Q: Your comments please about this fund for global bond exposure in a diversified portfolio. Are there any ETF's that would be similar in scope and performance.
Thanks, Brian
Q: Hi, as two of these are your stocks for the month, and you're showing an interest in the others, how would you rank them for growth over the next two or three years based on their current prices? Please provide a short explanation for your reasoning if you are able. Thank you!
Q: Hi 5i
Looking to pick up some cheap shoes and noticed you recently included DECK as a company with good rebound potential. How would you rate these 3 for long term gains?
Thanks, Greg
Q: The last question is from 2021.
Can you provide your latest commentary?
I understand you generally don't like buying in a downward trend but do you think it is worth considering ?
Q: What ETF would you recommend for a US dollar TFSA that would similar to VUSB?
My understanding is any US interest earned in a non registered account has a 15% withholding tax.
Q: Greetings 5i, I am concerned about the current outlook for preferred shares, say 1 - 3 year horizon. What is your opinion on a switch from preferreds to short - mid term bond etfs over this time period? Thank you.
Q: Hi, just wondering if you could take a look under the hood of this company. Unlike the other quantum stocks that have fallen from highs, little QNC closed near a 52 week high on Friday! Despite the lack of revenue to date, they have announced some interesting deals and partnerships lately. How close would you say they are to generating revenue? Any comments on their balance sheet, as well as their products and services would also be appreciated. Thanks!
Q: What is your view of NVTS. They describe their technology as revolutionary; are they sufficiently ahead of competition?. Is there much competition?
MNDY is down. Holding a sizeable position and need to reduce it. Would you sell now? Or hold until the price has recovered and then start to reduce position?
Based on the metrics you watch, in your best estimation, do you feel that the US markets are in late cycle?
I’ve seen that there’s a “debate” that we’re either late cycle of this current run since the 2022 lows, or we’ve started a new cycle since the April 2025 low. Time will tell.
Q: What are your thoughts on the current offer for Meg Energy presuming it goes through. If we keep Cenovus stock we would have a half position.
We also own an almost full position in CNQ and TOUR. Have a full position in ENB. Those last 3 are about 5% of our portfolios.
I'm mostly looking at this as providing me with more cash but might hold the half position of Cenovus if the future is bright. (I know you don't have a crystal ball!)
Would you keep the half position of Cenovus or instead sell Cenovus and use the cash to add more to TOUR or CNQ?