Q: Please provide an analysis of the recent issuing of debt by GOOG. They have $100 billion of cash on the balance sheet and oodles of FCF. Feels like they shouldn't need to issue this debt. Do you feel it is a good move or is it concerning in any way?
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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: Super article in the blog Is this the end of the market party or just a regular correction? Thank you for for sharing your knowledge. Much appreciated.
Q: Is the Telus dividend sustainable? Current dividend yield is 9.19%
Q: Does GRGD have credible avenues for growth that will allow them to grow into and beyond their current valuation? Or is the stock already priced to perfection?
Q: I see you have removed FSV from your recommended list - if one wanted growth and small dividend would you replace with BYD? Are they both play on the consumer across North America? Does one have a more reliable rev model?
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BMO Low Volatility Canadian Equity ETF (ZLB $58.17)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.21)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.50)
Q: I am currently shifting some of my assets into ETFs. I’m looking for some low to medium risk Canadian ETFs with low management fees and a five to ten year investment outlook. Could you give me a few suggestions?
Q: If I were to reduce my overweight positions in a few FANGMA stocks and instead use Evolve’s TECH.U ETF for more balanced long-term tech exposure, how would you assess the trade-off? Other than the MER, are there any concerns with TECH.U—such as index methodology, rebalance schedule, liquidity, tracking error, or concentration—that should factor into the decision?”
Q: Michael Burry ( of The Big Short fame) has recently attracted much attention over his analysis and commentary on some the major AI companies. I was wondering whether you had conducted any review of his rationale and reasoning around his positioning
Angus
Angus
Q: 80 year young value investor. I held EMA for many yers until it started going downin 2022. Now it seems to be back to where it was before it dropped. Time to get into it now for the dividend?
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.67)
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Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $46.75)
Q: Is VIU actively managed? What or who determines weightings in each international country ? Or is it just by stock screening that certain countries get a higher percentage weighting? Finally, if VI is the hedged version, what is it hedged against ? The Vanguard website says USD but this ETF is ex North America.
Q: Please comment on the latest earnings.
Thank you.
Thank you.
Q: Hello, could you comment on insider trading with these 2 co's? Thank you
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Broadcom Inc. (AVGO $402.96)
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Advanced Micro Devices Inc. (AMD $217.53)
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MP Materials Corp. (MP $61.95)
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Applied Digital Corp. (APLD $27.10)
Q: Would you consider any of these stocks a buy?
Q: Why is HIVE much weaker in comparison with HUT?
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Galaxy Digital Inc. Class A common stock (GLXY $37.33)
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Coinbase Global Inc (COIN $272.82)
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Robinhood Markets Inc. (HOOD $128.49)
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ISHARES BITCOIN TR (IBIT $51.55)
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iShares Ethereum Trust ETF (ETHA $22.95)
Q: Hi,
We own no crypto stocks. I feel that we should have some exposure in our portfolio. Now there has been a bit of a pull back… I cannot decide on what combination of stocks or ETF’s (cnd or US$) to buy in this sector for total portfolio weight of approximately 4-5%. What 3 combination of companies and/or ETF would you buy for a balanced exposure to the sector.
Thanks for all that you do!
K.
We own no crypto stocks. I feel that we should have some exposure in our portfolio. Now there has been a bit of a pull back… I cannot decide on what combination of stocks or ETF’s (cnd or US$) to buy in this sector for total portfolio weight of approximately 4-5%. What 3 combination of companies and/or ETF would you buy for a balanced exposure to the sector.
Thanks for all that you do!
K.
Q: Further to my last question about Tether, the Financial Times is also reporting the following:
Crypto-hoarding companies are ditching their holdings in a bid to prop up their sinking share prices, as the craze for “digital asset treasury” businesses unravels in the face of a $1tn cryptocurrency rout.
Can you please provide some context around what’s going on in the crypto space lately and any thoughts about where it goes to from here?
Many thanks.
Michael
Crypto-hoarding companies are ditching their holdings in a bid to prop up their sinking share prices, as the craze for “digital asset treasury” businesses unravels in the face of a $1tn cryptocurrency rout.
Can you please provide some context around what’s going on in the crypto space lately and any thoughts about where it goes to from here?
Many thanks.
Michael
Q: What are your thoughts on the recent S&P Global Ratings downgrade on Tether? As reported in the Financial Times:
The rating agency warned that the company has “limited transparency on reserve management and risk appetite, lack of a robust regulatory framework [and] no asset segregation to protect against the issuer’s insolvency”.
Thank you.
Michael
The rating agency warned that the company has “limited transparency on reserve management and risk appetite, lack of a robust regulatory framework [and] no asset segregation to protect against the issuer’s insolvency”.
Thank you.
Michael
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Strategy Inc (MSTR $177.18)
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Purpose Bitcoin ETF (BTCC $16.42)
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Purpose Bitcoin Yield ETF (BTCY $7.22)
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Fidelity Advantage Bitcoin ETF (FBTC.U $30.09)
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Fidelity Advantage Bitcoin ETF (FBTC $42.11)
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Ishares Bitcoin ETF (IBIT)
Q: If I sell FBTC & IBIT for tax loss reason , would I allowed to buy FBTC.U & BTCC within 30 days ? Thanks a lot.
Q: Critics are so frequent (and factors well explained) concerning covered call ETFs or covered call ETFs + leverage . My own experience is surprisingly positive since I keep about 10-20 % of those specialized ETFs( carefully selected though) in my portfolios , the results are excellent since, after 2-5 years , most of them show significant capital gain (often up to 50%) and no decreased NAV ..What strategy ( ETF vs stocks,or covered call ETF,ETF+leverage) do you suggest for a long term dividend investor ?
Q: what is driving the run-up in LVS and is it sustainable?