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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: I'm thinking that we are still in early innings of the AI / Data Centre / Power Consumption game. Assuming that to be true, I'm trying to figure out the best strategy to capitalize on this opportunity. So, what are the top 3 to 5 sectors & their companies you would curate in a portfolio to "win" this series over the long term and why? I would appreciate your valuable insight once again. Thank you.
Read Answer Asked by Paul on July 11, 2025
Q: Can you please compare and contrast these two companies? KTOS has great momentum which makes sense. AVAV had the same until its capital raise a week or so ago. If someone wanted a growth tilted investment in the defence sector with an eye to Trump's bill would you choose one over the other and why? What would your entry point be for both?
Read Answer Asked by Tim on July 11, 2025
Q: Hi

According to Barron's : "Shares of Vertiv Holdings, a leader in data-center cooling solutions, were falling Thursday after Amazon.com's Amazon Web Services announced the development of a new cooling system of its own. Analysts, however, think the selloff is "overblown."

Probably a wait and see, I would think but have to check with the guru. Any opinion?

Carl
Read Answer Asked by Carl on July 10, 2025
Q: Axon, Crwd,Vrt dropped over 5% today, any reason or is it just A-I exhaustion?
Read Answer Asked by Terry on July 10, 2025
Q: Hi folks...need your opinion on Cellebrite...no CEO in long time, now the CFO has left the company also??....Who is making the decisions on purchases/operations..ie: $200M acquisition...if you have no CEO??...stock is steadily drifting lower...1 of my larger holdings, & don't want to be holding onto a broken stock...similar to Aspen Aerogels....thanks for help...still rate Buy, Hold, or Sell, jb
Read Answer Asked by John on July 10, 2025
Q: Hi I've been screening for Donnville like small cap stocks in the USA. Revenue Growth and ROE above 20% and having good gross margin while being rationally priced. I found CWAN and NATL.

Can you please give an opinion on the potential for these stocks? CWAN recently did an acquisition which will change the numbers.
Read Answer Asked by Kel on July 10, 2025
Q: I would like to start a position in the crypto/blockchain space of approximately 5% in my portfolio. How do you best envision me achieving this goal?
Read Answer Asked by philip on July 10, 2025
Q: I saw a press release how Amazon is making its own cooling for its large data centres. Can you comment on how this might affect VRT? Percent of current business? Still lots of opportunities? How does VRTs produce line compare? How do you rate VRT as a current Buy?
Read Answer Asked by Bruce on July 10, 2025
Q: ETF's|: India, Lat. America, Health Reit's
tks H.
Read Answer Asked by Adelheid on July 10, 2025
Q: Hello, I've been holding UHN in my RRSP for a while, but the stock has taken a significant hit with a 33% loss. Given its current stagnation, I'm thinking of selling it and reallocating the funds. I have a few options in mind: I could buy a call option with a strike price of $79 expiring on Dec 27, which might give me a chance to recover some losses if the stock rebounds. Alternatively, I could sell UHN and use the proceeds to increase my stake in other healthcare stocks, such as LLY or ISRG, which I believe have more potential. Or, I could cut my losses entirely and exit the healthcare insurance sector. Which direction makes the most sense? Thanks
Read Answer Asked by Esther on July 10, 2025
Q: Thank you for the upgrades. They are very helpful and user friendly.

Could I have your opinion of Newmarket NEU?
More upside or downside from here?
Any insight that you can provide on its fundamentals please.
Which type of investor would this stock be best suited for?

Thank you once again
Jeremy
Read Answer Asked by Jeremy on July 10, 2025
Q: SMCI Good morning,
Looking into buying smci. Are they done with their accounting problems?
Would you buy at today’s price?
Thanks. Alnoor
Read Answer Asked by Alnoor on July 10, 2025
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