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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: I would like your thoughts on NTG Clarity Networks (NCI), a small company that has been profitable for a few years now, and is showing triple digit growth in revenue, EBITDA and profit for 2024, yet trading under 10 times earnings. Today they put out an interesting wrap up of their activity in 2024. Is their concentration in Saudi Arabia a big risk?
Read Answer Asked by Dan on January 16, 2025
Q: If you hear that a private company may go public how would you keep an eye on this to see when that happens?
Thank you
Margaret
Read Answer Asked by Margaret on January 16, 2025
Q: I have been hearing a lot of people on BNN and other sites saying that the market is overpriced and due for a decline. I have looked at a few "investor sentiment" surveys online where the bearish sentiment is above average and increasing. How accurate are these indicators as contrarian indicators, i.e. that when bearish numbers are above average the markets are more likely to actually increase, and when bullish numbers are above average, the markets are more likely to decline?
Read Answer Asked by Dan on January 16, 2025
Q: Hi there. I am wondering your thoughts on QQQI as a way to capture the 100 biggest tech growth names and get an outsized yield (currently 12%) versus just owning VOO or something similar. I would like to generate income over time, and this would also be a way I could have some exposure to options without having to really understand how they work.
Does this thinking make sense? If so, what possible portfolio weighting would you suggest? Thanks for any information you can provide.
Read Answer Asked by Lesley on January 16, 2025
Q: If you were working for a company and were fortunate enough to have a defined pension plan, would you take on more risk when investing? If yes, what would that mean for concentration risk such as: maximum % of a single security, or maximum % in a specific sector?
Read Answer Asked by Mike on January 16, 2025
Q: What are the metrics you focus on when evaluating asset managers?
In response to a question on Dec 20 you indicated BN is trading at a significant discount - could you pls. elaborate?
Thanks Hugh
Read Answer Asked by Hugh on January 15, 2025
Q: US Bonds. Do you favor them currently? If so, are there any US Bond ETF's traded in Canada that you would suggest? Thanks, great service.
Read Answer Asked by Curtis on January 15, 2025
Q: My thoughts and prays are with the people of Los Angles. They are going to have to re build. Is there any forestry companies that could see a increase in sales. I presume it would be west coast forestry companies. US or Canadian compaines.
Read Answer Asked by Greg on January 15, 2025
Q: I own APO, BX and KKR in TFSA & Cash accounts = Mistake??? Should be in RIF??? Thinking of selling all and buying BIZD in my RIF. Does this make sense? Thanks!
Read Answer Asked by Austin on January 15, 2025
Q: For US taxable capital gains, US dividends and US withholding taxes, does the CRA allow a taxpayer to use the average foreign exchange rate for 2024 when preparing  the income tax return for 2024???......Tom
Read Answer Asked by Tom on January 15, 2025
Q: Hello 5i,

Can you explain where money flows too during risk-off periods such as 2007-2009 and 2022. With the risk of no declines in the Fed rate this year what would the 2025 scenario look like for equities? Other than shorts, are there sectors that can flourish in a 2007-2009 and 2022 scenario?

At which point is it favourable to look at short-term and 5-10 year Treasuries?

Thank you for your service.

D&J
Read Answer Asked by Jerry on January 15, 2025
Q: Could you provide me with a few a few names that you feel will benefit from the build up of Data Centers to support AI and would Comfort Systems be on that list? Thank you.
Read Answer Asked by Brian on January 15, 2025
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