Investment Q&A

Q: Would you be able to tell us how much BRK stock that Berkshire Hathaway has purchased in each of the past 4 quarters? Broken down by quarter, if possible. In future, where could I retrieve this info on myself?
Thanks!

Q: You last commented on the TRP spin off of South Bow in January, any additional comments as we are getting closer to the vote?

Q: pls your comments on earnings and what your share price target looking forward?

Q: Not to put you on the spot, BUT... If you were looking at growth only, which of these three would you choose?

Q: do you recommend waiting till earnings release to buy the stock or what percentage chance do you place on better then expected results and a significant rise again?

Q: I'm having trouble nailing down exactly what CLS does. Is it a technology company or an industrial company? Also, do you think it would be a good time to invest in the company?

Q: Could you comment on earnings and an updated outlook?

Thanks in advance. - Jeff

Q: Could you please explain the CDPQ transaction ?
Thanks

Q: now thats a nasty pullback. If you owned gsy would you consider a partial switch

Q: Hi, Why the Propel stock keeps dropping, despite excellent results ? Now, seems like, it has broken below the $25 support level ( recent gap up after earnings ) and is down $6 or, 20%, from the post earning bounce. Is it worth accumulating around $23 ? Thanks

Q: Can you please comment on AVL. Do they have growth and a future? How speculative is it? Thank you.

Q: Please recommend some Canadian companies whose stock prices will appreciate due to their activities in AI and data centres. Tx Ron L

Q: There have been questions asked about what Buffet would probably buy in Canada and 5i said that it would probably be in the energy sector. I wonder whether you would have an idea whether it might be in the oil side or the natural gas side? What do you think would be a likely target for him?
with appreciation

Q: Do you have any more info to update your last comments on Bloom energy. It seems to be garnering some internet gossip attention lately. Would it have the potential to ever be in your top 25 US stocks for growth ?(growth with moderate risk stocks)

Q: Please give your thoughts on Wynn and Delta? Are you still optimistic on their performance and growth in the next 5-10 years?

Q: ATS,BIR,CVO,DCBO,ENG,SGY.ZOOM.

Q: Could you comment on ATS earnings, please.

Q: I subscribe to your Portfolio Tracking and Analysis service and would like to suggest adding a feature to help clients such as myself who manage multiple accounts. (In my case, I manage registered and cash accounts for both myself and my husband,) It would be immensely useful to be able to track performance over time and compare it to the TSX, S&P and NASDAQ - both on an individual account basis and on a total account basis. Is this something 5i might be open to providing?

Q: I seem to recall OTEX being included in the past on your list of companies that were possible takeover targets? If that was true once, do you still see the possibility that the “assets” of the company would be desirable to someone today at it’s current valuation?

Q: TD launched a series of Target Maturity Bond ETFs that terminate in Nov of each given year (e.g. TBCF winds up in Nov 2026)
Normally, for Fixed Income, an investor could:
- own individual bonds with exact payment/maturity certainty but very laborious
- own traditional bond ETFs: very easy, but perpetually renewing maturities and mysterious trading prices---often downward, it seems
However these new ETFs seem to offer the best of both worlds.
MER is 0.20 vs XBB 0.10 which isn’t bad.
By TD’s offering chart (May 2), TBCF shows a Yield to Maturity (net of fees) of 4.87%.
Seems like a lot to like here for the individual investor, in Fixed Income.
As a Portfolio Analytics subscriber, the Asset Allocator is unhappy with my dearth of Fixed Income holdings!