Investment Q&A

Q: I hold positions in these companies. I think it is a little unfair to ask what would be good entry points for these companies in this market but could you indicate in what order would you be buying these stocks today? Is there any you would not buy?

Thank you
Tim

Q: Hi Team;
I was thinking of adding to MDA in my cash account. As luck would have it, I had just bought in near peak and am down 20% in a week. Is this a good day to average down? Or would you be inclined to wait until next week?

Also, I am funding my RSP account for the year with 10K. I was thinking about MSFT for this purchase. Would you consider it a good buy today? In my mind it compares to GOOG a couple years ago when it was pulling back on unjustified fears. I am hoping for a similar recovery within a couple years.

As a third question, more generally, with the VIX hovering right near 30 is now a good time to start picking away at the market in general? Or wait for further destruction? Do you have a "shopping list" to share with us for your favorite names to buy if the VIX spikes further into market fears? Also, will 5i set up a "special report", so to speak if there is a crazy spike as to when to start "pulling the trigger" if chaos happens? I recall you did something similar in 2020 during covid when the markets were in free fall and your timing if I remember right was probably within a week of the market turnaround at that time. Great job!


Deduct as many credits as required for this multi part question.

Thanks,
Shane.

Q: 1. what is your best metric that you use to value these 4 companies? 2.what is this metric currently? 3. what is the PEG for each company.? 4. rank in order for capital appreciation over next 3 years thanks Richard

Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.

Q: Dear Peter et al:

Wow...the more you seem to say positive things about these favourite stocks, harder they seem to fall! MSFT is about 10$ from your suggested price. MU which is already inexpensive according to you, is getting even more inexpensive! I am not sure if it is all due to sentiment. For example I read a reasonably good review about UAE AND Saudi Arabia selling their stake in many of the MAG 7 and their commitment to Data centres may be wavering. At least that is one of the theories being floated by the MAG Bears!

If these BIG boys are selling, then there is a long way to reach the bottom, no?

I am still on a "Holding" mode!

Always appreciate your measured answers.

Q: I hold balanced positions in Google, Microsoft, META, Apple, Netflix, NVDA and Amazon. They have all pulled back.

What order would you be adding to these positions?

Are there any that you would not be adding too in the current volatile market?

Thanks
Tim

Q: Is there a bottom somewhere under MSFT ?? Would you expect the low of Apr. '25 to be support ?

Q: What is your opinion about buying leaps?
As far as I understand the best time to buy them is when a stock is at a low and volatility is low and you expect significant upside over the next few years.
Should you always try and buy the longest period out? For example buying a 2 year duration call instead of a 1 year.

I was thinking that microsoft would be a good candidate. Any other stocks that you would recommend?

Q: hi group thinking of selling BYD.CA presently trading at break even /held it for many years but been dead money time to sell? (ITs in my TSFA also own FTS ATZ,TOU BAM ENB FFH in what order should i add if decide to sell BYD:CA or hold the cash for now as there may be better opportunity in the near future sure looks like a market correction to me

Also same with NRGI the only money made here is on the dividend (owned since inception) what should i replace it with ? again maybe just keep the cash until things recover a bit? its in a cash account

Not happy with my tech holdings either own GOOG AMAZ NVDA MSFT CLS SHOP (12 % of my portfolio ) is that too much or not enough exposure for this marketthanks for your help with this

Q: would you be comfortable buying the stock at its current price and do you see much up side

Q: Is MFST-CDR the same as MSFT other than being hedged to the Canadian dollar?

Q: I very much enjoyed reading your AI Stack report and have adjusted some of my holdings accordingly. I hold: NBIS, NVDA, AVGO, MU, TER, VRT, GOOG and MSFT. All between 2-3% weighting. Do I need to hold both NVDA and AVGO? If not, I would sell AVGO. Assuming AVGO is sold, which would you be inclined to top up: NVDA, NBIS, MU, TER, VRT or GOOG? Thank you.

Q: I have done well with GOOG and will continue to hold it. MSFT is down 27% from its high. Would you sell some GOOG to purchase MSFT now?

Thanks for all your help,

Mike

Q: Peter; With Trump stating that the big tech companies are going to supply their own power - meeting next week- could you foresee outright purchases of existing power companies? Thanks.
Rod

Q: Hello Team and good Family Day for the ones in Ontario,

Apart from the market fixation now on overspending on AI which costs a bundle and may not generate more profit, I read somewhere an analyst making a parallel between GE (pre-separation in 3 separate entities) and the 3 members of the Mag 7 listed above. He says they may be going the way GE did when the market started pricing conglomerates the way it did for the last 15 years which consequently brought GE to a very low multiple. What did it for GE, he says, was being involved in different and unrelated businesses, for one, and one strong entity pulling the weight of costly money losing members for another. He says it is also true especially in the AMZN and GOOG cases. What do you think? As always thanks for your strong insight, Adel.

Q: Do you see any Software companies as compelling Buy at current levels. Please Suggest some names & why?

Q: Microsoft and Amazon are launching AI content marketplaces, where people and companies can buy, sell, or license AI‑generated content. Are you able to expand on the implications of this? Can you name a few companies that might be negatively impacted? Thank you.

Q: Of these beaten up software stocks, which 3 or 4 stocks would you choose, keeping in mind greatest return potential and not too much overlap between the picks. Thanks

Q: Hello,

What are your thoughts on Microsoft at these levels and where would it rank in your pecking order?

Q: Hello and thank you for all of your great work last week as we all navigated the flurry of earnings, particularly as it related to the big tech names.

I have been hearing more and more about Anthropic, and how much more potential it may have over the long term versus OpenAI. Some have suggested that comparing the two names now is like what happened ~ 25 years ago when there were comparisons being made about Netscape and HP. We all know who won that “battle”. But many commentators are suggesting that the entity that goes after “enterprise” will ultimately prevail - this is what happened with HP. And the entity that goes after consumer/retail will ultimately fail - this is what happened with Netscape. Some have even suggested that with the most recent funding round of OpenAI, where valuation is predicted to be ~ $850 billion, that this may in fact be the high water mark, and that it may very well be downhill from here.

So - my questions are as follows - (i) Who do you prefer longer term, OpenAI or Anthropic? And (ii), would you be concerned about MSFT with respect to the significant investment it has already made in OpenAI?