Investment Q&A

Q: On the software security front, my opinion is that the general, PANW is slipping a bit and being reigned in by CRWD, NET, ZS. What is your opinion on these, and also S? Could you please rank for growth over the next 5 years?

Q: Your much appreciated analysis please, thanks.

Q: is it worth the high multiple?

Q: Is it trading at a low pe on 3 for a reason? Would it be a buy and if so low medium or high conviction?

Q: I currently own URNM, a uranium etf. I'm thinking of switching out of it to equal weights of CCO, DML and NXE. What do you think of this strategy? Are you comfortable with the three producers or is there another one you would swap in? Or do you prefer just to keep URNM? Your thoughts?

Q: I struggle with when to sell a security as many others have said here, but particularly when there is large unrealized capital gain. My ACB on Premium Brands is in the low $30 range leaving me with a sizeable cap gain, so I look at PBH lately and wonder do I take the tax hit and sell, do I hold on and collect the dividend at the risk of it drifting lower? Theoretically it could fall to point where the erosion in capital would leave me wishing I had sold it and paid the tax. I know you suggest selling if something fundamental has changed for the worse, and also am aware that I have to have something else in mind to employ the capital in that is going to “make up” for the tax hit if I sell. Can I have your thoughts?

Q: Results yesterday from CPH and DR both looked excellent and the stock prices have moved up significantly in response. They both look cheap, particularly CPH, even more so if you ex out the $2.20 cash on the balance sheet. What do you think of these as part of a small cap portfolio?

Q: I asked this question a couple of years ago and am looking for your updated opinion.

I like the idea behind this business and perhaps it is a very long-term prospect. Or, perhaps it's just not working, as its stock price suggests.

Kevin

Q: Can I please have your view on Pulsar Helium Inc.. Does recent news add any prospects? A buy or a pass?

Q: I had to raise cash, and as a result I have no energy or pipeline stocks left in my portfolio. I have the cash to buy one position in a growth portfolio. Do you suggest a single stick (and if so, which one) or an etf. Thanks!

Q: After many years of learning how to make money, still working on that, full retirement is near and I am beginning to learn how to spend my money, and suprisingly, to me, there is more to it that I'd imagined. Using back of the napkin figures, a $68000 investment in HDIV would bring in a little over $600 per month pre tax. This particular ETF has been up and down but roughly flat over 3.5 years, so a guy would have his $68000 in tact, and over $23000 pre tax in monthly distributions from a RRIF. Seems like part of a good income strategy for a guy used to high risk? I use HDIV as an example because I own some. Lastly, I heard about and read " Your Retirement Income Blueprint" here at 5i, looking for more reading information on the topic?

Q: Good morning,

Could you please comment on the recent slide in price and whether you would buy at these levels?
Thank you

Q: Hi. What are your thoughts about these two small cap companies, the one a timber company, the other a manufacturer of lumber products? Both have strong dividends. My thanks.

Q: Can I have your thoughts on RGTI and quantum computing in general. Thank-you.

Q: I have some shares of LUN and they are up 50%. Is it time to take profits or do you think the company has a longer runway. I noticed it has peaked around this price a few times. Where are we in the business cycle and where do materials fit in as they are very cyclical -is that correct? thank you!

Q: What are the 5 best industries to buy stock in now pls?

Q: In your opinion, which five(5) Canadian companies are best positioned to increase their net value because of Ai? Thank you!

Q: I bought CALF in early January and it's been unchanged since then, while the broader markets are up significantly YTD. Would you suggest betting on small cap recovery this year and keeping CALF or selling it and buying something like VTV, SPYV, or MOAT? If switching, which one out of these 3 you'd recommend for better long term growth? My portfolio is well diversified between the sectors, so I picked these 3 options as they will keep my portfolio in target ranges. Thanks.

Q: WELL has required a lot of patience. I know you still like it, but is there another smallish cap you would select over it? I own TSU, LMN, SIS, and SYZ.

Q: This stock has taken quite a dip in the past few weeks and I can't seem to find any news on why. I was wondering if they have lost a major contract can you help me out please.
Thanks Rick