Investment Q&A

Q: Hi Peter
Can you elaborate on the merger of Ceco and Thurman group industries . What will we receive as shareholders of Ceco and do we need to do anything ? How would you proceed

Q: Any thoughts about HLU as a play for uranium?

Q: I own only 1 ETF (XQQ @ 10% of my portfolio). I'm looking to move to owning 3-5 ETFs to cover the broad market and then pick away at a few individual stocks for some extra growth.

Which few ETFs would you recommend to hold for 'adequate' and 'broad' market coverage. Note that I'm looking to hold 40-60% of my portfolio in these ETFs.

Q: If you were to create a portfolio of USA stocks or International ETFS for lets say a 68 year old person with $$1 million, what would buy for growth and safety protection in todays market. % would be helpful.
Thanks Again

Q: What is your opinion of the potential for a turnaround for various of these Private Credit firms? I have already put a small percentage of my portfolio in ARCC but:
a) is this firm the solid alternative it seems or
b) would I be better off with a position in BXSL,
c) the others, or
d) None at all?
Thanks
Best regards,

David

Q: Why is NBIS and related companies moving today (Friday) ? Early in the week they were down, and then absolute no movement on Thursday after big tech earnings report Wednesday. This market makes no sense.

Q:

NBIS announced the acquisition of Eigen AI on Friday and surged over 11%. What do you think of the acquisition? Does it continue to be one of your top recommendations for growth and why?
Thanks so much! I always appreciate your insight.

Q: Your thoughts on Bill Ackman's Ipos and what the current NAV is?

Q: Any thoughts on Bill Ackman's Pershing Square USA (PSUS) and Pershing Square Inc (PS) IPO as potential investment ideas?

Q: Please explain how Spin Master's share price makes sense today.

Q: is the future looking bright for CAE and entry price

Q: Hello
Does 5i have a RSI recommendation for the above.. similar to the finviz screener ?

Q: Hello,

VNP has pulled back from its high of $36. Results are expected on May 6th after the close. Given the solid fundamentals, the critical minerals theme, and the tailwinds from AI and defence, for an investor with a 3 to 5 year horizon, would you initiate a full position today ahead of results, or would you wait for post-earnings confirmation?

Thanks

Q: The reaction to the earnings report is similar to that of Mu recently..
A trend, good results and guidance and stick tanks.

What is your opinion of Wdc going forward.

Q: I understand that when you buy stocks, etfs of mutual funds whose distribution includes all or some ROC, this reduces your ACB and increases your future capital gains when you sell the asset. Does this become an onerous task, tracking each and every ROC payment across your portfolio and deducting it from your each ACB each time. Is there an easy way to do this? I assume the CRA must track this to ensure you are not avoiding taxes?

Q: What are your thoughts on these companies given an "iffy" economy and USMCA turbulence in the coming months? Would you buy at these levels?

Q: Your thoughts please on the quarter? Thx

Q: Chemtrade has been doing well on the stock market over the past year. It has increase it`s dividend lately. Before covid the distribution was $1.20 per year. This year it will be .72 cents. Do you expect the dividend to go back to $1.20 over the next few years. I am a longterm dividend investor. I have also low investment in the industrial sector. And would you recommnend it?

Q: Hi,
In reading a recent article on AMD's move into the NVDA market I read at: https://finance.yahoo.com/markets/stocks/articles/3x-amd-cracked-nvidia-code-133943897.html
I had to wonder about whether it would be prudent to sell some NVDA shares currently held in my TFSA to diversify into AMD, INTC and possibly MRVL. I've done extremely well on NVDA over the years and am starting to think about how much farther NVDA can run, vs some of the smaller semis at this point. I am also concerned with NVDA's price movements lately, as it finally broke out of consolidation, only to drop back today when others are climbing. Are there other names I should be considering as well? I use this account for shorter term momentum stocks, and keep a close eye on it. I would greatly appreciate your thoughts regarding NVDA and other semis - I also really enjoyed your Jan 5 Opinion piece on all things AI related and have been able to do well from a number of the stocks you highlighted - many thanks!
D

Q: Peter; I read this am’s announcement by GRID - after reading- and not understanding exactly what it meant- but to me it was quite positive, would you add to a position ? Thanks.
Rod