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New company on NYSE. Brand includes many popular sports brands like Solomon, Wilson, Arcteryx & Atomic. Too early to determine the direction of business. Unsure on how management team will perform. Would recommend not buying yet. Valuation in line with Nike/Lululemon. 

Obesity space has performed well lately. Has owned stock for around two years. Valuation has continued to improve. Products are very profitable. Demand for new drugs continue to rise. Would recommend keeping at small weight in portfolio - share price very high. Very competitive industry within drug sector. 

High quality products that is well established. Tough market with many competitors who undercut prices. A good long term investment. Returns should average around 8%. Would recommend buying. 

Does not own shares. Would prefer Morgan Stanley. Diverse business - not as focused on investment banking. Important to remember interest rate exposure. If rates fall - will be good for business. Mortgage rate renewal will also affect business. Would watch closely. 

Has sold shares, and bought Target instead. Concerned about China exposure, and US consumer trends. Current share price is under pressure, which could be a good time to invest. Overall, is a quality company. Would buy ~$90/share. 

Does not own shares (never has). Very difficult to determine future of business. Lots of competition. Very cheap - but revenue not growing. Unsure on catalyst for company, and would not recommend buying. Prospects don't look bright. 

Very large company with established business model. Good proxy on state of economy. Unsure on how company will grow - very large already. However, if interest rates fall - company will see increase in sales. Overall, is a defensive name. Not much growth, but not much downside either. Would prefer a name like Target. 

Very strong business that is benefiting from many secular trends. Would expect growth to continue. Share price fairly valued, and would recommend buying. Excellent leadership with strong array of products. Very high margin business. Good for long term investors. 

Does not own shares in company. Hard to determine future of business. Technology moves quick, and can erode margins. Challenge is that business is very large - difficult to grow.  Hardware business difficult to grow market share in. 

In two years we think the AI momentum will continue to fuel NVDA. In particular, we think AI spend should continue over this timeframe and NVDA should keep growing at a high rate. In five years, it is of course hard to predict: NVDA will likely continue to grow but the semiconductor industry is cyclical so from a demand perspective there could be a bit of a slowdown. When a company's growth 'decelerates' the stock can take a big hit. Over this timeframe it will depend how NVDA innovates as a company, as well as how the industry evolves. We would expect a higher price over two and five years, skewed though towards two. 
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PNG reported a slight EPS beat, coming in at 1.24c, beating estimates of 1c. Revenue more than tripled on a year-over-year basis, but did miss estimates coming in at $28.01M versus forecasts of $$28.35M. Guidance for 2024 was maintained, expecting evenue between $90M to $100M and Adjusted EBITDA in the $18M to $24M range. Management mentioned that it made improvements to improve its technical and commercial depth in 2023 and made significant investments in headcount and infrastructure. PNG also subsequently reported that it received an order for more than $6M for subsea batteries that will be delivered in 2024 and 2025. Momentum continues to be strong and while this quarter was slightly below expectations on a revenue basis, PNG continues to grow at a high rate and win contracts.
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SMCI is inherently volatile and will be moreso as it approaches its earnings release on May 2 (estimated). It rose 10% on Tuesday and is up on the week (prior to Friday's open). Markets have been very weak in April and we would not necessarily attribute anything to the company itself. LOOP this week raised its target price to $1,500, and there has been no material company news. We have no reason to expect a weak quarter. To get to the prior high it needs to rise 30% or so, which we think is doable under the right conditions. A war in the Middle East would not help. We like its growth prospects and potential, but it is also a stock that could decline 30% or more if there is bad news. We are comfortable with it, but would size a position size to one's risk levels. 
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What is a "Hedged" Currency ETF?

To offset risk, asset managers have used hedging strategies so the only factor at play that investors need to worry about is the underlying holdings. Hedged ETFs typically involves utilizing forward contracts to mitigate currency fluctuations by locking in an exchange rate. The use of forward contracts or other financial instruments will convert USD returns to CAD at a fixed price, eliminating the currency risk. One other aspect here is that due to the use of forward contracts, hedged ETFs typically charge higher expense ratios to compensate for the higher trading costs.
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