Investment Q&A

Q: I am trying to understand tax filing implications if BAM becomes a US domiciled company. If BAM shares with a cost base over 100K were held in a non registered account and BAM became US domiciled, would this holding then need to be declared in a T1153 form?

Q: Hi folks, thoughts on Healwell, AIDX/t purchasing Orion Health of NZ....and the subsequent financing announced...stock been on quite a run lately....does the deal & financing look good???, thanks jb

Q: Hello Team,
Which of thes two ETFs do you prefer and why. My though is that topt is not diverse enough. Also, what percentage in a portfolio would you be comfortable allocating to each?
Another question! Bkng has been off some lately. Do you consider it to be basing or is it a larger issue in your opinion?
Thank You,
Barry

Q: Best holdings for a US dolar RRIF, I already have QQQ and SPY, up sustantially and think I should take some profit and redeploy the cash. lookings fior capital appreciation not dividends
Thanks for good advice as always

Q: Could you comment on the earnings report, and why the drop in share price?
A month ago you stated that the current valuation didn't look attractive yet (close to $280 at the time). What you you consider a better valuation?

Q: Heico has dropped significantly today. Can uou please comment on their earnings and on the company overall. Is this a buying opportunity or a message to get out. Thank You.

Q: How many Goog (CDRs) in one Goog share

Q: I just finished reading the psychology of money and am looking for more books to read in the financial sector that you recommend

Q: I have some money parked in CBIL and UBIL. Can you suggest any other comparable short-term T-bill ETFs?

Q: I am curious what information you have on BITW and your opinion on the crypto market as a whole. It has a 2.5% mer but remarkable performance YTD. I presently hold IBIT and ETHQ and until recently was a doubter but can not argue with returns to date.

Q: Merry Christmas 5i folks.

Thanks for everything this year. Overall very solid returns achieved.

I was holding ZWT and then added QMAX (to compare for a bit and then consolidate) for Sector exposure, but when I looked at my whole portfolio, AMZN, MSFT, NVDA, GOOG and SHOP, through 40-600% gains (many thanks), have become about a third of my portfolio, but also represent 40 and about 22% of ZWT and QMAX. With their fortunes tied so heavily to my individual holdings, is it worth holding a sector ETF?

Conversely, I kept teeter-tottering on which Canadian bank was going to be "The best" over the next few years +, and not pulling the trigger. Based on some of your other answers recently, I settled on going with a 6% position in ZEB, and am ultimately pretty happy with the lower management fee and equal weighting approach, and having a holding in the financials. Do you think the outlook for the financial space over the next few years would justify a higher weighting? Would adding a small position in PRL or something make it more complete?

On the small caps side of things, I have positions in PNG, TCS, CLBT, TMDX, ASPN, HPS and CALF. CALF has been sort of... uninteresting, and I'm considering selling it and initiating a couple more small caps for more torque. Front runners currently are VHI, ZDC, WELL, MDA. Thoughts? Any others you would put in there? Would you dump ASPN for UFPT?

Given how weak the Canadian dollar is right now, would you prioritize US or dual listed companies? Or will Canadian ones get a 'Double boost' if we can get some strength back in the loonie?

Thanks for everything, and Have a great new year!

James

Q: Hi,

Given the share' s pullback after the annouced departure of Fiserv's President and CEO (he is joining Trump's team), do you see this as a buying opportunity ?

Thanks

Q: I just read that XYL might be impacted by the 25% tariff Trump is teasing to apply to China and my portfolio currently holds XYL. With this in mind, for both XYL and AWK, what % of their products are manufactured in the USA vs China?......Thanks for the helpful info.....Tom

Q: Has your opinion on QNC evolved since 2021?

Q: Hi,
I'm down almost 50% on TMDX. Is it time to move on, hold or add? Can you please provide a brief comment on where you think it is heading.
Thanks

Q: Could you recommend a few ETFs trading in CAD that would provide exposure to healthcare. A couple of ETFs for growth and a couple for Income using covered calls.

Q: Hi there!

Yesterday I saw an analyst had raised his 2025 target price to “outperform” from 3.25 to 5.00 based on strong improvements mostly from the Triad business and recovery of the RV Lending business…what do you think?

Thank you!

Q: Is this a stock to average into weakness or try to find a support level and initiate a position?

Q: Good day all, according to Canadian Insider, Capstone insiders have been doing a lot of selling in the past few months. What can you read into this and how do you see this affecting the future of the company as a stock investment ? Thank you.

Q: Hello
BDT has pulled back recently despite decent earnings
what are the fundamental reasons for the pull back
does the upcoming D Trump tariffs affect this stock?
should one wait until feb 2025 to see ?
please give me an entry point , thanks
Michael