Investment Q&A

Q: Is it time for a switch from NVDA (even a partial) to AMD and/or INTC? If a switch or addition, are there others to consider?

Q: pls review the results and the news of the div. would you step in here?

Q: Is it a good idea to have a 7% trailing stop loss, on portfolio stocks now? Reasons? Thanks

Q: Good Morning,

I have a 5% position in Google and 2.5% in Microsoft. Given the (seemingly) unjustified after-earnings price drop in Microsoft, can I get your thoughts on the possible merits of bringing these two positions into balance?

Thanks,

Brad

Q: Hi 5i

2 questions

I own both XOM and BP, going to drop 1, in your opinion whats the better one to keep?
I own AW.UN if I do nothing what happens to my shares ?

Thx
Gerry

Q: Good morning,

Noting that Filo is not trading at its takeout price, what are the risks and how likely are they to present that the deal falls through? Would you recommend selling shares at these levels based on any risks you foresee?

Thank you

Q: What 5 Canadian and 5 US stocks are currently the best to buy and hold?
Thanks

Q: Hi .. any thoughts on why the recent nice upward moves? Nice, but why?

Q: Hi Team,
Under current market conditions, could I have your top 3 sectors to invest in today along with 4 (2 cnd and 2 US) of your favorite names from each sector.

Thanks,
Shane.

Q: Hello Team,
What would your favourite etfs for this security be, both market weighted and equal weighted?
Thank You,
Barry

Q: May I please have your comments on earnings for FN

Q: Hi, I bought Glxy recently and it’s listed as Brphf on my online acct. Seems like I can buy and sell under the symbol Glxy , just wondering if this is of any concern? Looks like otc symbol. ( investors edge account)

Q: As a value investor, I've been liking the performance of the AVDV small cap ETF which I presently own. I'm not sure if you are familiar with AVES from the same ETF family. I'd like to add a bit of Emerging market exposure, and since this ETF option is another value type, I was drawn to it. Do you see AVES as being acceptable relative to the usual VWO's and VEE's of the Emerging Market world of ETF's ?

Q: This stock is rocketing higher on q2 financials just released. What do you think of it? Despite the gains, first half 2024 eps of 0.13 is very impressive. Risky name but decent small cap opportunity? Thanks.

Q: It seems that small cap stocks are finding some legs. Could you provide 4 CND, 4 US and and some EFT ideas that might be able to take advantage of this trend

Q: Please comment on TLRY's current quarter, debt reduction and the expectations for the German license going forward. Thanks

Q: Please update your thoughts on the company after getting hammered post earnings release.

Is talk of competition from ABT and GLP-1 overdone, or is their moat under pressure?

Thanks.

Q: What do you think of Darko Mihelic’s rating cut of BMO today? Agree? Disagree?

Q: I’m trying to get to the bottom of whether or not CDRs are considered U.S.-situs property for Canadian citizens/residents who don’t otherwise have any U.S. connection (other than through their stock market investments). If one checks the CDR website (https://cdr.cibc.com/#/contact), there is the following statement: “The application of U.S. federal estate tax to CDR holders is dependent on an individual’s particular circumstances and CIBC does not provide tax advice. As such, CDR holders should consult their own tax advisors regarding the U.S. federal estate tax consequences of investing in the CDRs.” I have never seen any “official” document on any website that provides a clear answer. Are you aware of anything “official” out there that is definitive in this regard? I am looking for a definitive source (reference) that can be cited in this regard. (And please make the assumption when addressing this question that the Canadian account holder in question would have sufficient overall assets that they would be subject to U.S. estate taxes, if indeed CDRs for U.S. corporations are indeed considered to be U.S.-situs assets.) (I realize you are not tax experts/advisors, but this does seem to be a rather basic issue that must somewhere have a clear cut "official" answer.)
Ted

Q: As far as Ai is concerned, to what extent will the performance of the following stocks be dependent on the fortunes of NVDA? Please rate each of them with a number from 1-10, with 10 representing the highest correlation to NVDA.

VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT