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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: Since the great earnings report and making new highs the SP seems to be pulling back quite a bit. As a very long time holder, should I be concerned? I know that many times a drop like this precludes some sort of bad news that as yet has not been disclosed. Thanks for your continued great service.
Read Answer Asked by Steven on March 27, 2024
Q: Digital Currency

With the long-rumored conversion of US currency to digital format, and presumably Canadian followup, what types of companies will most profit from these changes and what specific recommendations do you have? Are there any overall structural changes to handling a portfolio that you suggest?
Thanks for your ongoing great service.
Read Answer Asked by David on March 08, 2024
Q: I have read that this company is going to be very important in the application of AI, as a lot of business will be using it but will need the help to apply it. Any other companies that do the same?
Thanks Again
Read Answer Asked by eugene on February 26, 2024
Q: hi,
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris
Read Answer Asked by chris on January 30, 2024
Q: Peter,
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?
Read Answer Asked by JR on January 19, 2024
Q: In your latest update you nominated GIB to a position in the Growth portfolio. It seems to have expertise in consulting, and cloud management etc.

If you were to pick a US company that did basically the same as GIB but which you think is the best company on a US exchange, which company would that be?

Thanks

Sheldon
Read Answer Asked by Sheldon on November 23, 2023
Q: Please compare these companies in light of a possible recession and the tech and financial sector. Which would be your 1st choice for long term.

Thanks as always and happy to renew my membership again this year.
Read Answer Asked by Jean on March 21, 2023
Q: Which Sector would you recommend investing in at this time? A couple of stock selections in this sector would be appreciated. Thank you.
Read Answer Asked by Nancy on October 24, 2022
Q: Me, pondering a move or two and would like your take. In a LIRA that is diversified and balanced for stability and with say 20 years to go, I hold BAMR with a weighting of 2.66%. And I'm pondering selling it and replacing with with more GOOG, current weighting of 2.67% as GOOG, for me, has a risk factor of 9 out of 10 and is highly profitable......and that would take the position weighting up to say 4.5%.And then with the remaining cash, buy a starter position in MED, with my risk factor of 6 out of 10 and with both high growth and profitability and seems to be undervalued relative to its food product peers.Or rather than MED, take a starting position in Accenture PLC, with a risk rating of 9 out of 10 and with high profitability and low risk relative to its business support service service peersNow pondering what to do....Go with an add to GOOG and take a start position with MED or ACN......or take equal starter position in both of MED and ACN???....or another option that you might suggest I consider. ........Thanks for the assistance.........Tom
Read Answer Asked by Tom on April 13, 2022
Q: Looking to lighten the load on above names. In terms of growth please rank their prospects over at least 3-year time horizon. Thanks.
Read Answer Asked by Randall on April 05, 2022
Q: Would you swap a position in CGI for ACN ( I hold in a registered account)? CGI's price appreciation has been underwhelming over the past 5 years compared to ACN.
Anything in particular about ACN's services or management quality that allows it to dominate CGI?


Read Answer Asked by Albert on December 20, 2021
Q: Hi, I have ACN and VRSN on my watchlist and am wondering what your thoughts are on these two tech stocks, which you would prefer and why. There are no previous questions on VRSN but ACN has gotten favourable comments from you in the past.
I have some tech stocks that have gotten pummelled lately (ie. DOCU) and am thinking these might provide some growth over the years without the same volatility as some others.
Thanks for your insights,
Doris
Read Answer Asked by Doris on December 14, 2021