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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: My mag7 holdings have only really consisted of GOOG and NVDA, is this good enough? Seeing MSFT and META with strong earnings, should I diversity more into the other holdings? If you were to rank the mag7, what would they look like? Was considering a stake in AMZN and I know they report tonight. Thank you!
Read Answer Asked by Keith on May 01, 2025
Q: Zebra Technologies just reported earnings and, while it beat expectations and has a solid backlog and pipeline, the outlook is looking rather dismal due to so much macroeconomic uncertainty. I was also wondering, with so many customers buying during the pandemic, how long until you think they will need to upgrade? I know the company is expanding into adjacent markets and internationally but wonder if most businesses now have the technology in place. Would you move on? Or hold? Thank you.
Read Answer Asked by Kim on May 01, 2025
Q: Based on increased weather volatility I would have thought Generac's business would be booming, however the price of the stock and momentum does not reflect this. Is this a buying opportunity or have I missed something? Would you buy at this level or are there other companies in the sector that you would prefer. Thanks for your analysis.
Read Answer Asked by Ian on May 01, 2025
Q: Can I get your quick comments on these companies? I'm down on these between 20-45%. Do you think they are still worth holding or looking to clean up these weeds and deploy into other higher quality names. Thanks!
Read Answer Asked by Keith on April 29, 2025
Q: Can I have your thoughts on Cisco and Nvidia partnership? Do you think that Cisco is a buy at this level for growth and dividend?
Thank you,

Stephan
Read Answer Asked by Stephan on April 29, 2025
Q: Can you give your thoughts on INMD's earnings today? The market isn't liking the continued rev and profit deceleration, and again lowered guidance. They blame economic forces but this pre dates Trump and the recent pullback, so one has to believe their previous products keep losing brand power. They have a lot of cash, and they bought back a lot of shares but its seeming like a bit of a value trap since the buybacks aren't making up for the business decel. They released a newer product in the last year but at this point we have no clue if its going to do well. Is this still a hold for you? Thx
Read Answer Asked by Adam on April 29, 2025
Q: Hi Peter et al,

You folks are very knowledgeable about Long Short Options and other hedging techniques. With that in mind, may I ask for your opinion about Simplify ETFs for income. I was impressed by Michael Greene's interview on Danny Moses' podcast.
(On the tape with Danny Moses).

Looked at his website and he seems to offer a lot of income generating ETFs based on solid instruments. (Bonds, Treasuries and Solid stocks). HIGH, BUCK, CRDT, AGGH etc.,

The MER seems reasonable. But only available in USD.

Worth dipping in? Which one would you as their best offering?

If you think there are better alternatives here in Canada or even in the US, please feel free to share your suggestions.

Many thanks.
Read Answer Asked by Savalai on April 29, 2025
Q: Given that they had been put into the penalty box because of past transgressions with account openings, I had a thesis that WFC would benefit significantly from the Trump administration plan to deregulate. Unfortunately, my timing was off, the shares had already increased and dropped after I invested. At this point I wonder if I should abandon my thesis and move to another financial holding. In your view, would GS be a better investment? And why? Alternatively, although Regional banks were hit hard in the past, FITB seems to be favourably viewed; would that be better than WFC or GS? And if so, why? This is in a TFSA and looking for growth, not income. Many thanks for your excellent service.
Read Answer Asked by Leonard on April 29, 2025
Q: Seeking your guidance and insight on my poor investment made in Dow Inc. I made to increase exposure in materials back in March 2022. I'm sadly down 50% in my registered account on DOW. I’m weighing whether to hold long-term or if this might be a permanent value trap and loss? The stock offers a high dividend, but I’m concerned about the risk of a potential cut. (classic) Since it’s in a registered account, I can’t write off the loss. Could you share your thoughts on continuing to hold through an entire cycle and the outlook over 2-5 years and any strategic considerations for my situation? Do I book the loss or hold on that their situation improves in due time. Much appreciated.

Read Answer Asked by Maury on April 29, 2025
Q: I’m planning to do some tax loss selling. Can you provide proxies for the following: Elf Beauty (ELF), Lululemon (LULU), Synopsys (SNPS) and Appian (APPN)?
Read Answer Asked by Camille on April 29, 2025
Q: Recently a BNN guest was making the case for investing in UnitedHealth after the big decline in share price. Do you view this as one that an investor with a long term view could begin picking away at now, or do you feel things have changed fundamentally and it should be avoided at least for now?

Thanks for your thoughts.
Read Answer Asked by Stephen R. on April 28, 2025
Q: Hello Team,

Are you able to rank the above companies in order on which one you would purchase today, looking for great possible return over the next 2-3 year. Plus 2 of your other favourite US stocks.

Thanks
Read Answer Asked by Kevin on April 28, 2025
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