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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Today on Market Call,A Omelchak states thatWell has a great man.team and capital discipline.Also recent spinoff is interesting as optimizing the value of sharehoders---please comment. On Nov7,U increased position to 4% when it was $4.93.So is it OK to add here,($6.51 + 7.78%) near today's $6.56,1 year H . Txs for U usual great services & ideas.
Read Answer Asked by Peter on December 04, 2024
Q: Could I get your thoughts I get your thoughts on Intuitive Machines (LUNR) as a speculative investment?

Thanks you for the great service
Read Answer Asked by Lynda on December 04, 2024
Q: Of the three companies, please list the following companies first to last which ones you would sell for tax loss. Are there any that have any chance of a turn around. or would you sell all three
Read Answer Asked by Ron on December 04, 2024
Q: I have losses of these stocks to varying degrees in my tfsa.Do you see any reason to keep or sell in January? Would you please comment and rate your recommendations for each? Thanx.
Read Answer Asked by Steve on December 03, 2024
Q: Can you please provide a list of top 5 mid/small cap names ( US and CDN) to purchase now?

Also top mid/small cap ETFs in US and Canada?

Thank You.
Read Answer Asked by Ava on December 03, 2024
Q: I understand that TUK is a smaller company, but I’m curious about its growth potential over the next 3-5 years. I’ve noticed that they recently raised capital and reported positive drilling results. Could you share any insights on the company’s inside ownership? Specifically, is the ownership level balanced?

I’m considering taking a small position in my TFSA and would appreciate your thoughts.
Read Answer Asked by Robert on December 03, 2024
Q: I have HPS.A in my portfolio and I see it in the 5i model growth portfolio. At $135, I have made a gain of 40%. I am very concerned about the new Trump administration putting a 10-25% tax on imports from Canada and Mexico. HPS has manufacturing facilities in Canada and Mexico and the majority of their sales is in the US. Tariffs will definitely affect HPS sales and profits. How concerned should I be and should I sell and lock in my gains? I originally intended to keep this stock for a long time.
Read Answer Asked by Ram on December 03, 2024
Q: CALF (81 %) has led IWO (50 %) and IJT (59 %) in 5-yr returns, yet has fallen behind the other 2 in 1-yr returns (about 11 % vs 30+ %). Can you please provide a reason for that and also comment on which might do better in the next few years? Thank you.
Read Answer Asked by D on December 02, 2024
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