Q: In the last few weeks,the big 6 ex BNS generally hit new H after new H.Their CEOs are bankers ex BNS. BNS has been a laggard for 7 years,so the opportunity costs is huge while waiting for it to revert to the mean. So is it worth holding on longer? Chris White on Market Call like the big 6 with his top picks being RY & CM. Txs for u usual great services & opinions
Q: I hold GLXY in my TFSA. Now that it is no longer on the TSX it is a US listing in US currency. I’m down 6% and have not been too impressed with my foray into the crypto world (I also hold HOOD down 50% in a non-registered account). With growth the sole concern, and high tolerance for risk and volatility, what would you do with GLXY? The main reason for asking is now I have paid the currency conversion I could sell GLXY at a small loss and buy either GOOG, AMZN, NBIS or NVDA inside my TFSA. With a 5 year time horizon, could you please rank these 5 if purchased today.
Thanks so much for your expertise!
Q: Hello, if one assumes that the BOC and FOMC keep the rates steady, which one(s) of these would give me the sleep at night safety and best return, if that's possible.
Thanks
Carlo
Q: What is your opinion of the potential for a turnaround for various of these Private Credit firms? I have already put a small percentage of my portfolio in ARCC but:
a) is this firm the solid alternative it seems or
b) would I be better off with a position in BXSL,
c) the others, or
d) None at all?
Thanks
Best regards,
Q: What's your opinion on taking a capital loss on Hood (non-reg account), with an eye to perhaps rebuying (or not) in one month? Back around its Feb-March lows, coming off a badly-received quarter, does it seem likely it will reverse its negative momentum in the short term? Thanks.
Q: Can I please get your thoughts on Robinhood's latest quarter? Would you buy, hold, sell here? Couple of other suggestions for Financials if not a buy?
Thank you
Q: Can you comment on Sofi's earnings and weather you think it's a buy, hold or sell. I have 400 shares ACB $13.52 it's only 4% of my total portfolio but thinking of buying the dip - based off past comments, seems like you prefer HOOD, can you explain why?
Q: SOFI Please provide your assessment of reported quarter. Any idea why it got crushed, market climate? Do you like it and its potential 3-5 yrs forward looking?
Q: Doing a rebalance in my portfolio. What % or weight would you consider as optimal with BN. Looking at it as an anchor that I will leave alone for 10yrs.