Q: Results have just been released. Please comment?
Thanks
Thanks
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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: Any reason that Berkshire Hathaway don’t buy back due to the stock price still too high?
Q: What are the risks to investing in this company's 9% newly issued preferred share dividend Mr Saylor seems to explain is backed by his company's bitcoin holdings. He claims there is $5 of bitcoin value in backing of the dividend for every dollar invested. He's rather slick and bright but reminds one of a snake oil salesman of the past. Is this anywhere close to a sleep at night 9% dividend holding? Thank you.
Q: I am a Cyberark shareholder. Would you kindly provide your thoughts on Palo Alto’s takeover proposal including the deal structure (2.2 Panw shares and $45 cash). I find it odd that Cybr’s closing share price today ($411) is approximately $16 below the value of the Panw offer (Panw closed today at $173.60).
Q: Hi there, why is LULU stock so weak?
Are their any other underlying issues to be concerned about other then tariffs?
When do they report next, and what is expected?
Is this a good entry point, or do you see it getting even cheaper still?
Thanks!
Are their any other underlying issues to be concerned about other then tariffs?
When do they report next, and what is expected?
Is this a good entry point, or do you see it getting even cheaper still?
Thanks!
Q: I have some money avalible for a long term investment in my TFSA and was thinking of adding to Crowd Strike or starting a position in Palo Alto. Crowd strike has done very well but looks more expensive on a valuation bases. what would be your advice?
Doug
Doug
Q: Hi,
Company announced that it is going to acquire CyberArk Solution which triggered a 5% stock declined. But actually it retreated from US$210 on 29th July 2025 to US$173 which is almost 15%. KeyBanc downgrading to Sector Weight citing integration risks and limited synergy potential. What is your analysis on this acquisition? Its less than 0.5% of my portfolio. Is it better to get out of the stock and wait for 6 or 12 months before you enter or any ETF or do you prefer any other stock better than PANW?
Thanks
Piyush
Company announced that it is going to acquire CyberArk Solution which triggered a 5% stock declined. But actually it retreated from US$210 on 29th July 2025 to US$173 which is almost 15%. KeyBanc downgrading to Sector Weight citing integration risks and limited synergy potential. What is your analysis on this acquisition? Its less than 0.5% of my portfolio. Is it better to get out of the stock and wait for 6 or 12 months before you enter or any ETF or do you prefer any other stock better than PANW?
Thanks
Piyush
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NVIDIA Corporation (NVDA $181.93)
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Super Micro Computer Inc. (SMCI $31.51)
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Vertiv Holdings LLC Class A (VRT $268.41)
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Nebius Group N.V. (NBIS $116.33)
Q: Your views about the company. Is it a better way to play AI compared to other high momentum stocks as NVDA, SMCI and other Data Centre play?
Thanks
Piyush
Thanks
Piyush
Q: Hello,
May I have your take on the Palo Alto Network acquisition please?
Market doesn't seem to love it, but I assume it's good for the company in the long run.
Thank you
May I have your take on the Palo Alto Network acquisition please?
Market doesn't seem to love it, but I assume it's good for the company in the long run.
Thank you
Q: Which is a better buy after recent earnings?
Q: if you had to choose between these two stocks which one would you have more conviction for? Thank you.
Q: Hello,
Can you please suggest an AI ETF as well as an AI infrastructure ETF (picks and shovels play where it does not include msft, meta etc which would be part of the AI etf). Much appreciated.
Can you please suggest an AI ETF as well as an AI infrastructure ETF (picks and shovels play where it does not include msft, meta etc which would be part of the AI etf). Much appreciated.
Q: Is this a good opportunity in the AI space for a 10 year hold?
Q: If Google was forced to break up the company,typically how is this done would you get some shares of You Tube and Waymo etc or what would that possibly look like if it occurs….Thanks
Q: I-MAB (IMAB:Nasdaq) is up 11% today on 4 times the usual volume. Is this a sign of a fundamentally significant move in its prospects? Your insight would be much appreciated as it is well-rated but not by firms/analysts I recognize.
Thanks
David
Thanks
David
Q: Why do you think Health Care stocks around the world seem to be down on a yearly basis? Is there anything other than a normal cycle shift?
Thank you
Paul
Thank you
Paul
Q: First, CRCL: Great IPO …. But now be pounded down!
How did this love affair end so quickly and be penalized so severely?
Would you see something similar happening with FIG?
There seems to be a lot of interest in jumping onto that bandwagon right now but I gather your advice is to hold off for now.
Thanks for your insights.
How did this love affair end so quickly and be penalized so severely?
Would you see something similar happening with FIG?
There seems to be a lot of interest in jumping onto that bandwagon right now but I gather your advice is to hold off for now.
Thanks for your insights.
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Celestica Inc. (CLS $386.68)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.14)
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Tesla Inc. (TSLA $399.27)
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Miscellaneous (MISC)
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Galaxy Digital Inc. Class A common stock (GLXY $32.20)
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Robinhood Markets Inc. (HOOD $77.35)
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Rocket Lab Corporation (RKLB $78.59)
Q: Hi there, if you had to buy 3 Canadian and 3 US stocks today that you feel have multibagger potential, looking out 5 to 10 years, which stocks would they be? Not looking for names that high a decent chance to go to 0 either however!
Q: Hello,
May I have your take on Microsoft's earnings please?
It's price action has clearly been very strong. Do you feel that job cuts and big spending plans on AI are the main drivers here, or is there more to it?
Thank you!
May I have your take on Microsoft's earnings please?
It's price action has clearly been very strong. Do you feel that job cuts and big spending plans on AI are the main drivers here, or is there more to it?
Thank you!
Q: Do you see this appreciating in the next year, or would you rate it a sell?