Investment Q&A

Q: I currently hold dir.un and Xdiv both are moving down. I thought they would perform better when Interest rates are going down.

Thanks for the great service

Q: Hi,

Can I please get your latest thoughts on the above companies?

Thanks & regards

Q: Hello 5i
Could you rank the above stocks for a 3-5 year TFSA hold with a medium to high risk tolerance in mind.
Thank you
Dave

Q: Can you please comment on GameStop’s recent earnings? Future projections? Thoughts on the company’s fundamentals?

Thank you for all that you do and happy Holidays!

Q: About taxes: Do you see any tax problem in buying FINB BMO S&P 500 (USD)
ZSP.U in december 2024? Is it better taxwise to wait for the beginning of 2025?

Q: Hello Peter,

In the US, where would you go for the Santa rally? Would it be momentum stocks? Undervalued? Specific sectors -Industrials, AI related? or Crypto?
I am thinking crypto - the backers of the new govt. Add dollar tariffs to the mix. Crypto heads higher.
How would you play the Canadian market end of the year? I am going to dabble in short term trading this year.

Regards

Rajiv

Q: Can you comment on Highland Copper's insider ownership and insider buying. Is it significant? What's the outlook for this stock has the balance sheet been improving over the years and is this a good microcap (amongst microcaps) for a copper play? What is the outlook for copper in 2025?

Q: Realizing that these 2 new etf have nominal assets at present would you recommend one over the other for income and why? Thanx.

Q: Is this company worth a new position?Who are they?

Q: Thinking of beginning a small position in this one...what are the pros and cons of MMA..many thanks

Q: Hello team,
Can you help me understand please whether i should put new monies in TFSA towards bep.un or bepc ? On yahoo, i see bep.un has dividend of 5.87 percent but 1 year return of minus 2 percent where as bepc has dividend of 4.7 percent but one year return of 14 percent. From income and growth perspective, bepc seems to be better bet.. If this is the case, are investors losing out by investing in bep.un? i have huge loss in my rrsp from bep.un so would like to know where to put new monies as it seems brookfield would benefit from the energy transition. Alternatively, am i better off simply putting all my monies in BN and forget the spinoffs.. please explain and thank you ..

Q: What are your thoughts on Valeura? Good time to get in? How is it's expected growth looking? Curious about your ideas. Thank you.

Q: I'm curious as to whether the growth of starlink could have an affect on the telecommunications company's in Canada. Is there potential that Elon could begin a mobile division of starlink to go along with his internet division?

How hard would the barriers to entry be if he did decide to go this route?

Q: May I have your thoughts on GOT’s latest press release concerning 2024 drilling? To my layman’s eyes the grades posted seemed generally positive but not much more. The market greeted the announcement with a big yawn. I think they need a director of communications!
Jim

Q: Good morning! What are your thoughts on KSI these days. Buy, hold or sell. What would be a good entry price if you are positive on it? Thanks

Q: What is the impact of the proposed Trump Tariffs? Is this the reason for weakness in rails, oil and gas, and in general, the TSX lately? Happy holidays and thanks for all you do!

Q: This is the bond portion of my portfolio. Would you recommend adding or swapping ETFs to enhance diversification and allocate funds to markets with optimal returns?

Q: Hi there, I’m curious to know what you look for in a true compounder. What are the key metrics that catch your eye when analyzing a company and how they make use of their cash.

Q: Which stocks or ETFs would you recommend for long term to a 25 year old with contribution room of $60K in the TFSA and $8k in First Home Savings account?

Q: Hi Team,
Is it just me or why do I get the feeling this market is getting a bit “out of whack” in some areas . It looks to me like people are selling the solid winners such as Nvda , for names such as Tesla and Bitcoin. Am I the only one that thinks some of the moves made since Trump got in will end up painful when the hype fades and there’s no real meat to back the valuations ? It’s almost like the irrational excuberance phase has kicked in like it did at the end of 2021 before the tech sector crashed. Except this time only in certain high flying names.

Just looking for your take on things as they stand today. Stay the course ? Join the Tesla party and fly into the sun ? Or buy the laggards perhaps in undervalued areas (Gsy , or even add to nvda dip for example, or trim nvda if the justification is there …which I don’t think it is) . Hard question perhaps!

Thanks ,
Shane