Investment Q&A

• Exchange Income Corporation (EIF $65.99)
  • $65.99 P/E (TTM): 26.83X Cap: $3.38B
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• Harvest Tech Achievers Growth & Income ETF (HTA $18.20)
  • $18.20 P/E (TTM): 59.6X Cap: $679M
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• WELL Health Technologies Corp. (WELL $4.63)
  • $4.63 Cap: $1.15B
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• Galaxy Digital Inc. Class A common stock (GLXY $37.08)
  • $37.08 Cap: $12.85B
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• Lumine Group Inc. (LMN $52.11)
  • $52.11 Cap: $13.37B
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Q: I hold WELL, LMN, GLXY , EIF in roughly equal amounts in my TFSA and they are approximately 5% of my total cash and RRIF portfolios. My initial TFSA set up was for small cap growth stocks as other portfolios are full of banks , utilities, pipelines etc. Am retired and have enjoyed playing the “ riskier “ side of my portfolios , but haven’t made much money at it ! Am looking at selling it all and buying HTA for its
10 % distribution while keeping me in a growth sector. I like the idea of getting some money NOW instead of waiting till I sell. What do you think of this approach ? Possibly split the portfolio with HTA and EIF ? If I sold in stages in what order would you sell ? Thanks Derek.

Upvote 5

Read Answer Asked by Derek on April 17, 2025

• Miscellaneous (MISC)
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Q: Following up on question regarding moving averages asked yesterday by Joseph. Which site would you recommend for alerts on significant moves?
Thanks in advance

Upvote 4

Read Answer Asked by Hali on April 17, 2025

Q: Good day,
I read a snippet of something on an investment forum about proposed US tax changes with regard to withholding charges on US dividends. From what I understand, the changes, if implemented would mean the US would begin to charge withholding tax even on dividends in RRSP accounts. Would you know anything about this?

Upvote 9

Read Answer Asked by John on April 17, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
  • $163.63 P/E (TTM): 97.92X Cap: $212.29B
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Q: Today you had question on negatives for SHOP that would trigger analysts Sell rating. Can you please comment on what would be the positives that would support analysts Buy rating for SHOP?

Upvote 7

Read Answer Asked by Hali on April 17, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.52)
  • $82.52 P/E (TTM): 43.34X Cap: $133.06B
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Q: if i already own bep.un and bip.un do you think also buying bam is to much overlapping in the brookfield family. thanks have a 5% weighing in each before bam.

Upvote 3

Read Answer Asked by hans on April 17, 2025

• Prudential Financial Inc. (PRU $101.73)
  • $101.73 P/E (TTM): 15.88X Cap: $35.44B
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• Great-West Lifeco Inc. (GWO $52.06)
  • $52.06 P/E (TTM): 12.64X Cap: $48.49B
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Q: Hi Folks,
Looking to add PRU or GWO to my RRSP account. Looking for income, a little growth and a safe dividend. May I have your opinion as to which one you feel would be best to add today.
Thanks

Upvote 2

Read Answer Asked by JOHN on April 17, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $35.65)
  • $35.65 Cap: $23.46B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.73)
  • $46.73 Cap: $17.48B
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Q: I read somewhere that the recent weakness of BEP.UN/BEPC is due in most part to tariffs on China imports of solar panels and wind turbine components, rendering many projects in the pipeline to become uneconomical and thus,materially reducing expected future growth. What do you think of this thesis? -- Or in your opinion, is the weakness in price are mainly caused by general market conditions and bad sentiments?

Upvote 7

Read Answer Asked by André on April 17, 2025

• VerticalScope Holdings Inc. Subordinate Voting Shares (FORA $3.72)
  • $3.72 Cap: $83M
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Q: I sold FORA-T because of the updated guidance in my TFSA. Current holdings BN, CLS, DTOL, EQB, HPS-A, LMN, PRL, SHOP, TVK, GSY, TOI. Do you have 1-2 higher conviction names Cdn or American I could add at this time?
David

Upvote 1

Read Answer Asked by David on April 17, 2025

• Wheaton Precious Metals Corp. (WPM $127.06)
  • $127.06 P/E (TTM): 67.71X Cap: $57.67B
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• Agnico Eagle Mines Limited (AEM $172.74)
  • $172.74 P/E (TTM): 26.83X Cap: $86.83B
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Q: When do these companies report and could you please provide street estimates.

Thanks

Upvote 2

Read Answer Asked by rajeev on April 17, 2025

Q: What are your top 15 (US or CAN value/growth) stocks with the best current valuations to purchase for long term. Thanks

Upvote 11

Read Answer Asked by Ben on April 17, 2025

• WELL Health Technologies Corp. (WELL $4.63)
  • $4.63 Cap: $1.15B
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Q: Trying to decide what to do with WELL. In the short term, where do you see the bottom price? Looking forward 6-12 months, what range do you see it trading at? Does 5i still believe in the story? I'm leaning to it still being intact but it has hit a few bumps. Another setback and things could turn ugly. Your thoughts?

Upvote 14

Read Answer Asked on April 16, 2025

• Hamilton Insurance Group Ltd. Class B (HG $21.38)
  • $21.38 P/E (TTM): 6.91X Cap: $1.41B
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Q: Thought on Hamilton Insurance Group Ltd ?

Upvote 2

Read Answer Asked by Craig on April 16, 2025

• Costco Wholesale Corporation (COST $955.37)
  • $955.37 P/E (TTM): 55.64X Cap: $423.68B
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Q: Hi, Has there been any news of costco splitting? 10 for 1?

Upvote 6

Read Answer Asked by Lorraine on April 16, 2025

Q: Could you please list the steps to access the "text" search.
How does one access the history of one stock?
Thank you.

Upvote 4

Read Answer Asked by Lorraine on April 16, 2025

• Majestic Gold Corp. (MJS $0.14)
  • $0.14 Cap: $145M
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• Monument Mining Limited (MMY $0.41)
  • $0.41 P/E (TTM): 4.55X Cap: $131M
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• NovaGold Resources Inc. (NG $7.28)
  • $7.28 Cap: $2.89B
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• IAMGOLD Corporation (IMG $9.46)
  • $9.46 P/E (TTM): 4.9X Cap: $5.44B
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• Torex Gold Resources Inc. (TXG $39.20)
  • $39.20 P/E (TTM): 19.08X Cap: $3.37B
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• B2Gold Corp. (BTO $4.74)
  • $4.74 Cap: $6.26B
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• Dynacor Group Inc. (DNG $4.64)
  • $4.64 P/E (TTM): 7.53X Cap: $195M
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• Jaguar Mining Inc. (JAG $3.67)
  • $3.67 Cap: $291M
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• GoGold Resources Inc. (GGD $2.04)
  • $2.04 P/E (TTM): 148.94X Cap: $771M
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• Aris Mining Corporation (ARIS $9.81)
  • $9.81 P/E (TTM): 2250.0X Cap: $1.74B
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Q: This is a bit of a crystal ball question: Given the recent interest in the gold sector, which companies do you think could be possible take-over candidates?
Thanks

Upvote 3

Read Answer Asked by Chuck on April 16, 2025

• iShares Flexible Monthly Income ETF (XFLI $40.15)
  • $40.15 Cap: $171M
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Q: Is the income from this fund "tax free" in a TFSA

Thankyou

Upvote 2

Read Answer Asked by JACK on April 16, 2025

• Palantir Technologies Inc. (PLTR $160.66)
  • $160.66 P/E (TTM): 670.74X Cap: $379.14B
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Q: Hi, I would like to access Questions for PLTR from 2013. What steps do I take to access these questions? Thank you.

Upvote 1

Read Answer Asked by Lorraine on April 16, 2025

• Parkland Corporation (PKI $38.43)
  • $38.43 P/E (TTM): 34.62X Cap: $6.70B
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Q: What are your thoughts on initiating a position on PKI? Is a sale of the company possible in the near future?Thanks. Shyam

Upvote 4

Read Answer Asked by Shyam on April 16, 2025

• Intuitive Surgical Inc. (ISRG $483.36)
  • $483.36 P/E (TTM): 70.73X Cap: $173.27B
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• WELL Health Technologies Corp. (WELL $4.63)
  • $4.63 Cap: $1.15B
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• ADF Group Inc. Subordinate Voting Shares (DRX $8.62)
  • $8.62 P/E (TTM): 5.16X Cap: $242M
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Q: In my TFSA I have held WELL for 4 years and now considering selling along with DRX. Would selling these 2 and replacing with ISRG make sense for better growth.

Upvote 5

Read Answer Asked by Roy on April 16, 2025

• Mulvihill Canadian Bank Enhanced Yield ETF (CBNK $9.12)
  • $9.12 P/E (TTM): 7.25X Cap: $108M
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• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.46)
  • $14.46 P/E (TTM): 12.67X Cap: $1.44B
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Q: Please give me your opinion about this AND an alternative Bank ETF. Thanks!

Upvote 2

Read Answer Asked by Austin on April 16, 2025