Q: If I still own shares by the date the company is acquired will my account simply be credited funds owed and the shares be removed from my account? Or, do I need to sell in advance of the transaction? When is that date?
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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.
Q: Peter; Friday night and I just saw an article on a new Chinese AI released today , called DEEPSEEKS. It is apparently equal to , or better, than the AI engines available. I know it’s early days but looking at multiple articles , it could be a major disruptor to others .
I know you can’t quantify the impact but it may be one to watch.
Rod
Publish if you wish.
I know you can’t quantify the impact but it may be one to watch.
Rod
Publish if you wish.
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Constellation Software Inc. (CSU $4,984.83)
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Topicus.com Inc. (TOI $194.70)
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Brookfield Corporation Class A Limited Voting Shares (BN $92.31)
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Lumine Group Inc. (LMN $53.89)
Q: Will a 25% tariff affect these companies?
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Cenovus Energy Inc. (CVE $19.31)
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MEG Energy Corp. (MEG $26.63)
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Athabasca Oil Corporation (ATH $5.58)
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Baytex Energy Corp. (BTE $2.69)
Q: With the uncertainty of Trump how do you feel about the oil/gas companies. Specifically CVE, ATH, MEG, BTE. Is it time to buy sell or hold.
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Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund (BANK $8.23)
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Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $10.44)
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Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $14.80)
Q: Would Canadian funds such as ENCC, BANK, HMAX which hold Canadian stocks be taxed as dividend income or as capital gains income by the CRA ?
I believe that similar funds holding US stocks would be taxed as capital gains.
Thank you.
I believe that similar funds holding US stocks would be taxed as capital gains.
Thank you.
Q: Which would you anticipate to have stronger growth over the next 3-5 years...and why: JPM or FIX? Thank you.
Q: I have two entirely different endpoints for my TFSA and my RRSP. TFSA is shorter-term funds to pay down my mortgage, and RRSP - its intended purpose, longer-term funding for my retirement. In this case, would you consider the percentage of each account separately when weighting, or use the combined value? Currently I am separating, but because I own a couple of doubles (NVDA and TVK for example), the position sizes are higher than I would normally hold. If considered together, my positions do not exceed my maximum weighting. Thanks!
Q: Just a curiousity.
With the fires in California, a lot of houses will have to be rebuilt. How much a role do you think Canadian lumber would play in that rebuild?
Trump says they don't need Canadian lumber but I'm sure he wasn't taking this sudden need into account.
With the fires in California, a lot of houses will have to be rebuilt. How much a role do you think Canadian lumber would play in that rebuild?
Trump says they don't need Canadian lumber but I'm sure he wasn't taking this sudden need into account.
Q: You may have covered this question but with the exchange on the USD now close to 40% is it worth buying US stocks, in case the US dollar is devalued? The Canadian tourism industry should flourish with the difference in the dollar while not as many Canadians will make the trip to Florida this year.
Q: Any info on VLN.To would be appreciated.
thanks Valter
thanks Valter
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Amazon.com Inc. (AMZN $226.13)
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Costco Wholesale Corporation (COST $950.95)
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Alphabet Inc. (GOOG $185.94)
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Intuitive Surgical Inc. (ISRG $518.62)
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Microsoft Corporation (MSFT $510.05)
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NVIDIA Corporation (NVDA $172.41)
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Booking Holdings Inc. (BKNG $5,702.90)
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Visa Inc. (V $349.05)
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Axon Enterprise Inc. (AXON $756.09)
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Comfort Systems USA Inc. (FIX $554.18)
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Vertiv Holdings LLC Class A (VRT $129.06)
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Cellebrite DI Ltd. (CLBT $14.38)
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Nebius Group N.V. (NBIS $52.79)
Q: In a question yesterday - attached - I asked you to recommend one or two US equities and listed those already held. In response, you gave me two equities which I had listed as already owned. Clearly you have not had your morning coffee:-) Please try again.
Yesterday's Question:
VRT has now grown to 9.5% of my total portfolio. (Thank you for the recommendation!) Would you let this winner run? Or would you be inclined to trim? If trim, what one or two US equities would you purchase (any sector) with the proceeds with a similar risk/growth profile...and why? The following US/international equities are already held: GOOG, NVDA, AMZN, MSFT, V, COST, AXON, ISRG, CLBT, and NBIS. Thank you.
Answer:
In our view, as a company aproaches 10% of a portfolio, the portfolio starts to become a bet on that single name and we would typically prefer to trim the position down. For something with a similar risk profile and growth potential, we might consider NBIS and CLBT, but both are higher risk.
Yesterday's Question:
VRT has now grown to 9.5% of my total portfolio. (Thank you for the recommendation!) Would you let this winner run? Or would you be inclined to trim? If trim, what one or two US equities would you purchase (any sector) with the proceeds with a similar risk/growth profile...and why? The following US/international equities are already held: GOOG, NVDA, AMZN, MSFT, V, COST, AXON, ISRG, CLBT, and NBIS. Thank you.
Answer:
In our view, as a company aproaches 10% of a portfolio, the portfolio starts to become a bet on that single name and we would typically prefer to trim the position down. For something with a similar risk profile and growth potential, we might consider NBIS and CLBT, but both are higher risk.
Q: Good morning,
Would you consider switching EQB for TD today, if EQB is already held?
Thanks,
Brad
Would you consider switching EQB for TD today, if EQB is already held?
Thanks,
Brad
Q: What do you think of this new etf (HHIS) pros and cons. Looking forward to your thoughts
Q: Just a comment, So now we have preliminary numbers for the quarterly reports, we have quarterly report numbers. What next? I thought we were supposed to be investing for the long term. What happens if a company doesn’t provide preliminary numbers, you may think something might be wrong? Investing is definitely getting complicated thanks for your help, but where does it end. I’m surprised they can even do that.
Sorry for my rant but that caught me by surprise.
Publish only if you want to.
Sorry for my rant but that caught me by surprise.
Publish only if you want to.
Q: Hello, with the coming of the US tariffs and counter tariffs, which CDN sectors are insulated and which are vulnerable?
What would be you best stock recommendations to invest new money?
Thanks
Carlo
What would be you best stock recommendations to invest new money?
Thanks
Carlo
Q: Thoughts on TWLO’s latest earnings?
Q: In your estimation what % of S & P 500 consists of tech?
Q: Is ISRG and ISRG.T the same company? If so, can I expect to benefit from any ISRG gains by buying ISRG.T? Thank you.
Q: It looks like WELL shot higher in the last 5 minutes of trading on volume of over 330K. Any chances that this might have something to do with purchasing ELNA Medical Group which filed for creditor protection last month in Quebec?
As always, appreciate your viewpoint.
As always, appreciate your viewpoint.
Q: Anything on your radar to account for the move in SYZ of some volume this week?
Thx
Thx