Q: let's take as given that we've entered in the new IA era. And suppose we are interested to invest in a small cap enterprise of this sector at the beginning of its promising journey, what is the two names you would recommend?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello. I would like to add to an answer given today about selling TD Bank shares with significant capital gain and Tax mitigation
Asked by Dave: "Can you suggest any way to mitigate/reduce any tax hit if I were to dump my TD shares?"
If an investor is so inclined, it is beneficial to Donate shares where upon donation there is zero capital gains tax and the full amount of the share sale value is considered a charitable donation.
With annual charitable donations, I have been running off gains this way for years.
Asked by Dave: "Can you suggest any way to mitigate/reduce any tax hit if I were to dump my TD shares?"
If an investor is so inclined, it is beneficial to Donate shares where upon donation there is zero capital gains tax and the full amount of the share sale value is considered a charitable donation.
With annual charitable donations, I have been running off gains this way for years.
Q: I hold both of these in my TFSA. BN for its growth potential - BAM for both dividend appreciation and some, albeit modest growth. I am uncertain about my options in 2025 if the plans of converting BAM to a U.S. domiciled corp. go through. Should I be transferring BAM to my taxable portfolio? Selling BAM and adding to the BN? or ? ? This somewhat weird query is not so much a question as a request for reasoned tho'ts. on options and their possible implications. Thanks for your help over the past five+ years -- Happiness to all in 2025, Bill
Q: Hello 5i
Could I have your current assessment of TKO?
Thank you
Dave
Could I have your current assessment of TKO?
Thank you
Dave
Q: Hi, in your estimate, which of these three stocks would give the most bang for your buck over the next three years? Please rank them. Thank you for the service .
Q: A few weeks ago you wrote: "REITs are quite difficult right now due to how weak the housing market has performed and recent news that the Government of Canada will slow immigration." I find this interesting as from CMHC "Canada needs about 3.5 million additional housing units by 2030 to restore affordability." Overall Canada only had 240,267 housing starts in 2023. So there is still a massive shortfall as the 3.5M works out to about 580,000 per year out to 2030. The numbers don't align with the lower prices seen in REITs. Thoughts? Thanks
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi guys,
Just reviewing your balance portfolio and I noticed that your highest conviction stocks are csu, dsg, shop and wsp, all around 6%. Can I assume that you would recommend these stocks for 2025 at this percentage of a balance portfolio?
Thanks
Jim
Just reviewing your balance portfolio and I noticed that your highest conviction stocks are csu, dsg, shop and wsp, all around 6%. Can I assume that you would recommend these stocks for 2025 at this percentage of a balance portfolio?
Thanks
Jim
Q: Would like to increase my Google holdings, I have the problem in buying goog outright in a tfsa or buying cdr . I have never bought a cdr and ask would this be good idea or should I just buy the US Google . What are the pros and cons of cdr and what are the best way to buy cdr? I have goog in a cash account but my tfsa would require selling existing securities .
Doug
Doug
Q: I have a 1% position in CLBT and AXON at 2.5%. In a recent question, you were asked to rank 8 stocks; AXON was put first and CLBT was 7th. Do you see these 2 companies as different enough to offer diversification to a portfolio? Regardless, I probably have more holdings than I really need; if it were you would you consolidate CLBT into AXON? Many thanks for your excellent service.
Q: A few months ago you rated WSP, STN, and ATRL in that order; is this still the case?
BNN pundits have touted WSP's experience in power infrastructure and ATRL's in nuclear reactors, and given the scale of the projects involved, these competences should matter (particularly as concerns nuclear.)
In your database, WSP stands apart from the others w/rt both market cap and margins, ATRL shows lower debt/equity, while STN shows the best ROE - yet they all show elevated P/E metrics such that one might wonder if their appreciation potential were already baked-in.
BNN pundits have touted WSP's experience in power infrastructure and ATRL's in nuclear reactors, and given the scale of the projects involved, these competences should matter (particularly as concerns nuclear.)
In your database, WSP stands apart from the others w/rt both market cap and margins, ATRL shows lower debt/equity, while STN shows the best ROE - yet they all show elevated P/E metrics such that one might wonder if their appreciation potential were already baked-in.
Q: Thank you for your answer just now to my question on ILCV and VLUE. Your comments useful, thank you.
A clarification, please. Would I be correct in assuming from your answer that you do not particularly like EITHER one of the ETFs identified? Wanted to confirm just in case my conclusion is mistaken. Many thanks. :ao:sab
A clarification, please. Would I be correct in assuming from your answer that you do not particularly like EITHER one of the ETFs identified? Wanted to confirm just in case my conclusion is mistaken. Many thanks. :ao:sab
Q: Telus Payout is242%,Current ratio .70,Dept to Equity 1.83, ROE-2.26, ROA 1.63. Is this not grounds to sell as its dropping a lot?
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Suncor Energy Inc. (SU)
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Canadian Natural Resources Limited (CNQ)
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Cenovus Energy Inc. (CVE)
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Whitecap Resources Inc. (WCP)
Q: All of the above companies have gone down recently. Is the US threat of 25% tariffs the reason for this decline or are there other factors in play?
Q: How do you buy cdr for Google?
Q: TransMedics might be trying hold its downward slide at current price $62ish. What would you suggest is risk vs reward senario taking a position here?
Q: I read your recent comments on small caps. What are your favorite US small cap ETFs and your favorite Canadian small cap ETFs.
Thanks,
Mark
Thanks,
Mark
Q: Are these the New MEME stocks? Is it worth throwing $3000 into each of them? Tx.
RGTI, QBTS, QUBT
RGTI, QBTS, QUBT
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NextEra Energy Inc. (NEE)
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Williams Companies Inc. (The) (WMB)
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Fortis Inc. (FTS)
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Vistra Corp. (VST)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Constellation Energy Corporation (CEG)
Q: Is it advisable now to invest in REGULATED utilities, given that there will be a need for huge data centers with the growth of AI? If yes, can you list and rank the ones you prefer?
Thank you!
Thank you!
Q: Thoughts on why the drop in URI the last couple of weeks? Is it a good entry point now?
Q: I am trying to decide if I should start a small position in NVDA.NE or top up my GOOG.NE for my 2025 TFSA contribution. I don't have any NVDA other than what is in my HXS ETF. I know you like both companies. GOOG might be best because it is kind of diversified within itself. However, NVDA might offer better growth without the antitrust issues, but it might be overpriced compared to GOOG. I'm leaning slightly toward GOOG, but a smaller position in NVDA would diversify my portfolio a bit more. My hesitation with NVDA is that it seems a bit like a cult stock, not exactly like TESLA but similar. I won't have enough funds to do both, It may ultimately be a coin flip, but which way would you nudge on these two.