Investment Q&A

Q: Hi team, what do you make of the big drop and then the nice recovery since the merger was announced.
Could that price action be based on some manipulation angle?
Do you see the KRR stock price going above $5.90 ? Also, do you see other bidders entering?
Thanks
Rob

Q: Hello Team,

How would you rank cybersecurity stocks in terms of your favourites and best long term growth. Also, do any have the chance to be apart of the next trillion dollar cos?

What is a good entry for each? Thank you!

Q: At present What would be your top six stocks to buy for a 90,000$ TFSA contribution for sustainable growth.Any suggestions as to how to stage the purchase.?
Thank you for your remarkable service,Andrew

Q: What is your current view of Timbercreek Financial? Is it worth holding for income? It trend is not comforting. Thanks. cheers

Q: Can you please rank the above stocks in which you would purchase today? Thank you

Q: After today’s big drop. Would you be a buyer? What do you think the outlook looks like going forward?

Q: Hi,
I have been currently holding these for awhile and have done well on them, other than maybe WELL, which has been lagging a bit lately. Here are my allocations: WELL (1.7%), SLF (2%), GSY (3.5%) and NVDA (3.8%).

Recently in the last few months, I trimmed some NVDA and bought some VRT (1%) and SMCI (1%). For a growth investor, how would you rank these 3 stocks going forward? Would you continue to trim and buy these smaller cap higher growth names. With the run that they've had, I've been a little more cautious of a slowdown.

Also with these other names I'm holding, I'm contemplating trimming or completely switching to higher growth and better quality names with better runway for growth. What are your thoughts? Trim, add or switch? For example, does it make sense to trim a 3.0% position into two names that are only 1.5%? I'm against diworsification. Thank you!

1. WELL to VHI
2. SLF to IFC
3. GSY to PRL

Q: COULD YOU COMMENT ON LAC"S LATEST NEWS. DOES THE NEWS WARRANT SUCH A SUBSTANTIAL DROP IN VALUE. THANKS

Q: NIce bounce today.

Why?

Thanks

Sheldon

Q: Regarding your comment in an earlier answer: "We expect market volatility in November. ".... Why?

Q: Which one would have the best return after 5 years in your opinion? Greetings, Peter.

Q: My question pertains to the risk associated with BCE. It is often recommended as a good dividend stock (which it definitely is). However, when I buy dividend stocks, I am equally looking for safety in my investment. The following are few notes:

• The share price is lower than it was 10 years ago.

• In a response to Nick on April 3 you mentioned “the dividend in FY2023 was $3.7B, which is covered by a cash flow of $7.9B,” (which aligns with the Operating Cash flow). Looking at the FY2023 report “https://bce.ca/investors/AR-2023/2023-bce-annual-financial-report.pdf” (page 20) they mention that their dividend payout policy is to fall in the range of 65-75% of free cash flow and that their payout in 2022 was 108% and in 2023 111%. I would think that this may be a better gauge as their capital requirements appear to be regularly high, and a number exceeding 100% may not be sustainable for long.

• Their level of debt appears to be very high.

• Their revenues have had minimal increase year over year and their net earnings declined quite dramatically.

• I understand they are trying to turn things around but are heavy regulated.

What is your opinion considering the above, your understanding of the situation and the current share price which appears to be historically low (offering an incredible dividend).

Would you be a buyer of the stock? Thank You!

Q: hello 5i:
last question on this preferred over a year ago. Can you give me an update and do you consider it buyable? Safety rating would be beneficial.
thanks
Paul L

Q: Is the proposed increase in tax for capital gains over $250,000 an annual amount or a lifetime amount?

Q: Hello all, wondering what you think the outlook is for NV Global over the next 2-3 years? It seems to be struggling over the last year and hasn't participated in the rally of the last few months.
Thanks for all you do, my portfolio has never looked better!

Q: I have a 5% interest rate on my bank account right now and because of this I'm way more cash heavy than usual. Does it make sense to hold a larger portion of cash when interest rates are so high?

Q: Does the increasing tax rate on capital gains meaningfully affect residential real estate companies with mainly Canadian properties? This might also affect grocery-anchored REIT's since they often build apartments on their properties.
John

Q: Why does QIPT keep hitting 52 week lows? Their recent earnings appeared to be decent. Is it time to sell this one?

Q: I know it's not your focus but can you commend on Nubank- last question was asked about it in 2021 -

Q: Would you consider today's sell off a buying opportunity?

Thanks