Q: Rather than selling a position and buying it back 30 days later, can you double down on a losing position and then sell half 30 days later to capture the loss? I considered options...but sounds like one cannot use options to maintain exposure and still log a capital loss.
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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: Heard Cormark is being taken out and that prompted me to look at this stock again. Strong market activity and a budding revival of small caps and junior mining stocks might be good for this in my opinion. Also, a possible takeover target? Your thoughts on my logic, and if now is a good entry point would be appreciated. (Also, if you could comment on dividend growth and sustainability too.) Always appreciate your insight; thanks!
Q: Hello 5i!
I hope you all are having a wonderful summer!
Many of our municipalities in BC are starting contracts with WRAP to utilize their BolaWrap security product (sort of like a spider man web that wraps the perp from a distance).
What do you think of the fundamentals of this company? I see its share price has been hammered in the last 12 months.
For a small cap growth play does WRAP look compelling for would you as a buyer stay away?
Thanks team! Appreciate you all!
I hope you all are having a wonderful summer!
Many of our municipalities in BC are starting contracts with WRAP to utilize their BolaWrap security product (sort of like a spider man web that wraps the perp from a distance).
What do you think of the fundamentals of this company? I see its share price has been hammered in the last 12 months.
For a small cap growth play does WRAP look compelling for would you as a buyer stay away?
Thanks team! Appreciate you all!
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Sun Life Financial Inc. (SLF $80.92)
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Intact Financial Corporation (IFC $278.51)
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Sun Life Financial Inc. (SLF $58.36)
Q: Hello,
I currently hold a position in IFC and it has performed well. I'm considering increasing my investment, but with the recent pullback in SLF, it’s also presenting an attractive opportunity.
Would you recommend adding to my IFC position, selling my full IFC position to invest in SLF, or maintaining my IFC holdings and initiating a new position in SLF with fresh capital?
Thanks in advance!
I currently hold a position in IFC and it has performed well. I'm considering increasing my investment, but with the recent pullback in SLF, it’s also presenting an attractive opportunity.
Would you recommend adding to my IFC position, selling my full IFC position to invest in SLF, or maintaining my IFC holdings and initiating a new position in SLF with fresh capital?
Thanks in advance!
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Fortis Inc. (FTS $69.66)
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Emera Incorporated (EMA $66.04)
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Brookfield Infrastructure Partners L.P. (BIP.UN $41.65)
Q: Confused by the reaction of these 3 names. EMA/FTS up materially and BIP.UN down so far this year. Thoughts on why? Also on EMA with a 29% return YTD the stock must be stretched. Would you suggest a switch to BIP.UN?
Q: Thoughts on Sony please. Buy, sell or hold. Thank you!
Q: Can you tell me more about Foran Mining Corp(FOM) . Especially in its longer term outlook and the insider buying and holders which drew my attention to the stock. The CEO Daniel Myerson, has been buying, so has Fairfax Financial and Canada growth fund. What do you think of the CEO? Prem Watsa’s interest? and Canada Growth fund Inc? Do they know something we don’t about the future of the company? Thank you.
Q: I am holding SYZ and up about 20% - when is the next earnings report? Do you see any catalyst for upwards movement in the short term?
I am thinking about selling and moving into one of the small cap growth stocks you've recommended, PNG, ZDC, FTG, etc.
Thanks for all you do!
I am thinking about selling and moving into one of the small cap growth stocks you've recommended, PNG, ZDC, FTG, etc.
Thanks for all you do!
Q: What are your thoughts about the potential purchase of Hanesbrands from a balance sheet perspective and also from a transformational perspective? Decent decline today...based on your response would you consider the decline an opportune time to invest?
Q: Defi down 15% of mgmt finding "trade irregularities"??....is this a big red flag...or good mgmt to ID & correct any problems identified??....have position....thanks, jb
Q: Can you compare the two companies. One went down and the other went up. I know you like adding to the winner. How would we rate these companies from risk/reward perspective. Are there any other companies in the space which could become the next NBIS.
Q: I saw your last two answers on this question and was curious what your thoughts are today after the dip? I've been waiting to initiate a position but I understand it's not profitable and they missed earnings. Would you be comfortable initiating a small position for potential huge returns in future?
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United Rentals Inc. (URI $915.64)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.06)
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iShares Russell 2000 Growth ETF (IWO $296.60)
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Brookfield Corporation Class A Limited Voting Shares (BN $89.41)
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Nebius Group N.V. (NBIS $67.19)
Q: What is your highest conviction growth stock for 1) Canada & 2) US. Also, what is your highest conviction ETF? Thank you!!
Q: Duolingo went up 30% after earnings, then collapsed a few days later. What happened?
Q: What is your opinion on the seemingly sudden ouster/ replacement of OTEX CEO? Would you consider this a move forward or backward for the company?
Q: The market has responded favourably to yesterday's earnings. Is there much to like here? Can you comment on the prospects of this stock?
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Chevron Corporation (CVX $152.00)
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Johnson & Johnson (JNJ $177.80)
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Lockheed Martin Corporation (LMT $441.10)
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Merck & Company Inc. (MRK $84.93)
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PepsiCo Inc. (PEP $152.16)
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AT&T Inc. (T $28.98)
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Verizon Communications Inc. (VZ $44.94)
Q: Good Morning,
I am a retired income investor who recently received a small $40k USD inheritance.
I would like to purchase US dividend paying equities (for geographic exposure) but am concerned about the withholding tax.
Is there any vehicle available to avoid or lessen the tax? I have no room in my registered account.
What are you highest conviction US stocks with plus 4% yield and some growth potential.?
Thanks Dave
I am a retired income investor who recently received a small $40k USD inheritance.
I would like to purchase US dividend paying equities (for geographic exposure) but am concerned about the withholding tax.
Is there any vehicle available to avoid or lessen the tax? I have no room in my registered account.
What are you highest conviction US stocks with plus 4% yield and some growth potential.?
Thanks Dave
Q: I reviewed the executive commentary for the most recent quarter of AMD and found it somewhat less than inspiring. Nevertheless the stock did OK. Was this just going along on an up market day or were there hidden gems that I missed
I look forward to your valuable insight.
Thanks
Ian
I look forward to your valuable insight.
Thanks
Ian
Q: A 2 part question - 1) How frothy do you find the market and would you take a bit off the table?
2) If you did take sell some stocks, what’s your favourite Money market fund/ETF, in terms of high yield and low risk/safety?
Thanks,
Cam
2) If you did take sell some stocks, what’s your favourite Money market fund/ETF, in terms of high yield and low risk/safety?
Thanks,
Cam
Q: Comments on just released eps and cash flow please. Thanks