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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: As irrational as it seems,Trump may impose tariffs soon after his inauguration just to appease his voting base.A likely “knee jerk “reaction would send these stocks lower.Do you think this would create a buying opportunity?Are there others in your portfolios that could be affected? Some of this uncertainty must be already be priced in,but CLS seems immune to this.
Read Answer Asked by Allen on January 16, 2025
Q: I have read the question history on Quantum related companies and have noted that these 4 seem to be most well known.

Are there any publicly traded, earlier stage (not yet pumped) companies that are worth monitoring for future potential? Not companies you buy today but companies with interesting concepts/potential in this field that could be "next".
Read Answer Asked by Tim on January 16, 2025
Q: Is there a safe place to hide in Canada with the incoming US tariffs? What is your take and what would be your strategy to protect capital?
Read Answer Asked by Curtis on January 16, 2025
Q: Hi there,
Thanks for your past assistance.
I've done well with PRL and I'm wondering if Upstart has the same kind of trajectory.
Do you like this stock short and long term?
If not, can you please recommend an alternative?
Thanks!
Read Answer Asked by Robin on January 16, 2025
Q: I would like your thoughts on NTG Clarity Networks (NCI), a small company that has been profitable for a few years now, and is showing triple digit growth in revenue, EBITDA and profit for 2024, yet trading under 10 times earnings. Today they put out an interesting wrap up of their activity in 2024. Is their concentration in Saudi Arabia a big risk?
Read Answer Asked by Dan on January 16, 2025
Q: If you hear that a private company may go public how would you keep an eye on this to see when that happens?
Thank you
Margaret
Read Answer Asked by Margaret on January 16, 2025
Q: I have been hearing a lot of people on BNN and other sites saying that the market is overpriced and due for a decline. I have looked at a few "investor sentiment" surveys online where the bearish sentiment is above average and increasing. How accurate are these indicators as contrarian indicators, i.e. that when bearish numbers are above average the markets are more likely to actually increase, and when bullish numbers are above average, the markets are more likely to decline?
Read Answer Asked by Dan on January 16, 2025
Q: Hi there. I am wondering your thoughts on QQQI as a way to capture the 100 biggest tech growth names and get an outsized yield (currently 12%) versus just owning VOO or something similar. I would like to generate income over time, and this would also be a way I could have some exposure to options without having to really understand how they work.
Does this thinking make sense? If so, what possible portfolio weighting would you suggest? Thanks for any information you can provide.
Read Answer Asked by Lesley on January 16, 2025
Q: If you were working for a company and were fortunate enough to have a defined pension plan, would you take on more risk when investing? If yes, what would that mean for concentration risk such as: maximum % of a single security, or maximum % in a specific sector?
Read Answer Asked by Mike on January 16, 2025
Q: What are the metrics you focus on when evaluating asset managers?
In response to a question on Dec 20 you indicated BN is trading at a significant discount - could you pls. elaborate?
Thanks Hugh
Read Answer Asked by Hugh on January 15, 2025