Thanks for your nice answer to Don's question today. (Friday, the 8th of September) regarding commodities. You gave a nice selection of ETFs. Looking at them they all have high concentration of energy sector and metals. MER in 70 or 80 basis points.
I wondered however if it would be better for me to hold XBM and XEG instead and lessen the fees plus opt for these bigger fund names with much higher market cap.
However I know I will miss sectors like corn, soybean, cotton etc.,
BNN had Mr. Rick Rule yesterday and he is of course a Metals and Mining Guru! This plus your answer to Don's question made me think of taking a small position in commodities . Looking at the most efficient and cost effective way to do his. Any thoughts?
Q: Apar from CSU and related companies, are there other vertical software comp[anies in large addressable markets in sectors such as healthcare, media and industrials that you find arttractive? At what prices would you recommend initiating a position and why do you find them attractive.
Thank you
Sam
Q: ISRG,DLB,CROX,DG,OPRA,PDFS,ICLN,INMD,RTX,ALB ALLUS are looser which one to keep and which one not.
for TSE,CGY,EIF,NTR,
I know quite many stocks in one question but for a senior over 75 I find hard to take advantage of portfolio analytics as I am not tech savvy.
Q: What do you think of SPOT? I own some and thinking about selling due to their low margins, thoughts? I do love the product and is an extremely sticky product once people are a user.
Q: Hi 5i would the recent pull back be a good time to fill a 1/2 position in RTX. I was looking to hold this long term and was thinking RTX would be a bit more defensive during an economic weaker period.
Q: Can I have your opinion on the pros and cons of investing in these public REITs vs. private REIT products from Skyline (Skyline Apartment REIT, Skyline Industrial REIT) or Centurion? Thank you.
Read Answer
Asked by patricia on September 12, 2023
Q: You listed 6 high credit quality preferred shares for Christian this morning. For any preferred, how is one able to determine it's type ie. perpetual, floating, rate reset? I would be interested in a short list of high credit quality perpetual preferreds that you would recommend.
Thank you.
Dennis
Q: please comment on todays news of qipt acquisition and what it may mean
to stock valuation. i do not see how they are paying for it or what they paid, nor
the name of the company. pretty vague.
thank you.
Q: Do you have any strong opinions about this ETF from Horizon for a long term hold? It tracks 6 Canadian bank stocks with 25% leverage. Is the cost of the leverage cheaper for them than it would be for a retail investor to borrow to invest?
Q: Good morning, I hope you and the office are enjoying the last full week of summer. I would like your 30+ years of insight on this "largest monopoly trial in modern era" with the DOJ and Google. Is this something to be concerned about? Haven't we been here before ?
Q: Hi guys
Northwest Company keeps hitting new lows. I see current earnings of 2.42 and a PE of 12.6. Do you know what the earning are expected to be for 2024? I am assuming one reason the stock has dropped so much was because sales would have been negatively affected in their stores in the North West Territories in towns like Yellowknife and Hay river. I guess we will see how significant that is when earning are released on September 13th.
At these levels how compelling a buy do you consider NWC? I am thinking of adding to my position but it still would be less than a 3% weight.