skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Just adding on to the last question on NBLY. Since the arrangement has been approved, would it not be a smart play to purchase shares at around the buyout price in order to have access to the CVR rights? It looks like you would get your investment returned within a week when the deal closes and you could await the result of the CVR at no cost.
Read Answer Asked by Rick on March 13, 2024
Q: Could you suggest 6 or 7 Canadian equities (irrespective of sector) that would be suitable as GIC/Bond proxies? Secure dividend and slighlty positive growth potential?
Thank you for all you do.
Read Answer Asked by Delbert on March 13, 2024
Q: What do you think is the primary reason why EIF is having such trouble getting any kind of traction? Their recent earnings were solid and well received by investment firms, many of whom raised their targets (eg. TD, RBC, Canaccord, Raymond James, ATB). And yet within a couple of days, the stock price has reversed itself and is now back down below $48.00.

Thanks as always.
Read Answer Asked by karl on March 13, 2024
Q: your favs with dividend growth compounders strong free cash flow growth every year?is bep.un a no brainer for valuation and growth and does dir.un have potential why do you like them thanks take me down on the questions for my added queries
Read Answer Asked by cliff on March 13, 2024
Q: Good Day,

I picked up CELH and CROX based on the answer to my last question, and added in POWL to boot. Based on my portfolio in my previous question, was POWL something you would consider redundant in my account, or would you be fine with that type of addition in your portfolio.

I have been holding SNPS and CDNS for a minute now, and it just seems to bounce back and forth between +5% and -5%. Are these mostly growers on news and earnings? What are their respective Expected growth rates over the next 1 and 2 years?

This brings me to almost "fully deployed". I have noticed in the last couple weeks that the volatility in the market seems to have increased, and the average of that volatility seems to be sort of flat over this time. I have seen some videos and articles calling for the "AI Bubble" to burst, etc. Do you think there will be a cooling in that space coming? and if that occurs will the market follow it? I've seen many replies where you state that NVDA has a clear 18 month runway for growth, and thus I imagine the companies that support it as well, does that still hold true in your view? If said cooling could be coming, would it be worth the fees to say, shrink/cut some positions? Or is that too much like timing the market and thus better to stay in?

Thanks for everything,

Read Answer Asked by James on March 13, 2024
Q: How much Brookfield Infrastructure belongs to Brookfield Corp ?

Thanks
Read Answer Asked by Daniel on March 13, 2024
Q: Hello,
For a 25 year old passive investor with 20K US available , which of the above would you suggest for a long term hold? or would you suggest alternative(s)
Thanks
Carlo
Read Answer Asked by Carlo on March 13, 2024
Q: I am going to add to at least one of my under weight companies. In what order would you add? Please provide a few notes as to why.
Thanks. ram
Read Answer Asked by Ray on March 13, 2024
Q: ATD has had a very nice run over the past year. Having said that, do you view it as more of a defensive play that will not do as well relative to other positions if the Canadian economy starts to grow more rapidly or do you think it is the type of company that will do well relative to others in any economy? I am trying to figure out whether it is starting to look like a good time to trim it back any take some profits. Thanks as always.
Read Answer Asked by Andre on March 13, 2024