Investment Q&A

Q: Above our securities of about 45 I hold that for quite some time are terrible to look at. Which ones should I sell and replace with your picks that are doing quite well and would you sell them at the price they are now or would you pick a higher price and put them in for a few days? Thanks again

Q: I realize we have a risk off market but CMC is getting dumped. Do you know if they filed their delinquent financials yet?

Carl

Q: Which would you prefer for growth?

Q: What do you think of the depositary receipts. For example CIBC is offering receipts directly linked to google shares. They say they are hedged receipts so the number of shares they represent changes based on exchange values. That doesn’t seem to be a good thing, a real hedge should not be affected by currency fluctuations, no?

Q: can you comment on each of the following, cybersecurity companies, in terms of which are likely to show the strongest growth in 1-2 years, with minimal likelihood of a pull back.

Q: Are you in favor of the reverse split and US listing that Sangoma is proposing, does it make you anymore bullish with it having a broader access to investors? STC has been dropping since early this year and never really recovered from the acquisition. I see you've mentioned it again recently after it not being mentioned for a while.

Q: Does it make sense to buy bitcoin

Q: Can I have your thoughts on this new ETF. Would you consider it a good buy, if not, what would be a comparable ETF?

Q: Your thoughts on continuing to hold LUN with the CEO leaving at year end (although supposedly continuing in an advisory capacity for a further year) and replacement being someone without operational experience in the mining industry, which seems to be an issue for Lundin these days. It also appears few Board members have operational experience according to recent Globe article.

Q: Good morning,

My plan is to purchase $50K of BX:US in my US$ non registered account but have insufficient US$ in my US$ non registered account to complete the transaction.

To save on the currency exchange cost, I'm thinking of purchasing approx $60K of ENB.CA and then journal the stock to my US$ non registered account.
Once ENB:CA has been journaled to my US$ non registered account, I would then sell the ENB:US stock and purchase BX:US for a long term hold.

Question1: Is ENB:CA a good candidate for this strategy?
Question 2: What are your thoughts on purchasing BX:US for a long term hold?
Thank you for your insight on this.

Q: Hi 5i,
Need help narrowing this list down to two stocks. Which ones have the best earning or projected earnings and balance sheets. Also what are the analysts saying any additional information is appreciated. Do you have any other ideas for small biotech?
Regards,

Q: Coal is not the "sexiest" investment prospect currently what with the growing prevalence of ESG investing, etc. What can you tell me about the recent week experienced by Colonial Coal. Is this just a typical "penny stock fillip" or is it indicative of something investment-worthy. Thanks!

Q: Hi, for my TFSA I primarily hold small dividend with steady growth companies, to keep things somewhat stable. STC is the exception. I have room for one more company.
With that in mind could you suggest 3 stocks that may fit in with what i already have, keeping sector diversity in mind. ( I also have ATD.B in another account)
Thanks, really enjoy your platform and service to the small investors.

Q: From your article:

Relationship Between Bond Prices and Yields

Does that mean that we should avoid buying bonds at this moment? And for the near future?

Q: In a recent question on TEAM, you stated that it was quickly becoming profitable, when l look at Morningstar, the losses are growing, and on the order of 600 million. What am l missing here?

Thanks for the great service.

Q: Any news, other than commodity price & drilling results, to support recent rally?

Q: I've become obsessed with Crowdstrike and apparently I'm not alone! It checks so many boxes for me but I'm hung up on its valuation. Out of curiosity I compared to plots of historical P/S of GOOG, FB, AMZN, NTFLX and none of them appear to have touched anywhere remotely near the ~60x that CRWD is currently trading at, except AMZN back in 2000 at close to 40x:) Maybe I'm missing something about such a high growth stock. I believe from your answers to other questions that you like it and it comes up on your top high growth US stocks.

My questions:

(1) In your opinion, on a scale of 1 - 10 (10 is highest risk), what is the risk that CRWD has become so overvalued that it may not live up to its valuation and result in a long term capital loss?
(2) Can you provide some comments on how competitive the cloud-native/cloud endpoint security market is and whether you believe CRWD is likely to have a strong moat?
(3) Would you have any reservations about initiating a partial position with the intent to add as the story unfolds, at current levels (long term buy and hold)?

Q: Greetings:
A comment was made today on BNN that value stocks are trading at a 40% discount to where they have been trading historically, and that if an investor buys into this, and is value oriented,. then a good vehicle is the Direxion Russell 1000 value over growth ETF. RWVG. Do you agree with the 40% statement and if so, with the recommendation of this ETF. Would you further offer as much rebuttal as possible about both statements.
Thanks,
BEN.

Q: Suggestions on how to invest to benefit from Biden’s proposed increased EV incentives to buy US manufactured electric vehicles? This potentially could speed up the transition (once the chip shortage is rectified).

Q: Would appreciate your take on FISV as have not had any comments since January 18. How have they done in their last quarter? Is this a stock to would buy, sell or hold?