Investment Q&A

Q: Please explain the difference between these two companies and which one would you prefer to buy today?
Thank you

Q: Hi,
I recently reviewed your latest report highlighting the industries and companies expected to lead the AI revolution. I found it very insightful and appreciate the depth of analysis that went into it.
The report clearly reflects an enormous amount of research and effort—there are well over a hundred companies listed, which speaks to the depth of your work. That said, the sheer volume of information can feel a bit overwhelming. Would it be possible to update the report to indicate your relative preferences across the compute stack? For example, you might use color coding—one color for your top-tier selections and another for second-tier names—while leaving the others unhighlighted.
Alternatively, as a simpler alternative to color coding, would it be possible to share a spreadsheet version of the companies where you could simply indicate your top AI preferences (for instance, A, A-, B with everything else left blank to keep it simple)? Once available, we could then sort and analyze the information in whatever way best suits our individual research or investment focus.
As an aside, I did notice that firms such as TSMC and ASML—both widely regarded as foundational to the semiconductor and AI supply chain—were not mentioned. I'd be very interested in your perspective on how they fit into your broader analysis, or whether their exclusion reflects a particular focus within your coverage.
Recognizing that implementing any of the above suggestions may take time (and assuming the above is acceptable to you), could you offer an interim view on whether the long-term core holdings you previously highlighted in another question (such as VRT/ROK, NVDA/AVGO, APH/ANET, GOOG/MSFT, and LRCX/KLAC) remain attractive investments at their current valuations? Some AI-related names have reached elevated levels, and your updated perspective would be most helpful.
I believe this report establishes an outstanding foundation that we will reference for years to come. Your own ideas, along with suggestions from readers like those shared above, can only contribute to its continuous improvement.
In closing, a keynote speaker at Davos today highlighted what they see as AI growth's key bottlenecks: infrastructure (including power, compute, and network bandwidth), trust (encompassing security and safety), and data (particularly gaps in machine-generated data). Your report appears to comprehensively address the infrastructure and trust dimensions, while the machine generated data landscape may be an area for consideration as this part of the stack evolves.
Excellent work.  Greatly appreciated.  Thanks again.

Q: Analysts’ FY2026 Estimate for CSU earnings is approx. $160, according to your own research page, as well as some other sources I looked at. Is this USD or CDN?
Also, I note that in Q3 2025 CSU reported less than $10USD/sh,
according to their own press release.
How does one make sense of these numbers?
Is the $160 estimate for 2026 actually free cash flow available to shareholders, rather than earnings?

Q: If a stock isn’t a must own, but a like to own but on the skids. What is your preferred strategy? Is it always for the bottom relative on technicals and especially a turn around? A quick sentiment shift?

Would you employ the wheel strategy if they approached a comfortable entry; NFLX, FTNT, NOW. Would be my current candidates that have a reasonable chance of righting the ship.

More of a learning question from the team in adding a bonus position if you will, or just collecting some premium if it doesn’t hit.

Love any insight on this area and these examples. Thank you!

Oh AI report was fabulous, very much appreciated.

Q: Thank you for the excellent AI Computing Stack report. Which of "2. Semiconductor, Hardware and Connectivity" subsector would TSM fit in this report?

Q: Excellent “ The AI Compute Stack and the Stocks That Power It” report.

If you have to choose an AI ETF that would cover the stocks on the report. Which CDN and USA ETF would you recommend to hold.

I currently hold 3% each COPX, CYBR, NUKZ, CHPS & QQC ETF


Thanks for the great service.

Q: Thank you for excellent AI Report - so helpful. In addition to ETFs listed, there are 2 others for which symbol did not pop up - ROXT State Street Kensho Final frontiers and CNRG - State Street Clean Power. We are interested in all these names as they pertain to AI Power and Infrastructure. The underlying holdings are interesting but valuations uncertain. Would appreciate your assessment and which ones would be advisable to start a position - DCA.

Q: What are the pros and cons of this ETF as a silver play? It seems to be lagging both physical silver and silver miners. If that assessment is correct is there a reason for that? It obviously offers expertise in the space; does that translate into more downside protection?
Thank you, Hugh

Q: Good morning Peter et al.

This is a follow up question to Sheldon's excellent question on Metals and Material sector today.

I know you answer questions based on the way we, the subscribers, phrase them.

Is there a Canadian equivalent to XME which is what you chose to highlight for Sheldon?

I am looking for an ETF that has metals WITHOUT Gold and Silver. (I have good positions in them already) I also prefer a CAD denominated ETF rather than in USD.
Many thanks.

Q: Do you not find it odd/disappointing that we have yet to see any meaningful insider buying in these names?

Q: Good day to you
if you had to choose between these 2 which one would you pick and why
thanks

Q: The psychological make up of individuals cannot be overstated when making financial decisions. For example, I have done well with EIF over the years; great management, fiscally conservative yet growth oriented, good industries . It’s been “ up and to the right “ for years. I do not intend to sell this long term winner , but yet when I look at it to deploy new money , I think “ It’s at all time highs, too expensive , don’t buy “. Weird eh ?

Q: General question for buyers and sellers of ETF's from Canadian and US exchanges. How can one know whether one is permitted to hold it in ones accounts like; TFSA, RRSP and NonReg's. There are many strategies offered like levered products etc. How can one avoid holding the wrong product and getting nailed by CRA with fines. Hope you can provide some guidance.

Q: I’m looking into Hyliion Holdings (HYLN) as a potential long-term position, but I’m trying to better understand its growth prospects.
Given that the company is still pre-commercial and currently recognizes most revenue from R&D services rather than product sales, what’s your view on its path to commercialization and revenue growth? And are there particular risks or milestones you’d prioritize watching.

Q: Hi Peter,
What will be your preferred order of purchase for these four stocks: NBIS, KRMN, HOOD, and ENS? Please also advise good entry price for these four. Thanks.

Q: Suncor is on a bit of a tear recently. It has just surpassed its 2008 peak. Is that relevant? I have held it for ages and I have never been impressed, but it is one of my few oil and gas stocks. Any thoughts are appreciated?
Thanks

Q: Your opinion. thanks.

Q: Happy Friday.
AGX is on a positive run today. I went looking for some news but can't find anything at all. Can you add any insite to this tale?

I also ran across a Cdn fin-tech stock WERX that is new to me. Do you have it on your small cap radar. I couldn't find any financials or analyst following it.
Thanks. P. S. The AI report is fabulous.
David

Q: Please provide your thoughts about Telus.
I ended up buying BCE before they cut dividend. I know there is no crystal ball, but would you have a similar concern about Telus.

Q: Wondering why this company has little debt and only 100Million in sales but has been around forever? Do they have plays in areas other then Alberta?
Could you give me a little background on the company and why you like it enough to add it to the portfolio.

Thanks
Jeff