Investment Q&A

Q: Please comment on the merits of buying DAKT now, and provide an alternative you believe might be a better choice for growth if you have one.
Thanks

Q: ARES vs. APO:

APO's P/E ratio (18.6) is significantly lower than ARES's (90). Is there a reason for this discrepancy? Which one is a better buy?

In the past three years, both stocks have surged nearly 300%, marking a substantial increase. Any comments or insights on this?

Thanks.

Q: Hello Team,

A lot of power producing companies, including CPX, had a great run since the advent of AI and the need to power data centers sprouting everywhere. With the news about Deep Seek a lot of them took a shaving yesterday. Do you think CPX can recover? Thank you as always for your valuable insight.

Adel

Q: Your thoughts on this fund. I have had it for three years and it has done nothing. It is 5% position. I thought it would balance my portfolio with some emerging markets, but it seems like more of a boat anchor. Should I keep it for the long term or move on.
Thanks

Q: Hi, I have a good problem and looking for some suggestions here. I have Brookfield group companies to 17.5% right now. RRSP A/C- BAM-1%, BN-8.6%,BEP-5% , Non-Registered A/C - BIPC-2.8% . Should i let them grow or reduce and which one? Thanks

Q: it is noticed that there several (8) analysts rating ENB a hold , also 8 analysts rate it a buy, while the average price target has already been reached, it seems that the former analysts believe some head winds are coming soon, which will force the price to drop. is it the new Trump era affecting ENB ?

Q: Amazon's decision to close operations in Quebec and lay off workers disappoints me. I wish to sell it and find some alternatives. I already own Costco. Coincidentally Astrazeneca announced Canadian expansion plans. What do you think of their stock?

Q: Hi !

Graceful if you would provide your views on IBKR now.

Its price has now doubled in less than a year and it seems to have positive momentum.

Would you let that particular winner run or add to it or reduce ?

Which are, in order, your favorites for growth in that sector ? And, what about an etf ?

Gratefully,

Jacques IDS

Q: Which Canadian Sectors and subsectors (Industries) are least likely to be affected by Trumps tariffs if enacted? It would be great if you could rank those in terms of risk to our portfolios.

Q: I have a lot of cash and am planning to trim some tech stocks.
I have no ETF.s or bonds in my portfolio. Can you recommend some safe and growth bonds.

Q: HIVE SHARE PRICE NOW IS $4.42 AS OPPOSED TO $7.12 IN NOV. 2024. ITS SHARE PRICE LOST ABOUT 40% DESPITE BIT COIN GAINING APPROX 10 %. SINCE. REALLY I CAN'T FIGURE WHATS GOING ON. COULD U GIVE ME YOUR OPINION THANKS

Q: Why is SHOP moving up today? I see no material news.

Q: In my question of yesterday, you suggested a 2% weighting for TRP. Please provide some comments as to why you selected this weighting. ram

Q: Canadian companies with US operations could be a target under the IRS section 891 to double taxes paid on their US operations in retaliation for our DST and UTPR according to tax experts here. What Canadian companies are most at risk for this?

https://financialpost.com/news/economy/canadian-business-pay-price-digital-services-tax

Q: Hello, your opinion please on Metro results, is it buyable now, for a long term hold? Thanks

Q: Hi,
Thank you for answering my question on US Utilities. Much appreciated.

You mentioned that Canadian utilites may be a better option in your answer. I have H, EMA,FTS. Should I add to these or add another utility? Any suggestions in this space?
Thanks again.

Q: Please give me your updated view on Bitcoin. I remember, in one of your replies, you had mentioned something about drawdown, could you elaborate on that? At what point, are we in the cycle? Where would you find it interesting enough to take a position if not already owned? Thanks in advance.

Q: I am wondering if I should exit a small position in MG that I have in a registered account. It is trading near it's low and it pays a decent dividend. I am not sure that the dividend is safe and I am worried about the Trump affect on the auto industry. Your thoughts would be appreciated.
Thanks
Ian

Q: Either I forgot to include Telus in my question of yesterday or you forgot to include it in your answer. Please give your weighting for T (Telus). As well please provide a comment on your 2% weighting on TRP.

Another question on my semi annual balancing exercise. With the understanding that the rest of my portfolio consists of conservative growth, dividend paying large caps and that I am looking at a 3 to 5 year time frame. Please indicate the those companies you would carry at a 5 % ish level, those that you would carry at a 2% to 3% level and those that you might not carry at all. Much appreciated ram

Answer:
Assuming WE are the investor, we would look to the following. DIR.UN 3%, LMN 3%, SHOP 5%, TRP 2%, TSU 2% WELL 3%, WSP 5%

Q: Hi 5i Team - How would you rate the management of Vitalhub, Kraken Robotics, Zedcore and MDA Space. I realize that this is somewhat of a subjective question so no specific number/letter grades are needed - general comments would be fine. Thanks.