Investment Q&A

Q: What are your thoughts or comments on the Hamilton HDIV and HYLD?

- HDIV has a 10% yield and the other is an 11% yield...

- Are these worth considering ?

Am I missing something?

Any comments or suggestions...?
Thanks,
M

Q: I own small positions in both companies: ARM and NVDA, and I am in the green on both...

- I like them both...

- Please add 2 cent comments on both...

- Would you Add to Both or Just One at this point...Or??

Thanks,
M

Q: Hi,
I recently heard a suggestion to broaden out of the S&P 500 given its large run up. the presenter suggested value small caps. I hadn't heard of them before. what are they?
what do you think of this presenter's suggestion?
how do they differ from the Russell 2000?
if there an ETF based in CAD?
how have them done in comparison to IWO or IWM?
thanks
Mary

Q: this company seems to be winning awards and new business , but very volatile.
does the future look brighter ?

Q: is this company worth hanging on to ?

Q: does the future look positive for this company ?

Q: Please comment on BTB.UN recent Q report. Thank you!
James.

Q: Has Microsoft become a company that is Too Big To Fail?
- They have so many tentacles that seem attractive going forward...

- I own a small position, but want to Add more...

What do you see as Potential problems going forward, If Any...Other than normal market blips...

Thanks,
M

Q: Do you have any thoughts on APM? If I understand correctly the California mine produces gold using heap leaching which can be problematic. The Bolivian mine produces silver primarily. I believe Eric Sprott is increasing his share count but not sure how much that means. They report on Nov 11th.
Thanks,
Jim

Q: Good day,

Based on my last question, Your order was

____________________
We would rank, today: GOOG, ISRG, SHOP, AEM, CROX, ATD, WPM, LUG, ATS, NTR, TMDX, CELH, BCE, GAU
____________________

These were my proposed and current holdings. My investment account is not unlimited, and many of my "concerning holdings" are in the bottom half of the list, and although they are currently 5i holds, would 5i get out of them to initiate positions in more lucrative opportunities?

IE, would 5i move CELH, TMDX, ATS, and CROX to the "sell" column if it meant being able to initiate positions in GOOG, ISRG, SHOP, and AEM?


Thanks for everything!

Q: The CEO of MSTR has a firm upside conviction on the price of Bitcoin going forward into the future... - Scary almost...

- What are your thoughts on the company, With or Without the Bitcoin Component ?

2. - If Bitcoin Dips 50 %, What happens to MSTR ? In Your Opinion...

Thanks,
M

Q: Peter, I have been investing small amounts in HHL HDIF which they use leverage and HUTE which they also use leverage. Your opinion on leverage please. I have seen where people say leverage should be a short turm play and not long term as it deteriorates over time?? I do not understand that statement. Total of all expenses is 2.64% made up of 2.37 management fee and .27 etf traiding costs. Please help a begging in this field and your thoughts on horizon Thanks Ken

Q: Given this morning's announcement and stock reactions, would you consider switching from BCE to either Telus or Rogers?

Q: I am an income investor. I try and purchase equities who raise their dividend by approximately at least the rate of inflation. I hold both BCE and Telus. Given the announcement today by BCE that they will not be raising their dividend in 2025, what are your thoughts on selling Telus and purchasing BCE simply due to the spread in their yields in order to pick up the higher BCE dividend as sort of a proxy to make up for the lack of an expected increase?

Q: As a follow up to my previous question on OTEX, I would also ask that you comment on analysts downgrades related to OTEX moving towards organic growth and away from growth by acquisition. Isn’t this simply a function of its low stock price relative to earnings and cash flow? If a growth-by acquisition company like CSU bought OTEX then it would be immediately accretive to earnings because CSU trading at a high PE multiple. The same analysts would applaud CSU for its ability to grow by acquisition and call the stock a buy. I am not saying that CSU is a bad company, far from it, but I am wondering if analysts would better serve investors by focusing more on the organic growth of a company and not on what it might acquire in the future.

Q: what was your take on their earnins call and their plan of distributing the free cash flow between share buy backs dividends paying down debt?

Q: Both the Ceo and Cathie Wood's Ark have recently sold shares just prior to Q results on Nov 4 though each still hold lots of shares. Please inform the no. of shares each are holding after sale.Reportedly it has recently signed many contracts,both commercial and governmental,and Dan Ives has a $45 TP and called it the Messi of Ai YTD,it has increased some 154% and many analysts consider it very expensive.It is volatile especially after Q results.I have some 100% profit.and thinking of taking profit especially before Q results.Please provide u opinion.Txs for u usual great services & views

Q: Hello,

It seems that BCE is taking a page out of the BNS book by purchasing a US asset and freezing their dividend.

In the case of BNS they enhanced their credibility, in my mind, and I bought more and it is up substantially - thank you.

In the BCE case, this stunt has undermined my faith in their judgement towards dividend holders.

How does any co., let alone a highly indebted co., operating in a very competitive environment sustain a 10% dividend?

They are in the doghouse now - if they bite the bullet and cut the dividend in half they save $2B p.a. to pay towards debt reduction.

I can't see any reason why not at this point.

Q: By my calculations, OTEX is trading at 8X forward earnings and 10% FCF yield. At current price it has a 3.5% dividend yield. According to TD Cowen's analysis the stock could see a 33% return over the next 12 months if it meets the low end of its forecast. So why are all the buy side analysts downgrading the stock or maintaining their hold rating? Isn’t it time to buy when there's blood on the street and you feel sick in your stomach? Has anything changed in its business fundamentals?

Q: Our 3 OG names; how were the earnings and guidance from CNQ & IMO; just 1 day but IMO took a hit on Friday after anouncing #s that seemed to be good. Thank you.