Q: There was an interesting article in the National Post recently about the expansion plans for Voyager to get into Canada, Europe and stock trading. I understand that this company is heavily dependent on crypto sentiment, but after recently declines, would it be a good idea to take a position here or is this still seen as too expensive/risky?
Q: Hi 5i,
You have SNAP as a sell and PINS as a buy. Those are my thoughts as well. What always puzzles me is that every quarter, the analysts always look at SNAP’s earnings as a harbinger of what PINS may report. That makes no sense to me. They have very little in common except for on-line advertising. SNAP is a “disappearing picture” site for the younger demographic. PINS is a hobbies and pre-shopping site for all demographics, but more so for women. What weight if any do you put in this thesis that as SNAP goes, so goes PINS? SNAP reports today and PINS next Tuesday.
Thanks for the insight.
Dave
Q: Can I get your opinion on NEP please. It has been increasing its dividend every quarter for a while now. and cash flow recently has been burgeoning It has pulled back recently, as have most of the renewable stocks, so I am wondering if this is a good entry point. Can you also tell me when there next quarterly report is scheduled for?
Q: Can I have your opinion on Danimer Scientific? Recent pick in a MF USA portfolio that has really fallen off. I like the clean packaging space and wonder if you would start a position? What do you like or not like about it? If you wouldn't buy today what would be a sensible entry price?
Q: Hi group wondering what your general thoughts are on inflation and what stocks would benefit the most if we get high inflation going fwd . What are your thoughts and recommendations going fwd
Q: I noticed in a question you answered on April 21st you stated that you prefer NWH.UN over CSH.UN. My question is would you make the switch from Chartwell to Northwest Healthcare. In my case I can sell 1600 shares of Chartwell and get 1475 shares of Northwest Looks like my month dividend would also increase over 116 dollars a month too. Thoughts?
Q: Around march or April last year you published a special opportunity report listing 10 companies such as Byd,Csu,Cae,etc.
Would you make any changes today?
Do you plan to do an update?
Q: Good day folks.
Reviewing the three portfolios, I see no representation from the "Pot" sector. Are you making a conscious decision to steer clear?
If you were to participate, which Companies would you be interested in, CAD and US? Is there an ETF that you would point me to to take out Company related risk?
Q: I hold the above in my income portfolio. With the exception of psi they are half positions. psi has diminished to well under a half position. I have enough new money to top 4 or 5 up to full positions. Which of the above (if any) would you suggest deserve a full 5% weighting? I am of course willing to move in a new direction if that were your advice. I currently hold 24 positions in this account.