Q: I am interested in investing in one of the above listed companies. Can you please give me your thoughts and analysis? Do you think these companies are a good investment and why . Which of these companies would you prefer? FIX took a big hit on October 25th. Thank you.
TD's Oct. 10 news release regarding reaching a resolution of Anti-Money Laundering issues with US regulators stated, among other things that
"The total assets of TD's two U.S. banking subsidiaries (TD Bank, NA and TD Bank USA, NA) ("US Bank") cannot exceed US$434 billion (total assets as at September 30, 2024)"
I could not see any reference to how long this limitation applies. Does 5i know how long the limitation is to be in place?
What is 5i's view of the impact of this restriction on TD's ability to grow its overall company, broadly speaking, over the next few years?
Q: There are a few parts to this question...
I'm bullish on Bitcoin longterm and think it will appreciate well in the coming year or so and overall in the next few years (despite still being volatile).
If one were to borrow and invest in a non registered account:
1. Can you write off the interest expense if you buy Bitcoin from an exchange and hold in cold storage?
2. If you buy an etf -and can write off the interest expense- what are the trade offs in buying a spot etf (FBTC) vs. a yielding etf (BTCY.B)?
My thought is the monthly dividend payment on a yielding product would be about twice the interest expense in this case so that would be a benefit over the spot etf if there's sideways price action or bitcoin volatility. Can you comment on the basic tax implications of this plan as well as the investment plan. All things considered would it be preferable to own the spot etf? Any other thoughts or suggestions would be welcome.
Q: Hello 5i
My patience is running low on CELH LULU ADBE. I'm considering switch to KKR APP SFM. I'm looking for growth with a fairly high risk tolerance.
Could I have your opinion on the growth prospects on all six of these and which would be your favourites please?
Thank you
Dave
Q: What would you recommend for stock analysis software, similar to VectorVest but less expensive. I know nothing can predict the market, but it would be interesting to see what kind of info the analysis software generates.
Thanks!
Q: If President Trump is returned to office on November 5th, and given his promise to unleash American oil and gas production, would energy service stocks experience a significant tail wind. If yes, please provide your top suggestions, both U.S. and Canadian. Thanks
Q: For argument sake let’s say ChatGPT slowly takes market share from Google search over the next several years. Are you still as bullish on Google as you are today? Outside of search where do you think the growth is coming from?
Thanks
Q: Retired, dividend income investor. NRGI (the income ETF of Eric's) has been around since March 07/22. I've owned it since Oct 2022 and am basically flat.
The last question on NRGI was roughly a year and a half ago. What are your current thoughts on it's performance since inception and how it looks going forward?
For perspective, this is a smaller position for me, while I have a very full position in Eric's NNRG ETF (which has done incredibly well for me).
Can I get your thoughts on Gold over the next few years. I currently have about 3% of my portfolio in Gold stocks and thinking about increasing to 5-6%.
Where do you think the market in general will price Gold stocks? Do you see an "AI" type frenzy at all coming with gold prices heading towards $3000. I feel most companies are under priced/valued.
Can you give me your top 3-4 high growth gold stocks.