Q: Could have I an update on your views on Medtronic’s and Qualcomm. Its hold in a RRSP. Would you suggest 1-2 companies for each one with better or same risk profile you would suggest to switch for if you think that’s a good idea .
Already holding HPS.A at 3.6% and I like the growing power thesis. Do you think buying ENS, MPWR or APH would be too much? I like the growth of all these other names but is owning all four too many? How would you rank them to buy now for best risk adjusted return?
Q: Hello, I would like to get your thoughts on a possible switch from KXS to MDA in my TFSA. My patience seems to be wearing thin with KXS, and I would incur a small loss if making this transaction.
Q: With goeasy’s stock under intense pressure, I’m looking at the ownership structure: David Ingram and Don Johnson control more than a fifth of the company and have been through multiple credit cycles as long-term holders. Given Don Johnson’s reputation for financial acumen and his deep roots in the industry, is it fair to interpret their lack of selling as a signal that the underlying book value remains intact? Or do you believe the LendCare charge-offs represent a structural shift that even veteran insider conviction can't offset?
Q: What do you think about the loan offering just announced by NBIS?
What kind of impact do you think this will this have on share price in the coming 2 years? Is it something to be concerned about? (ie.... is NBIS doing something similar to Coreweave?)
Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?
Q: 6 weeks ago you said this: "While a correction could happen anytime, we aren't really expecting giant problems. There is cash on the sidelines, rates may move lower, and investors have shown excellent resiliency in the face of all sorts of global issues."
Have you adjusted your opinion given the state of the world?
Q: Not a question but rather an observation: please don’t knock down legal regulated businesses that lend to people that can’t get loans like people with assets. I can get an interest rate that the poor people can only dream about.
Otherwise they would have to borrow from loan sharks in the underground economy.
I get enormous benefits from credit cards points but that is really on the backs of less well to do cc users.
One very well known head of state always was treated like a VIP by most banks. Was that justified? Look where that got us.
Q: between the 2 credit card companies, which is presently the better buy. my metric is present dividend yield compared to
5yr low, 5yr high, 5yr median and
10yr low, 10yr high and 10yr median.
Please provide me those numbers.
Do you have an opinion about a different or more insightful metric to consider?
Q: Would you be comfortable adding today despite the current noise related to the energy sector? Would you have a recommendation on price for entry? Noticed weighting on this in your GRO portfolio is at 6.17%.
Thanks,
Dave