Investment Q&A

Q: Would you invest in Markel as a long term hold?
How does it compare to Fairfax?

Q: I have a few questions about the recent special committee report which found no “substantial concerns about the integrity of Super Micro’s senior management or audit committee”,

1) To what extent was the recent report actually “independent” and to what extent can it be relied upon by us as investors? I think the committee was appointed by the board so can the report be trusted? I

2). Can we assume that there’s no fraud? What do you make of the comment that there was no “substantial” concerns about management or the audit committee? It seems that there were issues but those were not “substantial” whatever that means.

Do we have to worry about fraud here or do we simply worry about whether there may a guidance issue? Thank you,

Jason

Q: Can you please provide an update on the current situation at PAY.?
I tried selling my shares today through my online brokerage but transaction was denied
due to 'pending sale'.

Would appreciate your comments on latest developments.

Thank you

Q: I am considering selling CSU and dividing the proceeds 75% to LMN and 25% TOI as I already have a partial position in TOI. Your opinion please.
With appreciation,
Ed

Q: Of the three companies, please list the following companies first to last which ones you would sell for tax loss. Are there any that have any chance of a turn around. or would you sell all three

Q: Hello 5i,
Is Pure Storage a buy after the gap up today? How significant is the company’s Cloud Hyperscale Design Win. Would you add to 1/2 position here?
Thank you.

Q: Would you please suggest 5 CAN and 5 US growth stocks for my TFSA. Thank you.

Q: Hi

In your answer to Jeff, you stated "CASH pays a 4.51% yield while MNY pays a 4.83% yield."

I couldn't find those yields anywhere. I see gross yields of 3.72% and 4.38% on their websites, respectively.

Where is your source?

Thanks,
Robert

Q: They seem to have a negative BOOK VALUE/SHARE, what does that mean ? How do you view them at current prices for a long term hold, do you think they can beat the “market” over time ?

Q: Peter; I’m up substantially on WELL. Thinking of trimming a bit and buying some ZDC. Comments ? Thanks.
Rod

Q: Well Health certainly has made a move and great to see. Is it too much or just finally being valued for its potential.
Thanks John

Q: Hi,
PLTR has had an incredible run but I believe the fundamentals are disconnected from the stock price. Trading at fwd P/E 150x and P/S 46x!! I believe this not sustainable with the estimated growth. What would PLTR have to grow rev and eps by for the next 5-10 years to get to this valuation? I'm looking to short PLTR and I know the risks of shorting stocks but I believe the risk/reward is good here and the stock will pullback. I am long the tech sector so this is somewhat of a hedge. Your thoughts?

Q: What are the pros and cons of this etf. Lower interest rates, Trump election? Would this be better to buy the CDN or
USD version?

Q: Please provide your analysis of Nebius (NBIS). I noticed you did not endorse the company on the question posed on Oct 29?
Has your opinion changed since?
Thanks
Ben

Q: I was wondering which Canadian stocks do you feel would do well with the upcoming change in US administration, and which will do badly. I assume that most will change a bit one way or another, but I am concerned about significant changes - like with MG or LNR due to tariffs.

Q: Is it advisable to buy an ETF so late in the year
I remember?? reading an article regarding taxation on distributions, namely that you are taxed on the total years distributions, even though you have not received the entire years distribution if u purchase late in the year
Appreciate any clarification you can offer on this
Or should I wait till January 2025 to purchase?
Thank you again

Q: What is 5i opinion of Investor Business Daily service? They publish an IBD50 and IBD Big Cap 20 list. Have you looked at these names on the list over any period of time and is it a valuable tool? You may not be able to answer this if you don't use the service but if you do out of the names on the lists what would be your top 5-7 names?

Q: I have losses of these stocks to varying degrees in my tfsa.Do you see any reason to keep or sell in January? Would you please comment and rate your recommendations for each? Thanx.

Q: How do you fell about HXQ in a 15+ year RESP?
I have held RBF619 (Science and Technology for 15 years and it has done wonders but it has the fees. Any other ETF's ? ZSP? XIC? OR would you be comfortable with just BN?

Q: If I had all of these funds would there be too much overlap? What is your favourite one out of the group?