Investment Q&A

Q: If not owned would you initiate a position TODAY?

Q: I am looking to move some recent high risk stock gains into a dividend/yield product (>7%) that is not a direct function of market equities as I think markets are very overbought. Would something like HYPT be appropriate and can you suggest a few other ideas? Thank you

Q: A conservative investor has these three ETFs. For a non-registered account would she be better off topping up one of these, or is there another ETF that would complement this group. With or without a dividend.

Q: What are your top 3 ETFs (US dollars) for general market exposure?

Q: Hello

Vertiv Holding stock dropped yesterday 10%, apparently, after it was reported that an Independent Director, Steven Reinemund sold 100,000 shares on Nov 20 at an average price of $137. But it was also reported that he still holds 268,333 shares.

You also mentioned about a suit filed against the Co, Friday last week, which, in your view is not material.

We sold our holding earlier this year and intend to take advantage of the drop to restart a position at current level ( $132-133), for long term, due to Co's unique place in managing the data centre infrastructure.

What do you think ?

Thank You

Q: Thoughts on BDX. Healthcare in general has been lagging the market and this company has not produced many gains over the years. Is it time to move on and reallocate money to new area like Quanta Services?

Q: I’m mulling over reducing my exposure to gold mining companies. I own AEM, WGX and a junior. My weighting overall is 2%, not very high I grant you. I foresee Trump’s tariffs driving the USD higher. The Federal Reserve can lower interest rates to compensate but they can only go so far. I’m in the black on all three stocks (for now) but the price of gold can be volatile!

Any thoughts you have would be appreciated.
Jim

Q: Any comments/opinions about the pending lawsuit?

Q: Hello Team,


Which one these would you consider averaging down:

Twist (down 70%)
SPHR (down 60%)
Roblox (down 30%)

I would appreciate it if you could elaborate on your reasons.

Thank you for all your wisdom and kind support!

Q: Hi team,
What potential , if any do you see in Rblx currently? The shares have been making a slow recovery lately. Wondering if there’s a big future yet for this name, if they have areas to monetize in such as advertising on the platform? Or partnering with someone like meta for a VR metaverse future? Would you rank buy, hold , or sell today ?

Thanks
Shane

Q: Hi Gang
What are your 5 top Canadian income ETFs

Thanks Mike B

Q: With Canadian dollar going down what companies on the TSX pay dividends in USD,

Q: Looking for your top 5 Canadian picks for RESP … 15 yr time frame

Q: Hi 5i

https://www.globalx.ca/product/hxdm#facts

I've looked at the "at a glance" section of HXDM (link above). It has a MER of 0.22 a mangement fee of 0.20, a trading expense ratio of 0.30, and a swap fee of 0.30.

The ETF has been around since at least 2018. Looking back, can you tell me what owners of this ETF would have paid in fees 2019 - 2023? It's hard to know based on the information below:
11
Financial Highlights (continued)
Ratios and Supplemental Data
Year (1) 2023 2022 2021 2020 2019
Total net asset value (000’s) $ 394,907 259,253 227,812 569,390 102,401
Number of shares outstanding (000’s) 12,317 9,520 7,129 19,751 3,771
Management expense ratio (2) 0.22% 0.22% 0.22% 0.22% 0.22%
Management expense ratio before waivers and absorptions (2) 0.22% 0.22% 0.22% 0.22% 0.22%
Trading expense ratio (3) 0.29% 0.30% 0.29% 0.27% 0.27%

TIA!

Q: Your thoughts on this company please?

Q: Hi. Do you think the drop in DRX today is related to Trump's threat of a 25% tariff? Thanks.

Q: Is CPRX a buy for 3 years period? Could you explain what in the fundamentals supports your thesis? Thanks for your analysis !

Q: I see you keep recommending DRX but it's been a falling knife in its stock price.Why do you keep recommending this stock?
Its extremely frustrating

Q: Could you please provide a list of top US ETF’s that can be bought (low cost with great management)
a) using a US dollar acct
b) using a CDN dollar acct
3-5 for each.

Thanks

Q: In today's G&M there is a profile of a fund managers recent purchases. One I have not heard of before is CACI (It is not one seen on your question list very often). My interest piqued, I took a brief look at the company.

Its' BoD is a list of interesting but I would say not "shining star" corporate leaders in defence tech. Qualified but middle of the road?

EPS seems to be growing; slowly. It appears to me to be in the Defence Info Tech business; supporting decisions and decision making more than making the weapons. This seems to be the evolution based on learnings in current war theatres but I am only scratching the surface.

Since its October earnings release, which seemed OK, its share price has tanked in November from $572 to $479. I can only link this to a court victory in favour of 3 Abu Ghraib prisoners in the amount of $42 million US.

All this leads to the simpler questions; Is this a company in a business segment with a "growth" future, Do the past 10 year metrics support that it has a solid management team, What would be a reasonable entry price point, and what are the key risks facing the firm (ex court decision).

Specific to the court decision, in your opinion is a $100 knock to share price an adequate assessment of the company's liability risk or overreaction to the decision. I would suspect it is not over as usually such things are appealed.

As always, thanks very much,

Dave