Q: What effect does the $500 billion into AI Infrastructure announced by Trump have on Nebius? It seems like this money will build datacentres that they too are building.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Do you have updates from your last comments on Blue Owl? It seems to be stagnating
Q: I've been watching this stock for sometime. What is a better and best entry point on valuation that you find?
I don't normally pick up this sector hence the sideline. However it may approach a can't miss pullback.
What are your thoughts? Thank you.
I don't normally pick up this sector hence the sideline. However it may approach a can't miss pullback.
What are your thoughts? Thank you.
Q: What can you tell us about this company which apparently Nancy Pelosi, queen of the insiders just bought a fairly large amount of ?
Q: I am getting frustrated with AMT. It has a medium dividend, but seems to keep slipping away. It looked like it was improving last fall but then fell again. What are your thoughts? Is it time to take my small loss and move on?
Q: Hi,
May I please have your take on the Gardasil vaccine lawsuit against Merck. Does this affect the fundamental investment thesis of Merck as a conservative, inexpensive stock with a decent dividend. I note the share price is down about 16% in the last year.
Would you be able to provide a couple of better options in the US healthcare space? I already own ISRG and LLY.
Thank you, Michael
May I please have your take on the Gardasil vaccine lawsuit against Merck. Does this affect the fundamental investment thesis of Merck as a conservative, inexpensive stock with a decent dividend. I note the share price is down about 16% in the last year.
Would you be able to provide a couple of better options in the US healthcare space? I already own ISRG and LLY.
Thank you, Michael
Q: This stock is on a tear. Any thougts or comments? Is it buyable?
Q: Hi Guys
Any idea why Booking Holding is off 5% today on Nasdaq and has been falling since December?
Thanks Stuart
Any idea why Booking Holding is off 5% today on Nasdaq and has been falling since December?
Thanks Stuart
Q: Booking is down almost 5% today, down 240 at this moment. I can't find any news. Do you have any insight into why the big drop today, in an otherwise ok market? When will they report year end results?
Q: Nice pop today on Rocket Lab! Am I correct in guessing its because Elons rocket blew up? Any other comments??
-
Quanta Services Inc. (PWR)
-
Capital Power Corporation (CPX)
-
Talen Energy Corp (TLNW)
-
Vistra Corp. (VST)
-
GE Vernova Inc. (GEV)
Q: Of these 'electrification' plays which are your favourites and why for a long term hold?
-
iShares S&P/TSX Capped Financials Index ETF (XFN)
-
BMO Equal Weight REITs Index ETF (ZRE)
-
BMO MSCI USA High Quality Index ETF (ZUQ)
-
BMO S&P 500 Index ETF (ZSP)
-
iShares Core S&P U.S. Total Market Index ETF (XUU)
-
iShares Core S&P/TSX Capped Composite Index ETF (XIC)
-
iShares S&P/TSX Capped Information Technology Index ETF (XIT)
-
iShares S&P/TSX Capped Utilities Index ETF (XUT)
-
iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
-
Vanguard U.S. Dividend Appreciation Index ETF (VGG)
-
Vanguard Balanced ETF Portfolio (VBAL)
-
Vanguard All-Equity ETF Portfolio (VEQT)
-
BMO Nasdaq 100 Equity Index ETF (ZNQ)
Q: Hello Peter,
I tried to balance growth and income as well as dividends (no with holding tax in RRSP for US stocks but there is in TFSA), and hence, can you let me know if these make sense for a mid 20s person starting off to have a more growth in TFSA and more income in RRSP.
TFSA: veqt, vgg, and xfn and maybe xic ( veqt has cdn exposure so thought i would exclude xic )
RRSP: vbal, zuq, xic, and xuu all of these trade on tsx. Much appreciated.
I tried to balance growth and income as well as dividends (no with holding tax in RRSP for US stocks but there is in TFSA), and hence, can you let me know if these make sense for a mid 20s person starting off to have a more growth in TFSA and more income in RRSP.
TFSA: veqt, vgg, and xfn and maybe xic ( veqt has cdn exposure so thought i would exclude xic )
RRSP: vbal, zuq, xic, and xuu all of these trade on tsx. Much appreciated.
-
Meta Platforms Inc. (META)
-
Alphabet Inc. (GOOG)
-
Johnson & Johnson (JNJ)
-
Lockheed Martin Corporation (LMT)
-
Berkshire Hathaway Inc. (BRK.A)
Q: US Conservative Growth is my interest, along the lines of JPM. Please name your recommended 5 US conservative growth stocks that are investable today and what distinguishes them on a risk/reward basis.
Q: Hi, can I get your view on Intuit and how it might be affected by AI possibly in a bad way? I have a 35% gain in the stock with a 1% holding. Would you take that money off the table now and move it into something else or do you have a more positive outlook on it. I welcome your suggestions on stocks or sectors you might favour going forward from here. Thank you!
Q: I have been following KMI for some time. I did own it at one time but sold it on a pop and have been waiting for an opportunity to get back in. Since then, it has been having a good run while paying a substantial dividend. I am wondering if you think there is still opportunity in this name or if I have missed it and should look elsewhere.
Your thoughts will be appreciated along with any alternative suggestions.
Ian
Your thoughts will be appreciated along with any alternative suggestions.
Ian
Q: In doing some research I came across Zenatech (ZENA). It seems to have gone public very recently. I was wondering if you could give your thoughts on the potential of this company and exactly what they do. Is it a decent higher risk investment with some potential or would higher risk dollars be better deployed elsewhere?
Thank you as always for the great service you provide.
Mike
Thank you as always for the great service you provide.
Mike
Q: Thanks for the great service over the years. I would like to know your opinion on these two companies and what each of their possible futures look like as the Ai craze and other chip needs keep them in the headlines. If you had to own 1 for the next 5-10years which would you pick and why? I have in the past owned NVDA bought & sold successfully. I currently hold GOOG and AMD with AMD being a bit of a let down so far. Side note if you are interested in a good read or audio book the coming wave by mustafa suleyman has been very eye opening and is a factor in me relooking at these two companies.
Q: Looking for growth in my TFSA….your thoughts pls…
Q: Would NBIS be a stock that you would feel comfortable holding through a proper market downturn (ie, like 2022)? Or would you consider it to be too small / unproven at this time?
Thank you
Thank you
Q: Is TESLA Stll a buy?.