Q: So the new combined company will be Amcor? What do you make of the new combined company moving forward, I am so confused about this one because there was also a spinoff with Magnera being created. As always thanks for your help with your amazing analysis.
Q1. With this year's high performance of US Large Cap ETFs such as VFV, would switching a portion of VFV into a best in class US Mid Cap ETF make sense at this point in time?
Q2. if so, I'm considering ZMID and XMC as potential candidates. Which of these two US Mid Cap ETFs would you recommend switching into and is there another US Mid Cap that you would consider preferable as the best in class?
Q: Why do you think LHX had been weak lately? Is it related to the macro of Trump being less focused on war and the anticipation that there will be less war in the next 4 years? Or more company specific?
Q: I know nothing about bitcoin but I understand that MSTR stock holds a lot of bitcoin. Why is the stock performance of MSTR so much better than IBIT bitcoin ETF. Shouldn't they be reasonably close and correlated? What is MSTR's fundamental business and how do they make money?
Q: In a recent question you stated "Alternatively to VFV, we also like ZSP, which focuses on the S&P 500, and it has some tax benefits given that it holds the US stocks directly." Could you elaborate on the tax benefits? Thanks for your help.
Q: Good morning; I had asked a question the other day about RGTI-Q. I do appreciate the response. One of my questions was as follows regarding the quantum space;
"Is this space one to watch, and if so which companies should be on the radar (in order of preference please)?"
Could you please provide some insight into this; thank you.
Q: I initiated a small position a few months ago and it has not done anything. Is it worth holding and adding to it or sell and invest money some place else. Your views please. Thanks
Q: I own RDFN, PYPL, and OKTA. All are down for me. In what order would you sell to take the capital loss? Do you see much growth potential over the next year in any of them? Thanks.
Q: Please share your thoughts with regard to the risks/rewards around holding NBIS. How confident are you that this stock will out-perform in both the short and longer term? What factors would drive/tank growth? Thank you.
Q: WHAT WOULD BE YOUR TOP 3 STOCKS CANADA AND TOP 3 IN THE US....THAT HAVE GOOD GROWTH POTENTIAL OVER THE NEXT 3-5 YEARS....BUT ARE NOT CURRENTLY RUNNING WITH HIGH P/E RATIOS....MAYBE OVERLOOKED OR UNDERVALUED.
I AM LOOKING AT A JAN-MARCH 2025 TIMEFRAME FOR BUYING.
THANK YOU FOR YOU VALUED INFORMATION.
Q: Looking for information on this small cap. From what I have been able to find out it has a very high (207) price/cash flow and negative PE. Anything positive you can see and how risky an investment is it?
Q: I am interested in picking a US materials Co as a play on infrastructure spending and to balance my portfolio. I am considering Martin Marietta, US Lime & Minerals, Eagle materials and Quanta services. My only materials holding at present is Agnico Eagle mines (1.6%). I am a moderate risk investor. Of these 4, which you would comfortably buy today with greatest growth potential. Secondly which two seem to you to be least risky. Finally is there another company you would prefer to any of these and if so what would be your reasoning for that pick. Thanks as always.
I'm currently overweight Suncor, have a full position in Whitecap and less roughly 2/3 position in Freehold Royalties. I'm thinking of lightening up on Suncor and putting the dollars into a USA producers. Would you please list your top three USA domiciled oil and/or gas producers, why you prefer them, whether you would trade Suncor for any of them?