Q: Could you please recommend a Target Date Fund or funds going out to at least 2050 that have respectable reputations with great management teams solid performance and are fairly priced.
Thank you
Thank you
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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: Had a great Q resulting in a huge jump.Please comment on the Q.Is this an entry point? Txs for u usual great services & views
Q: CRS do you have any info on this co. the shares moved from .50to .74 last Fri.
Q: Hi there,
DMTK I came across DermTech listening to a MF US stock advisor live session on 10X opportunities. I spent some time reviewing their most recent earnings transcript and other research and the technology for non invasive detection of skin cancer seems powerful but super early in terms of adoption (a brief excerpt is below). I am considering buying for TFSA and have the following questions:
1. What is your general opinion?
2. Do you have any information on how a dermatologist would be paid for using this test vs surgery? My fear would be that the tech is amazing but dermatologists may not use it if it would reduce their revenue
"Currently, approximately 25 surgical biopsies are performed to find one melanoma. And despite all this cutting, the negative predictive value of this pathway is only about 83%, which means the probability of missing melanoma is approximately 17%. The PLA reduces the number of surgical biopsies needed to identify melanomas by approximately 10-fold and increases the negative predictive value so 99%, meaning the PLA has less than 1% probability of missing the disease. DermTech is effectively bringing melanoma diagnosis into the 21st century by transforming it from a pathway to subjective, invasive, inaccurate and costly to one that is objective, non-invasive, highly accurate, and less costly."
DMTK I came across DermTech listening to a MF US stock advisor live session on 10X opportunities. I spent some time reviewing their most recent earnings transcript and other research and the technology for non invasive detection of skin cancer seems powerful but super early in terms of adoption (a brief excerpt is below). I am considering buying for TFSA and have the following questions:
1. What is your general opinion?
2. Do you have any information on how a dermatologist would be paid for using this test vs surgery? My fear would be that the tech is amazing but dermatologists may not use it if it would reduce their revenue
"Currently, approximately 25 surgical biopsies are performed to find one melanoma. And despite all this cutting, the negative predictive value of this pathway is only about 83%, which means the probability of missing melanoma is approximately 17%. The PLA reduces the number of surgical biopsies needed to identify melanomas by approximately 10-fold and increases the negative predictive value so 99%, meaning the PLA has less than 1% probability of missing the disease. DermTech is effectively bringing melanoma diagnosis into the 21st century by transforming it from a pathway to subjective, invasive, inaccurate and costly to one that is objective, non-invasive, highly accurate, and less costly."
Q: Hi Peter and team,
I am a new member and have been enjoying the question and answer section.
I would like you take on these two stocks and wether you prefer one to the other.
Thanks
Javad
I am a new member and have been enjoying the question and answer section.
I would like you take on these two stocks and wether you prefer one to the other.
Thanks
Javad
Q: Do you see INE continuing to to outperform, as a hold or is it time to take profits? The payout ratio is a bit concerning. Thanks
Q: I noticed AQB as a recent top % gainer. Are there superior aquaculture firms (especially fish farming firms) you are aware of?
Q: Could I please have your view on ET. (US) Is this good for a long term hold? Will it ever get back in favor? Is there better places to be? Thanks in advance. Appreciate your inpu.t.
Q: Hi, any news causing the drop of MGNI today? Are there any reasons for long term concerns?
Thank-you.
Thank-you.
Q: The cash position in the Growth Portfolio is just over 10%. This seems unusually high: please explain your rationale. Thx
Q: Hi Peter
My wife and I are fully invested in TFSA and RSP accounts. I have about $150,000 to invest. I guess I need to use taxable accounts, which I have no knowledge about.
Can you point me some good resources on taxable accounts and how to get started.
If I am already at the top of the tax bracket, is it worth consulting with a tax consultant before I go down this path?
Any guidance on approach and methodology will be very helpful.
Appreciate your great work!
Thanks
My wife and I are fully invested in TFSA and RSP accounts. I have about $150,000 to invest. I guess I need to use taxable accounts, which I have no knowledge about.
Can you point me some good resources on taxable accounts and how to get started.
If I am already at the top of the tax bracket, is it worth consulting with a tax consultant before I go down this path?
Any guidance on approach and methodology will be very helpful.
Appreciate your great work!
Thanks
Q: Just wondering what your thoughts are on Alaris.
Would you be buying at these levels?
Would you be buying at these levels?
Q: Why has CGY dropped in price recently and what is your opinion of the company in general?
Q: this company has had a great run perhaps being in the right industry at the right time?
could u kindly comment on the company? thanks
could u kindly comment on the company? thanks
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Ichor Holdings (ICHR $18.67)
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Invitae Corporation (NVTA)
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Tronox Holdings plc (UK) (TROX $3.71)
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Celsius Holdings Inc. (CELH $56.10)
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Magnite Inc. (MGNI $22.17)
Q: What are your top five Canadian and top five US small cap growth companies in terms of reward to risk, for a 5 year timeframe?
Q: Good morning 5i
thanks for the prompt answer to my question yesterday. I need just a bit of clarification on the answer, though. I was keeping companies like Alphabet and Microsoft along with etf"s because I thought they might have an outsized upside in the future. You say, thought, that all these stocks can be found in a typical etf and then go on to suggest another handful of stocks. I am not sure if you mean that because Alphabet, Microsoft etc, are so well represented in the etf's that I don't need to hold them separately and focus instead on stocks similar to the ones mentionned?
thanks
thanks for the prompt answer to my question yesterday. I need just a bit of clarification on the answer, though. I was keeping companies like Alphabet and Microsoft along with etf"s because I thought they might have an outsized upside in the future. You say, thought, that all these stocks can be found in a typical etf and then go on to suggest another handful of stocks. I am not sure if you mean that because Alphabet, Microsoft etc, are so well represented in the etf's that I don't need to hold them separately and focus instead on stocks similar to the ones mentionned?
thanks
Q: As always, thank you for your great service. Would you be a buyer at these levels or would you wait for a pullback. Looking at 5 year hold on this company.
Thanks
Thanks
Q: enbridge came out with annual investors day presentation today and just wondering if you guys listened to it. they increased the dividend by only 3% but to me that was being cautious for outlook next year cause who knows what will happen but happy in their decision to raise a bit at least. just wanted your thoughts and as a sidenote i get a
newsletter from a reputable writer in ontario here and he was saying in one of his latest reports that 80% of all trading on the canadian markets [tsx] comes from south of the border now. i did not know that and is this right?
thanks
newsletter from a reputable writer in ontario here and he was saying in one of his latest reports that 80% of all trading on the canadian markets [tsx] comes from south of the border now. i did not know that and is this right?
thanks
Q: Hi folks...I see Nuvei won a contract with Columbia's leading operator on on-line gaming; Wplay. It accounts for almost 50% of gaming revenue in Columbia with 1.6M users. Any idea if this is the biggest on-line gaming contract Nuvei has won to date (Colorado, Indianna, West Virginia). Is Nuvei the leader in processing payments for on-line gaming....and should it be the big beneficiary on recently legalized on-line gaming in US & now Canada. Stock has done well but seems to be flying under the radar with min volume, and not much reaction from analysts....thanks as always, jb Piedmont QC
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Brookfield Infrastructure Partners L.P. (BIP.UN $41.94)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.27)
Q: I have owned BIP.UN for four years and have a 76% unrealized capital gain. I also have a small amount of BIPC as a result of the recent spin off which has a 78% unrealized gain. I do not want to own both as they are essentially the same and BIPC represents only 0.3% of my portfolio. The plan is to amalgamate by selling one and using the proceeds to buy more of the other.
The question is which one to sell? This is in an unregistered account. Which of these two do you favour in an unregistered account? A sale of BIP.UN will result in a greater immediate tax liability than BIPC but the tax will have to be paid at some point anyway and it might be a good idea to decide, at this time, which is the best one for me to own going forward. I know the premium on BIPC is expected to decrease but so for it has not. In fact, over the past 8 months BIPC has increased approximately 78% while BIP.UN has decreased 6%. Over this time, BIPC has increased in market value approximately the same percentage as BIP.UN has over the past 4 years.
The question is which one to sell? This is in an unregistered account. Which of these two do you favour in an unregistered account? A sale of BIP.UN will result in a greater immediate tax liability than BIPC but the tax will have to be paid at some point anyway and it might be a good idea to decide, at this time, which is the best one for me to own going forward. I know the premium on BIPC is expected to decrease but so for it has not. In fact, over the past 8 months BIPC has increased approximately 78% while BIP.UN has decreased 6%. Over this time, BIPC has increased in market value approximately the same percentage as BIP.UN has over the past 4 years.