Q: Thoughts on their quarter? Has there been much insider buying over the past 6 months?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO)
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iShares Convertible Bond Index ETF (CVD)
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Vanguard Total Bond Market ETF (BND)
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iShares 20+ Year Treasury Bond ETF (TLT)
Q: Good afternoon - the recent runup in equities has me looking to re-balance and add more bond exposure. I currently have positions in XLB, XBB and HYG. Can you suggest bond positions ( likely ETF's) in Canada and the US, please? Just add to the existing Canadian positions? What about HYG? Time to move?
Many thanks
al
Many thanks
al
Q: I'm trying to find reasons not to buy a little taste of this. With all of the oockroaches etc hiding here, what are the odds of a takeover? Would another company step in here and purchase and if so, what could a projected sale price look like? At what point does the risk/reward make sense if a buyout is unlikely?
My thought is that if the company/governance is terrible but the business is excellent there has to be a price that makes sense but admittedly I am just looking for a reason to do it!
My thought is that if the company/governance is terrible but the business is excellent there has to be a price that makes sense but admittedly I am just looking for a reason to do it!
Q: You prefer unhedged ETF so would ZNQ be a better choice than XQQ? This is for a RESP?
Thanks
Thanks
Q: Can you talk about the insider ownership of goeasy and the major holders of the shares please ? Thanks
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ATS Corporation (ATS)
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Purpose High Interest Savings Fund (PSA)
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Boyd Group Services Inc. (BYD)
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Hamilton Enhanced Multi-Sector Covered Call ETF (HDIV)
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Global X High Interest Savings ETF (CASH)
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High Interest Savings Account ETF (HISA)
Q: I have sold the above two companies, half of BYD and all of ATS. The purpse was to raise cash and put it into a high interest Canadian dollar savings ETF to wait out the first part of the Trump presidential version Nu. two.
Do you have an ETF that you recommend or maybe another suggestion?
Do you have an ETF that you recommend or maybe another suggestion?
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Costco Wholesale Corporation (COST)
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Meta Platforms Inc. (META)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Palo Alto Networks Inc. (PANW)
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The Trade Desk Inc. (TTD)
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Axon Enterprise Inc. (AXON)
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CrowdStrike Holdings Inc. (CRWD)
Q: The following stocks are all up nicely: AXON, PANW, NVDA, COST, ISRG, META, TTD and CRWD. All are mid size positions in my portfolio. Where do you see the markets going in January? Would you recommend trimming any of these stocks? Would you suggest holding more cash going into the new year? Thank you
Q: Hello 5i
I wonder whether you could provide some clarity on the question of sectors. According to 5i my sectors are out of whack. But, I am not buying real estate because I consider my house to represent that. My financials don't include any banks but BrK.B, CSU, etc. and it is overweight. But, I don't really see these companies as primary financial companies. Anything that you could add to this that would clarify the situation? Also, I was wondering whether you break down eft's into sectors or stocks on your portfolio tracking and analysis tool?
thanks
I wonder whether you could provide some clarity on the question of sectors. According to 5i my sectors are out of whack. But, I am not buying real estate because I consider my house to represent that. My financials don't include any banks but BrK.B, CSU, etc. and it is overweight. But, I don't really see these companies as primary financial companies. Anything that you could add to this that would clarify the situation? Also, I was wondering whether you break down eft's into sectors or stocks on your portfolio tracking and analysis tool?
thanks
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KKR & Co. Inc. (KKR)
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Blackstone Inc. (BX)
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Apollo Global Management Inc. (APO)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Please rank BN, KKR, BX and APO, in order of preference and what would be a good entry point.
Q: Explain to me, when you tell a client to take a half of a position, how does that work? Say you want to invest $10,000 in a stock, do you buy $5000 say today and than what do you do? Buy the remainder when the stock goes down, or when the stock has gone up.
Thanks Again
Thanks Again
Q: Should I hedge my EAFE ETFs considering that their holdings are from multiple countries? I am considering either XEF or ZDM? they seem pretty much the same except one hedges to CAD and one does not.
Q: Many updates since the last review of this company. With new shares being issued at $4.75 I would hope this provides a level of support, but not sure I should be holding hoping to see results vs selling now after a nice run and waiting for the results first and then reinvesting.
Q: Ignoring portfolio weightings, Can you give some advice on when to sell your winners? For example MFC has had a nice run. It seems fully valued. I am an income investor and am consider shifting to SLF for no other reason than the pick up in yield. There are other ‘winners’ I have that appear to be fully valued and I could shift elsewhere to boost income. What are the right things to consider re timing on when to sell?
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Hewlett Packard Enterprise Company (HPE)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
Q: Who are competitors to SMCI, and which one would benefit most in long term from the tanking of SMCI so I can initiate a position today? Thank you.
Q: I would like your thoughts on MCan Financial today. Their results were good, but are they worth the jump today? They sold shares earlier in the year which got me nervous, but it seems like they are delivering.
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iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Vanguard S&P 500 Index ETF (VFV)
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Vanguard Total International Stock (VXUS)
Q: What are your recommended non-Canadian equity ETFs?
Do you prefer US only ETFs, or worldwide non-Canadian ETFs, for a long term hold?
Is it more likely that US equities will outperform non-US, such as Europe and Japan, or is it too hard to tell?
Do you prefer US only ETFs, or worldwide non-Canadian ETFs, for a long term hold?
Is it more likely that US equities will outperform non-US, such as Europe and Japan, or is it too hard to tell?
Q: What is DOCCKS
Q: Thank you for your answer the other day with respect to these pref shares. Could you outline what may happen to the price of the shares depending on the reset rates. For example could the price fall to maintain a certain yield? Thanks again
Q: I appreciate previous concerns with Power, any update based on earnings. In general, the pace of interest rate declines appears to be moderating, is this good for insurance companies?
Q: Groupe Dynamite Hi - would like your thoughts on this IPO - is the valuation reasonable and what is the growth expected? Fashion stocks tend to be very volatile- would this be of interest?