Q: Based on the current yield curve, what kinds of maturities should I have for my bond allocation? As the yield curve is currently inverted, and if we expect the yield curve to become normal again, then should I have more short-term bonds to benefit from price increases with short-term yields coming down?
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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: Do you expect better growth from TSU or ATD?
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: hi, can you summarize ENGH earnings compared to expectations, and what are your current thoughts on the stock as a long term hold (im a long term holder of it).
cheers, chris
cheers, chris
Q: Which US bank is the better bet: US Bancorp or JP Morgan or do you have another preferred pick?
Q: Do you still feel optimistic about Inmode? I am looking for a smaller healthcare company with a positive upside to fit into my portfolio with ABBV and ISRG. Or is there another company you prefer?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Is there any particular reason for QCOM’s sudden momentum over the past few weeks. I didn’t think its business was specifically in the AI chips. Just wondering if it’s just rallying with the the general rise in the AI-related space. Thanks
- NVIDIA Corporation (NVDA)
- goeasy Ltd. (GSY)
- Exchange Income Corporation (EIF)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Perion Network Ltd (PERI)
- Extreme Networks Inc. (EXTR)
- InMode Ltd. (INMD)
- Boyd Group Services Inc. (BYD)
- Vertiv Holdings LLC Class A (VRT)
- Lantheus Holdings Inc. (LNTH)
Q: With US inflationary concerns (hopefully) receding and the Fed finally pausing on US interest rate hikes (again hopefully) I'm hopeful the US market strength will broaden from some of the mega cap names like NVDA down to more mid-cap opportunities. Are there any mid ($2.5-20bn market cap) names you like currently/would suggest? (US or Canadian)
Q: I have a small holding in Tesla shares and have been buying only when share price drops below $180. I do not intend to allow this holding to go above 3% of portfolio. Given current momentum what price would you now consider a very good entry point?
Thank you,
Mike
Thank you,
Mike
Q: I am down with the above could you give me your advice to HOLD or SELL
THANKS. Pat K
THANKS. Pat K
Q: Ayr.a was considered one of the more promising cannabis stocks a few years ago. Share price has been decimated. Any explanation and is there hope for a revival?
Q: Good Day Team 5i: If I needed to raise cash , Which of these would you advise I sell at current prices ? I am a retired income and growth investor.Tellus down 5%, nutriune break even, and Tc energy break even.
Q: You were asked a question on this today comparing to Sprott Physcial. Is it not concerning that the URNM is making lower highs compared to Physical?
Q: please comment on Saputo latest earning report. Many analysts see recovery to fiscal 2025. What is your view on the company? buy, hold or sell? Thank you
Q: Which would be your preference for long-term growth?
Q: Not sure if my question was sent or not. In Oct 2019 you answered question on this company, at the time you advised to speculative, no sales, what is your view today?
Q: I am looking at either EIF or PKI for a long term hold in my RRIF. Solid dividend coverage and a growing dividend with present yield of at least 4% is required. Which would you recommend ?Do you have any other suggestions of Canadian companies other than your Income Portfolio Model? Thanks. Derek
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- iShares Canadian Growth Index ETF (XCG)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
Q: What Canadian companies whose share price could benefit from the AI phenomenon do you know of ?
Please provide some colour to each , such as % of sales, specific AI capabilities etc.
Are there any CDN ETF’s , other than ARKK:CA that you would recommend ? This would be for my TFSA where I put my riskier investments.
Thanks. Derek
Please provide some colour to each , such as % of sales, specific AI capabilities etc.
Are there any CDN ETF’s , other than ARKK:CA that you would recommend ? This would be for my TFSA where I put my riskier investments.
Thanks. Derek
Q: In my spousal RRSP, I hold a handful of US dividend stocks as well as several ETF’s (VOO, VGG, XIT, FIE, ZRE). The split is about 50/50 between stocks and ETF’s. My question is regarding VGG. I think you have said in the past you prefer VOO, and VGG is not as efficient in an RRSP as the distributions are subject to withholding tax. For me, VOO and VGG have both averaged around 10% since I bought them. I keep debating if I should 1) swap VGG with the US$ equivalent 2) move VGG into VOO 3) move VGG into individual stocks or 4) do nothing and continue to hold VGG. Could I please get your take? Thanks.
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Eli Lilly and Company (LLY)
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
Q: I have owned ENB for 6 years / it continues to disappoint. Russ Healy was on BNN saying net overall asset value continues to drop in the last 5 year's and i agree with him as my performance is negative (down 6% in the last 5 years, (this is excluding the dividend . Kindly explain how you continue to recommend this stock as it clearly is a loser in value the dividend is its only advantage... would TRP not be a better risk return or even Fortis / one of the pipes for that matter Thanks for your help with this . Lastly what is your top 3 picks in the health care sector
Q: Thoughts on Corby's acquisition and with the downward trajectory the past year, is sub $14 looking like a good risk/reward?