Q: at todays prices and looking forward for dividends and growth which stock would you buy today , bip.un or ppl or none. do you think we are overbought in this market [tsx and dow] and will have a pullback come fall?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Like most people, I am worried about Trump tampering with the fed. That being said, I noticed in a recent article, that the people Trump has in mind for Powell's post tend to look more at forecasting rather than recent data. How much of this is spin and how much is forecasting a legitimate approach for the fed?
Q: Hello! Thank you for all your amazing information. I hold some physical ounces of gold in my portfolio as a hedge. What do you think Trump's threat of a tariff on gold by the end of the month will have on the price per ounce? I am thinking of selling it and replacing it with a gold ETF when the (gold) dust settles.
Q: Hi,
I'm looking at a clip from the Kobeissi Letter which reads as follows:
BREAKING: Nvidia, $NVDA, and AMD, $AMD, have reportedly agreed to give the US government 15% of their revenues from chip sales in China.
This is being described as an "unusual agreement" with Trump in order to obtain export licenses for the chips.
2025-08-10, 1:56 PM
Having done some quick math, I am thinking this could amount to as much as 2.5 billion based on the value they sold to China last year. If that's correct, then is it possible 2.5 billion amounts to just over 4% of 2024 revenue for NVDA?
These seem like very large numbers to me, but I have to ask whether or not you feel this could be material to NVDA or not?
Of course this tidbit happened to be published on Sunday afternoon, which seems to be the usual time Trump decides to find yet another monkey wrench to hurl at the US economy. I also wonder about the 'unusual arrangement' comment, as that same thing was mentioned in the deal that allowed Japan to purchase US Steel, was it not?
Any thoughts you have to offer would be most welcome.
Thanks!
I'm looking at a clip from the Kobeissi Letter which reads as follows:
BREAKING: Nvidia, $NVDA, and AMD, $AMD, have reportedly agreed to give the US government 15% of their revenues from chip sales in China.
This is being described as an "unusual agreement" with Trump in order to obtain export licenses for the chips.
2025-08-10, 1:56 PM
Having done some quick math, I am thinking this could amount to as much as 2.5 billion based on the value they sold to China last year. If that's correct, then is it possible 2.5 billion amounts to just over 4% of 2024 revenue for NVDA?
These seem like very large numbers to me, but I have to ask whether or not you feel this could be material to NVDA or not?
Of course this tidbit happened to be published on Sunday afternoon, which seems to be the usual time Trump decides to find yet another monkey wrench to hurl at the US economy. I also wonder about the 'unusual arrangement' comment, as that same thing was mentioned in the deal that allowed Japan to purchase US Steel, was it not?
Any thoughts you have to offer would be most welcome.
Thanks!
Q: I hold LLY shares. Following the announcement of weight loss trial results, the stock declined approximately 14%, despite an improved 2025 outlook after a positive Q2 report. My current position is down 20%, and this investment makes up 5% of my portfolio.
Is this an appropriate time to consider increasing my position? Alternatively, are there other securities that you would prefer ? I would like to take advantage of the Trump turmoil. I am overweight technology.
Thank you kindly. Very appreciative of your comments.
Elaine
Is this an appropriate time to consider increasing my position? Alternatively, are there other securities that you would prefer ? I would like to take advantage of the Trump turmoil. I am overweight technology.
Thank you kindly. Very appreciative of your comments.
Elaine
Q: Can you please explain the press releases by $oscr $cnc and others related to Medicare and the weak skate prices for these Healthcare companies? Is this weakness likely to last with the Trump policy changes? It's there value here or a longer lasting fundamental change to the revenue potential?
Q: I've held FCX for a few years now, and it hasn't really gone anywhere. Would it make sense to sell it and buy AEM?
Thank you for all that you do.
Thank you for all that you do.
Q: Hi Would you initiate a new position in Nvidia now? This would be for a hold for a minimum of three years. thanks.
Q: Hi 5i, Any news regarding today's pop in Apple? Thx.
Q: Could 5i comment on FIH.U earnings ? With a brief comment on how each business segment is performing . The airport, bank, investments,chemical company , Recipe Unlimited { why the heck do they own that ? } etc ..... Plus any of their businesses that you feel may be vulnerable to Trump's tariffs ? ...... Much emphasis is made between the unit price and book value ? What is the current book value ? And where does it stand in comparison with previous earnings announcements ? .....
Also anything you learn { future plans } from the conference call on August 1st....... Thanks for your terrific service ....
Also anything you learn { future plans } from the conference call on August 1st....... Thanks for your terrific service ....
Q: Hi,
Your thoughts would be appreciated on the new $1.3B EchoStar contract announcement. What is your take on ability to deliver and future prospects? Is MDA benefitting from concerns about relying on StarLink?
Thank you, Michael
Your thoughts would be appreciated on the new $1.3B EchoStar contract announcement. What is your take on ability to deliver and future prospects? Is MDA benefitting from concerns about relying on StarLink?
Thank you, Michael
Q: Why do you think Health Care stocks around the world seem to be down on a yearly basis? Is there anything other than a normal cycle shift?
Thank you
Paul
Thank you
Paul
Q: So I’m thinking if Trump imposes a 15 % tariff on all countries , how is Canada’s competitiveness changed for all countries except the US ?
Under CUSMA 90% of all trade in goods are tariff free. It will be the renegotiation of this agreement in 2026 to be most important.
How’s my thinking? Thanks. Derek
Under CUSMA 90% of all trade in goods are tariff free. It will be the renegotiation of this agreement in 2026 to be most important.
How’s my thinking? Thanks. Derek
Q: Further to some news commentaries today, do you have any thoughts on market reaction if Trump discontinues trade negotiations with Canada and just imposes a flat tarriff? If that does happens can you suggest some income stocks that are potentially less at risk? Thank you
Q: Hi Peter…According to the Globe the US Treasury will borrow 1Trillion in the 3rd Quarter. Sounds like Trump has given up lifting the governments couch’s seat cushions to fund the deficit. I doubt the Federal Reserve will be able to do much to solve this problem. Seems to be good for gold miners even though they all took it on the chin today. Do you agree?
Jim
Jim
Q: Have a very small position in TSLA. Would you add a bit more today?
Q: Between CN and TFII which one in your opinion would provide the best return over gather next 5 years?
-
Blackstone Inc. (BX $174.38)
-
Brookfield Corporation Class A Limited Voting Shares (BN $89.94)
-
Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $85.63)
Q: Good afternoon,
My question relates to the above three stocks that are currently held in my US$ Non Registered Account but that could easily be held in my CDN$ Non Registered Account.
Q1. What are you thoughts on the direction of the US$ value vis a vis the CDN$ value in the short and medium term given the current Tariff situation and president Trump's strong and consistent pressure on the Chairman of the Federal Reserve to immediately lower interest rates by a substantial rate?
Q2. If our view is that the CDN$ may well increase in value when compared to the US$, does it make sense to journal these three stocks from a US$ Non Registered account to a CDN$ Non Registered account?
Thank you and I'll await your sage advice.
My question relates to the above three stocks that are currently held in my US$ Non Registered Account but that could easily be held in my CDN$ Non Registered Account.
Q1. What are you thoughts on the direction of the US$ value vis a vis the CDN$ value in the short and medium term given the current Tariff situation and president Trump's strong and consistent pressure on the Chairman of the Federal Reserve to immediately lower interest rates by a substantial rate?
Q2. If our view is that the CDN$ may well increase in value when compared to the US$, does it make sense to journal these three stocks from a US$ Non Registered account to a CDN$ Non Registered account?
Thank you and I'll await your sage advice.
Q: Just saw two recent questions on this company, both calling Blacksky as being one of your top small-cap picks in the US. These two questions are the only two questions that come up from the symbol.
Can you share more on why it's one of your top picks? Has anything changed recently?
Can you share more on why it's one of your top picks? Has anything changed recently?
Q: This stock lost about 60% in 2 days after they failed to reach a settlement with the U.S. EPA and now will have to go to court,I think I read their copper reserves there are one of the biggest reserves in the world,very bigly,I’m surprised Trumps henchman couldn’t get that pushed through,do you think there’s any value waiting and how long might that be..your thoughts on the project going forward thanks in a bigly way lol