Q: After making significant gains over the last several years, Costco seems to have lost steam. Up only 9% in the past year. I know you have mentioned it's become overvalued. What would have to happen for the stock to regain momentum and over what timeframe do you see this occurring? 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: I am a little concerned about MDA due to Trump, even though it has US operations. Would you rather GE or MDA?
Thanks for your thoughts.
Ian
Thanks for your thoughts.
Ian
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Constellation Software Inc. (CSU $4,392.79)
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Topicus.com Inc. (TOI $165.09)
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Lumine Group Inc. (LMN $45.56)
Q: These companies who buy other companies are dropping because of an AI scare.
Is it not possible for them to start adjusting and start buying AI companies to keep up with the present trend?
Is that possible?
Thanks
Is it not possible for them to start adjusting and start buying AI companies to keep up with the present trend?
Is that possible?
Thanks
Q: Would you consider right now a good buy opportunity for IFC for a medium term hold (+/- 5 years)?
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Devon Energy Corporation (DVN $34.77)
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Exxon Mobil Corporation (XOM $112.16)
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Cheniere Energy Inc. (LNG $236.09)
Q: Nat Gas:
I hold ~1% each of ARX and TOU. Also, ~5% XOM, which is also a major gas producer.
I don't have much confidence in this liberal gov't's promises of gas development. Would you recommend a US gas producer, and if so, which one?
Thanks
Jerry
I hold ~1% each of ARX and TOU. Also, ~5% XOM, which is also a major gas producer.
I don't have much confidence in this liberal gov't's promises of gas development. Would you recommend a US gas producer, and if so, which one?
Thanks
Jerry
Q: Are they overvalued or at what price range is a good entry point ? Thanks a lot.
Q: Thoughts on the quarter?
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Descartes Systems Group Inc. (The) (DSG $144.53)
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TerraVest Industries Inc. (TVK $137.61)
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EQB Inc. (EQB $91.23)
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ADF Group Inc. Subordinate Voting Shares (DRX $8.26)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.19)
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Lumine Group Inc. (LMN $45.56)
Q: Sold TIXT in tfsa (11 equities) as do not want to hold Telus in this growth leaning account as I already have some in cash account oriented mostly towards dividend paying growth equities. So looking at which of my “better” remaining tfsa holdings to add to for next 18 to 24 months: lmn, tvk,dsg, drx or eqb or do I consider something new like png, vhi or zdc? I am long retired and survive on a DB pension.
Q: How do these two ETF’s compare with respect to withholding taxes if held in a non-registered account
Q: Netskope will list on the Nasdaq under the “NTSK”
Your opinion on his one, buy, wait, forget about it?
Thank you.
Your opinion on his one, buy, wait, forget about it?
Thank you.
Q: I red recently an article on insiders who have sold a significant stake of this company since the last months to the point where it seems justified to raise a red flag for investors. Can you give me your appreciation?
Thank you very much
Thank you very much
Q: Can you comment on Rakla Metals - prospects, management, fundamentals, risks... ? Their website indicates their first drilling began in July. The stock has done well in the last year during this sector surge. Looks interesting for a starter position. My thanks.
Q: stock seemed to be under pressure today on large volume. Do you have any explanation?
jerry
jerry
Q: I acquired this stock ( a significant position) one month ago ,with a 1-2 years perspective, believing that it is a solid Cie financially, well priced,and well positioned for the natural gaz demand in 2026 .It already shows 11% loss on paper,is my choice still "reasonable", and do you see it as a sell,buy,or hold in your perspective ?
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Global X S&P/TSX 60 Covered Call ETF (CNCC $13.13)
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Global X S&P 500 Covered Call ETF (USCC $19.69)
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Hamilton Utilities YIELD MAXIMIZER TM ETF (UMAX $13.55)
Q: Hello, I am turning 60 in January, while I still work, I would love to retire in a couple of years, would it be a reasonable portfolio to migrate my portfolio to a more income focused, covered call strategy portfolio, in general terms, I know you cannot get personal. I think the vast majority will be broad based ETFs with maybe 25% using leveraged based ETFs. From what I have seen, the BETA for these funds seems to be a lot less than there non covered call cousins.
Q: Good Morning - I'd like some exposure to China. Can you suggest an ETF or two? If there's a specific company you consider worth while, please advise. Thanks, as always.
BTW, great early call on NBIS. Very ahead of the curve on that one.
BTW, great early call on NBIS. Very ahead of the curve on that one.
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.71)
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Granite Real Estate Investment Trust (GRT.UN $77.93)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.59)
Q: What are your thoughts concerning REITs in this current market? What would you suggest as a couple attractive options?
Thanks Ric.
Thanks Ric.
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Brookfield Renewable Partners L.P. (BEP.UN $35.03)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.02)
Q: Hi 5i
I am bargain hunting so looking at Brookfield Renewable. I charted BEPC and BEP-UN and am puzzled by the significant outperformance of BEPC over 1-5 years. I don't think the div treatment should make that much of a difference. BEPC is 9% off 52 week high, BEP-UN 15% off. Your thoughts? And if I decide to buy, am I wrong to think BEP-UN could have more gain potential?
Thanks, Greg
I am bargain hunting so looking at Brookfield Renewable. I charted BEPC and BEP-UN and am puzzled by the significant outperformance of BEPC over 1-5 years. I don't think the div treatment should make that much of a difference. BEPC is 9% off 52 week high, BEP-UN 15% off. Your thoughts? And if I decide to buy, am I wrong to think BEP-UN could have more gain potential?
Thanks, Greg
Q: TRI has had a noticeable selloff over the last few months. Any specific company reasons?
Q: hi 5i,
I like to start a new position on TOU for my RRSP ?, is it now a good time to buy it.
The goal is Capital preservation and income.
thanks
I like to start a new position on TOU for my RRSP ?, is it now a good time to buy it.
The goal is Capital preservation and income.
thanks