Q: Tamarack is down 8% today. Any reason? Is it time to buy? As always, your insight is greatly appreciated.
Thanks.
Thanks.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Is there a website where I could track 1. the yield above inflation for Canadian real return bonds. 2. the yield above Canada bonds for Canadian investment grade corporate bonds.
Q: Waiting for the other shoe to drop..." Your comments in the last update. Is there formal or informal talk that China maybe in "lockdown" for their own political reasons and to advance their cause in the world? What is your opinion on what is going on with China and Russia, could this be a co-ordinated effort to weaken the "free" world ? Thank you for any input you can provide on this topic.
Q: MO is down quite a bit today. How do you think the FDA ruling, banning JUUL e-cigarettes will impact the stock, and is there anything they can do? Some are suggesting they could appeal, or even end up suing. I'm holding it in my RRSP primarily for its steady dividend.
Q: BAM is an oversize percentage of our portfolio (everything else has dropped more). When they spin off 25% of their asset management business later this year, will their market cap. decrease similarly to Dell after the VMWare spin off?
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Lundin Mining Corporation (LUN)
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Capstone Copper Corp. (CS)
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Copper Mountain Mining Corporation (CMMC)
Q: Looking ahead at copper plays as I believe the macro backdrop favors electrification in the auto/power train sector. What top 3 copper plays would you recommend for a 3-5 year hold?
Q: With the acqusition do you see a stock issue ahead or how is it funded ?
Q: Blackstone bought a position in May 2020 and paid book value for the shares. The stock is now trading at 87% of the book value. It would not surprise me if they are looking to buy out the company. In any event, the stock seems undervalued.
Q: if the u.s. or canada eliminated the gas tax, this would cause less demand destruction as more people would drive as the price of gasoline would drop, hence supply would get even tighter-so my question is why is the price of oil down 5 dollars this am on this news. dave
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Stewart Information Services Corporation (STC)
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Topicus.com Inc. (TOI)
Q: I bought NVIDIA years ago and have been considering trimming as I’m overweight, and now want to take advantage of stocks that have recently dropped. I am a long term investor focused on growth with medium-high risk, what 3-4 stocks Canadian and U.S. do you recommend to help compliment my holdings? My US holdings are GOOG, COST, ISRG, V and my CAD tech holdings are CSU, TOI, KXS, and STC.
Q: I have held BNS for some time and wonder if it is still worth holding onto. I was considering a switch to National Bank. What would be your rationale supporting this switch? And, on the other hand , why would you not make this move?
Q: I am relatively new to investing and started when the pandemic began. Since I started I feel like my learning has been like drinking from a fire hose. More of an education question: now that inflation continues to increase and central banks do what they can to slow it down, I am wondering under what conditions do central banks start to look at reducing interest rates again. I have never been through any of this before so trying to get a better understanding, especially as I look to buy a house at some point.
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Camden Property Trust (CPT)
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Mid-America Apartment Communities Inc. (MAA)
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Invesco S&P/TSX REIT Income Index ETF (REIT)
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BSR Real Estate Investment Trust (HOM.UN)
Q: Hi, Are there any Reits based in Texas? I think a lot of people are moving to Texas and reits with holdings there should do well..What are your thoughts?
Q: Hey 5i: Currently down 20% range would you suggest buy hold or crystalize a sell and best switch options ? Thanks Larry
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Lockheed Martin Corporation (LMT)
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Northrop Grumman Corporation (NOC)
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AeroVironment Inc. (AVAV)
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SPDR S&P Aerospace & Defense ETF (XAR)
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L3Harris Technologies Inc. (LHX)
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RTX Corporation (RTX)
Q: hi, with military spending increasing globally, which companies do you see benefitting and worthwhile investing in? is there a time frame or just slowly building a position? thks
Q: TCN has been absolutely crushed in this market. Do you continue to like the company?
If so why? Would now be a reasonable time to acquire shares or would it be better to continue sitting on the sidelines until we see some signs of interest rates stabilizing? And what is your sense as to when this might happen?
If so why? Would now be a reasonable time to acquire shares or would it be better to continue sitting on the sidelines until we see some signs of interest rates stabilizing? And what is your sense as to when this might happen?
Q: Hi, GIC rates are increasing. Where do you see them in 6, 9, 12, 18, 24 months? Any strategy to propose, laddered approach ? Most 1Y GIC now have the highest rate, but probably too soon to buy ?
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Fortis Inc. (FTS)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
Q: Would you switch from FTS to BIPC to take a tax loss and keep BIPC instead?
Thx
Yves
Thx
Yves
Q: With the recent pullback do you think this is a good time to acquire a position in Kelt? What is your outlook going forward and are there any companies that you would recommend instead?
Thanks for you input
Thanks for you input
Q: Since the split this stock has been on a steady decline. I am seriously thinking of pulling the trigger to realize the current gain.
Your opinion please, before I perhaps regret my decision.
Thanks
Your opinion please, before I perhaps regret my decision.
Thanks