Investment Q&A

Q: Is this bond good value for my bond portfolio .Thanks Phil
altagas can serv 3.84 jan15 25

Q: We are very disappointed in Decisive Dividend. I bought it in the $8 range and it performed beautifully to well over $11 so I had a really nice capital gain but was too stupid to take the gain while I could. I am used to buy and hold forever stocks so not am used to ones that need to be traded. Now drifting lower and lower. What happened? I believe it has lots of cash available and I expected it to keep growing. Your suggestion please... just sell and take the small loss or keep it in hopes of the price going up again.
Thank you............ Paul K

Q: A couple of unrelated laggards...

Is ESTC a show me stock or would you be comfortable with a starter position as of today?

I own NXT but looking to add another position. Do you like SHLS? It is cheap if this solar move has legs. FSLR has moved far and fast. Would you buy into this or pick an alternative at this point?

thx, Mark

Q: Can you comment on current valuation and outlook for Hrx.?

Q: Does BYD represent a good entry point here? Can you help me consider this investment thesis.

El Nino Year as a Tailwind: El Nino’s warmer weather created short-term challenges for Boyd in 2024, its effect might be temporary. If weather patterns stabilize, the demand for collision repairs could return to normal levels, providing a more favorable environment for achieving growth targets.

Interest Rates as a Tailwind: High interest rates making new car purchases less attractive is indeed a potential tailwind. If consumers opt to repair rather than replace their vehicles due to economic conditions, Boyd stands to benefit. This trend supports the long-term demand for Boyd’s services.

Boyd has a stated goal to double the size of the business based on 2019 sales by 2025. Considering Boyd’s historical performance, strategic initiatives, and the potential tailwinds from economic conditions, is it still reasonable to be optimistic about Boyd’s ability to double its business by 2025.

Q: Can you provide your analysis of Champion Iron Ore. Thank-you.

Q: Looking at BBY as a play on a pandemic-era refresh cycle on computers as well as the belief that recently announced AI-powered computers from Dell, Microsoft, and others accelerate this cycle. Expect AI integrations on other electronic devices as well, + juicy divvy to cushion through the turbulence as we wait. Thoughts?

Q: Your thoughts on LULU? They’ve performed very well for so long, but fashion trends don’t last forever. Do you see this year’s decline as an opportunity to start a new position?

Q: In my TFSA,I have the DRIP turned on.My plan is to have ,half a dozen or so companies or ETF'S which lend themselves well to the DRIP account for the next 4 years, wanting conservative growth.
I currently have FIE,PZA AND EIF.
Are you comfortable with these holdings,and suggest some other names? Thankyou

Q: Which is the cheaper by valuation, Topicus or Lumine right now? Thanks.

Q: Hi,

Which sector you think is worth taking a position in at this point in time as a non correlated asset, IF and WHEN a correction takes place. Not about market timing for I know you don't believe in it! But more as part of portfolio tune up.

Gold/Metals/Utilities/Pvt equities/any other sector that interests you?

Q: I hold XLB in my RRSP. What do you think of swapping the XLB for BEP.UN?

Can you address the answer in various interest rate directions please?

( Between BIP.UN in the RRSP and the BN and BAM outside, I already have 10% exposure to the group. Doing the trade would have me bumping 15%. )

Thank You

Q: Me thinks that spaceship that fearless leader Blaarg is piloting is actually an elaborate can of worms. In 10 years time, according to some environmentalists, we earthlings may be drowning in our own carbon-laced pollution, unless a better solution to or energy needs can be met. As a pessimistic Albertan, I suspect most of us will still be driving evil combustion engines in 2034; however, I am hopeful that there are some game changers in the energy horizon - maybe not Canadian - that may save the planet. Do you have any suggestions we can put on our watchlist? I'm waiting for 5i to beam me up !

Q: Can you please recommend 5 US or Japanese ETFs that will have a revenue of about 10% or more annually, including dividends and capital appreciation, for a conservative investor?

Q: Hi guys,

Still holding this one, any chance it will recover? Meredith

Q: Need to increase U.S. and Internation equity exposures in my RRSP. Current exposures are mainly from VBAL (25% weight of RRSP) and a small position in XLU, ZWU and XGD. I am considering adding SPY for U.S. equities. What do you think about this option, and what would be a good entry point? Also, what would be a good addition to increase international equity (ETF or stocks)? Knowing that you cannot provide personal answers I appreciate very much your comments. Much Thanks

Q: Hey can get your take on these two companies for income and just general value? I know they are different sectors but both compelling yield. Which would you prefer overall. I don’t really care about small cap risk just which do you prefer? Should I just own both. What did you think of their recent quarterly results? Feel free to take 2 creds here thanks.

Q: Follow up question regarding CDR NVDA.

(Answer: NVDA shares represented in its CDRs so they are not split in the same way. )

Currently it shows 0.06903387shares on CIBC website for each NVDA share. Is that means this will go up by 10.(0.06903387 * 10) if they don’t split CDR shares.

Thanks for your great service and support

Q: Hi, AXON has now broken down 20/50/100 day support levels and continues to drift lower, after the recent results (supposedly strong). After 9 straight days of losses and despite yesterday's tick up, it continues to march down. You had cited investors' concerns ( Taser deaths etc ) and profit taking to be the main factors for this large drawdown. Investors' skepticism could also be the high valuation of the stock (10/11X Sales), which is not supported by the growth, as forecasted by the management, in the recent commentary.

Does this stock deserve such high valuation ?

In any case, stock price is what market perceives, at least, in the near term.

Analysts have generally been supportive of the Co but, by nature, by nature, they are most of the times. behind the curve and try to follow the stock price.

I think, if the next quarter is not a blow out quarter with some extraordinary numbers, analysts will start slashing their price targets, in blink of an eye.

It's a Co, highly liked by 5i and certainly you would be keeping a tab on what is going on.

Should we be concerned about the persistent weakness in the stock and move the capital elsewhere ?

Thank You

Q: Stop loss question.
Today pre market the etf spmo has a bid of 74.27. Ask 89.90
Last trade yesterday 81.48
If an investor had a stop loss of ,for example 79.50
Would the low bid take out the shares.