Q: what's causing SHOP to be so strong the past couple of days. I see no material news other than analysts reiterating their but=y ratings. Is it a run up before they report tomorrow? Might someone know something beforehand?
Q: And a good morning to you ... Yesterday, someone asked about your two top holds (med to long term). CNR was one of the selections. Why CNR and not CP? Many thanks.
1) To me it seems counter intuitive to buy a stock like VNP which has experienced such a steep appreciation in a short space of time.
Whatever happened to “reversion to mean” ? Surely this phenomenal rise makes the stock more vulnerable to a sharper pull back?
Or are we looking at a company that has a phenomenal runway and this is just the beginning?
2) Are there dangers making purchases based mostly on momentum? I am worried about “jumping on the bandwagon”? and making a FOMO purchase.
3) At what approximate price do you think the risk reward ratio is more favourable?
4) Is there a way of seeing who is actually buying at the moment? i.e General Public or Institutional or Insiders. Can we draw any conclusions from WHO is mostly buying?
My screen is showing a 4.5% insider ownership but NO recent insider purchases
Many thanks in advance for your sharing your thoughts.
I would like to free up a bit of cash in the cash account. In what order would you sell these 4 companies? These account for only about 3% of my overall portfolio and want to free up about half of this.
Q: You scared me this morning in your answer to Benoit . The first line in your answer was .... " These ETFs use an ultra-short option strategy. " ..... I own QDAY and was under the impression that they used a zero day " Call " option strategy on the Nasdaq . I can find nothing on their website indicating they use any kind of " short " strategy never mind " ultra short " .... Please explain ? I am not interested in shorting the Nasdaq . If that is what it is doing it will be sold immediately .....
Q: I am considering adding an insurance company. Do you think the insurance sector will do well in the next 5 years and which would be your favourite company? A short explanation of your choice would be appreciated.
Q: Conservative investor, given where markets are trading....and Trump. Seeking a 4+% yield with reasonable safety of principle in mind. In a 50/50 fund, what percentage of fixed income would you place in ZLC. Might a better approach be to just raise the total equity allocation instead by adding some US holdings, like ZWH for example? I realize you don't know all my details, just looking for a general comparison. Fantastic service, thanks.
Q: Sometime ago, there was a question requesting your suggestions about ETF's for a young person just starting to invest in a TFSA. Unfortunately, I couldn't find it.
Wondering about ZWC and XUS (50/50) for my 19 year old grandson's first investments in his TFSA but any other recommendations would be appreciated.
Thanks as always for your assistance. It is appreciated.