Investment Q&A

Q: I own shares in this company, but I get vibes of the last .doc bust. I hear bubble, I see bubble, but I also see major strategic AI infrastructure investments.

Is this still a hold for the next three years <very hard question>?

Q: Hi 5i, please provide thoughts on this new deal between Amazon and OpenAI. Is there a downside to Microsoft? Thx

Q: Hi 5i, rumor has it Apple is going to sign a deal with one of the best chatbots out there, and this could add more revenue than Google provides. Please opine on this and Apple's AI strategy. Thx.

Q: Assuming that one is a bit overweight in CSU and lacking NVDA, how would you consider a reallocation of investment dollars at the current time (i.e., realizing they have been trending in opposite directions)?

Relatedly, would you be comfortable purchasing NVDA at current levels (~$205).

Thanks!

Q: With these companies being in the Financial Exchanges and Data would TMX Group be considered a reasonable peer and favourable Canadian alternative with regard to growth prospects and valuation or do you have a few preferred alternatives? Thanks

Q: Hi there,

Why is TXN falling so much from its high of approx 220.00 in August? Do you see this as a short term issue?

Ok thanks!

Q: Morning. What's you're take on this spinout company? Earnings potential, growth etc. Worth taking a position?

thx, M

Q: If HPS.A is already owned at a 3.5% weight, would you consider NVT as well? I heard they do somewhat different things but also overlap in certain areas. Both have a global presence and serve various industries. Would you consider these two great choices for continued electrification and data center growth? If you had to consider 1-2 more names, what would they be? Thanks!

Q: what is the payout ratio on the PFE dividend? on a percentage basis what is the chance of a dividend cut? thanks Richard

Q: Thanks for the recommendation on CLS!! To further the AI supply chain theme...What do you think of these other companies that are wiring, cooling, and building data centres for the future? Besides CLS, which of these do you think offer good upside from today with reasonable risk/reward?

Q: What did you think of the quarterly earnings yesterday? Thank you!

Q: Everyone, I have made 11 times my money on NVDA and did not sell a share (do not plan to sell any either). I haven’t read any real concerns so, what are the risks in the next two years. Clayton

Q: How would you recommend I invest a 2% position in the AI sector for a 5 - 10 year hold? Willing to take some risk.

Q: been awhile since a question was asked on this company, can you give me your thoughts on its outlook, debt levels and dividend safety.
Thanks Dave

Q: I’ve been overweight technology (as some have done really well) and looking to diversify/rebalance into some more lower risk investments. What are your thoughts of the three waste-related companies here? They have all seemed to struggle this year, with WM falling significantly recently. Is there a good buying here dor some, and if so, which do you prefer?

Q: Conspiracy Theory???
For decades I have heard and read that JPM, as a bullion bank, has an enormous inventory of silver bullion actually owned by the firm. This is in addition to the bullion they store for other parties making a nice fee. Further, it is suggested that JPM backstops other institutions that may require an infusion of bullion to meet an emergent demand. ie. The London Metal Exchange. Fortunately, this rumour was what motivated me to choose JPM as my US bank stock a 2+ decades aqo.
I have searched JPM's 2004 Annual Report (330+ pages) in vain looking for some record of massive silver holding which would show up as a major asset on the Balace Sheet. As the price of silver has appreciated I would expect that this growing value would be reflected in the financial statements.
Can you explode the myth or confirm any of the above?
With appreciation,
Ed

Q: thoughts on this mid cap utility for a retired dividend investor.

Thanks Dave

Q: Good morning;

I am doing some rebalancing of my portfolio. In light of my views on world events over the next 3-5 years I am looking for the top 3 "Consumer Defensive" stocks. I believe there to be risk in the US dollar over this period so would appreciate your recommendations on 3 Canadian and 3 American consumer defensive stocks and what makes them a consideration.

As always, thanks for your insights!

Q: Please rank from best to worst at current purchase prices (for growth). Please also indicate if they would be a buy, sell or hold based on Thursday's prices.

Q: Please comment on earnings and the 15+% share price drop.