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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: Peter and Team, for these 3 positions, what are your opinions of the earnings vs expectations, and the guidance released today ? In particular the IFC report seemed good though the reaction was negative. Thank you.
Read Answer Asked by Paul on July 31, 2025
Q: Hi, I still have 2000 shares of DND which I bought at much higher levels. With the yet again announcement of a another strategic review, would you sell 1/4 (or even 1/2) position into this mini rally...up approx 30% today vs yesterdays close. As we all know this stock has been a major disappointment for various/multiple reasons the last several years....yet once showed so much promise. I have reluctantly held on hoping/praying ;) for a buyout. What do you think a fair price might be in a buyout situation...around the $20 level? I thought that number was mentioned in a news release several weeks ago.
I suspect if the strategic review fails again, this stock will retreat back to the $7 range.
I recall you suggested a sell perhaps a year ago or so.

cheers....
Read Answer Asked by Stephen on July 30, 2025
Q: I have no exposure to crypto currencies but I am intrigued by various forecasts of major future price gains for Bitcoin and other products.
I would welcome your thoughts on how to approach this subject, suggestions of online references I can read, which stocks and/or ETFs to review and your overall advice on how to maximize returns while limiting risk.
Many thanks for your ongoing great service.
Read Answer Asked by David on July 30, 2025
Q: What is your opinion of global x’s leveraged index etf’s GLOBAL X ENHANCED MSCI EAFE INDEX ETF and GLOBAL X ENHANCED S&P 500 INDEX ETF?
It is likely that they would outperform their non levered indexes over time? Would you consider them buyable currently, with the small AUM’s. Is there a levered corporate class etf that does not pay distributions?
Read Answer Asked by Schoombee on July 30, 2025
Q: Good Afternoon
Historically Hammond has been a good performer but not so much in the past 12 months. I know you continued to like the name but can you explain the stock based compensation and who gets what? There is a pattern developing where this stock gets clipped because of SBC. Will this be a negative going forward or will it level out eventually and not have such an impact on the Share Price.
Thank you for your great service as always
Marty
Read Answer Asked by Marty on July 30, 2025
Q: Hi 5i,
I've just read Thomas's question regarding taxation on RRIF's. He has absolutely identified a serious issue affecting taxpayers and estate planning, which I see often in dealing with estates through my work.
The tax deferment we receive by contributing to RRSP's pays the government off in spades when the day comes that the resulting RRIF (or the RRSP if no RRIF has yet been created) is taxed.
If a spouse dies and his/her spouse is beneficiary of the deceased's RRSP or RRIF there are no tax consequences - a spousal rollover applies, and taxes continue to be deferred. However, when the surviving spouse (legal or common law) dies, the entirety of the RRIF in that person's hands is taxed as income of that deceased person in their year of death. I have seen many cases where the RRIF of a surviving spouse is made up of both his /hers and that of the deceased spouse and is worth in excess of $5M. That is a whole lot of income for an estate to pay tax on at one time. (Because investments held in a RRIF are considered income at the time of death they are not taxed based on capital gain, which would result in less tax being owed - their value at death is deemed to be income.)
I don't believe there is any way around this costly trap except to control taxes while living by taking considerable money out of a large RRIF every year and paying tax on it in affordable chunks. Other than that, surviving children are going to bear the brunt of the tax liability when the estate of their last to die parent pays income tax on whatever is left in the RRIF at the time of death.
If any of your readers have other strategies for reducing tax on large RRIF's I'd sure like to hear them.
Peter
Read Answer Asked by Peter on July 30, 2025
Q: I hold this in my TFSA currently at a loss. Years ago when i purchased it was for the div but now I am looking at a more growth type strategy for the account. What is the likelyhood Magna moves up over the coming months? I fear these tariffs will delay upward movement. I also find it hard to swallow the loss in the TFSA but still looking at all options. My growth in that account are Google, Nvidia, AMD, Amazon
Read Answer Asked by Kolbi on July 30, 2025
Q: Have held these companies for many years and I am down on all of them. Doing some house cleaning and just wondering which ones to hang onto.
Read Answer Asked by Bradley on July 30, 2025
Q: I've been hearing some good things about this company and it's new technology that would be aligned w/ the theme in AI investment / augmented reality etc. It seems their co-packaged optics technology would have a big impact on energy usage / efficiency of AI-related chips and could be a big beneficiary of future investment trends.

Are you familiar with this company? Any thoughts on its prospects?
Read Answer Asked by Cathy on July 30, 2025
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