Q: what is the best way to invest in stable coins ? does the genius act(USA) and the proposed similar legislation by carney 's liberals have any positive material effect on companies in Canada and the USA and if so what companies do you like? thanks Richard
Q: I hold a 3.55% position in COIN which has a nice gain so far. Recently I started a position in GLXY which has a weight of less than 1% and now trading at a loss. Is it a good idea to continue holding both? Should I persist with GLXY or go ahead with some tax loss selling.
Q: Do I have this right that well is doing a spinout next year. What does this do to the value of the company and will it affect the share price? Would you be interested in investing in the spinout? Also has Well been purchasing back their shares? if so how many or what percent in 2025?
Q: Assuming that one is a bit overweight in CSU and lacking NVDA, how would you consider a reallocation of investment dollars at the current time (i.e., realizing they have been trending in opposite directions)?
Relatedly, would you be comfortable purchasing NVDA at current levels (~$205).
Q: I own all in small positions with goal to give some growth to a mostly dividend portfolio. With bad luck the only one I don't own is Celestica. I realize this is now the darling. Do I keep these or sell to buy Celestica? My only concern is chasing a hot stock which sometimes doesn't work out. Thank you!
Q: With these companies being in the Financial Exchanges and Data would TMX Group be considered a reasonable peer and favourable Canadian alternative with regard to growth prospects and valuation or do you have a few preferred alternatives? Thanks
Q: I am thinking of adding either LMN or VPN to my TFSA. Appreciate knowing which stock has the best growth potential and the risk associated with each.
Q: I have very limited to zero holdings in Consumer Defensive and Cyclical. Could you explain the difference between Defensive and Cyclical and recommend how best to invest, either individual stocks or ETF.
Many thanks,
Ralph
Q: In your answer to Paul F’s question it sounds like GLXY has many parts. If so, is their future success likely to be constrained due to being “ jack of all trades, master of none”? Or are they strong enough in all the areas you mentioned to provide the leverage to be a likely BIG player in the near and long term?
Q: NVDA and PLTR announced a partnership to develop a business for corporate supply chain logistics. Is KXS about to get their lunch eaten by these big players?