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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: Morning,
I recently acquired some information about a new project development in Alberta. A European private equity company has purchased 5 out of 6 quarters of land along the corridor from Edmonton to Calgary(I know this part for a fact). They are going to invest 1 Billion on each quarter of land for Data Centers. Apparently Alberta has a great amount of Dark Fiber Optics available which is perfect for this.
Do you see any investment opportunities here? I assume these Data Centers will need a huge amount of power, so would power producers be an area of opportunity? Such as CPX . Let me know what you think and any ideas.

Read Answer Asked by Don on August 02, 2024
Q: What 5 Canadian and 5 US stocks are currently the best to buy and hold?
Thanks
Read Answer Asked by Ben on August 01, 2024
Q: It seems that small cap stocks are finding some legs. Could you provide 4 CND, 4 US and and some EFT ideas that might be able to take advantage of this trend
Read Answer Asked by Colleen on August 01, 2024
Q: As far as Ai is concerned, to what extent will the performance of the following stocks be dependent on the fortunes of NVDA? Please rate each of them with a number from 1-10, with 10 representing the highest correlation to NVDA.

VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT
Read Answer Asked by Brian on August 01, 2024
Q: A number of good names in US have significantly pulled back recently. Do you consider the names above buys at current prices? What order would you be buying these names, is there any of these names you would wait for better entry points? Please deduct credits appropriately.

Thanks
Tim
Read Answer Asked by Timothy on July 26, 2024
Q: On a scale from 1 to 10, what number would you assign the following eight stocks where 10 represents the most upside and 1 the least, and what letter grade would you give them where an A represents the least risk and an F the most?

NVDA, VRT, MU, DELL, QCOM, MRVL, ON, AMAT
Read Answer Asked by Brian on July 26, 2024
Q: Does this selloff in tech concern you at all to take down the broader market? Seeing big down moves lately in tech, such as SHOP, GOOGL, NVDA, SMCI, VRT, etc... Tech is my largest weighting for sector, should we be repositioning at all or how would you approach this to maintain profits. I've had a very good run, but hate take the stairs up and then seeing the elevator go down fast. Thanks!
Read Answer Asked by Keith on July 25, 2024
Q: Hi Team,
I was looking at adding to either Bn, PRL , Eqb, or HPS.A. Or possibly a new purchase of Lulu for a recovery play here . Could you please rank these names in order which you would prefer to buy today for long term capital appreciation? If you feel there are better opportunities you prefer buying today ideas would be appreciated . Thanks

Shane
Read Answer Asked by Shane on July 23, 2024
Q: How would you rank the following Ai-related companies (best first) with an outlook of at least a year or two?

VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
Read Answer Asked by Brian on July 23, 2024
Q: Dear Peter et al:

I know from your answers that you like VRT. I am down by about 8%. Not too worried. Willing to hold on to this.

The question is two fold:

1. I look at Finviz screener (freebie version!) and the Debt: Equity ratio and LT Debt is high? 2.25 it says. What does it mean? Indicates risk?

2. Worth adding to VRT as it has pulled back or do you think there is more downside drift to come given the sector rotation is now firmly in place?

3. Offers a decent premium and to my earlier question sometime ago you had recommended this as a candidate for writing call options. Do you still hold that view?

Many thanks in advance.
Read Answer Asked by Savalai on July 23, 2024
Q: I am down about 19 percent on MU and thinking of selling as it seems to be out of favor these days. Could I have your opinion and what would be a better growth option or two. Thanks
Read Answer Asked by Bruce on July 18, 2024
Q: From a pure growth perspective - what are five or six companies that excite you most right now?
Read Answer Asked by Stephen on July 17, 2024
Q: Hello Team,

I was wondering if you could rank the attached 12 companies from 1 - 12. I have some money to deploy in my cash account and already own all 12 in my TFSA/RRSP. Will be a 3 year hold.

No worries on size, risk or industry, looking for best returns only.

Thanks!
Read Answer Asked by Kevin on July 15, 2024
Q: I came across these comments in the Globe & Mail:

“We believe the names enabling more efficient interconnect in segments such as module OEMs, analog and DSP [digital service providers] will drive the second wave of AI investments and are still under-priced for the opportunity set (especially given the run-up in power utilities).”

What companies come to mind that fit this description, and how would you rank them (starting with the best ones first)?
Read Answer Asked by Brian on July 12, 2024
Q: Hello, Currently I hold NVDA, Meta, Google, and Palantir stocks in the tech sector. Could you recommend additional stocks that would complement my portfolio during this AI boom? Thank you.
Read Answer Asked by Esther on July 11, 2024
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