Investment Q&A

Q: What would be your top 10 “sleep at night” stocks for US and Canada?
Thanks

Q: I am trying to determine the economic dynamics of bitcoin, specifically mining. Today’s G&M article on bitcoin states that with the halving and its the resultant effect , and the cap of 21 million coins , the rewards for mining will become smaller eventually approaching zero. Am I correct in this ? If miners get no reward then someday they will cease to mine. What would replace this I wonder. Economics 101 would show that a cap on anything skews the economic model and creates opportunities. I know GLXY does much more than mining . Still trying to figure this whole thing out. Thanks. Derek

Q: Could u make a comparison between hut 8 and glxy. Which is the superior investment?

Q: Hello,
Would you recommend CGI for a long term hold? Can you please provide your thoughts on current valuation and debt level. Thank you.

Q: Hi, What is your current opinion on EQB ? Stock had a strong run, but if I remember correctly, their most recent results were not and encouraging and stock took a hit. Do you think, the issues with the last quarter were only temporary and EQB is buyable today for a new position at current levels ? EQB was recommended by at least a couple of brokerages, recently ( Including CIBC), as the Best Growth story among Canadian banks. Do you agree ?

Thank You

Q: How serious is the transport downturn? What do you see happening to TFII?

Q: Good morning

Have you seen any news on go easy today?

Thks

Q: What's happening with tfii this morning? Why the big drop? When I checked news, it shows rating upgrades, not downgrades.

Q: With all the new tech and sensors built into new cars, a lot of these cars do not make into the shop doors after an accident as they are now just written off as to expensive to fix. The part suppliers cost has gotten out of hand and the insurance companies are just had of enough of this cost increase to fix. EVs are even more difficult to repair in the shop and need special training and equipment. Car insurance has been the highest inflation % increase. It makes me wonder what is going to happen to say BYD and other repair shops. One thing for certain, it is going to cost the auto driver a lot more for insurance in the future.
Thanks Again

Q: Can you comment on what percentage of Propels sales are US domiciled and what that is likely to look like in the future?

Q: Good morning
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY

Q: I assume if liked this at 45-46 you would love it at 40-41. What are the biggest risks? The largest shareholder dumping 34 million shares?

Q: Thinking about selling some suncor and replacing with brookfield infrastructure while it is out of favor, your thoughts please.

Q: In a recent question about which stocks you would prioritize for TFSA, BN made the cut of the top 5 and was listed first (if this means anything). Can you provide details about BN and why it ranks as a top TFSA candidate? I assume it must have excellent potential.

Q: Thoughts on this gold junior company with the runup in bullion?

Q: Hi 5i,
I recently took a flyer on PRL and have a nice gain in a registered account, which has made me wonder if it's sustainable or if it might have topped out.
I see that in March alone management sold in excess of $18M worth of shares, with CEO Clive Kinross leading that charge at a million shares sold for almost $15,000,000 in return. Meanwhile, over the past year insiders have bought very little. I know management sells for all sorts of reasons that are unrelated to their view of a company's prospects, but in this particular case do you think there is cause for concern?
And secondly, is the current high P/E a sign it may be time to take the money and run?
Thanks 5i, and I look forward to your thoughts.
Peter

Q: As a shareholder I got the invitation to virtual annual meeting and beside other questions in the agenda they mentioned APPROVAL OF SHARE SPLIT. I didn't find any reference to this actions neither in the company news not within external soources. Have you haerd something about that? Thank you for great service!

Q: Hi Team,
Two-part question... What is your take on the news today of Propel launching an insurance product? Do you have any further details on this, and do you feel it will be a lucrative addition to the business with growth potential? Also, EQB today had news of a 300 million deposit note...is this a significant event for the company?

Thanks,
Shane.

Q: With the goal of adding good quality growth stocks and using your suggestions ( thank you ), some time back I added BN and GSY to my cash account which is full of telecom, pipes, banks and utilities. I am now looking at these four with my thoughts on them : EQB, Stephen Smith is the main reason I am liking this company . I am overweight banks already- should this factor into the equation ?
CALF, the small cap sector should be getting interesting if rates decline and I could use more US exposure. TFII, management can’t be beat but the industry is suffering ( good or bad for TFII? ),
best to wait and see how industry shakes out?
XIT, ( have 10% portfolio exposure with a US tech ETF ) has significant CSU exposure.

Is my thinking clear? Any single addition would be approximately 3% portfolio weighting. In what order would you buy ? Am looking at buying 2 immediately. Any you wouldn’t buy ?
Thanks. Derek.

Q: What the future prospects for BCE and T? Collectively both of these holdings represent about 3.5% of my holdings and currently under water. I am contemplating selling T and buying BCE. Once all the pros and cons for both companies are weighed, is it a reasonable positive change?