Investment Q&A

• Exchange Income Corporation (EIF $84.50)
  • $84.50 P/E (TTM): 31.23X Cap: $4.57B
  • View EIF Profile
  • View Questions on EIF
• Harvest Tech Achievers Growth & Income ETF (HTA $19.27)
  • $19.27 P/E (TTM): 34.54X Cap: $707M
  • View HTA Profile
  • View Questions on HTA
• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $990M
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Galaxy Digital Inc. Class A common stock (GLXY $34.09)
  • $34.09 Cap: $12.98B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• Lumine Group Inc. (LMN $26.80)
  • $26.80 P/E (TTM): 103.44X Cap: $6.94B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I hold WELL, LMN, GLXY , EIF in roughly equal amounts in my TFSA and they are approximately 5% of my total cash and RRIF portfolios. My initial TFSA set up was for small cap growth stocks as other portfolios are full of banks , utilities, pipelines etc. Am retired and have enjoyed playing the “ riskier “ side of my portfolios , but haven’t made much money at it ! Am looking at selling it all and buying HTA for its
10 % distribution while keeping me in a growth sector. I like the idea of getting some money NOW instead of waiting till I sell. What do you think of this approach ? Possibly split the portfolio with HTA and EIF ? If I sold in stages in what order would you sell ? Thanks Derek.

Upvote 5

Read Answer Asked by Derek on April 17, 2025

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Following up on question regarding moving averages asked yesterday by Joseph. Which site would you recommend for alerts on significant moves?
Thanks in advance

Upvote 4

Read Answer Asked by Hali on April 17, 2025

Q: Good day,
I read a snippet of something on an investment forum about proposed US tax changes with regard to withholding charges on US dividends. From what I understand, the changes, if implemented would mean the US would begin to charge withholding tax even on dividends in RRSP accounts. Would you know anything about this?

Upvote 9

Read Answer Asked by John on April 17, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.84)
  • $233.84 P/E (TTM): 148.84X Cap: $304.23B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Today you had question on negatives for SHOP that would trigger analysts Sell rating. Can you please comment on what would be the positives that would support analysts Buy rating for SHOP?

Upvote 7

Read Answer Asked by Hali on April 17, 2025

• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.30)
  • $73.30 P/E (TTM): 32.47X Cap: $116B
  • View BAM Profile
  • View Questions on BAM

Q: if i already own bep.un and bip.un do you think also buying bam is to much overlapping in the brookfield family. thanks have a 5% weighing in each before bam.

Upvote 3

Read Answer Asked by hans on April 17, 2025

• Prudential Financial Inc. (PRU $114.83)
  • $114.83 P/E (TTM): 15.73X Cap: $44.81B
  • View PRU Profile
  • View Questions on PRU
• Great-West Lifeco Inc. (GWO $67.23)
  • $67.23 P/E (TTM): 15.27X Cap: $61.79B
  • View GWO Profile
  • View Questions on GWO

Q: Hi Folks,
Looking to add PRU or GWO to my RRSP account. Looking for income, a little growth and a safe dividend. May I have your opinion as to which one you feel would be best to add today.
Thanks

Upvote 2

Read Answer Asked by JOHN on April 17, 2025

• Brookfield Renewable Partners L.P. (BEP.UN $37.59)
  • $37.59 Cap: $24.35B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $53.37)
  • $53.37 Cap: $19.67B
  • View BEPC Profile
  • View Questions on BEPC

Q: I read somewhere that the recent weakness of BEP.UN/BEPC is due in most part to tariffs on China imports of solar panels and wind turbine components, rendering many projects in the pipeline to become uneconomical and thus,materially reducing expected future growth. What do you think of this thesis? -- Or in your opinion, is the weakness in price are mainly caused by general market conditions and bad sentiments?

Upvote 7

Read Answer Asked by André on April 17, 2025

• VerticalScope Holdings Inc. Subordinate Voting Shares (FORA $3.09)
  • $3.09 Cap: $65M
  • View FORA Profile
  • View Questions on FORA

Q: I sold FORA-T because of the updated guidance in my TFSA. Current holdings BN, CLS, DTOL, EQB, HPS-A, LMN, PRL, SHOP, TVK, GSY, TOI. Do you have 1-2 higher conviction names Cdn or American I could add at this time?
David

Upvote 1

Read Answer Asked by David on April 17, 2025

• Wheaton Precious Metals Corp. (WPM $167.70)
  • $167.70 P/E (TTM): 54.15X Cap: $74.85B
  • View WPM Profile
  • View Questions on WPM
• Agnico Eagle Mines Limited (AEM $247.37)
  • $247.37 P/E (TTM): 30.01X Cap: $121.40B
  • View AEM Profile
  • View Questions on AEM

Q: When do these companies report and could you please provide street estimates.

Thanks

Upvote 2

Read Answer Asked by rajeev on April 17, 2025

Q: What are your top 15 (US or CAN value/growth) stocks with the best current valuations to purchase for long term. Thanks

Upvote 11

Read Answer Asked by Ben on April 17, 2025

• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $990M
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL

Q: Trying to decide what to do with WELL. In the short term, where do you see the bottom price? Looking forward 6-12 months, what range do you see it trading at? Does 5i still believe in the story? I'm leaning to it still being intact but it has hit a few bumps. Another setback and things could turn ugly. Your thoughts?

Upvote 14

Read Answer Asked on April 16, 2025

• Hamilton Insurance Group Ltd. Class B (HG $28.28)
  • $28.28 P/E (TTM): 6.68X Cap: $1.82B
  • View HG Profile
  • View Questions on HG

Q: Thought on Hamilton Insurance Group Ltd ?

Upvote 2

Read Answer Asked by Craig on April 16, 2025

• Costco Wholesale Corporation (COST $849.20)
  • $849.20 P/E (TTM): 61.42X Cap: $379.78B
  • View COST Profile
  • View Questions on COST

Q: Hi, Has there been any news of costco splitting? 10 for 1?

Upvote 6

Read Answer Asked by Lorraine on April 16, 2025

Q: Could you please list the steps to access the "text" search.
How does one access the history of one stock?
Thank you.

Upvote 4

Read Answer Asked by Lorraine on April 16, 2025

• Majestic Gold Corp. (MJS $0.16)
  • $0.16 Cap: $156M
  • View MJS Profile
  • View Questions on MJS
• Monument Mining Limited (MMY $1.16)
  • $1.16 P/E (TTM): 6.4X Cap: $386M
  • View MMY Profile
  • View Questions on MMY
• NovaGold Resources Inc. (NG $13.87)
  • $13.87 Cap: $5.50B
  • View NG Profile
  • View Questions on NG
• IAMGOLD Corporation (IMG $24.24)
  • $24.24 P/E (TTM): 28.01X Cap: $13.32B
  • View IMG Profile
  • View Questions on IMG
• Torex Gold Resources Inc. (TXG $69.02)
  • $69.02 P/E (TTM): 14.25X Cap: $6.41B
  • View TXG Profile
  • View Questions on TXG
• B2Gold Corp. (BTO $6.57)
  • $6.57 Cap: $8.39B
  • View BTO Profile
  • View Questions on BTO
• Dynacor Group Inc. (DNG $5.63)
  • $5.63 P/E (TTM): 10.73X Cap: $229M
  • View DNG Profile
  • View Questions on DNG
• Jaguar Mining Inc. (JAG $7.72)
  • $7.72 Cap: $594M
  • View JAG Profile
  • View Questions on JAG
• GoGold Resources Inc. (GGD $2.94)
  • $2.94 P/E (TTM): 40.5X Cap: $1.20B
  • View GGD Profile
  • View Questions on GGD
• Aris Mining Corporation (ARIS $22.78)
  • $22.78 P/E (TTM): 115.25X Cap: $4.45B
  • View ARIS Profile
  • View Questions on ARIS

Q: This is a bit of a crystal ball question: Given the recent interest in the gold sector, which companies do you think could be possible take-over candidates?
Thanks

Upvote 3

Read Answer Asked by Chuck on April 16, 2025

• iShares Flexible Monthly Income ETF (XFLI $40.27)
  • $40.27 P/E (TTM): 22.7X Cap: $330M
  • View XFLI Profile
  • View Questions on XFLI

Q: Is the income from this fund "tax free" in a TFSA

Thankyou

Upvote 2

Read Answer Asked by JACK on April 16, 2025

• Palantir Technologies Inc. (PLTR $193.28)
  • $193.28 P/E (TTM): 460.43X Cap: $460.90B
  • View PLTR Profile
  • View Questions on PLTR

Q: Hi, I would like to access Questions for PLTR from 2013. What steps do I take to access these questions? Thank you.

Upvote 1

Read Answer Asked by Lorraine on April 16, 2025

• Parkland Corporation (PKI $39.84)
  • $39.84 P/E (TTM): 21.03X Cap: $6.94B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI

Q: What are your thoughts on initiating a position on PKI? Is a sale of the company possible in the near future?Thanks. Shyam

Upvote 4

Read Answer Asked by Shyam on April 16, 2025

• Intuitive Surgical Inc. (ISRG $581.16)
  • $581.16 P/E (TTM): 75.62X Cap: $202.93B
  • View ISRG Profile
  • View Questions on ISRG
• WELL Health Technologies Corp. (WELL $3.90)
  • $3.90 Cap: $990M
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• ADF Group Inc. Subordinate Voting Shares (DRX $8.84)
  • $8.84 P/E (TTM): 8.84X Cap: $252M
  • View DRX Profile
  • View Questions on DRX

Q: In my TFSA I have held WELL for 4 years and now considering selling along with DRX. Would selling these 2 and replacing with ISRG make sense for better growth.

Upvote 5

Read Answer Asked by Roy on April 16, 2025

• Mulvihill Canadian Bank Enhanced Yield ETF (CBNK $11.98)
  • $11.98 P/E (TTM): 7.13X Cap: $134M
  • View CBNK Profile
  • View Questions on CBNK
• Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $16.35)
  • $16.35 P/E (TTM): 9.31X Cap: $1.79B
  • View HMAX Profile
  • View Questions on HMAX

Q: Please give me your opinion about this AND an alternative Bank ETF. Thanks!

Upvote 2

Read Answer Asked by Austin on April 16, 2025