Q: If I should sign up for Portfolio Analytics what is the first step? How do I get all information to you? Thanks Larry
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: On my CSU question see link (from Bloomberg)
https://www.abcmoney.co.uk/2025/10/constellation-software-tsx-csu-stock-falls-2-on-q3-earnings-miss-october-28-1-2b-cash-fuels-ma-outlook/
https://www.abcmoney.co.uk/2025/10/constellation-software-tsx-csu-stock-falls-2-on-q3-earnings-miss-october-28-1-2b-cash-fuels-ma-outlook/
-
Royal Bank of Canada (RY $205.25)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $75.19)
Q: BAM vs. RY—both are solid picks for income and long-term capital gains, and I currently hold both. I already have substantial exposure to bank stocks and the HCAL ETF. Since BAM falls under your strong-rated names, I’m considering increasing my position in BAM and trimming RY. Do you think that’s a smart move?
Q: In regards to your answer, although you mentioned that their release is Nov 7th, does that news item which is probably incorrect sited on Bloomberg may have contributed to the more than 6% drop?
Q: Four seems to be struggling. Any particular reason why?
Q: We have a full position in CSU after dollar cost averaging down, unfortunately at higher prices. Just wondering with the current downtrend if we should cut our losses. Even though we're recently retired, we have a longer term perspective when investing. Just wondering though if there's other names in the same sector with greater potential?
Thanks once again for your great investment service... Tom
Thanks once again for your great investment service... Tom
Q: A news story on Bloomberrg "Constellation Software (TSX: CSU) Stock Falls 2% on Q3 Earnings Miss October 28 – $1.2B Cash Fuels M&A Outlook" can you confirm or is it hogwash?
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $188.79)
-
Neo Performance Materials Inc. (NEO $16.41)
-
Vitalhub Corp. (VHI $9.93)
Q: I hold all three in an RESP that has to be wrapped up in 2026 so will be making larger than usual withdrawals. In what order would you sell and would you buyback in other accounts.
Q: AtkinsRealis (ATRL) is increasingly focused on serving the nuclear industry. Cameco (CCO) is no longer stritcly a unranium mining company and now seeks to provide the similar services and products as ATRL (think SMRs, for example). Which company do you see as having the better prospects for growth and share price appreciation? Would it be too redundant to buy both?
Q: Initially I would appreciate your comments regarding:
1. Sensitivity to Bitcoin Price
2. Energy and Expansion Strategy
3. Diversification and Revenue Streams
4. Interest Rate Environment Impact
5. Expansion and Capital Allocation
Your comments regarding initiating a position in this company\
Thanks
Rick
1. Sensitivity to Bitcoin Price
2. Energy and Expansion Strategy
3. Diversification and Revenue Streams
4. Interest Rate Environment Impact
5. Expansion and Capital Allocation
Your comments regarding initiating a position in this company\
Thanks
Rick
-
PayPal Holdings Inc. (PYPL $66.26)
-
Visa Inc. (V $336.96)
-
Galaxy Digital Inc. Class A common stock (GLXY $42.88)
-
Shift4 Payments Inc. Class A (FOUR $66.82)
-
Applovin Corporation (APP $621.36)
-
Coinbase Global Inc (COIN $295.22)
-
Sezzle Inc. (SEZL $57.99)
Q: Hello 5i,
We are perplexed on which payment stocks to purchase. FOUR seems to be somewhat of a disappointment so far, though many have fallen from grace this year and a path to digital payments through crypto looks promising though we are not sure how this will shake out.
Can you comment on the best way to capitalize on stocks in this sector and rank the top 3 payment stocks (in order please) to hold for 5 years or longer.
Thank you
D&J
We are perplexed on which payment stocks to purchase. FOUR seems to be somewhat of a disappointment so far, though many have fallen from grace this year and a path to digital payments through crypto looks promising though we are not sure how this will shake out.
Can you comment on the best way to capitalize on stocks in this sector and rank the top 3 payment stocks (in order please) to hold for 5 years or longer.
Thank you
D&J
-
NVIDIA Corporation (NVDA $188.08)
-
Kinaxis Inc. (KXS $180.40)
-
Palantir Technologies Inc. (PLTR $175.05)
Q: NVDA and PLTR announced a partnership to develop a business for corporate supply chain logistics. Is KXS about to get their lunch eaten by these big players?
Thanks.
Thanks.
-
Goldman Sachs Group Inc. (The) (GS $787.58)
-
JPMorgan Chase & Co. (JPM $313.42)
-
Galaxy Digital Inc. Class A common stock (GLXY $42.88)
-
Coinbase Global Inc (COIN $295.22)
-
Robinhood Markets Inc. (HOOD $127.08)
-
Core Scientific Inc. (CORZ $20.59)
Q: Is this primarily a tech company or more of a 50/50 hybrid with the financial sector?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Hello,
Do you have a free trial for the Q&A? As a subscriber, I have found the questions asked and your responses to be useful.
I have an uncle, who dabbles, that could benefit from this and if he could spend a few days looking around, he'd likely see the utility in it.
Then I don't have to make up a sales pitch for it.
FWIW - Thank you
Do you have a free trial for the Q&A? As a subscriber, I have found the questions asked and your responses to be useful.
I have an uncle, who dabbles, that could benefit from this and if he could spend a few days looking around, he'd likely see the utility in it.
Then I don't have to make up a sales pitch for it.
FWIW - Thank you
Q: What's happening with TOI today? It's down over $10. I see no news. Anything to be concerned about?
Q: Hi. What are your thoughts on Tradeweb Markets (TW) as an investment at this time? What are the consensus forecast earnings and EPS for this year and next? Do you see any redflags on it?
-
Altria Group Inc. (MO $57.27)
-
Enbridge Inc. (ENB $66.24)
-
Pembina Pipeline Corporation (PPL $53.86)
-
Keyera Corp. (KEY $40.87)
-
JPMorgan Income ETF (JPIE $46.20)
Q: Can I get a list of six good dividend paying stocks or ETF's that pay around 5%, that I can buy in my Canadian account but don't necessarily have to be Canadian. I am not concerned about sector but would like the dividend to be reasonably safe. Thanks.
Q: I understand that your recommended portfolio allocation is one-third Canadian, one-third US, and one-third International. Could you share a bit more about the reasoning behind this approach?
Specifically, is the one-third Canadian portion meant to help limit the amount of Canadian companies in one’s portfolio, essentially to protect against being overallocated in your home country?
Similarly, if someone was based in the European Union would you recommend one-third EU, one-third US, and one-third International?
Thanks!
Specifically, is the one-third Canadian portion meant to help limit the amount of Canadian companies in one’s portfolio, essentially to protect against being overallocated in your home country?
Similarly, if someone was based in the European Union would you recommend one-third EU, one-third US, and one-third International?
Thanks!
Q: have a small investment in this stock is it time to sell and buy more nebuis.
Thanks
Thanks
-
Brookfield Renewable Partners L.P. (BEP.UN $43.75)
-
Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $62.65)
Q: How can one explain the huge discrepency between those 2 stocks while it's the same company? One can argue that there is a tax efficiency by investing in BEPC but certainly not by this much. Is there a possibility that the difference might shring over time ? What am I missing?
Yves
Yves