Q: I have previously asked about VBNK and you were cautious. Can you update the November 2022 remarks based on its latest Q release, which to my non-financial training looked very strong. Thanks for all you do
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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: Please comment on 1st q results.
Q: what is your opinion on Laz?
Good to start investing here or would you recommend an other financial?
Dividend secure on Laz?
Good to start investing here or would you recommend an other financial?
Dividend secure on Laz?
Q: Gentlemen;
Can I have your opinion on NBLY results released today?
Can I have your opinion on NBLY results released today?
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Topicus.com Inc. (TOI)
Q: What would be your top Canadian tech picks to survive or thrive in a recession.
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Constellation Software Inc. (CSU)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Lumine Group Inc. (LMN)
Q: Would you kindly identify your favourite 5 positive momentum stocks for Canada & 5 for the US ignoring income, safety etc…strictly momentum. Thank you as always.
GM
GM
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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Booking Holdings Inc. (BKNG)
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Deere & Company (DE)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Pembina Pipeline Corporation (PPL)
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Keyera Corp. (KEY)
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WSP Global Inc. (WSP)
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BRP Inc. Subordinate Voting Shares (DOO)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?
Thank You
Thank You
Q: Not sure if this is within the scope of your service, but can you explain why a country like Japan with a huge amount of debt-to-GDP has not had a collapse of it's currency from YCC or huge inflation? How is it that increased debt has let to deflation? I've heard some reasons over the years but none that make sense.
The reason to ask is our Canadian, European and US governments also have a huge debt burden, increasing interest payments on this debt and a continuing increase in debt over the foreseeable future. How could any rational investor have confidence in this debt/credit based system? Will we turn Japanese? (to quote the Vapor's song!) What factors would push us into deflation vs inflation?
The reason to ask is our Canadian, European and US governments also have a huge debt burden, increasing interest payments on this debt and a continuing increase in debt over the foreseeable future. How could any rational investor have confidence in this debt/credit based system? Will we turn Japanese? (to quote the Vapor's song!) What factors would push us into deflation vs inflation?
Q: Hi
I'm down 50% on these two. I am thinking of selling and buying LMN with the proceeds. In 3 years would I be happy with that decision?
Carl
I'm down 50% on these two. I am thinking of selling and buying LMN with the proceeds. In 3 years would I be happy with that decision?
Carl
Q: Any idea why this one is selling off so hard and fast? Does it have to do with AI competition from google? It seems it fell right out of favour about the time i bought it.
Jason
Jason
Q: Hello. What do you think of a switch from NWC to AW.UN (both in an RSP)?
NWC is currently 1.4% of our portfolio at a gain of 24% (40% with dividends).
AW.UN is currently 1.7% of our portfolio at a slight loss of -3%, but with a gain when including dividends.
Thanks.
NWC is currently 1.4% of our portfolio at a gain of 24% (40% with dividends).
AW.UN is currently 1.7% of our portfolio at a slight loss of -3%, but with a gain when including dividends.
Thanks.
Q: Do you think there is any future for CMC and DOC .
Q: Further to my previous question, in their last financial results, they speak of a recapitalization event. Can you speculate as to what form that might take? Would it likely be a bond issue followed by share buybacks, or ...???
Thanks!
Paul K
Thanks!
Paul K
Q: I would appreciate an update regarding the payout ratio for this company, and your assessment of both the likelihood of a dividend cut and the relative safety of the dividend after, say, a 50% trim (which today would still leave about 6.5% payout).
Thanks!
Paul K
Thanks!
Paul K
Q: Which would you recommend for a 3 to 5 year hold and why? Thank you.
Q: Hello 5i
As a long time holder of CSU I'm wondering about what % of CSU TOI and LMN one might own. Without giving me specific guidance can you comment on the pros and cons of an equal weighting of each (ei 33% of each).
Thanks
Dave
As a long time holder of CSU I'm wondering about what % of CSU TOI and LMN one might own. Without giving me specific guidance can you comment on the pros and cons of an equal weighting of each (ei 33% of each).
Thanks
Dave
Q: With what 'appears' to be a bottoming of European and North American gas prices and the 'Saudi Put' on oil can we buy VET at these levels?
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BMO US High Dividend Covered Call ETF (ZWH)
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BMO Canadian High Dividend Covered Call ETF (ZWC)
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Harvest Canadian Equity Income Leaders ETF (HLIF)
Q: Hello, just wanted your updated opinion on HLIF to generate income. I would also appreciate another choice of covered call ETF with more history and with which you would be comfortable for maximum income without undue risk. Thanks.
Q: (as a follow up to an earlier question this morning where you figured this was a sell)
not trying to pick a fight yet would you consider that, as one of the only profitable mso/pot companies, it seems like it would be a good spec at today's $10?
the chart certainly looks like it has been bottomed out
would not the potential/eventual change in the US banking legislation not be considered a catalyst that could easily see this double or triple from $10?
(as an aside, last fall when there was rumour of a leg. change, it quickly doubled)
asking for a friend........
not trying to pick a fight yet would you consider that, as one of the only profitable mso/pot companies, it seems like it would be a good spec at today's $10?
the chart certainly looks like it has been bottomed out
would not the potential/eventual change in the US banking legislation not be considered a catalyst that could easily see this double or triple from $10?
(as an aside, last fall when there was rumour of a leg. change, it quickly doubled)
asking for a friend........
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Oracle Corporation (ORCL)
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Advanced Micro Devices Inc. (AMD)
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iShares U.S. Technology ETF (IYW)
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GLOBAL X FDS (AIQ)
Q: Is there an ETF that has all these 7 companies pls?