Q: Down 47% on CTS. Up on TOI 33% and LMN 22% on taxable account. My question is it time to let go of CTS and increase the other two? Also have NVDA in this account essentially even. All were bought at the same time. Thanks
Q: I just read that you are saying there is a 10% tax on the sale of limited partnership shares. Is that only for US LPs? Or are you saying that when I sell my bip.un shares, that i will have to pay a 10% tax on the proceeds, independent of whether there is a gain or loss from the sale?
Q: what 3 metrics do you use to value DSG. compare these to the last 3 years is DSG close to a duopoly. if not name their major competitors. thanks Richard
Q: I was wondering about your practice of selling covered calls. Do you hold off in environment like this? With all of the uncertainty, there could be a dramatic turn in either direction. Do you wait for things to settle down to get a clearer sense of where things are heading or do you continue in this environment?
Thanks
I am thinking of getting some exposure to gold and would appreciate your suggestion as to how I should go about it, e.g. mining companies, stocks, etfs, physical gold, etc?
Q: I understand Covered call ETFs limit the upside potentials when the market is in uptrend. So what type of ETFs increase the upside potential when the market is in uptrend?
I'm asking because at some point the current down trend market trend will reverse and if one wants to get the maximum benefit of the uptrend do you think leveraged ETFs are a good choice ?
Q: Can you give me your expert opinion on Blackline Safety and Terawulf. Would you be a buyer of either at their current prices and do they have any tariff exposure? Thanks in advance.
You have in the past been very positive of BNS. I have held it for dividends (dollar cost averaging) and long term growth. It is also "Canadian". It has fallen in price since late last year, especially compared with TD. I would be interested in your opinion going forward and if you would be OK with adding to my position (new $$$). 3 to 5 year horizon.
Q: Some brokers are downgrading RCI.B from Sector Outperform to Sector Perform and decreasing the target for this stock by almost 15%.
What is your insight for RCI.B looking forward ? Hold, sell or buy?
Any comments on the sustainability of the dividend will be appreciated.
Thanks again for your valuable comments.
Q: Hi- would welcome your analysis for this growth / defensive name at current price. Is the debt situation still the major concern here? is there remaining headline risk with the trial and consumer pushback?
Q: What are your thoughts on Aritzia at these levels and what would cause such a drop in value that is significantly greater than the market sell off in general.