Q: Which do you consider the better speculative investment and why? Do you have your own favorite pick? 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: Hi, PKI is trading well below the Sunoco offer. Who would vote Yes to such an offer?
Major shareholders: Simpson Oil 20%, surely not, FMR LLC (Fidelity) 11% ? , Engine Capital 2.5% said NO on Friday.
When will a new offer come? Probably at the last minute, it happens a lot.
Great weekend to you.
Major shareholders: Simpson Oil 20%, surely not, FMR LLC (Fidelity) 11% ? , Engine Capital 2.5% said NO on Friday.
When will a new offer come? Probably at the last minute, it happens a lot.
Great weekend to you.
Q: What is your view on platinum and palladium (bullion not equities) over the next 2-5 years.
Thank you for your excellent advice.
Thank you for your excellent advice.
Q: Byd continues to fall. Its P/E is high and EPS low. Is there a better stock out there in the same sector that you are more comfortable with or do you see a turn around soon? T Steve
Q: I purchased my initial position at $42 just prior to the Deepseek (of course!) news and have held on since. I am wondering about adding due to your recent commentary re:good balance sheet, new analyst coverage, positive momentum, very cheap valuation vs peers and strong business model. I know you don’t support ‘back up the truck’ emotional statements but I’m wondering if this might be another 5i example of getting into a potential multi-bagger in the early stages. Could you please comment on NBIS’ potential 3-5 years down the road. Thanks so much for your expertise!
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InterRent Real Estate Investment Trust (IIP.UN $13.33)
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CubeSmart (CUBE $39.28)
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Agree Realty Corporation (ADC $72.16)
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National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA $30.10)
Q: Now that IIP has been scooped up. Do you feel there are any other similar type of REITS that are selling cheaply that might follow the same fate?
Canada or US?
Please also state why you feel they are undervalued and potential targets as takeovers.
Thanks
Sheldon
Canada or US?
Please also state why you feel they are undervalued and potential targets as takeovers.
Thanks
Sheldon
Q: The stock has had a good recovery. What do you see in its future?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Any news to explain the big price increase and high trading volume on Friday ? Thanks a million.
Q: hi folks
both enghouse and descarte have taken a bit of a hit on results
both still solid companies; which would you prefer for the next 3+ years
or neither?
no current position in either currently
thx as always
both enghouse and descarte have taken a bit of a hit on results
both still solid companies; which would you prefer for the next 3+ years
or neither?
no current position in either currently
thx as always
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $129.57)
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Constellation Software Inc. (CSU $4,256.68)
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Descartes Systems Group Inc. (The) (DSG $135.18)
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Enghouse Systems Limited (ENGH $22.36)
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Kinaxis Inc. (KXS $196.50)
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Thomson Reuters Corporation (TRI $231.86)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $199.46)
Q: Hi Peter, the results for ENGH look a bit soft. Can you provide your opinion on the results and if you think it would be a value buy now with the dividend. Thanks
Q: With small companies I often check the quality of their web portal. ZOOMD doesn't impress me; some links don't work. They don't list a phone number in the contacts. Their address appears to be a law firm. Is the Toronto address just a front? I don't mind if the company is based in Israel but they shouldn't hide it. Ex-ceo has lots of shares to sell even if half is via controlled sale.
They had some big organizations as customers but i wonder how sticky these contracts are. And if not, why is that? Do you have any insights into it?
They had some big organizations as customers but i wonder how sticky these contracts are. And if not, why is that? Do you have any insights into it?
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Coinbase Global Inc (COIN $324.89)
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Robinhood Markets Inc. (HOOD $110.71)
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ISHARES BITCOIN TR (IBIT $67.03)
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ISHARES ETHEREUM T (ETHA $34.37)
Q: seeing that you own some crypto I'm thinking I may get my toes wet, so to speak. At current prices, which one ETF would you favor of the above?
Also, I have more Canadian money available than US, is there disadvantage to IBIT.CA?
Should these be purchased in a Cash account, self directed RSP or TFSA?
Deduct as many questions as you need. I'll never get through these credits!
Also, I have more Canadian money available than US, is there disadvantage to IBIT.CA?
Should these be purchased in a Cash account, self directed RSP or TFSA?
Deduct as many questions as you need. I'll never get through these credits!
Q: The offering was supposed to close on June 3 but I haven't seen any news on the closing?
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BMO Ultra Short-Term Bond ETF (ZST $49.04)
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Global X Cash Maximizer Corporate Class ETF (HSAV $116.25)
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Global X High Interest Savings ETF (CASH $50.04)
Q: I asked this question on June 1, 2025 but did not get an answer so I am asking again.
What is the difference in underlining risks between ZST and high interest saving ETFs like CASH and HSAV?
What is the difference in yield between them?
I have about $100k in cash to park for 1 year ish so I am looking for a bit of yield during this time.
What is the difference in underlining risks between ZST and high interest saving ETFs like CASH and HSAV?
What is the difference in yield between them?
I have about $100k in cash to park for 1 year ish so I am looking for a bit of yield during this time.
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BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE $20.41)
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Vanguard FTSE Developed Markets ETF (VEA $58.61)
Q: Are there any restrictions on international equities within a TFSA? How do the dividends work? Thank you!
Q: What are your top 5 copper stocks 1 being the best?
thank you
thank you
Q: Hi Peter and team,
What's going on with Costco today, down 2.5%?
Cheers and thanks for your help.
H
What's going on with Costco today, down 2.5%?
Cheers and thanks for your help.
H
Q: Up 550 percent on my position. Have already trimmed once.
'Analyst' outlooks vary from a 75 percent drop to 'the ride up is just beginning'.
What is your best assessment of this stock? What would you do?
I have major fomo. Maybe a partial trailing stop loss? Thanks
'Analyst' outlooks vary from a 75 percent drop to 'the ride up is just beginning'.
What is your best assessment of this stock? What would you do?
I have major fomo. Maybe a partial trailing stop loss? Thanks
Q: Can you please comment on Cerence's financial performance - balance sheet and income statement - as well as their future prospects given the heightened focus on AI and autonomous driving that may be getting a boost from the loosened regulatory demands south of the border. A buy?
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BMO Covered Call Utilities ETF (ZWU $11.34)
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BMO Canadian High Dividend Covered Call ETF (ZWC $18.80)
Q: I normally keep individual stocks to a limit of 5% of my portfolio in a registered account. However, with ZWC being an ETF, how high do you think I could go, given that it is diversified in many stocks?
What would be an attractive price to buy into ZWC?
If ZWU is also held in the same account, how high could you go for that ETF (as a percentage of the account)? And would that affect the amount of ZWC held in the same account?
Thank you.
What would be an attractive price to buy into ZWC?
If ZWU is also held in the same account, how high could you go for that ETF (as a percentage of the account)? And would that affect the amount of ZWC held in the same account?
Thank you.