Investment Q&A

Q: I recently bought some IBIT shares and since the purchase my Portfolio Analysis summary has gone wonky. In the detail section for IBIT percentages; Asset Class: Fixed Income: 3055.98%, Diversified: -93.07%. Cash: -421.34%, Equity: -2441.58%. Geography and Sector breakdowns are also all over the place. Needless to say the summary of my portfolio is unreliable. Can this be fixed?

Q: Can you comment on this stock. Is it a buy, sell or hold? Thanks

Q: Certainly! I apologize for the oversight. Here’s the revised version of your message:

Hello. I currently hold a small amount of Palantir stock in my RRSP. After initially experiencing a loss, it has now rebounded with an 11% gain. I’m curious about the future prospects of this stock. Should I consider selling it or holding onto it. Thanks.

Q: Since last your last report on AW.UN about a year ago, what has changed if anything in your view on this company? Debt still appears to be under control. Valuation I think is a bit better. What are your greatest concerns / company risks going forward? Same store sales?

Q: Good morning,

Do you consider DRX a good long-term investment at this stage?

Q: Im having trouble finding news.

Q: Can you look at Vicor's potential regarding market competitors and product offerings. What do you think of the company in general?
Thank You
Peter

Q: If interest rates are poised to come down, do you see an opportunity for some short to medium term gains with bonds? If so, would the sweet spot be with short, medium, or long term bonds? Are there any bond ETFs that you could suggest?

Q: Can I have your analysis please, thanks.

Q: I know you are not a fan of covered call ETF's and I know why. I have used some of these short term for yield when I feel the underlying securities are fully valued and I am just looking for yield. My question is on a yield of say 8% where the underlying dividend is say 4% and the premium is 4% who keeps giving up this premium? There is a lot of money in these covered call ETF's now and I don't know who can keep losing money on covered calls to provide this income premium.

Q: Did you learned anything new at the conference call? Still skeptical about their forecasts?

Thanks

Q: On March 4 you wrote, "We do like the outlook for REITs and think that as rates stabilize and even decline, the sector should benefit. Out of the two REITs mentioned we like XRE better due to the bigger size and slightly lower expense ratio."

On January 12 you wrote, "HCRE is an equal-weight REIT ETF, which has a small AUM of $48.3M, a relatively low MER of 0.33%, and a yield of 5.9%.

ZRE is also an equal-weight REIT ETF, but has a much larger AUM of $583.7M, an MER of 0.61%, and a yield of 5.1%. XRE is not equal-weight, has a large AUM of $1.0B, a yield of 5.4%, and an MER of 0.61%.

ZRE has outperformed XRE over a long period of time, and thus we like the equal-weight approach."

Can you please clarify your preference for either XRE or ZRE and the main reason for that preference? I gather your preference is for ZRE given it is part of one of your portfolios. It is just that your March 4 response has led me to wonder.

Thanks as always for your expertise.

Q: I held equal positions in Crwd Ftnt and Panw. Last week I trimmed 1/3 of my Crwd at 363 when it bounced up for a large gain. Crwd has dropped back a bit to the 320s. I am thinking of selling my Panw at a small gain and buying back my Crwd and adding to Ftnt.
What do you think of this plan? I appreciate all your good advice.
Thanks Peter

Q: Your thoughts on the high payout ratio for Bce??
Thx

Q: I understand they report Tuesday and I see a short position of approx 20%. As a stock holder I know it can be volatile. Do you have a read on expectations for the quarter?
Thank you.
David

Q: What are the key attributes of CLBT, that make it a top US non-tech small cap pick for 5i? Would you see CLBT as a takeover candidate, by someone like AXON? Would you buy CLBT now for a long term investment?

Q: Do you have a target price for WSP? What %
Would you let it have ??
Thx

Q: Lion Electric LEV) share price is down considerably (almost order of magnitude lower) over the past few years. I thought Amazon was a private investor in LEV (please confirm) LEV has production. Is this a good time to buy LEV for the eventual uptake of EV sales....at least in the commercial vehicle space? Your thoughts and comments greatly appreciated.

Q: Hi,

Down over 50% on NVEI since my purchases back in 2021 and mid 2023. Is it time to throw this weed into the trash? Holding between my TFSA and margin accounts and its less than 1% of my holdings now. This is one of the larger losers in my portfolio and I would likely roll it into one of LMN, CSU, TOI, TVK, or HPS.A. Thoughts on the recovery potential or is just better to proceed and dump this one?

Thanks!

Q: My healthcare sector is very low. I will buying for within my TFSA account and wonder if the ETF XHC would be good ? I can also buy 3 US healthcare companies as I would have enough funds to do so. What would be the best 3 US healthcare companies you would buy if this is preferred over the EFT?

Thanks