Q: Hi, I need to raise some USD cash and considering selling Berkshire Hathaway shares (Holding 100 shares). Bought recently at USD220, but shares have languished with the market decline and unable to regain much strength. Recent softness in Apple shares (large BRK holding) also has n't helped. Somehow, Mr Buffet's aura seems to be fading a bit, I feel. In the financial sector, I own no US banks but a decent CDN banks holding. Rest of my small US portfolio is all major FAANG names and DIS/V/MA/UTX. Do you see any major catalysts in near term for BRK B shares, besides market turn around/US China trade deal ? Thanks
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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: I have a bunch of shares in a computer share account. If I transfer those shares into another broker, would there be any tax consequences? Any idea how the average buy price should be calculated if I transfered some but not all the shares? If no tax consequences, Would taxes only be generated if transferring to an rrsp or tfsa broker account?
Thanks for the great service.
Thanks for the great service.
Q: Hi Team,
Your comment on Qualcomm @$51.30 is a buy ?
Thanks as always,
Tak
Your comment on Qualcomm @$51.30 is a buy ?
Thanks as always,
Tak
Q: I am up about 12% on Broadcom. It is close to historical highs. Do you feel it still has some room to grow. I’m wondering if I should take some profits now or let it ride.
I would appreciate your opinion. Thanks.
AJ
I would appreciate your opinion. Thanks.
AJ
Q: A good article on Jonathan Goodman (GUD) in today's ROB magazine. Also, full page ad submitted by Fiera Capital Corp alleging increased investor interest in 'alternative investments'.
Steve
Steve
Q: What comments do you have on both these royalties? Do you favour one over the other? Have they increased their dividend on an annual basis and is their dividend covered? Would you buy either of them here and if not, what would you recommend?
Q: Regarding GS, I read a research report yesterday where they mention that the annual regular dividend of $1.00 appears safe. Wondering if you concur. Also, while one should maybe not buy a stock based upon a potential takeover, I would think this firm would be attractive as, if I am not mistaken, they focus on high net worth clients. Also, in a takeover, the current dividend payment could be applied to debt/interest on the buyout price. Am I thinking correctly here?
Q: May I have your thoughts about Conmed Corporation? They seem to be doing well. Are they profitable with positive cash flow, are they deeply in debt, any insider ownership and do they have a niche which offers some protection from Stryker and other "big boys"? How is their record for beating or at least matching expectations? We already own ISRG for a 3% weighting and PFE having a 3.4% weighting in our healthcare sector.
Thanks,
Jim
Thanks,
Jim
- West Fraser Timber Co. Ltd. (WFT)
- Canfor Corporation (CFP)
- Norbord Inc. (OSB)
- Interfor Corporation (IFP)
Q: I am comfortable having about 10% of my non-registered account in the forest products sector. About 55% of this amount is Norbord and the other 45% is split about evenly among Canfor, Interfor and West Fraser. Norbord pays a good dividend; the others don't. Would you suggest any consolidation or rebalancing here or changes that might improve upside potential? All four are down relative to original purchase so any adjustments here would only trigger tax losses.
Q: Hello- we are plan to transfer our rrsp from a BMO managed mutual fund to the stocks listed in your income model portfolio in a self-managed rrsp.
Would it be reasonable to plan to update the income model once per year or would it require constant tweaking.
Thank you
Would it be reasonable to plan to update the income model once per year or would it require constant tweaking.
Thank you
Q: I have a question about 769
With two straight winning quarters is this CPG company set for some growth with a hot economy in the US and record unemployment? Do you see the turnaround in any way a result of Hedge Fund Peltz and company or a result of Economy and Unemployment?
Thanks
Lindsay
With two straight winning quarters is this CPG company set for some growth with a hot economy in the US and record unemployment? Do you see the turnaround in any way a result of Hedge Fund Peltz and company or a result of Economy and Unemployment?
Thanks
Lindsay
Q: Lately my capital investment in ZPR has been decreasing. This forms part of my income investment portfolio. I am thinking on making a switch. Which investments would you recommend for income with a little potential growth as a replacement.
Thank you,
Bob
Thank you,
Bob
Q: I have held 200 shs of Encana for years. I don't know if the encana/newfield merger has any success in it, to merit continuing to hold for an eventual recovery. In your opinion should I best let it go and buy something else? I have 50K cash on hand to cover new transactions.
Q: With more electric cars coming out I want to invest , but not with the car makers but what supports them. My questions are what companies I can invest in that make the charging stations, batteries , cameras and because these cars do not run on free energy what electrical produces will benefit from the higher demand in power to charge these vehicles.
Q: I have targeted general [not sector-specific] funds/ ETFs at up to 14% of total portfolio because of fund/ ETF attributes or performance. Please advise on selection and additions/ deletions of current and Watchlist or other.
Currently the allocation is XMU 8%, Edgepoint Gbl Port - 33% [4.5% total portfolio] + CYB - 3.5%, Mawer Gbl Eq and FID Gbl Innovators and AARK all at 11%, TD US Mid-Cap Growth - 9%. My watchlist includes DGRO [value - dividend growth], MAN Gbl Small Cap [previously sold] and TD US Blue Chip.
Currently the allocation is XMU 8%, Edgepoint Gbl Port - 33% [4.5% total portfolio] + CYB - 3.5%, Mawer Gbl Eq and FID Gbl Innovators and AARK all at 11%, TD US Mid-Cap Growth - 9%. My watchlist includes DGRO [value - dividend growth], MAN Gbl Small Cap [previously sold] and TD US Blue Chip.
Q: do you know anything about titan medical, would you buy it. dave
Q: Something has finally made this stock move a bit.Have you heard any news?Thanks
Q: Hi 5iTeam,
Would you please comment on yesterday's sudden pops in the prices of chips-related US companies, e.g. Applied Materials, Western Digital, etc.
Cheers,
Would you please comment on yesterday's sudden pops in the prices of chips-related US companies, e.g. Applied Materials, Western Digital, etc.
Cheers,
Q: Hi guys
Could I please get your opinion of Richelieu's earning report today and current valuation - with the stock decline does the company merit a buy in your mind?
Thanks
Stuart
Could I please get your opinion of Richelieu's earning report today and current valuation - with the stock decline does the company merit a buy in your mind?
Thanks
Stuart
Q: Thoughts on the recent quarter? Would you lump this company with the likes of NVDA for tech growth? It seems like it has great momentum. Any further thoughts on this name, would it be a good tech/growth addition?