better outlook?

What would be your 5 highest conviction US stocks at this time? Sector is not important as we will select one or two of those stocks and add funds.

Thank you for your help.

D&J

Read Answer Asked by Jerry on September 19, 2025
Q: What do you think of AMD after the announcement of the new Nvidia/Intel partnership? If I understand correctly, it could it affect both AMD’s data center revenue and gaming revenue. My son, who is a gamer, still thinks AMD will do well in the gaming area. But with the US federal government taking a stake in Intel and now the partnership with Nvidia, it seems like AMD is being ganged up on on! Would you continue to hold or sell? Thanks.
Read Answer Asked by Kim on September 19, 2025
Q: First I second JB Piedmont’s comments about Peter and the team he has built over almost 2 decades (?).

Must almost be time for a special celebration.

So with that degree of faith in the team and recognizing no hits a home run everytime that I continue to hang on to CROX instead of dumping it and putting the money into gold or AI or MAG 7.

The basics look good including low PE but it just seems to be limping along. Part of the my underwater situation has been my buying at the wrong time. So Sell, Hold or Buy more. And at the end of the day I acknowledge that it is my call. But a more informed opinion would be appreciated .
Read Answer Asked by Donald on September 19, 2025
Q: I am considering selling my nvda and buying goog or qucom to replace. Please advise if this is good or any other replacement for nvda.
Cheers , Doug
Read Answer Asked by Doug on September 19, 2025
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