Q: What do you think of LMND as a long term buy and hold business... they seem to be more effectively using their AI software to generate improved financials...
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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: Would you consider BTCX.B:CA a good way to invest in Bitcoin. What’s your overall opinion of
Bitcoin and is it worth speculating a small portion
of one’s portfolio?
Bitcoin and is it worth speculating a small portion
of one’s portfolio?
Q: ADN value is dropping, you still include it in your income fund at a B rating. In the last question asked abut ADN last month, you raised concerns about performance and a dividend cut, is there a chance you will be lowering the ratings or removing from your portfolio
Q: As a holder of EMX.CA do I have to pay capital gains tax on its merger/takeover by ELE? If so what is the purchase price that I must record? If not, what is the merger/takeover price of the received ELE stock? Thank you.
Q: While Nvidia results look good, a Globe and Mail article about the results quoted two commentators who suggest that current AI spending is "unsustainable". Can you comment on the sustainability of AI spending? Thanks.
Q: Could you please share your thoughts about the recent NVDA earnings? What is your sentiment towards the AI/Chip sector after the release of their earnings?
Thanks!
Thanks!
Q: How would you compare BDT and ARE going forward
Q: I'm looking at adding a dividend-paying company in the financial sector, which is not one of the traditional banks. Which of these two businesses might you suggest has a better chance to outperform the market, over the longterm?
Q: It’s seems that the stock is enjoying its marked rise at this time , Is it due to possible merge or a buy from other company? It’s apparently much above its book value and by itself its future growth will not be marked. Is it indeed overvalued and could be sold ? The dividend is good so it could be kept as a dividend payer as one wait for buyout or a merger. What is your opinion on thei stock at this time ?
Thank you ,
Miroslaw
Thank you ,
Miroslaw
Q: Hello. In the MEG takeover by CVE, I opted for all shares, but received 96% shares and 4% cash because it was over subscribed. In my TD statement, the "book cost" of my new CVE shares reflects the price of the recent transaction, not my original cost of the MEG shares. Will I need to pay capital gains on the shares? As I researched the issue, some sites say the transaction is a "deemed disposition", and I will need to pay capital gains on the shares and cash, and other sites say I can use the "Section 85 rollover" provision to delay capital gains on the shares. Your insight is appreciated.
Q: I have a book cost of $10,600 for my 600 parkland shares.
I received $11,880 in cash and 177 Sunoco shares ( book value $ 12700. } For tax purposes is it all taxable ? I.E. 24,580 .
The Sunoco shares have been put into the Canadian side of my account,so I assume the transaction is all in Canadian dollars. Is that correct? Thank you for your help.
Philip
I received $11,880 in cash and 177 Sunoco shares ( book value $ 12700. } For tax purposes is it all taxable ? I.E. 24,580 .
The Sunoco shares have been put into the Canadian side of my account,so I assume the transaction is all in Canadian dollars. Is that correct? Thank you for your help.
Philip
Q: I am considering selling CSU and LMN to realize tax losses and then buy them back after 30 days. Do you see much risk in these companies gaining significantly in 30 days? Thank you
Q: Could you please provide your thoughts on the above company. I am thinking about taking a small position initially.
Q: Any thoughts on this company?
As always, thanks for your fantastic guidance.
As always, thanks for your fantastic guidance.
Q: Goldman shows currently that CTA's will dump stocks in every scenario (market up or down) over the next month, including total sales over $75 billion. This number is large versus average. Is this a meaningful indicator that you watch, or just another "worry"? I guess it is mainly an indicator of flow.
Q: Japan's 20Y has spiked to 2.75%, marking a historic shift. I tead this could trigger short-term volatility in risk assets. Do you act on this? For example my bond portfolio contains some ETFs with 10y and 20y durations. Should I move more to shorter duration? On equities higher risk assets are more vilnerable? How big of deal is this looking forward, or just another "worry"?
Q: Hi 5i Team - I am having some difficulty deciding whether to sell or hold onto my shares of Propel. Could you summarize the reasons for its decline as well as the potential for recovery over both the next year and longer term. Do you have confidence in the ability of management to do this. There are certainly many developing opportunities in other companies to use the money if I were to sell. Thanks.
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Constellation Software Inc. (CSU $3,336.00)
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Firan Technology Group Corporation (FTG $11.28)
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Kraken Robotics Inc. (PNG $6.09)
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Vitalhub Corp. (VHI $8.75)
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Topicus.com Inc. (TOI $125.68)
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Lumine Group Inc. (LMN $27.19)
Q: Could you list a few Canadian company's to buy now that may come roaring back from this downturn?
Thank you.
Thank you.
Q: How does Brookfields announcement of it's US$ 100 B AI fund affect shares of BN?
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NVIDIA Corporation (NVDA $176.29)
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Canadian National Railway Company (CNR $135.46)
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Enbridge Inc. (ENB $65.66)
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Manulife Financial Corporation (MFC $49.23)
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Loblaw Companies Limited (L $61.61)
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Cenovus Energy Inc. (CVE $24.31)
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Fortis Inc. (FTS $71.05)
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Pembina Pipeline Corporation (PPL $53.00)
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ARC Resources Ltd. (ARX $25.61)
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Emera Incorporated (EMA $66.45)
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Thomson Reuters Corporation (TRI $181.64)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.22)
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Aritzia Inc. Subordinate Voting Shares (ATZ $113.84)
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Galaxy Digital Inc. Class A common stock (GLXY $33.82)
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Topicus.com Inc. (TOI $125.68)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.39)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.28)
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Lumine Group Inc. (LMN $27.19)
Q: I have to trim some of my holdings. Please rank the following in order of which you would trim first. Positions are roughly equal and this is an account focused on long-term investments. Thanks
ARX
ATZ
BAM
BN
CNR
CVE
EMA
ENB
FTS
GLXY
L
LMN
MFC
NVDA
SHOP
TOI
TRI
PPL
ARX
ATZ
BAM
BN
CNR
CVE
EMA
ENB
FTS
GLXY
L
LMN
MFC
NVDA
SHOP
TOI
TRI
PPL