Q: If Apple is an opportunity, would you buy the shares themselves or get exposure through Berkshire B which has also lagged over the last quarter or so? Thanks!
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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: Good morning,
I am underweight gold at the moment, and know that this needs to change for a whole host of reasons, particularly heading into what traditionally has been a volatile time of year. The problem is that when I look at price charts for both AEM and FNV I struggle to add at these lofty levels. Do you think initiating a 1-2% weight in total split evenly between these 2 names would be prudent in light of ongoing and expected future market volatility?
Thanks as always.
I am underweight gold at the moment, and know that this needs to change for a whole host of reasons, particularly heading into what traditionally has been a volatile time of year. The problem is that when I look at price charts for both AEM and FNV I struggle to add at these lofty levels. Do you think initiating a 1-2% weight in total split evenly between these 2 names would be prudent in light of ongoing and expected future market volatility?
Thanks as always.
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Celestica Inc. (CLS $268.85)
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Zedcor Inc. (ZDC $3.90)
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Galaxy Digital Inc. Class A common stock (GLXY $37.08)
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Hamilton Enhanced Canadian Bank ETF (HCAL $27.66)
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Topicus.com Inc. (TOI $185.15)
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Propel Holdings Inc. (PRL $34.65)
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Brookfield Corporation Class A Limited Voting Shares (BN $90.11)
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Lumine Group Inc. (LMN $52.11)
Q: Looking to add 2 names to this group. Please provide top 5 mid caps that make sense for a 15 year hold. Thanks as always.
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Galaxy Digital Inc. Class A common stock (GLXY $37.08)
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Coinbase Global Inc (COIN $318.17)
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Robinhood Markets Inc. (HOOD $106.37)
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Evolve Cryptocurrencies ETF (ETC $22.51)
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iShares Blockchain and Tech ETF (IBLC $40.71)
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ISHARES BITCOIN TR (IBIT $65.20)
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ISHARES ETHEREUM T (ETHA $27.75)
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3iQ Solana Staking ETF (SOLQ $18.11)
Q: Thanks very much for your really insightful answers.
Which ETFs capture the blockchain technology space? Any ranked recommendations?
Which ETFs capture the blockchain technology space? Any ranked recommendations?
Q: Your analysis please for these stocks,preference for a 2 to 3 year hold and entry price. Thanx.
Q: Your take on bitcoin/ crypto. I’m 74 , financial advisor for 40 years. My mind doesn’t let me rationalize Bitcoin etc. so it is the world passing me by?
Q: Hi there, I'm looking to add a small position to get Etherium exposure. What is your recommended way to get exposure on the TSX, if one doesn't want to hold the currency directly? Thank you!
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TC Energy Corporation (TRP $66.76)
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Pembina Pipeline Corporation (PPL $51.32)
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South Bow Corporation (SOBO $36.36)
Q: In what order would you buy PPL, SOBO and TRP? Are all three buyable at todays prices? Which has the best upside? Which is the most likely to increase their dividend?
Q: If I sell a US stock at a loss, do I need to wait 30 days before buying the related CDR?
Q: Do you know of a site that lists the component companies of the TSX Venture Index by weight in the Index? All I can find is an alphabetic listing, and a top 10.
Q: Hi there,
What do you think about the eTVOL (electric aircraft) sector?
No doubt it’s a work in progress but is it investable at this point in time? Companies like JOBY seem to be steps away from FAA certification but I don’t think these are profitable companies?
Thank you
What do you think about the eTVOL (electric aircraft) sector?
No doubt it’s a work in progress but is it investable at this point in time? Companies like JOBY seem to be steps away from FAA certification but I don’t think these are profitable companies?
Thank you
Q: Just saw two recent questions on this company, both calling Blacksky as being one of your top small-cap picks in the US. These two questions are the only two questions that come up from the symbol.
Can you share more on why it's one of your top picks? Has anything changed recently?
Can you share more on why it's one of your top picks? Has anything changed recently?
Q: What are your thoughts about Energy Fuels at current price? stock action is very strong.
Jerry
Jerry
Q: Can you share any insights on FCCN - Spectral Capital Corporation? I have a high level understand of what their business is but would like your comments on the following:
1. What is the probability of them being granted a Nasdaq listing as a result of their pending application and if granted, would their be an immediate impact on share price?
2. Is there a functioning business today or is it just a Quantum hope story?
3. An overview for their potential growth if their areas of focus pan out.
I understand it's raw and speculative as well as that you likely don't cover it but the market cap isn't absurdly small and it seems to be focused in high upside areas.
1. What is the probability of them being granted a Nasdaq listing as a result of their pending application and if granted, would their be an immediate impact on share price?
2. Is there a functioning business today or is it just a Quantum hope story?
3. An overview for their potential growth if their areas of focus pan out.
I understand it's raw and speculative as well as that you likely don't cover it but the market cap isn't absurdly small and it seems to be focused in high upside areas.
Q: I have held NPI.PR.A for a number of years (approx 5-8 ). Purchase price was something around 13.50 and it displayed alot of volatility rising into the 20s and after falling into the lo to mid teens.
After again reaching 21.25 recently I asked my financial advisor if we should sell before experiencing the elevator trip down again and he felt with the lo yield and unlikely prospects the Prep would be called it was best to sell the equity.
Since that time the equity has been on a relentless price increase. Govt of Canada rates have been in decline altho slower lately ...
What have i missed in the timing of my sale of this Reset Pref? When you look at the Reset Premium based on Sept reset is the strength since my recent sale related to the likelihood this Reset may in fact be called?
Trying to better learn from why i have missed some of the easiest gains on this equity.
After again reaching 21.25 recently I asked my financial advisor if we should sell before experiencing the elevator trip down again and he felt with the lo yield and unlikely prospects the Prep would be called it was best to sell the equity.
Since that time the equity has been on a relentless price increase. Govt of Canada rates have been in decline altho slower lately ...
What have i missed in the timing of my sale of this Reset Pref? When you look at the Reset Premium based on Sept reset is the strength since my recent sale related to the likelihood this Reset may in fact be called?
Trying to better learn from why i have missed some of the easiest gains on this equity.
Q: Your analysis of this small cap now that has been around for a bit?
Do you thiink it has leg's?
Thanx
Gary
Do you thiink it has leg's?
Thanx
Gary
Q: Peyto has been significantly outperforming Arc over the last year and beyond. Which company is likely to outperform in terms of total return over the medium term and why?
Thanks, Hugh
Thanks, Hugh
Q: Antti Aarnio-Wihuri is now 85 years old. He is the primary owner of the Wihuri group, which in turn is the major shareholder (~50% IIRC?) of Winpak. Your recent report on Winpak is great, but doesn't contemplate the eventual transition of Wihuri's leadership and what that might mean for WPK. Potential for Wihuri to buy the WPK that it does not already own?
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Descartes Systems Group Inc. (The) (DSG $144.17)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
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TerraVest Industries Inc. (TVK $167.03)
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WELL Health Technologies Corp. (WELL $4.63)
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Celestica Inc. (CLS $201.45)
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Thomson Reuters Corp (TRI $203.82)
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Brookfield Corporation Class A Limited Voting Shares (BN $90.11)
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Lumine Group Inc. (LMN $52.11)
Q: Given a 3 to 5 year holding period, what order would you buy the above stocks?
Very much appreciate your service.
Howard.
Very much appreciate your service.
Howard.
Q: At today's price, for a 5 year hold, how would rate these stocks? In what order would you purchase and at what price?
Do you think that Fico price has now stabilized?
Do you think that Fico price has now stabilized?