Investment Q&A

Q: Hi Peter,
I have KRMN in my TFSA and with its negative momentum, I want to sell it, even though at a loss (no tax loss harvesting available) and reinvest the proceeds in another name. TER is an option though it has moved up quite a lot lately. How do you feel about TER at this price and its near term growth? Is there another growth name that you like better with higher upside potential? Thanks.

Q: ASML Holdings (ASML) stock has really run up and is approaching its all time high. I have a small position with a nice return. With the high valuation, do you think most of the upside is already baked into the stock price? Would you sell today or continue to hold? If hold, what should I watch for to know when to sell? Thank you.

Q: I have a small position in Karman Holdings (KRMN). It has dropped since I bought in. I know it had some issues with filing its 10-K and has a new CEO. And there is not a lot of information on the company as it just went public last year. But the company designs, tests, and manufactures key components for space propulsion systems, rockets, and missiles, which is in big demand these days. My question is, would you be comfortable adding today and what is the max position size you would take? Also, does it have a lot of competition? Thank you.

Q: What, if any, are the risks in having a large percentage of one’s wealth (say, 50 to 60 percent) held by a single mainstream broker and invested in a suite of ETFs from a single major ETF company. For example, holding VUN, VAB, VBAL, VEQT, VEE, and other well funded Vanguard ETFs across several accounts, all at RBC-DI?
My apologies if you’ve answered a similar question. Couldn’t find answer.

Q: Do you see Volatus as a good growth investment opportunity? It seems to be in the right business at the right time.

Thanks
David

Q: tiny cap i am reviewing would like your opinion.

Q: The new Cetaurus announcement of a data center investment means a large capital raise for Brookfield in my opinion.What are the chances of a takeover of SPB by Brookfield as an alternative strategy?

Q: 13% pop today for SPB.

How significant is the Certarus announcement for being a Nat Gas Supplier for a Data Centre buildout contract

Q: I would like to increase my Energy - Oil and Gas holdings and looking for an undervalued small cap. Any recommendations?

Thanks.

Q: Hi 5i,
May I get your opinion on the CHP transaction to acquire $5.0B of First Capital REIT assets. Can you list some metrics that makes it attractive for CHP unit holders going forward?
Thank so much!

Q: Has anything changed since your last report on this company about a year ago?

Will capex taper off, and can they start whittling down debt? Is the current level a concern? Will they pursue more acquisitions?

If one's maximum waiting per stock is 5%, does about 2% seem comfortable for this one?

Q: I've only owned Enerflex a very short time, but it's already appreciated well. Could you please comment on your outlook of holding this 3-5 years. Also, do you see them increasing their dividend in the coming year?

Q: With offering at $93, what do we make with the price at $88.
Is this a negative?

Q: in my non reg account I seek growth and income over the next 3 years which do you prefer between between KEY and ALA and your reasons why thanks Richard

Q: Hello,

My portfolio is low in materials.
What would be your suggestions for individual stocks and/or an ETFs.
Long term hold
Thank you

Q: Can I get an updated view on FIX?

Q: What are your thoughts on Char Technologies? Too early to invest? What other small caps would you invest in instead for a 5-year hold?

Q: Long term holder of XIT. It is my proxy for the Tech sector. While using your "total return" charting, I am noticing a recent divergence when comparing XIT to QQQ. Over many different timeframes you could lay one chart over the other and they compared very very well.

Recently the XIT showed a decline, which I believe is due to the potential impact of AI on the software subsector. Lately there appears to be a bit of a software-related recovery. Please correct me if you believe there is another explanation.

If I am correct, this leads me to consider adding a Tech ETF that is heavier into AI. I'm looking at trimming some of XIT and adding a new ETF to my relatively concentrated portfolio of 20-ish ETFs and stocks.

The "AI" ETF I am considering is CIAI. Would you agree with my thought process and the ETF that I have selected?

If so, do you have a suggestion on the relative weighting between XIT vs CIAI? Both would be held in my TFSA. I know you can't comment on individual asset allocations....I'm just looking for ballpark numbers 50-50, 60-40 or 75-25-ish.

Thanks.....Steve

Q: What would be your top 3 pipelines for a combination of growth and dividend, 3 to 5 year hold.

Q: Have you tried using the LLMs to see how well they perform as AI Investment Advisors? If so, which one do you recommend? I find the various models a bit overwhelming to choose from. Would Perplexity be the best, because it seems to offer access to both Claude and Chat GPT for a slightly lower subscription price?