Q: I just noticed the jump in these shares over the past 3 days and thought there may have been news out on earnings but see that the last earnings release was Nov 6. Checking all the news sources I have access to has yielded nothing. Thought I would check with our ears to the street people, (that's you), and see if you have heard anything.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Significant loss this year : what would be an entry price ,or would a sell be an option if long term value is a priority ?
Q: What is your opinion of this today? For a retired guy seeking Dividends + Growth? Or, can you suggest an alternative?
Thanks for your amazing service!
Thanks for your amazing service!
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BMO Equal Weight Banks Index ETF (ZEB $58.07)
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iShares Canadian Financial Monthly Income ETF (FIE $9.94)
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Hamilton Enhanced Canadian Covered Call ETF (HDIV $20.75)
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Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.22)
Q: Half of my RIF focuses on steady, monthly income and the other half on individual stocks. To balance safety with higher income, I am looking to have equal weight in FIE and HMAX. As I rely on this monthly income, what do you think of this approach for long term holding? Can you suggest better alternatives?
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Super Micro Computer Inc. (SMCI $29.37)
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Dell Technologies Inc. Class C (DELL $122.94)
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Vertiv Holdings LLC Class A (VRT $154.39)
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IREN Limited (IREN $35.80)
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Nebius Group N.V. (NBIS $78.09)
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CoreWeave Inc. (CRWV $67.68)
Q: Greetings 5i, which companies do you consider to be NBIS's closest competitors? Out of this "peer group" how many of them do you think it is necessary to own to reap the benefits from exposure to the industry? Thank you.
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Constellation Software Inc. (CSU $3,325.58)
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Galaxy Digital Inc. Class A common stock (GLXY $31.00)
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ADF Group Inc. Subordinate Voting Shares (DRX $8.08)
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MDA Space Ltd. (MDA $24.56)
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Lumine Group Inc. (LMN $26.30)
Q: I have been considering selling the following companies for tax loss. Do you think they are reasonable candidates? Or do you think there is too much bounce potential going into 2026. Would you be able to rank them in the order you would consider selling them from most attractive for tax loss to least. Thank you.
John
John
Q: Peter; Not a question- re Grahams on DND - this is also a nice example of “ why not to average down” .
Rod
Rod
Q: Curious about how 5i adjusts their individual stock allocation in the portfolios. Do you annually take a broad look and make adjustments or do you just clip a stock if it becomes overvalued or to much within the portfolio. With the new money do you add to another stock or put the proceeds in cash.
Q: KITS is doing nicely but has a PE of 155 which is way above my comfort level. So it should come down and I plan to wait for a while. It is also consumer oriented and has likely benefited from peak seasonal trends. What sort of forward PE and growth would you look for?
Q: If I do an in-kind transfer of a security from a non-registered account to my TFSA, and the security is at a loss, is there any way to eventually capture the capital loss, such as when the security is sold within the TFSA. Or is the capital loss gone forever?
Q: Analysis of results - market seems to love it - has not been a favored stock for you - time to add here?
Q: Dear Peter and team:
Season's Greetings! Many thanks for all the words of wisdom. I am an "old man" and I have been part of many "services" like this. BUT Peter has put together a "different" team. I believe yours is a team that combines the "Art and Science" of investing very well with integrity. Bravo and Best wishes.
Question for the team: Hope this is not too "intrusive"!
What do you plan to buy with your TFSA contribution of 7000$ in 2026?!
Season's Greetings! Many thanks for all the words of wisdom. I am an "old man" and I have been part of many "services" like this. BUT Peter has put together a "different" team. I believe yours is a team that combines the "Art and Science" of investing very well with integrity. Bravo and Best wishes.
Question for the team: Hope this is not too "intrusive"!
What do you plan to buy with your TFSA contribution of 7000$ in 2026?!
Q: CLS: heading down - still very high P.E., very high price to C.F. etc. Selling due in part to profit taking for year-end? Lofty price going into 2026 of $600.00 per share? Buy for TFSA 100 shares? Risk vs potential as I do not follow this one and know very little about tech.
Q: Would you see these as a reasonable complimentary pairing in the mid-cap Energy space for growth and yield? Thanks and Happy Holidays!
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QUALCOMM Incorporated (QCOM $174.19)
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AbbVie Inc. (ABBV $222.82)
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Altria Group Inc. (MO $58.39)
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Procter & Gamble Company (The) (PG $145.52)
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Williams Companies Inc. (The) (WMB $58.66)
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Exxon Mobil Corporation (XOM $116.54)
Q: Hi, I’m looking to create a portfolio of dividend growth stocks split over Canada and Us stocks with 10-12 names. Can you make a recommendation on the names you would use?
Q: Undervalued considering….? At what price point does this get interesting for you? …and your general thoughts please, thanks.
Q: Anything moving Magna to new 52 week highs?
Thx
Thx
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Manulife Financial Corporation (MFC $49.87)
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Great-West Lifeco Inc. (GWO $67.05)
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Sun Life Financial Inc. (SLF $84.56)
Q: GWO has done extremely well this year, up over 40%, while MFC is up over 11%. SLF, though, has lagged, down about 1.5% over the past year. What explains the wide gulf in their stock performance?
Q: Hi,
The last question/answer about MEQ was in June. There was something about it on
BNN Bloomberg, and I'm interested in your thoughts. You earlier (June) mentioned debt, but that it's also a potential strong compounder.
I'm interested in your thoughts. A possible purchase today? As well as reasons why or why not, please.
Thank you for your service!
The last question/answer about MEQ was in June. There was something about it on
BNN Bloomberg, and I'm interested in your thoughts. You earlier (June) mentioned debt, but that it's also a potential strong compounder.
I'm interested in your thoughts. A possible purchase today? As well as reasons why or why not, please.
Thank you for your service!
Q: Reported U.S. core inflation is 2.7% for November and the trend appears to be downward. I think you have expressed the view that tariffs are inflationary. Given these numbers, would you be revising your opinion on this matter?