Q: Beside exchange rates effects, is there any major difference in owning a CAD bitcoin etf like BTCC.B vs one of the newly minted US BTC etfs? I use GBTC as an example but if there's some you like better please mention.
Q: Please rank the above for a long term hold in a TSFA. Some comment on pluses and minuses for each would be welcome. Add any others that you feel are worth considering.
Thanks
Len
Q: In a recent answer you said 10% would be your max weight for nvda. If you were now at 10% would you trim prior to earnings on Feb 21? Taxes not an issue. Thanks.
Q: Thank you for the comprehensive response to my recent question regarding preferred shares. In your response you stated: "preferred shares tend to fall as interest rates move up". Should I interpret this to mean that the current high interest environment is favourable for buying preferreds since once interest rates drop the price of preferreds will increase (and so yield decrease)?
Q: These four companies are all AI-predominant companies, all are growing revenues at about 20% per year or so, have similar market caps, and are coming into profitability for the first time either last year or next.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.
Q: hi,
this is less company specific, but I do own a small amount of AEM, which has gone nowhere, even with very high gold prices for some time now. I see today comments in question section of ABX as one doing better than others, but it is a cash disappearing machine, and trades well below levels 24 years ago. Monk used it as his own printing press, and pilfered for years to build insane things for his own personal benefit, including a ridiculously gaudy marina for his wealthy cabal in Montenegro. is there any rational reason you believe anyone should own these suspect outfits owned/run by ie "gold/precious metals miners" ) ? if you were to be interested in having exposure to precious metals what would you recommend ie a miner? physical gold? ETF?
has not cryptocurrency taken over this hedge on the world collapsing ( which there are of course many signs of, daily ). appreciate your thoughts
cheers
Q: I've been monitoring questions on NTR for some time, and you've been fairly consistent about $65 being a level to buy. This afternoon NTR hit $64.89 and bounced up very quickly to $66.
I wanted to ask -- how did you "guess" that? Was it based on technical analysis? Some type of valuation ratio? Or just a guess? I realize this is only intraday, that you can't always predict the bottom and that it go lower tomorrow, but was wondering how you pick prices to buy in.
Q: I was wondering if you could clarify some terminology. When balancing a portfolio you talk about the industry you have for example Consumer Cyclical, and Consumer Defensive. Yet when reading up on stocks listed these 2 terms are not used. Terms often used are consumer discretionary, consumer non cyclical and consumer staples.
Does Consumer Cyclical = Consumer Discretionary
Consumer Defensive = Consumer Non Cyclical and Consumer Staples
Thank you