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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: In my mind, AI was a threat to DUOL since I thought it would lower the bar considerably for people to use the open source to create a language conversion program. But I've seen many like 5i and other growth investors really like their runway. It's there any merit to my concern, or is AI in fact increasing their moat or enhancing their first-mover advantage?
Read Answer Asked by Kel on January 10, 2024
Q: Given that you chose 4 Canadian companies in response to my earlier question, as a follow up question, would you kindly pick 4 US stocks that you believe could increase in value by 1000% over the next 10 years. Each must have a current market cap of at least $750M. Please provide a short reason for selecting each stock. Thank you.
Read Answer Asked by Richard on January 10, 2024
Q: I hold BRK.B and SPYV in a non-registered account and so far, BRK has had a much better gain than SPYV. Over the next 5 years, do you think SPYV or BRK.B will have the best total return? Is the high concentration of APPL in BRK.B a concern? Do you know where I can get an accurate list of BRK.Bs holdings?
Thanks!
Read Answer Asked by Grant on January 09, 2024
Q: Is it too late to buy an artificial intelligence ETF? Considering one of AIQ, BOTZ or THINQ. Which would you chose and why? If you prefer another ETF or individual company, please provide your recommendation. Thank you for your great service.

Stella
Read Answer Asked by Stella on January 09, 2024
Q: hi, can I get your top pick(s?) for a US market(s?) ETF CDN$ hedged long term hold.
cheers, Chris
Read Answer Asked by chris on January 09, 2024
Q: Hi, Can you suggest some chip equipment makers and your thoughts on them.

Cheers, Chris

All the best for the new year to staff and members
Read Answer Asked by Christopher on January 09, 2024
Q: Pls give an example of the curency hedged CDRs for a rising/falling $Cdn vs $USD ? For example, if one buys the CDR for MSFT and the $USD falls by 5% vs $Cdn and MSFT stays the same value in $USD and you sell, do you get your original $Cdn funds back (less fees) ? Is it the same with a 5% drop in $Cdn vds $USD ? Thank you.
Read Answer Asked by Paul on January 08, 2024
Q: I would like your opinion on Apellis Pharmaceuticals. I read Citron's research piece (was published in November) on this company new product -Syfovre- issues and make a little bit of research myself. Obviously Citron is mostly promotting its own short positions but this one seems a reasonnable bet considering the content of the report (see attached link). No warning letter yet by the FDA but it is surely a real possibility.


Thank you!

Michel C

https://citronresearch.com/wp-content/uploads/2023/11/Citron-Reports-on-Apellis-Pharmaceuticals.pdf
Read Answer Asked by Michel on January 08, 2024
Q: I’ve held VEEV and OKTA for a few years in a registered account but they have become a relatively small holdings. Are either of these worth adding to in order to increase their portfolio weighting, letting them ride for a while longer or perhaps selling one or both and consolidating the proceeds into something else. I’m a buy and hold type so don’t mind holding either of them but wondering about the opportunity cost of doing so.
Read Answer Asked by Todd on January 08, 2024
Q: When I asked about PDI back in July 2023, you stated you would be fine holding it for 3-9 months. I am still down about 20% on it. It is currently at/near the same price it was last July. I'm liking the high monthly dividend payment but am concerned how long it can last. Do you think the high dividend is sustainable (and if not how much would you expect it to be cut?). As well, looking into 2024 with interest rates likely dropping marginally, a soft/no landing scenario, and all other things considered for 2024, do you think this one can approach $22-$23 in 2024? Any other nuggets of wisdom regarding PDI are welcome .....
Read Answer Asked by Randy on January 08, 2024
Q: With the potential Bit Coin Spot ETF ruling on January 10th from the SEC being a positive one for BlackRock, Vanguard, Fidelity, Ark and other Investment Companies, does it make sense (and dollars) to take a nibble on HIVE or MARA (knowing there would be a 30% currency hit in the case of Mara)? I realize things will be very volatile so just a small position to start. Thanks, Lesley
Read Answer Asked by Lesley on January 08, 2024
Q: Can you recommend any small or medium cap, US dollar denominated ETFs, that don’t have any dividends, phantom dividends, ROC, etc? Only looking for a capital gain/loss.
Read Answer Asked by Greg on January 08, 2024
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