Q: S&P500 forward p/e is over 20x (MAG7/tech influence), while equal-weight is likely more reasonable...how should we frame this? Apples to apples stay with the S&P benchmark for historical comparisons and say valuation is expensive? Looking at EW is more reassuring but is it rationalizing? Interested in your take...thanks
Q: The ultimate falling knife and yet a pretty darn good company unless I misunderstand. Per your April 28 comment, waiting for things to settle was advised. It was around $420 then and down under $380 now and doesn't seem to have an obvious support level. At what point does this become a compelling buy where the downside is minor relative to the upside? Are we talking $300 floor and a return to all time highs as the upside?
Q: 5i, In RRSP currently I have JPM (i'm up 27%) , I like to switch it to BRK.B , is it a good move ? , which of these two has a better future going forward
thank you
Q: On May 8th, you responded to a question from Alex about QBTS and noted several issues including it being one of the most expensive stocks on the market. Are there any quantum computing stocks that you would consider to be investable? Thanks again. Dan.
Q: Hi folks... thoughts on Q results on Cantaloupe Ctlp/Q... thinking was a miss, and reduced guidance....does 5i still like??...or time to move on... thanks as always, jb
GOOGL is often first on the list to buy long-term. With AI spreading out the base for every day questions that GOOGL once dominated, USA gov't witch hunt, and changes at Apple, does this change your view on retaining a full position of GOOGL?
Q: Given its recent stupendous rise I assume it released an excellent quarterly report. Has the company put its problems behind it and do you anticipate substantially more stock growth now?