Investment Q&A

Q: Hi team,

I sent the following question last week and have not seen any reply yet. Did you receive it ?

Here is the question.

Which are your favorite cyclical stocks presently, Cdian and U.S., for strong growth in a TFSA ? Could you comment at the same time on CAVA-N, COIN-Q and PDD-Q ?

Gratefully,

Jacques IDS

Q: Propel looks to me like a good company to go private or be taken over by another such as gsy. What are your thoughts on this. Thanks John

Q: Has the date been announced when the South Bow Corp will be spun out of TC Energy? Just wondering if it will be before or after the next dividend record date at the end of June. Thank you

Q: May we please have your analysis of the Q4 results and future prospects. Thanks.

Q: Your thoughts on Southern Energy quarterly results and also what you think of there management? For higher risk is this a good N. Gas, LNG play in the US or do you have better ideas?
Thanks

Q: when is the 4 for 1 split happening?

Q: What do you think of SVOL for income generation? It seems like the etf is doing what it's designed to do and prices have leveled out since initial offering. What's the biggest risk with holding this wtf?

Q: Can you please recommend CDN ETF for REIT, Utilities and Financial sectors. Would you be comfortable holding 10% in each sector

Thanks for the great service

Q: Though different, of these three companies, which would likely have a better run in the electrification theme? Are there better US plays on the theme?
With many thanks.

Q: As the acquisition of Enerplus by Chord is now complete, has it been communicated what the tax ramifications are for Canadian holders of ERF? Is it considered a deemed disposition of ERF shares at the value of the Chord shares plus cash received?

Q: Hi 5i, Would you buy chipotle before the split 50-to-1 (Need to hold shares in the company by the end of the trading on June 18) , is there an advantage ? why ?
Thanks

Q: Any thoughts on the extreme price movement today?
jerry

Q: I notice you do not have NVDA in the growth nor the balanced portfolio. After the NVDA stock split, would you consider adding NVDA if you did not have CSU ? Thank you

Q: Please advise if number of outstanding shares will also increase by 10 times after split or there would be no changes to outstanding shares after split.

Thanks for the great service

Q: Hi there - thanks for your reply. Just a follow up for clarification. You mentioned XEQT has exposure to fixed income which you noted as a reason for a better etf for long term hold, but I think both XEQT and XWD are approximately 100% in equities, with a different approach to geographical weighting. Does this change your recommendation of XEQT over XWD long term? Thank you!

Q: Bloomberg article today summarized:

Forget the stock market or private credit. Fixed income will outstrip other asset classes after “a generational reset higher in bond yields,” according to Pacific Investment Management. “Active fixed income is positioned to perform well if there are no recessions over our secular horizon and to perform even better if there are,” Pimco’s Richard Clarida, Andrew Balls and Daniel Ivascyn wrote in an outlook released Tuesday. As prices climb and inflation recedes, they expect bonds will be even more attractive than cash.

Can you offer some guidance/thoughts on this? I’m a growth investor primarily in stocks, and not familiar with bonds.

Can we benefit from some torque? What would be your top ETF plays in this?

Q: to start a new position in telcom today.

assuming same dividend growth average of the last five years for each company and asssuming it is maintained moving forward,

how long would it take for the dividend of telus to catch up to BCE when they are starting as far apart as they are currently ?

Which of the two do you prefer for a long term hold and why ?

Q: Hi - can you comment on Coveo’s latest earnings?

Q: In many of your answers regarding the AI phenomenon, SMCI used to pop up along with VRT. VRT has hung in there very nicely, but SMCI is struggling near a 60% haircut from its peak. From your last comment on May23, you advise to keep both eyes on it, but I,m wondering if some compitition is affecting the company. Who are its closest competitors? How did the last quarter report compare to the previous 7 quarters, and would that explain the current negative momentum? What should the next report show that would give me comfort to hang in there?

Thanks, Lionel

Q: What differences do you see between ENB & TRP for total return over the next 5 yrs?

Thank you.

Mike