Q: Good morning, thoughts on Versabank's latest quarter and specifically their Cyber security business line and partnership with Stablecorp.
Thanks
Rob
Q: You last commented on ING in May of last year. I am down substantially on this stock and would appreciate your updated views on the merits, if any, of holding on.
Q: I have been fortunate to have made 300 per cent with Go Easy, is it time to trim and buy into Air Canada or WYNN with the potential rebound or simply run with GSY? Thanks
PS I’d have never known about GSY if it weren’t for your stellar recommendation and advice.
Q: Aem,Fnv currently represent about 3% of my portfolio.wish to increase gradually to 5% for a 5 to 10 year hold
What % would of the 5 would you suggest for Btcc?
Q: Between these 2 companies, looks like PYPL as had a higher annual sales and a higher annual income. My thoughts are always with square. For only 1 year for growth which of these 2 companies which one would you recommend for higher growth. Thank you
Q: I am considering adding Power Corp to the income portion of my portfolio as a partial replacement for my overweight position in BCE. The primary reason for considering POW is that I feel that there may be significant value through their ownership of Wealthsimple. Are you able to quantify the Wealthsimple value within POW given their rapid growth rate and more than $9 billion in AUM? Do you think that they are sitting on other spinoff possibilities, similar to the Lion Electric IPO? (that I understand added close to $3.00 per share value to POW). And perhaps most importantly, do you feel that management is motivated to act to surface value for shareholders? (they don't appear to have been in the past).
Thank you.
Q: Further to my question , you answered this a.m. Why is there such an amazing difference in performance between (all one month)?
QBTC- 26.5%
GBTC- 47.13%
BTW-80.79%
Agnostic to currency which one do you suggest and why?
Q: Have read your comments on the various bitcoin funds. How would you rank the Purpose ETF vs. the CI Galaxy ETF? Please add any others if preferred. In your opinion is the whole bitcoin thing an investment or speculation? Thanks for a great service, Brian.
Q: QBTC share price has gone negative relative to the NAV as you had mentioned - but it is going deeply negative - close to 10% (?) Would there be something more underlying to this than simply competition? Over the past 2 days there has been about an 8% differential as I am writing.
Q: I'm seeing about a 9% discount to NAV currently for QBTC. Does this look like a potential opportunity, or can these discounts drag on for an extended period of time?
Longing this fund and shorting actual Bitcoin seems like an easy trade...or am I missing something.