Q: I currently have a 3.4% weighting in Nutrien. It has performed well in the last year after being stagnant for some time. NTR is considered a "cyclical", so does this mean that investors should be more active in buying/trimming stocks like these?
Q: Started my daughters TFSA with quality stocks (BN, TD, SLF, CNQ, TOU, ZEM, VIU, VBAL, CP, BEP, GOOG, ATD.B, WPM) and wanted it to be positive first experience with investing. It has done okay but now everyday it declines a little more. I know it can soon go negative. What is the best way to handle this if for long-term savings say 5 years out. I know she will hate to start losing money, and I know the right thing to do is hold. In times of instability does the market eventually stabilize. I guess no one can predict. Thanks for your wisdom.
Q: Would you consider this a worthy addition to an income portfolio with potential for capital appreciation? Seems like it's trading at a reasonable discount to price targets (for what they're worth) but wonder if there's a reason for that in relation to future prospects? Do you have any concerns regarding the balance sheet/payout ratio, etc.?
Thanks...
Q: Re LMN - and the others like TOI and CSU - the question seems to be whether the software issue and the skills associated with the profession, are going to be needed or not going forward. On the one hand we have a supposedly intelligent party saying that the ladies and gentlemen who possess these skills will be toast (burned) once AI comes to fruition, facing an equally cogent view that these same parties will be in heavy demand, because they understand the intricacies associated with the application of artificial intelligence.
I do not know the answer to this riddle, but the value of a whole profession, the parties involved, as well as the worth of the corporations involved, appear to revolve around the answer, and the issue is meaningful from an investing standpoint. Would someone be so kind and address this question?
Q: So Trump is bombing Iran because of nuclear capabilities.With AI needing all the energy it can get why such a sell off in the stocks.Time to steep in?
Q: Bloomberg Headline-- Medtronic Unit Raises $560 Million in US IPO Priced Below Range.
Is it the spinoff unit that investors are not interested in or MDT as a company?
I thought MDT had positive momentum but it looks otherwise. The price today is lower than when we bought in 2020. We were holding on thinking that the firm would harness AI. Do you see any evidence that they are? Or that they could, and improved their performance? Would you hold on or let go? Many thanks for your views
Q: Long long term holder of WSP, trimmed multiple times. I have their non-Canadian allocation at 82%. What is their exposure to the middle east? Any significant risk? Thanks...Steve
Q: So these companies have had real nice return in the past year. Are they the picks and shovels of the AI boom and do you see this to continue. Would you rate one over the other for a buy today? Thanks Again.
Q: what do you think about the new quarterly report? I was watching it, looking for signs to jump in. But I was quite disappointed they eliminated the dividend - should one infer that they are expecting some problems ahead?
Q: Good morning 5i
A member recently asked who is the right kind of person to borrow in order to invest. It seems that a lot of people do this. I have always wondered, though, how many people could actually do it, since most people have a fixed income component to their portfolio. It doesn’t seem to make sense to borrow money when you have low paying fixed income available. Am I right about that or is there a benefit to borrowing to invest even with this fixed income?
Thanks