Investment Q&A

Q: I hold LLY shares. Following the announcement of weight loss trial results, the stock declined approximately 14%, despite an improved 2025 outlook after a positive Q2 report. My current position is down 20%, and this investment makes up 5% of my portfolio.

Is this an appropriate time to consider increasing my position? Alternatively, are there other securities that you would prefer ? I would like to take advantage of the Trump turmoil. I am overweight technology.

Thank you kindly. Very appreciative of your comments.

Elaine

Q: A couple of generally solid companies (TRI and LLY) have had some serious drops with earnings. Would you be comfortable buying now? Thank-you.

Q: Can you comment on the drop in Eli Lilly? Is this stock worth holding, or are there better names in the sector? Thanks.

Q: Hi There,
I’m considering starting a new position in PRL or TVK. Of the two, which do you feel is the most compelling buy in the current environment for long term growth?
Thank you,

Q: Is there an opportunity to take advantage of the recent pullbacks in cybersecurity stocks, such as CRWD, PANW, and FTNT,? Given the time of year, might it be better to wait for further declines? Would CRWD still be your favourite?

Q: When I short stocks I start at the top and work my way down. Currently I am looking at problems in the U.S. economy which I think are somewhere between serious and more than serious. In this case I am looking at how a slowdown in consumer spending will dovetail with sectoral effects of tariffs and international policy responses to tariffs. So I have two sectors in mind for shorting, agriculture and manufacturing. Agriculture seems difficult because many of the companies seem to have been hit already. But if that continues it could put a squeeze on Potash. More interesting, at least to me, is the potential double (triple?) whammy that will be felt by U.S. automakers with a weakening economy, higher input prices and a less than favourable international sentiment landscape. These latter issues point me to shorting GM rather than Ford because I don't want to pay the higher divvy on Ford while waiting for the thesis to play out.
Apologies for the overly long question, but what do you think of my overall thesis, and specifically GM as a short and are there any other sectors and/or companies that you feel are vulnerable right now. Thank-you.

Q: I have bought goods from Wayfair a few times and was impressed with their pricing, customer service and quality. It was $300 dollars plus in Mat of 2021 and would love your analysis and thoughts of where this retailer is heading?
Is it worth buying?
Thanx Gary

Q: Hi 65i, May I have your current opinion on DOMO ? is it a Sell, Hold, or a Buy.
thank you

Q: Could you please compare these 2 funds and would you prefer one over the other with explanation? Thanx

Q: How did UPST do in the quarter just past?

Q: Can you please explain the press releases by $oscr $cnc and others related to Medicare and the weak skate prices for these Healthcare companies? Is this weakness likely to last with the Trump policy changes? It's there value here or a longer lasting fundamental change to the revenue potential?

Q: I feel compelled to chime in on the RRSP discussion, with my personal scenario.

- 25 years still to work
- marginal tax rate 43.4%
- highest tax bracket 50.4%
- Assumed yearly return of 10%


Option 1: Utilize the RRSP for 10k/year:

Balance after 25 years = 1.08 million. Worst case scenario (unlikely) I pay 50.4% tax on the entire balance = 536k remaining.

Option 2: Pay tax on the 10k at 43.4% and have 5,660 left to invest in a cash account.

Balance after 25 years = 612k. Pay capital gain tax of **118k = 493k remaining.

**Capital gain = 612k less cost base of 141k (5,660 X 25 years) = 470k. X 50.4% X 0.5 = 118k.



I am still better off in option 1 with 536k rather than the 493k in option 2. Note that it is also very unlikely I pay the highest tax rate on the entire balance. In reality I will likely to much better than the tax rate used in option 1.


Open to hear if you think I'm missing anything?

Q: TTD Your thoughts on the quarter and outlook from here please. Hold or change over to something else? Thx

Q: I've held FCX for a few years now, and it hasn't really gone anywhere. Would it make sense to sell it and buy AEM?

Thank you for all that you do.

Q: Your thoughts please on the quarter?Thx

Q: Could you comment on BCE second quarter 2025 results? Thank you

Q: Comments on the quarter?

Q: $four had negative reaction to earnings. How attractive do you see it at current price?

Q: A colleague of mine, who is both a student of history and risk adverse, has suggested there are significant parallels between what is occuring in the market today and market conditions leading up to the 1929 great depression. In particular, he points to what he believes to be grossly inflated p/e values across all sectors of the North American market. I do not share his views and would be interested in your thoughts - backed up with a few pertinent statistics - regarding both my colleague's historical comparison to the late 1920s and current p/e values. (I am well aware books could be written on this subject, so looking for just your top-line opinion.) Thank you.

Q: Is CNQ stock price down due to OPEC increases or other ?