Investment Q&A

Q: Can you please provide an opinion on $peng? Is it an overlooked gem?

Q: May i please have your updated opinion on RBRK as a company related to AI threat management?

Q: Apologies for yet another comparison question but i need to consolidate some holdings. These aren't exactly apples to apples, but at current prices, could i get your preference from most to least attractive.

Q: Capital One just announced that it will acquire the fintech company Brex for $5.15 billion. My understanding is that this price is significantly lower than Brex’s valuation about a year ago.
1. Does this acquisition make COF shares more or less attractive as a buy right now?
2. How would you rate COF following this announcement and after it missed expectations in its January 23 earnings report?
3. What do you see as the key risks to the stock beyond political noise?
4. If you would rate COF a buy after all the recent updates, your rationale please?
5. How do you view COF’s business model and competitive moat relative to peers, such as American Express (AXP)?
6. What do you have for *current* (post earnings. release today) for forward P/E and PEG? Debt levesl if acquisition goes through ?

Your thoughts on COF in light of the latest news would be much appreciated, thank you. :ao: .

Q: Your analysis of Groupe Dynamite Inc please? How do you view this company in the next 3,5,10 years?
Current Buy/hold/sell?

Thank you

Q: The last question on Flutter that I could find was in April 2024. The stock has
declined considerably since then. What is your opinion today?
Thank yoou very much for your service!

Q: I have been watching Micron Technology, it has seen a lot of positive gains, is it too late to bye?
I would like to add a position in TFSA or my RRIF your thoughts and guidance are appreciated.

Q: Hello, Abbott’s stock has dropped nearly 15% in the past month. Given their latest earnings report, would you continue holding ABT, or would you consider replacing it with another company in the same sector? If so, which two or three alternatives would you recommend for a long‑term investor? Thank you

Q: Abbott Laboratories (ABT) sold off ~10–12% this morning after its earnings report and updated guidance. Is this business still worth holding despite the disappointing performance? What are your thoughts on its prospects? If you think ABT remains a good company based on the latest results, can you provide key valuation and profitability metrics such as forward P/E, PEG, ROE, and debt levels? Thanks.

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

Q: I'm dreaming of buying a beaten down stock with a great dividend at its lowest point. Am I living in a fool's paradise? Would you buy it here? Concerns over it's dividend being cut?

Q: Hello, thanks as always for your advise.
Why is GSHD dropping so much? Do you still have confidence in it?
thxs
Michele

Q: Hello,
What do you think of IONQ's purchase of Skywater for $1.8 Billion. Also, would you consider IONQ as the go to name for quantum computing .. much appreciate it.

Q: Hello 5i
How would you rank the following "memory" companies for growth over the next 3'ish years? Which would be your two favorites?
Thank you
Dave

Q: Just read Peters small cap article in the post.
Pls list 3 for Canada & 3 for U.S. for future growth.
Tks in advance

Q: Could I please have you rank the above stocks in terms of must have in a portfolio constructed today for the long term.

Q: Dear Peter et al:
Eric Nuttall on BNN Bloomberg today Wednesday Jan 21st chose US Natural Gas producers...all the three of his top picks!
With this mind I looked for an ETF that focuses on US Nat.Gas producers. LNGX came up. No questions on this ETF and the symbol isn't in your database. Too small and too new perhaps?

What's your take on this idea of US Nat.Gas being better than Canadian gas companies. Also your opinion on LNGX. Do you have any other suggestion for this play?
If I were to buy about 5 companies in Nat.Gas domain in the US, will I be able to match the returns of this ETF?

Many thanks.

Q: UNH appears to be in something of a no-man’s-land for the next year or two. An RBC DS report on January 21 says “intermediate-term recovery seems already priced in ” which suggests limited near-term upside. Disagree? I don't mean to prejudice your answer, but FYI CFRA also seems unimpressed with UNH’s prospects.
I’d appreciate your view on:
• Do you agree that UNH offers limited upside over the next 12–24 months, or do you see catalysts the market is missing?
• Have large loss which is not usable for tax. Would that factor into your hold vs. exit decision?
• If you believe UNH is still worth holding, please outline your rationale.

What do you show for current , updated forward P/E, PEG, and debt levels?
• More broadly, do you think the current U.S. administration and regulatory stance will constrain UNH’s ability to grow, and is there any risk that the core business model is now structurally impaired?
Many thanks! :ao:

Q: If you were to purchase today only one stock and one ETF to broadly capture the AI sector what would they be?
Thank you

Q: Fiserve: nothing turns up for this company when I search on your market data page. Please see if the info is actually available.

And more for you...what is your opinion on FISV? It seems to be about 25% of its share price a year ago. Recent news stories show some promise. It reports in the next few weeks. What is expected? Would you jump in before it reports? Do you see a good chance for the share price to have a strong bounce? Or will it continue to flounder due to its past problems?

Many thanks for your excellent service