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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: Cameco, Denison, and Mega Uranium are really ripping today on good volume. The charts look good in my view, these names have moved up steadily for quite a while now. News now out that the worlds largest producer Kazatomprom has a large shortfall in supply. I just took a meaningful position in Denison Mines. I vividly recall the uranium mania that took hold in 2007 prior to fukishama and the parabolic movements that took place in the stock charts with respect to uranium.
What do you believe are the similarities/differences re: events that shaped the frenzy in 2007 versus the excitement today about these names. Could these names have similar parabolic moves in your opinion ?
Read Answer Asked by steve on January 15, 2024
Q: I am looking for new healthcare stocks after selling Lantheus and InMode in the last 6 months. I currently own WELL. Quite a few have had a good run up lately so not sure if they are good buys at current valuations. What are recommendations? US or CAD, doesn’t matter. Should I buy an ETF instead?
Thank you in advance
Read Answer Asked by Neil on January 15, 2024
Q: Hi Team,
Would you choose Rogers or Cogeco to get exposure to the wireless sector?
I would lean towards CCA due to CDPQ "partnership" that could limit the drawdown in my opinion and the high leverage of Rogers.

Second question ? Would you prefer CGO vs CCA to get exposure to Cogeco and why?

Thank you !

Michel
Read Answer Asked by Michel on January 15, 2024
Q: Hi,

Was looking at these two mid cap ETF's and noticed that for VO, the market cap of companies that it holds is a lot higher than the companies held in IJH. I would have thought that mid cap companies are usually around $2-15B. Many of the VO companies are >$40B, whereas the IJH companies are <$20B. Why the large difference in market cap between these two ETF's? What is the average mkt cap of holdings for each ETF? And would you be indifferent between IJH and VO? Thanks!
Read Answer Asked by Keith on January 15, 2024
Q: Hi team,

In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.

Could you provide a list of aggressive US growth stocks ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on January 15, 2024
Q: How things change, 6 months ago or the past year, so many questions on where to deposit money for a 4% yield, than the market goes up nicely and no more questions on money markets. Now i suppose those that missed out are now trying to catch up at higher stock prices. Once Again buy good stocks with earnings and stay invested.
Read Answer Asked by eugene on January 15, 2024
Q: Hello, the distribution paid by these ETFs is starting to come down, even before the new rules becoming effective Jan 31th. Distributions will also follow the BoC rate when it starts going down as well. What would happen if shareholders start selling PSA, CSAV or CASH en masse? Is there some sort of marketmaker for these ETFs that, no matter what, will keep the share price close to NAV? Thanks.
Read Answer Asked by Martin on January 15, 2024
Q: Hi 5i team,

I am wondering if we should switch from the Canadian to the US spot Bitcoin ETFs, which have lower fees and higher liquidity. The US ETFs charge as low as low as 0.20%, while the Canadian ones charge around 0.88%. The US ETFs also have more trading volume and assets than the Canadian ones.

However, moving to the US ETFs would also involve some costs and risks, such as currency conversion, tax implications, and exchange rate fluctuations. It might also be too early to judge the performance of the US ETFs, as they are very new.

Please share your thoughts.

Best,
Matt
Read Answer Asked by Matt on January 15, 2024
Q: Expanding on my recent question about my desire to reduce exposure in the Financial Services sector, today's article in the Globe & Mail is of concern:

"Non-prime lenders warn thousands of borrowers they could be cut off because of new maximum interest rates"

Should this cause me to rethink my strategy to reduce TD to raise the cash? As you pointed out in your answer, GSY is significantly riskier than the our other holdings in this sector.

We are seniors (75 & 80) and the stocks referred to are in a RRIF.

Your thoughts? Thanks!
Read Answer Asked by Jerry on January 15, 2024
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