Q: I’m curious if trumps copper tariffs will likely have a negative or even positive impact on ARG’s financials? The spot copper price seemed to spike higher… but tariffs? Appreciate your take. 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: Hello Team,
I have held the Canadian Google Hedged Stock for about 3-4 years and it makes up about 5.8% of my portfolio. Would you suggest keeping it or switching to the US stock. This is a Canadian RRSP so I would have to pay 1-2% fee for the US stock.
Also wanted to know if the US dollar goes up over time will help my overall return?
I have held the Canadian Google Hedged Stock for about 3-4 years and it makes up about 5.8% of my portfolio. Would you suggest keeping it or switching to the US stock. This is a Canadian RRSP so I would have to pay 1-2% fee for the US stock.
Also wanted to know if the US dollar goes up over time will help my overall return?
Q: Hi can you please give me your updated views on Kneat and Descartes. Both are out of favor right now but interested if growth rate is still intact?
Q: Any news to explain the big price decline since mid June ? Thanks a lot.
Q: Would you sell Adriatic Metals (adt.ax) now if you owned it, or wait and take Dundee shares and some cash? I don't like waiting too long.
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BMO High Yield US Corporate Bond Hedged to CAD Index ETF (ZHY $11.24)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.72)
Q: I have been trying to find a high yield bond fund for the last year, and was looking at zhy and xhy, and was shocked when I saw their 10 yr charts.
Can you explain why the dramatic share price decline from about June 2014, until about Sept. 2022.
Thanks
Can you explain why the dramatic share price decline from about June 2014, until about Sept. 2022.
Thanks
Q: Please give me your assessment of this company going forward. Do you think they are gaining traction...it looks cheap...a buy, hold or sell?
Q: Curious what your thoughts are on this health reit. Why is it down so much?
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Gilead Sciences Inc. (GILD $120.02)
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Intuitive Surgical Inc. (ISRG $478.19)
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AbbVie Inc. (ABBV $198.64)
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Johnson & Johnson (JNJ $172.78)
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Eli Lilly and Company (LLY $639.43)
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Medtronic plc. (MDT $92.08)
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Stryker Corporation (SYK $376.61)
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Thermo Fisher Scientific Inc (TMO $477.41)
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Health Care Select Sector SPDR (XLV $131.19)
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iShares U.S. Medical Devices ETF (IHI $61.49)
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Sabra Health Care REIT Inc. (SBRA $18.63)
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Healthcare Realty Trust Incorporated (HR $16.55)
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iShares U.S. Pharmaceuticals ETF (IHE $67.01)
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Catalyst Pharmaceuticals Inc. (CPRX $20.34)
Q: There was an article in the Globe and Mail today by David Rosenberg about the aging population and he suggested health care related investments such as health care REITS, pharma, devices, and services. What do you think of this idea and can you give me a few recommendations in canada and the US for each of the 4 categories (health reits, pharma, devices, sefrvices)? A mix of ETFS and individual stocks would be great.
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iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $60.36)
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BMO Equal Weight Utilities Index ETF (ZUT $24.46)
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INVESCO QQQ Trust (QQQ $580.05)
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Vanguard Information Technology ETF (VGT $706.07)
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Industrial Select Sector SPDR (XLI $151.90)
Q: Have had XCD for years and done ok. I’m looking to trim/replace on theory consumer spending is not as robust and there are etfs in better sectors going forward. Can you name a few sectors and best etfs that will be better performers going forward.
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $40.18)
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Vanguard FTSE Developed Europe All Cap Index ETF (VE $41.77)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $97.90)
Q: I'm seeking to buy 3 or four ETFs that would give me stable dividend distributions in the 4% range with the possibility of capital appreciation yearly at about 10%. I also seek global diversification and I would like to pay for my investments in Canadian dollars. I am interested in return on capital not return of capital. Please advise if you have ETF's that you can suggest.
Q: Hi-it's been more than 6 months since anybody has asked a question about this loser. What would be your opinion now?
Regards, Dave
Regards, Dave
Q: Can I please get your current opinion on rpd?
Is it worth holding onto?
Is it worth holding onto?
Q: Do you know how much insider ownership is in VHI?
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Toronto-Dominion Bank (The) (TD $100.94)
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Bank of Nova Scotia (The) (BNS $77.71)
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Bank of Montreal (BMO $156.07)
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Canadian Imperial Bank Of Commerce (CM $100.73)
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National Bank of Canada (NA $148.09)
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Royal Bank Of Canada (RY $134.80)
Q: Wondering you thoughts on the Canadian banks. I currently hold TD and CBIL.
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Galaxy Digital Inc. Class A common stock (GLXY $38.43)
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Core Scientific Inc. (CORZ $15.11)
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CoreWeave Inc. (CRWV $148.75)
Q: Does yesterdays deal between Coreweave and Core Scientific have any impact on the deal Coreweave has with GLXY do you guess? While your in guessing mode, any thoughts what GLXY is going to do with that warchest they just raised?
Q: WELL revised outlook upwards and market is reacting 'well' to the news. How significant is the revision? Where might the stock be 12 months from now?
Q: Hi 5i, please provide your thoughts on Well's press release today. How does it affect forward valuation for the year, I'm guessing it just got cheaper. Thx.
Q: Rick Rules recent top pick. Momentum of late looks strong. May I have your opinion please?
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New Gold Inc. (NGD $6.84)
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Fortuna Mining Corp. (FSM $7.02)
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Sibanye Stillwater Limited - ADR (SBSW $8.73)
Q: Hi there. I am building up precious metal related positions in preparation for some tariff chaos the next couple quarters. I have SII, FSM, NGD and SBSW. I am wanting to accumulate more (5%) portfolio weighting and wondering if you can rank these in terms of which ones to add to in order of growth potential and being undervalued?
Thanks in advance! Kevin
Thanks in advance! Kevin