Q: Could you add anything beyond what I can read on yahoo finance why the stock jumped yesterday please?
Is the case to be made to average down based on this reaction? Within a reasonable position.
Q: Could you explain the difference between these two stocks. What are the dividends for each and are they paid out in US $ or CDN. Which has the better tax treatment, as I understand there is different tax treatments for partnerships. but not sure what the difference is?
Q: Has your position changed on Ultra Clean? In September you felt it did not need to be owned. It is now riding the semi-conductor high and I am curious if you feel differently now?
Q: What is your opinion on AltaGas - is it a good investment for gas infrastructure?
For reference I also have Gibson Energy for oil infrastructure.
WCP and TOU are also owned.
Q: I have small 'starter' positions in these stocks , all still in the black with the exception of smallish losses in GLXY and KTOS, Most are in non-registered accounts. I have some spare cash and would like to increase position sizes. Are there any that you would add to at this time or would you continue to keep your powder dry for now ? Also, are there any that you feel should be let go ?
Thank you, as always.
Q: Grandson has $2000 to start investing with. Looking for up to 4 possible ETFs for him realizing he has a long timeline growth would be preferred.
Thanks
Q: Hi Group in what order highest risk first please. (particularly worried tech stocks) and where we go from here??... buy, sell, hold..) plse give me you thought on sectors at most risk going fwd
I would appreciate your views on TRIN for an investor seeking income as part of a diversified portfolio, and recommendations for alternatives to TRIN in the same broad category if you don't think that TRIN is an interesting investment.
Q: For a conservative investor with a 50/50 portfolio (seeking a 4% yield), what percentage of Fixed Income would you place in short and medium term US corporate Bonds? US PCE is stuck at 3%, while Canadian inflation is almost at target. My thesis is this presents a decent opportunity if there is any improvement in American inflation...while Canadian Bonds already have lower inflation priced in. Even if I'm wrong, does it still makes sense to have some US Bonds for diversification? Thanks as always.
Q: Thoughts on the latest sell off to financials and private equity. Now the AI fear is hitting credit card companies and people are saying two machines can transfer funds without needing credit cards. This is getting crazy as it seems no industry is immune to AI. Are we overreacting, or is the world as we know it going to dramatically change, in which case, what kinds of stocks do we need to keep? What sectors should we lighten up on? What sectors do the screaming buys lie?