Q: From an income perspective, could you provide your thoughts for a retiree, non-registered and % holding you may or may not be comfortable. I am somewhat hesitant on these high yielding CC ETFs because I can't help but think you are eventually eroding principal at some point because if the options are exercised you will lose the upside. thanks
Q: I’m reviewing your report on GLXY and am somewhat confused with the ownership structure.
I am trying to understand this relationship and have a few questions.
GLXY only significant asset is 33.7% ownership in GDH.LP.
Am I correct that an investment in GLXY is an indirect but full investment in GDH.LP?
If GLXY only asset is the investment in GDH.LP why would GLXY have 440 employees worldwide?
Who are the other significant owners of GDH.LP?
Does GDH.LP trade on a market or is it private?
Based on your recommendation I did take a position on GLXY and I have done very well with it. And thank you in this regard.
I am now deciding if I should trim or hold and understanding this company structure will help me in my decision.
Q: Brad Jacobs has been president of the XPO and had done 2 spin off in the recent years (GXO and RXO).
He now plans to create a new company called QXO which trades on the nasdaq at the moment but is it actually the ticker symbol of this new company ? What do you think of this new name and would you take a position in the new entity at the moment or wait ? I am not sure if the capital structure of the company is actually finalized. They have big plans for the coming years. Thanks
Q: Hello,
I am wondering if you can please provide some info on this preferred share. Bought many years ago as a "safe" investment only to see value decrease. Finally, it has hit 25 dollars. What is reasoning to hold preferred shares like these and why has this one risen? What makes this desirable now? Are they safer than common shares? I remember being told from an advisor that this is considered fixed income which I don't have a lot of. I have hated preferred shares for so long and am wondering if it makes sense to sell and reallocate funds to a bank or insurance stock. Thank you!
Q: Hi 5i Team - This question has likely been asked before. Is it possible or probable that CSU would do a stock split. It is now over $4000 per share which makes it difficult for some smaller portfolios to take a partial position or increase/decrease partial positions. Thanks.
Q: Thinking of adding to my position in Astera Labs. Currently a 1/3 position. Is this a stock you would add to here, and is it one you would be comfortable with a full position?
Q: Hello Peter,
There is a possibility of rate cuts in US. Would the small cap space be good place to be? I was thinking of XSU, Russel 2000 index as opposed to XUU , the whole US market. Which one would be best in a lower rate scenario? Much appreciate it
Q: Hi, Any insights as to why the share price of SHOP is trading at a much higher forward P/E and forward P/FCF than all of the magnificent 7 with the exception of TSLA? As of end of trading Jul 15 this is the data I have:
Q: What are your five favourite software opportunities in Ai, with a brief reason why for each? It would help if you could list or rank them in terms of upside as well (most upside first).
Q: Could you please compare the key financial metrics of OTEX vs ENGH and tell me which one you feel is the better long term hold and why. Finally, is there a canadian tech company you prefer to either of these 2?
Q: I am underweight in resources, thinking TVE or WCP...your thoughts on which of these two and perhaps a couple of US midcaps recc...thank you for all that you do.
In a recent question by Kyle (July 15), you recommended ZSP. Any reason for choosing ZSP over the usual VFV? MER a drop higher for ZSP although liquidity looks better.