Q: What do you folks think of the proposal to cut back required financial reporting by public companies from quarterly to semiannually.
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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: Why is SRAD's price slipping? In the past you have recommended the stock and, at one point, I was up 30%. Now up only 12% and dropping. Do I hang on or quit while I'm ahead? What needs to happen for this negative trend to reverse itself? Thank you.
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Amgen Inc. (AMGN $298.20)
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Intuitive Surgical Inc. (ISRG $445.00)
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AbbVie Inc. (ABBV $236.97)
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Eli Lilly and Company (LLY $827.00)
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Merck & Company Inc. (MRK $88.84)
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AbCellera Biologics Inc. (ABCL $6.21)
Q: Hi,
I want to buy Healthcare stocks.
Can you please recommend in order of preference a top 10 mix of Canadian and USD names. Can you also add a growth/risk rating 1 to 10 with 10 being highest growth and 10 being highest risk.
Thanks
I want to buy Healthcare stocks.
Can you please recommend in order of preference a top 10 mix of Canadian and USD names. Can you also add a growth/risk rating 1 to 10 with 10 being highest growth and 10 being highest risk.
Thanks
Q: I currently have a 3.5% position in HOOD. I am considering a small position in GLXY - say 1.5% - bringing my total exposure to 5%. Being mindful of crypto's volatility, in your view, is a 5% exposure here too high?
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Genius Sports Limited (GENI $11.96)
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Robinhood Markets Inc. (HOOD $146.05)
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Sportradar Group AG (SRAD $26.92)
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Flutter Entertainment Plc (FLUT $251.53)
Q: GENI/SRAD Taking a bit of a hit today. Still up huge on the year obviously but is this decline a buying opportunity for someone looking to build a full position? What news or factors have created this decline?
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Fortinet Inc. (FTNT $86.62)
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Amplify Cybersecurity ETF (HACK $88.51)
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Palo Alto Networks Inc. (PANW $209.73)
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First Trust NASDAQ CEA Cybersecurity ETF (CIBR $77.14)
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Zscaler Inc. (ZS $306.32)
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CrowdStrike Holdings Inc. (CRWD $499.24)
Q: And another question for the team. What are your recommendations for cyber security stocks and etf's. I have no holding in such.
Q: Any idea about why it’s been so strongly last month or so? I take it you still think this is a buy even after recent gains. Thanks.
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Alphabet Inc. (GOOG $244.31)
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NVIDIA Corporation (NVDA $189.99)
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Bank of Nova Scotia (The) (BNS $90.71)
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BCE Inc. (BCE $32.51)
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Toronto Dominion Bank (The) (TD $81.10)
Q: I am in the process of sending my daughter funds to start a TFSA. She deals with Royal Bank. Can you suggest what is best for her to start. Mawer Mutual Funds or GIC's, or? Any suggestions would be greatly appreciated!
Thank you Gordo
Thank you Gordo
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Bank of Nova Scotia (The) (BNS $90.71)
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Sun Life Financial Inc. (SLF $84.13)
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Constellation Software Inc. (CSU $3,927.18)
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Intact Financial Corporation (IFC $268.00)
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Fortis Inc. (FTS $70.10)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $218.25)
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Kraken Robotics Inc. (PNG $4.94)
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kneat.com inc. (KSI $5.96)
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Tantalus Systems Holding Inc. (GRID $3.77)
Q: Hello,
I focus mainly on the balanced portfolio, but own stocks from each of the other 2 portfolios. Could you list and rank the top 3 or 4 from each on attractiveness to buy now.
Thank you
I focus mainly on the balanced portfolio, but own stocks from each of the other 2 portfolios. Could you list and rank the top 3 or 4 from each on attractiveness to buy now.
Thank you
Q: Please comment on their recent quarterly earnings and the outlook for this company.
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Broadcom Inc. (AVGO $343.90)
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Garmin Ltd. (Switzerland) (GRMN $257.15)
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Goldman Sachs Group Inc. (The) (GS $782.93)
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JPMorgan Chase & Co. (JPM $309.74)
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Eli Lilly and Company (LLY $827.00)
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Mastercard Incorporated (MA $577.79)
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Visa Inc. (V $346.81)
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Constellation Software Inc. (CSU $3,927.18)
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Tesla Inc. (TSLA $441.34)
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Axon Enterprise Inc. (AXON $719.66)
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Galaxy Digital Inc. Class A common stock (GLXY $51.23)
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CrowdStrike Holdings Inc. (CRWD $499.24)
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Palantir Technologies Inc. (PLTR $185.80)
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Coinbase Global Inc (COIN $374.47)
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Robinhood Markets Inc. (HOOD $146.05)
Q: Hello 5i,
New to portfolio analytics, can’t say enough about this team! Bravo.
Circumstances forced me to shuffle financially this past year.
43, pension, rentals. 55 freedom or forget it.
Highest conviction, growth, maj; tech, leaning themes to the next decade, a sprinkle of sector diversity, large/mid/small caps, predominantly US. I’m aware of course of all the caveats here lol. A 12-15 starter pack would be fabulous.
This is you starting today; You have 300k.
I do add 700 per week, please exclude
BN, TRI, ISRG, COST, HIMS, NBIS, NVDA, BKSY.
Eagerly waiting! Thank you.
New to portfolio analytics, can’t say enough about this team! Bravo.
Circumstances forced me to shuffle financially this past year.
43, pension, rentals. 55 freedom or forget it.
Highest conviction, growth, maj; tech, leaning themes to the next decade, a sprinkle of sector diversity, large/mid/small caps, predominantly US. I’m aware of course of all the caveats here lol. A 12-15 starter pack would be fabulous.
This is you starting today; You have 300k.
I do add 700 per week, please exclude
BN, TRI, ISRG, COST, HIMS, NBIS, NVDA, BKSY.
Eagerly waiting! Thank you.
Q: Hi Peter,
Please provide your top picks for an ETF that invests in developed Asia Ex Japan and have a large holding % in China and South Korea. Thanks.
Please provide your top picks for an ETF that invests in developed Asia Ex Japan and have a large holding % in China and South Korea. Thanks.
Q: When people compare investing a lump sum to dollar cost averaging to market timing they usually trot out long term averages showing lump sum is better. Doesn’t context matter? Valuations are currently elevated. If they ran the comparisons after eliminating the years when valuations were at or below some long term average would the answer change?
How would you approach this question in today’s market context.
Appreciate you get a version of this question regularly but I’d like your answer for today. Thanks!
How would you approach this question in today’s market context.
Appreciate you get a version of this question regularly but I’d like your answer for today. Thanks!
Q: SHOP announced yesterday a collaboration with AI. Stock bounced up on the news. How big a deal is this? What impact on the price might it have? Is this something that analysts weren't considering and is new news? Now, for you crystal ball look, what might the stock price be in 6 and 12 months?
Q: KMI pays a less than spectacular dividend which increased this year by a very modest amount. The share price has been flat for almost a year. Their recent acquisition may be accretive but this has not yet been reflected in the price. What, if anything, do you see as a catalyst for price growth?
Do you have better alternatives in this space?
Thanks for your great service.
Ian
Do you have better alternatives in this space?
Thanks for your great service.
Ian
Q: Tantalus Systems (GRID)
The Company’s solutions include TRUConnect AMI, TRUFlex Load+DER Management, TRUGrid Automation, TRUSync Grid Data Management, and TRUSense Gateway.
Could you explain in English exactly how this will utilities, will utility's make more money, is it only for utility's?
Thank you.
The Company’s solutions include TRUConnect AMI, TRUFlex Load+DER Management, TRUGrid Automation, TRUSync Grid Data Management, and TRUSense Gateway.
Could you explain in English exactly how this will utilities, will utility's make more money, is it only for utility's?
Thank you.
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Apple Inc. (AAPL $256.90)
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Alphabet Inc. (GOOG $244.31)
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Microsoft Corporation (MSFT $516.76)
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NVIDIA Corporation (NVDA $189.99)
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Oracle Corporation (ORCL $289.90)
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Celestica Inc. (CLS $342.60)
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Nebius Group N.V. (NBIS $126.54)
Q: Hi Folks,
I sold some CSU recently. I now have MSFT, NVDA, AAPLE and some CSU as holdings in the Tech Sector( GOOG and AMZN as well). Can you suggest a couple of Tech stocks that I could add to my holdings in the Tech Sector. This would be in my TFSA.
Thanks
I sold some CSU recently. I now have MSFT, NVDA, AAPLE and some CSU as holdings in the Tech Sector( GOOG and AMZN as well). Can you suggest a couple of Tech stocks that I could add to my holdings in the Tech Sector. This would be in my TFSA.
Thanks
Q: I hold RBA in my TFSA and have done well. TIH is performing better over the past 6 months. Over 5 and 10 years performance of the stocks is even. I notice you like TIH and would you switch from RBA to TIH for a 3 year hold. I am looking for steady /conservative growth and not concerned about a dividend. Thank you
Q: Recent thoughts on this company. I was thought it would be a nice asset light business, that would have great long-term potential. I get that travel to the USA might be down, but alternatively the pricing of hotels recently has been outrageous! How do you feel about management? Can they turn this around?
Q: Hello, I want to sell ISRG for tax-loss reasons and buy it back after 30 days (I am about 20% down). I just saw that their next earnings call is Oct. 21st. Do you know enough about their progress this year to figure out if there is a good chance their 3rd Q is going to be great and therefore I should wait after Oct. 21st, or should I move to sell now? Thanks!