Investment Q&A

Q: Hi 5i

Could I have your thoughts on Femsa ( if any )

Thx
Gerry

Q: Can you give me your view of Curaleaf Holdings please ?

Q: Hello 5i, I own Crew in a cash acct and will wait for the conversion to shares of Tourmaline. My question is will this transaction be considered as a taxable disposition of my Crew shares?

Q: Hello,

Can I please get your view on Denison Mines (DML). Thank you!

Dave

Q: Can I please get your thoughts on Tourmaline’s acquisition of Crew? Thanks

Q: The auto industry backdrop and Linamar. I can understand that the EV scene is mixed, perhaps at best; there are re-charging issues as well as some fire risk associated with Lithium, and that Chinese subsidized imports are a potential problem, but my reading was that our industries here, MG, LNR, and MRE, were largely agnostic to the potential EV problems. In addition my most recent related reading was that Linamar has diversified at least in part into agricultural machinery, which would be an addition to their initial skyjack venture, and that while the US Fed had postponed rate reductions the US economy continues to bubble along, albeit at a slightly lower rate than hoped, but is OK. So what have I missed? Is Lithium a bust? How serious are the range/ recharging/ fire issues? A PE of 5 or 6 is for the birds.

Q: MCK had a significant pullback after it reported. Please comment on the results. Do you think the pullback was warranted or was it overdone?
Thanks for your insights.
Ian

Q: I'm leaning towards emax in a cash account to diversify with the US holdings even though encc has a higher yield.

What are the tax implications of emax vs. encc.

emax writes in the money options on 30% of the holdings
I cannot find this data for encc

Thank you

Q: Hello,

Can I please get your opinion of Corby Spirit and Wine after last week's drop in share price. Thanks

Dave

Q: I would like to buy a US small-cap ETF
Can you suggest the best two at this time with ranking and suggest an entry price if possible
Would you advise to also purchase XCS the Canadian small cap ETF
Thanks

Q: Earnings out probably not as meaningful as aquation but was there anything in earnings comments that you could elaborate on

Q: Hi group ...Can you explain the difference between private equity and private credit. Also how to patriciate in this sector and what is your top 3 picks to start positions?...Thanks for your help

Q: Greetings, can you please provide an analysis of the June 30/24 financial results and your assessment of future prospects. Would you rate it as a buy, hold or sell? Thank you.

Q: Thoughts on ELF's latest quarter? Is it a buy/hold/sell? If a buy, what weighting would you apply in a growth portfolio?

Q: How safe is the dividend of Telus and BCE?

Q: Did lumine issue new stock in the past quarter? If so I guess they aren’t following the constellation playbook?

Q: Your thoughts on earnings and growth prospects for next 1-3 years

Q: Can you please provide your opinion about starting a position in SMCI?

Q: What happened to the price on Aug 8-9 it seems to have dropped 60 some odd %. I am hoping for a share split. I have not received any notification. Thanks

Q: Is there any CAD dividend stock paying over 6% yield that you feel are safe and can be invested for a long-term.