Investment Q&A

Q: Comments on the quarter please

Q: Hello everyone. I own both ENB and TRP. Less than 1% position on both. What are your thoughts on SOBO and is it a good buy at the moment. All 3 for long term growth and income.

Thanks

Q: Hi can I get your take/response to bearish analysis on CRWV by Mark Meldrum (youtube video
Low Quality GDP, It's 1999 all over again, and Spotlight Company - CoreWeave (CRWV) )

And why is NBIS different?

Q: What does the market expect from the CSU family this earnings quarter ?

Thx

Q: Hello 5i

Like others have mentioned, I have also learned and profited from following 5i and I thank you. I usually listen especially closely when you speak about your own strategies. In that regard I was intrigued by an answer you gave concerning your own portfolio size i.e. 15 stocks and 3 covered call etf’s. It raised several questions. I appreciate your willingness to talk about your own holdings, and this encourages me to ask the following questions. If you feel, however, that they are too personal for a public forum I certainly understand. If you feel comfortable answering, though, I would like to get more detailed information:

1.First is that there seems to be no mention of fixed income. I assume that you don’t hold any and further assume that the reason for this is that if one has enough funds one can withstand a sizable meltdown of the stock market without too much concern. I ask this because I am always wavering about whether to hold fixed income.
2. I notice that you don’t mention any vanilla flavoured etf’s, such as SPY or QQQ. Does this mean that you see the covered call etf’s as a suit iable substitute for them? The question I am getting at here is whether they would be good for all seasons or simply in times like this?
3. Do you now use these covered call etf’s as an easier way to make money on covered calls than selling calls on individual stocks?
4. If you hold 15 stocks as well as three etf’s, what kind of percentage might each one represent and the etf’s?
5. I am planning to use this strategy, But, for the moment I need to buy on margin, Canadian margin has a lower interest rate than US. So I was looking at Hamilton’s QMAX.It looks similar but I wondered what you thought.
thanks

Q: Any thoughts on Xanadu today?

Q: Of these companies, which two would be your top picks for dividends and growth, 3 to 5 year hold?

Q: Thoughts on this to invest in CSU at a much more reasonable stock price?

Thx

Q: I placed a limit buy order for Biorem that trades on the venture exchange through TD.The trade was placed under review and it was filled 10 minutes later. Any idea why the trade would be placed under review? Thanks.

Q: Could you recommend a REIT that has potential for modest growth with a good stable dividend?

Q: I want to bump my REIT holdings up a bit. I own the above three RIETs, which would you add to at this time? Thanks Ron

Q: Hi,
How are the CDR ratios established? Are there any rules or guidance? They vary so much, I do not find any logic. Not simple for investors who want to follow any CDR and their parent stock. Thanks.

Q: I have held the following companies for many years, but they've fallen to below 1% of my portfolio. Any names you would sell if looking to consolidate? Any you would add to today?

Thank you!

Q: Thoughts on latest quarter for mcan mkp

Q: Can you comment on their earnings, prospects and entry points if you think the future is positive?

Q: Hi Peter…the 18 years old grandson of a friend has put $7,000 CAD in his just opened TFSA and has asked for my help.
1) Do you have a reduced membership fee for young people?
2) I think he should structure his account with $5000 for a “core” holding and 2 $1,000 tranches for more risky investments.
3) For core I think GOOG, NBIS or MDA are good candidates.
4) For higher risk candidates I think VNP, CCO, ANRG or OMG might be promising.
5) Do you like Bombardier now that the company seems to have turned around?
6) He is OK with not purchasing dividend paying stocks like the banks and Life Insurance companies.
Any thoughts you have would be appreciated.
Jim

Q: My daughter has some holdings that need to be reviewed. What are your thoughts on dividing her capital between 8-10 ETFs that cover the US, CDN and the rest? Could you provide a list of your favs? Thanks again for your sage advice.

Q: Looks like amazing q1 results to me? How does it compare to expectations? Is it still a buy?

Q: Peter; Monday am and GIL got up on the wrong side of the bed- any news? Are you still ok with it ? Thanks.
Rod

Q: They are both down with ATZ reporting on Thursday.
Could it be that similar to DOO, the market is worried that
they hay have tariff trouble and that may impact them in the future?

Thanks