Investment Q&A

Q: Good morning,

In light of this morning's news in the G&M re-TD, have your views changed at all following your answer to yesterday's question regarding the outsized drop in the share price beyond purely the 9th being its ex-dividend date?

Q: Follow up to my earlier question about TD. Your response was that all banks are being hit today. As of now (3:45pm), TD is down over 3% while others are down less than 1%. Can you offer anything to explain why TD is leading the pack by such a wide margin?

Q: Good morning. I've held NPI for a number of years and recent weakness has brought prices down to my cost base. A new analyst report from National Bank considers the stock to be undervalued and I'm considering increasing my holdings. I already own BEP.UN.? Your opinion on a price rebound for NPI.
Thanks.

Q: CCO Stares up sharply yesterday along with other Uranium Shares. Uranium hit $ 91.00 a pound recently.

Your thoughts ? Is URN.M the best play or NXE RAK

Q: Any comments on the latest CSU acquisition of Medhost?


Thx

Q: How significant is the BEP/CCO acquisition of Westinghouse Electric to each company?
With appreciation,
Ed

Q: Interested in your opinion on Ambev, the Brazilian brewing company (ABEV). If that’s a bit too far afield, what would be your top choice among the larger beverage companies?

Q: I hold BRK.B and SPYV in a non-registered account and so far, BRK has had a much better gain than SPYV. Over the next 5 years, do you think SPYV or BRK.B will have the best total return? Is the high concentration of APPL in BRK.B a concern? Do you know where I can get an accurate list of BRK.Bs holdings?
Thanks!

Q: Overall, I prefer small and mid-cap Canadian stocks for growth and accept the risk that goes with this. Currently, I do not have anything in the tech space and would appreciate if you would suggest a few names.

Thank you,
John

Q: Is it too late to buy an artificial intelligence ETF? Considering one of AIQ, BOTZ or THINQ. Which would you chose and why? If you prefer another ETF or individual company, please provide your recommendation. Thank you for your great service.

Stella

Q: With respect to a potential take-over in a family run company, does his have a coattail provision.

Thanks

Q: Setting aside currency considerations, which ETF-- VWO.US or ZEM.CA-- is better to hold within an RRSP? (I am asking this question because I know that based upon the different ways that ETFs are structured, some have less losses based on foreign tax rules and considerations.)

Ted

Q: In an answer in November you seemed somewhat optimistic on the outlook for AND . But in a previous answer in July you referred to it as " not needed to be owned " .... How do you feel about in now in the new year and why ? Thanks Garth

Q: Can I get you option on Lantheus after they released preliminary fiscal year 2023. Buy, hold, or sell? Thank you

Q: Seems to me finding stocks to create personal wealth over the long term is not that hard if a bit of effort is put into it, could be said all you need is common sense perhaps. Also seems to me the most common mistake for small diy'ers would be portfolio management, the buying and selling mostly, tax planning perhaps to a much lesser degree. 5i has provided many many good ideas as a long term member over the years, a few loosers too - dont want your head to swell too much. 5i deserves much credit to my success, thank you very much. Your investing ideas have provided several opportunities, I feel it's the portfolio managment skills you've taught me that was more important to create wealth. All that being said, could you expand on this remark you posted today, "we tend to leave some (minor) room to add if opportunities present themselves in the future" ?

Q: Good Morning

Seeking your opinion on reinvesting in NWH after tax loss sell in November?

Thx

Q: your view on vhi 1-2 years
thank you

Q: This company seems to be doing a lot of things right. The ceo Dan Matlow knows this space well, based on my conversations with him a few years ago. It's business is primarily in the UK but it is making some inroads in Ontario. How does one go about evaluating this business: what comparable companies and what ratios etc do you use? Thank you as I am not very good at determining values in the software industry.

Q: TD is being hammered today (at noon). I don't see any news. Do you see anything that would explain it.

Q: What is their balance sheet.
In what order would you buy them?

Thanks,
Milan