Investment Q&A

Q: What are the predicted numbers for Q2?

Q: Hello 5i's!

In your opinion, what strong Cdn or US companies look like excellent entry points or adds after yesterdays market drop and todays losses?

Thanks as always.

Q: Read the Q&As almost daily for several years now.
Senior, retired and living on government pensions.
My question is about a growth-oriented TFSA cash allocation of about 10k or less than .75% of total equity portfolio. Will not need the funds for another 34 months.
Understand you cannot indicate position size or provide personal advice.
Current TFSA holdings in order of largest %age gain to biggest losers in TFSA is: TFII, TRI, DIR.un, DSG, KXS, LMN, TOI, TVK, EQB, DOL, DOO, PMZ.un, TIXT, REAL, S, HOT.un, EGLX. Top 10 are in excess of 1.50% of position size. Bottom six are headed for exit ramp in due course.
Across entire non-reg and TFSA portfolio am underweight Cons Cycl, COMMS, Industrials, Healthcare and international multi-sector.
Pondering adding to existing or a new TFSA position to add to the 40-plus I already have. So how would YOU allocate this 10K today?

Q: Thoughts on the quarter please?

Thx

Q: I have recently become aware of the potentially valuable AI aspect of the otherwise uninteresting (to me) bitcoin mining business. Which firms are best situated to profit from AI?
Best regards
David

Q: Could you please comment on the earnings release for Topicus. Thank You

Q: Thoughts on the quarter? Stock down about 13% (on a down day in the markets). Over done?

Thanks

Dave

Q: Good evening,
Could you please offer your opinion after their most recent update. Could anticipated future financings cap the stock for a while?


Thank you.

Q: What are your thoughts on owning this etf which would provide exposure to a number of renewables versus owning one, say BEP.UN.

Thank you

David

Q: What does the market expect from kinaxis this evening?

Q: Your comments please on recent M&A announcement to sell its global property tax business for $700M.

Do you like the sector right now? Please rank AIF, CIGI, APPF, CBRE in order of preference. Thanks!

Q: Tough question for you guys. Can you give some stocks on either Canadian and/or US exchanges that are reasonable TotalReturn proxies for XIU over a 1, 3, 5, 10 and 15 years or more time horizon.

Q: Bitcoin

Now both Trump and Harris want to support BITCOIN Why?? there are millions of young investors ( VOTERS ) age 20 to 39 They will all vote for whoever has best platform on BITCOIN and they will VOTE

What is best way to play this, ETFS there are now many , even ARK and FINK

has them now What about Coinbase \RAK

Q: I have held BYD since 2013. I paid $18.32 and never considered selling.

Can you explain why it now behaves in such an erratic manner ?
Is it a sell?

Q: Hi group what's you top pick in the top 6 sectors.( In order of preference with some dialog on each pick). Is it time to go all in verses averaging down. Days like yesterday should shake loose so supers buys?

Also can you comment on risk (i am 74 yrs old) along with a few stocks or elf suggestions in Bitcoin / digital in general

Q: Could you please comment on the results and status of SBC. Thank You

Q: Is this a gold company to own. I already have Agnico and Torex and have done well recently, but noticed Mr Sprott has been buying more of JAG.

Q: I wonder if HPS' compensation policy includes SBC annually. If that's the case and we look at the stock's performance over the past 3 years, the stock was $12. in 2022. If the options are vested after 3 years as is often the case or worse if vested 5 years is'nt there a danger of putting a lid on the stock price until the options are totally vested and cashed? I'm worried that the money invested in the past year will be dead money no matter what PE shows. Right or wrong?

Q: CSU stock continues to power upwards and everybody seems to love it. This raises the possibility that it is, or will become, overbought. Can you suggest a sell-point and some metrics for determining when my csu holding should be lightened? If lightening, would you do this before or after Q2 report on Aug 7?

Q: You seem somewhat concerned by the low level of cash for Luimine in the recent report and how under capitalized the business is. This along with the high EV/EBITA ratio. So we be concerned?

Thx