Investment Q&A

Q: Whats popping this today?

Thx

Q: Well used the word "partnership" with Microsoft in the release, although it sounds like they are simply using Microsoft products?

Q: Hi.
Looking to replace RBC 2025 retirement portfolio fund with an ETF in my RRSP. what do you suggest? I won't need the money for 8 or more years.

Thanks.

Q: Please comment on LMND's results released today.
Thanks !

Q: Please opine on yesterday's results. It looks like a meet expectations release and sell-off for no reason. Thx.

Q: I need to raise funds from my NR account, capital gains are the same. I need to raise funds immediately for an expense. Which would you sell between these 2 right now to raise cash? What I don’t sell is for 15+ year LTBH.

Q: Hi. Would you please comment on SMCI's earnings. Thanks

Q: On recent share price weakness and quarterly results coming up, which one would you buy today for a 5 years hold. Growth prospect as criteria

Q: $160 to $106 in two weeks--what's going on? Is this an opportunity to pick up a full share?

Q: Would you add to a small position in a dividend portfolio with this drop?

Q: Please comment on earning. Thanks for your excellent service .

Q: Can you comment on SBUX earnings/outlook? It's getting hammered today - is it worth a look for a patient investor with a long-term (5 years+) horizon? Or are there other consumer discretionary options worth buying at current levels that will provide a greater total return over this timeframe?

Q: Seen most of my Telecoms including Telus and Rogers depreciating in value, is this a lack of confidence in these investments?
Do you believe the dividend rates will might be cut?
Long term, do you feel a recovery is in sight?
Thanks in advance for your great service! Ted

Q: Good morning,

Could you please comment on CCO's earnings and would you buy on this pullback?

Thank you

Q: Your review on latest earnings report please and thanks

Q: Good day,

Did a huge portfolio makeover a few months ago, almost entirely with your picks (minus a few that didn't click for me) and some of my high own high conviction names. For the most part, they've all done pretty well, with the exception of the last few weeks.

1. Is the last few weeks just overall uncertainty/retraction?
2. bep and bip are down ~15%, is it worthwhile getting out and averaging down BAM or BNS?
3. ATS and CELH are down after large runups after I bought. worth buying/averaging down on one of these?
4. DCBO and NXT back to scratch after huge runs. Do you expect those levels to return? Timeline wise? NXT spun from FLEX, but Flex continues to climb
5. KXS is down 8%, and seems pretty spikey over the last 5 years. Just wait for the next one? Should this start to create more of a steadier trend upward?
6. I bought POWL, and it's basically done nothing, thoughts on the company now? alternatives?
7. I saw a youtuber vid that really loved POET for the coming months years. I was telling a friend about it yesterday because I like (and understand) the technology and what it could do. He literally bought some while we were talking yesterday morning and he's up 30%... Are the company fundamentals/contracts improving? or could it just be hype from youtubers and the like?

Almost all of these had some pretty significant periods of running since I rebalanced in Jan/Feb. I know market timing is not a solid practice, but in a lot of these growth names, at what point is that jump worth moving on from, freeing up some cash for another opportunity down the road? And how do you determine whether it's time or not?

Finally, in the event that your attitudes have changed on any of these, do you have a top 3 CAD, top 3 US new ideas over the last few months that have really turned the tide/become strong buys that I may replace/add?

Thanks for everything!

James

Q: hi 5i, these stocks are in my cash account , I need to sale 2 or 3 of them to raise some cash. I'm happy with all of them. but unfortunately have to sale. I'm thinking I could let go SMCI (since I have NVDA), VHI, and META. Or trim a bit of each. Your opinion please! thanks

Q: Hi

Could the big drop in India have anything to do with Mr. Trudeau?

Thank you

Mike

Q: Hi,
I was looking at NXT on KoyFin and noticed a reported increase in the number of shares from ~42M in Feb. '23 to ~137M in Feb. 2024. Do you know why the share count increased so much and do you think it is affecting the recent decline in the share price. I realize that the market is not that great lately and is a major factor for any stock price right now.
Thank you. Michael

Q: Can I please have your take On Eaton's recently annouced earnings. I own the stock. Would you recommend hanging on? Your comments would be appreciated. Thank You.