Investment Q&A

Q: What is your current view on Disney and today’s Netflix and WBD deal?

Q: This ETF has been in a steady decline since I bought it some 18 months ago and I now have a 16 % loss in my RRIF. Please discuss the dynamics of this etf so that I may make an informed decision as to hold or sell. I do like the income and the high yield ,( but unfortunately the yield keeps going higher !). Thanks. Derek.

Q: Why would Bam be down so much and not BN??

Q: sold off hard yesterday - what was the cause??

Q: Hi 5i
I have added NFLX to my watchlist due to recent turmoil (WB) bringing price down. Using 1 year chart RSI is now under 30. A few months back you suggested $115 as an entry point, what say you at $95?
Thanks and happy holidays! Greg

Q: I have a position in Akita Drilling. It has done really well and it is paying down debt. What would be a catalyst for the stock to capture more interest? Would you add to it at this price level? Do you think I should switch to another small cap in energy?

Q: With lack of liquidity being an often mentioned issue at Strathcona…..I understand the float will be increased significantly first half of 2026.Does this make the shares more attractive here?

Q: I could sell BCE for a "very much needed" capital loss. Would you put the proceeds into Telus or just wait 30 days and buy back BCE? Thanks Ron

Q: Netflix stock has performed poorly lately, however predicted earnings look good for next year. Would you recommend a sell/hold/ buy?
Mike

Q: Your thoughts on Netflix Pursuing Warner Bros. Discovery?
I find Netflix’s interest in acquiring Warner Bros. Discovery puzzling given the risk profile — regulatory and antitrust hurdles, political sensitivities, legacy assets like CNN that don’t align neatly with Netflix’s model, and the potential future debt burden Netflix may need to take on to finance such a deal.
Beyond regulatory issues, the integration risk seems significant — merging two different cultures, operating systems, content strategies, and media infrastructures could easily become management-distracting and value-eroding.Given all this, would you continue to hold NFLX while these scenarios play out?
I seek your views on:
• whether the strategic upside outweighs the regulatory and integration risks after year one post acquisition
• whether additional leverage to finance a large takeover strengthens or weakens Netflix’s long-term positioning (and especially whether increase in NFLX subscription cost could backfire
• expected regulatory posture toward such a transaction
• how you would position NFLX through this uncertainty (specifically whether you would hold through turmoil I expect). Thank you. :ao:

Q: Why would bam be down from 86 to 72 ???

Q: Hello - your thoughts on this company? (I know nothing about their technology).

Q: What percentage of a balance portfolio would you recommend be allocated to precious metals? Would you have a higher allocation to either silver or to gold?
May I have your three or four top picks for silver companies. I currently own Pan American Silver.
With appreciation,
Ed

Q: Is Larry Fink betting a major part of BLK’s future on block chain and more specifically ethereum. BMNR has been mentioned as a potential acquisition to get the amount of ethereum that BLK would need to achieve a strong position in that market.

Does your research suggest that all this is likely and/or in action. AND would you consider this to be a good time to buy BLK shares ? Thanks

Q: Your opinion on this ETF,please.

Q: What are your top 5 Cdn companies that are solid with safe dividend and pay a div of 4% or more? Thank you

Q: What are your thoughts on the viability of this company?

Q: What’s your best guess on a timeline for the company declaring a dividend ?
Philip

Q: On the weekend, a prominent Canadian brokerage report noted the following:

" The Dow Transportation Index has outperformed the Dow Industrial Index by 405
basis points in November — the most we have seen since June 2023.
Through December 5, the Dow Transportation Index has continued to
outperform the broader index. Since the week ending November 21, the Dow
Transportation Index has outperformed the Dow Industrial Index for three
consecutive weeks and five of the last six weeks. "

The analyst also commented that most of this outperformance emanated from Freight equities and that they have seen a pick up in Dry van TL rates which gives them optimism that the freight cycle continues to slowly turn higher after a more-than-four-year recession.

They view TFII to be the greatest beneficiary of this turnaround.

Do you agree ?

And if one has no exposure to Transports, would this be a good time to initiate a position in this sector ? Also, what would be your preferred name among TFII, CNR and CP and why ?

Thank You

Q: This stock seems to be halted on the TSX but now seems to be listed in the U.S. under the symbol MENXF. Would appreciate any information that is available from your sources. Thanks, Brian