Investment Q&A

Q: Hi,

I've been a longtime customer of BMOInvestorline and have been happy. However, I've seen WealthSimple offering to pay customers a 1% bonus to transfer accounts to them. For example, if I transfer an unregistered account in kind with a value of $1M, then I would receive $10K from WealthSimple paid over 10 months.

That seems like a very good ROI for the few hours that it will take me to complete the forms and submit them to WealthSimple to complete the transfer. They also don't charge any commissions on trades, unlike BMO.

I have a friend who transferred $3M and will start collecting $30K over 12 months. Not too shabby.

How do they make money when they are paying customers 1% to transfer accounts and then don't charge commissions?


Robert

Q: In light of PLTR’s decline now can you think of other similar companies from the past that have come back and become market staples now…. Like an apple, Microsoft. Or an industrial or energy stock ? Or is PLTR such an anomaly that a more significant drop might be in the offing?

Q: Do you think safe to buy LMN.V today since it has been dipped more than 10% from the highest price? Do you see any reason been dipped so much?

Q: Sorry, yet again another NBIS & CRWV question.

You say you prefer NBIS over CRWV because of valuation. But I'm also curious if you are a fan of their other non-"Nebius AI" product like Toloka, TripleTen, AvRide.

Seems CRWV is more of a pureplay on what Nebius AI does?

Q: B. RILY Financial Corp. (RILY:US) seems to be in the middle of a dramatic turnaround after an ugly 3 years. In your estimation is this turnaround "real" or just a possible short-term trading opportunity?
Many thanks,
David

Q: What are your thoughts on REITS- like Minto


Thanks

Q: Would you sell GLXY at. 10% loss to buy HOOD ?

Q: Would you recommend buying Berkshire Hathaway in lieu of holding extra cash in case of a market correction this Fall? (my theory being that they would be holding cash for me). Thanks!

Q: Hi, 5i team. What are your thoughts on this company? It has been doing okay lately and I have a relatively small position atm but want to add as I find it compelling. Thoughts?

Thanks!

Kevin

Q: Good morning,

Your thoughts on LYB for income, security and potential growth.

Thanks.

Q: On August 12th you gave $270 as a reasonable entry point for CLS. Now that it is around $250 and appears to be still dropping and potential for volatility in September would you add now or wait until it appears to settle?

Thanks for all your help,

Mike

Q: this stock has performed well since your positive comments Jan, 2025. would you still
suggest a small position to start with? your comments please?

Q: Hi guys I hold all 3 of these stocks, and have for quite a while - RCH, ADEN, and RUS. I am looking 5 years out and thinking I might sell the RCH and ADEN holdings and buy more of RUS. This would still leave my RUS holdings at below 4%. Your thoughts which one of these companies do you think would be teh best bet 5 years out?

Much thanks
Stuart

Q: Where can I find a monthly Listing that shows the Upcoming Dividend stocks with their Ex-Div dates? Also, please name 5 Best Canadian Div Stocks. Thanks!

Q: In a response to Bruce this morning regarding HSAV you state: "Note it is not 'guaranteed' in the typical sense." I had thought that holding HSAV was as safe as holding cash. As a holder of HSAV I would appreciate it if you could expand on the risks of holding HSAV. Thank you.

Q: Thoughts on the 1/4 and forecast ? Chart looks great. Thank you.

Q: Can not figure out why Cameco was down graded and value dropped signifigantly?
thanks

Q: It been a while since there was a question on this name. What are your thoughts currently?

Q: Hi Folks,
I currently hold GWO in my RRSP account. Thinking of switching it with SLF after it's recent drop. May I have your opinion?
Thanks

Q: APLD and PHR are certainly different outside their current respective rates of momentum. Which has the best long-term prospects in your estimation? Why?
Thanks,
David