Q: Are these companies worth buying on their pullbacks? Realize that they are not in your North American coverage but aren't they borderline monopolies in the global semiconductor industry and perhaps a lower risk way to play the boom in AI? Thinking of the picks and shovel companies during the gold rush.
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: VEEV sold off with the departure of their CFO. Do investors have reason for concern? More generally, do you still feel this is a high quality technology holding?
Thanks.
Thanks.
- General Dynamics Corporation (GD)
- GE Aerospace (GE)
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- Franco-Nevada Corporation (FNV)
- Tourmaline Oil Corp. (TOU)
- Barrick Gold Corporation (ABX)
- AeroVironment Inc. (AVAV)
- Texas Pacific Land Corporation (TPL)
- RTX Corporation (RTX)
Q: Can you recommend any stocks that would benefit if China invaded Taiwan? I was thinking along the line of military, resources, submarine, sea technology stocks, etc. But if you know of any other ones that would be great too. Thanks.
Helen
Helen
Q: I'd like your opinion on these two stocks in the renewables sector. Which one or both do you think is a preferred for a 5 year hold? Is there another company that may be positioned better for this sector? Thank you.
- Booking Holdings Inc. (BKNG)
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- TFI International Inc. (TFII)
- Alimentation Couche-Tard Inc. (ATD)
- Berkshire Hathaway Inc. (BRK.B)
- Lumine Group Inc. (LMN)
Q: Hi team,
In your replies to questions you sometimes refer to "sleep at night stocks". Those above were so qualified, among others.
I would very much appreciate if you could provide a good list of such stocks at this point, both Canadian and U.S., in order of potential growth in 5 years or less, with a short comment summarizing your present view on each.
Please use as many credits as you see fit.
Gratefully,
Jacques IDS
In your replies to questions you sometimes refer to "sleep at night stocks". Those above were so qualified, among others.
I would very much appreciate if you could provide a good list of such stocks at this point, both Canadian and U.S., in order of potential growth in 5 years or less, with a short comment summarizing your present view on each.
Please use as many credits as you see fit.
Gratefully,
Jacques IDS
Q: Hi Team,
What do you make of the AUM release yesterday? Seems like quite a drop - however - can you explain what exactly the "opportunistic" section entails? Is this meaning people withdrawling from their holdings?
What do you make of the AUM release yesterday? Seems like quite a drop - however - can you explain what exactly the "opportunistic" section entails? Is this meaning people withdrawling from their holdings?
Q: Do you prefer ATZ or CROX for consumer discretionary sector exposure?
Q: In deciding position weightings: when does it make sense to use “ Total Equity Portfolio Weight” vs. “Total Portfolio Weight”?
Thank you.
Thank you.
- Adobe Inc. (ADBE)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Tractor Supply Company (TSCO)
- UnitedHealth Group Incorporated (DE) (UNH)
- Visa Inc. (V)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Intact Financial Corporation (IFC)
- TMX Group Limited (X)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Hydro One Limited (H)
- Old Dominion Freight Line Inc. (ODFL)
- Berkshire Hathaway Inc. (BRK.B)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What would be your top 10 “sleep at night” stocks for US and Canada?
Thanks
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: What are analyst expectations for their earnings this week? Thanks.
Q: Could u make a comparison between hut 8 and glxy. Which is the superior investment?
Q: Hi, Canadian Bitcoin ETFs seem to lose traction against the new US ETFs.
You had many comments on Bitcoin (halving,etc ..) in the QA.
What about the fate of Etherum ETFs ? Different enough or same path ? Why ?
Merci, Denise
You had many comments on Bitcoin (halving,etc ..) in the QA.
What about the fate of Etherum ETFs ? Different enough or same path ? Why ?
Merci, Denise
Q: SURG Can you please provide your investment analysis on this company? ThanksSURG
Q: I hold both Canadian and US self directed accounts with CIBC Investors Edge and want to accumulate US funds (dividends) in a cash (high interest) ETF but understand that there appears to be no US ETF similar to HSUV.U traded on US exchanges. My question is do we need to verbally request the brokerage to transfer (journal) US funds into our Canadian accounts without conversion in order to invest (purchase) same in HSUV.U and does this look like transfer fees are involved?
Thank you.
Thank you.
Q: How does CIBC make money by offering CRS on NEO exchange ?
Q: hello 5i:
Regarding the tax treatment of dividends from a US preferred share, held in a TFSA: would there be a 15% withholding tax on the dividend, or is it exempt because its in a TFSA?
Also: if there were a capital gain on the preferred held in the TFSA, would that be exempt from the 15% withholding tax?
thanks
Paul L
Regarding the tax treatment of dividends from a US preferred share, held in a TFSA: would there be a 15% withholding tax on the dividend, or is it exempt because its in a TFSA?
Also: if there were a capital gain on the preferred held in the TFSA, would that be exempt from the 15% withholding tax?
thanks
Paul L
Q: AQN has fallen from grace for quite some time now.
The %Dividend Yield appears to be approx. 7.3%.
Do you see any potential catalysts/positives for this company?
Is there debt any better and can their cash flows support the high
dividend? Many thanks!
The %Dividend Yield appears to be approx. 7.3%.
Do you see any potential catalysts/positives for this company?
Is there debt any better and can their cash flows support the high
dividend? Many thanks!
Q: Somehow I missed registering for the Moneyshow this past week. Am I able to access a recording of it.
Also, do the Webinars and Podcast headings show all previous recordings of video events, at least for the past year. Thanks.
Also, do the Webinars and Podcast headings show all previous recordings of video events, at least for the past year. Thanks.
Q: Good afternoon all;
I currently own LMN and KXS in equal sized positions in TFSA's. I consider these my higher growth oriented emerging technology investments. I've held LMN since $30 and traded in and out of KXS between $100 and $200 since 2019.
My question is whether future investment gains would be better served trading out of KXS (which has performed historically but become frustrating and seems a laggard recently) and into Topicus (which seems a bit opaque).
Thanks as always,
Dave
I currently own LMN and KXS in equal sized positions in TFSA's. I consider these my higher growth oriented emerging technology investments. I've held LMN since $30 and traded in and out of KXS between $100 and $200 since 2019.
My question is whether future investment gains would be better served trading out of KXS (which has performed historically but become frustrating and seems a laggard recently) and into Topicus (which seems a bit opaque).
Thanks as always,
Dave