Investment Q&A

Q: Hi Team,
Two-part question... What is your take on the news today of Propel launching an insurance product? Do you have any further details on this, and do you feel it will be a lucrative addition to the business with growth potential? Also, EQB today had news of a 300 million deposit note...is this a significant event for the company?

Thanks,
Shane.

Q: Hello again, I was not very clear on my question re: additions to Canadian dividend growth portfolio. I would like your top 5 preferences out of the 10 stocks listed, which are all currently held.

The suggestions you made are fine and most of those are also held, but for various reasons including existing position sizes I want to add to the group indicated. Thank you.

Q: With the goal of adding good quality growth stocks and using your suggestions ( thank you ), some time back I added BN and GSY to my cash account which is full of telecom, pipes, banks and utilities. I am now looking at these four with my thoughts on them : EQB, Stephen Smith is the main reason I am liking this company . I am overweight banks already- should this factor into the equation ?
CALF, the small cap sector should be getting interesting if rates decline and I could use more US exposure. TFII, management can’t be beat but the industry is suffering ( good or bad for TFII? ),
best to wait and see how industry shakes out?
XIT, ( have 10% portfolio exposure with a US tech ETF ) has significant CSU exposure.

Is my thinking clear? Any single addition would be approximately 3% portfolio weighting. In what order would you buy ? Am looking at buying 2 immediately. Any you wouldn’t buy ?
Thanks. Derek.

Q: What the future prospects for BCE and T? Collectively both of these holdings represent about 3.5% of my holdings and currently under water. I am contemplating selling T and buying BCE. Once all the pros and cons for both companies are weighed, is it a reasonable positive change?

Q: I have been reading questions on PRL as well as the company report. After reading the company profile I don't really understand the business . Though I did glean they lend money . Please explain why I would prefer to use them over my bank ?
Reading from their website Creditfresh partners with banks to provide loans. Banks lend money . What does PRL bring to the table that the bank doesn't offer ? Why would a bank want to partner with them ? Moneykey provides unsecured loans and lines of credit. So does a bank .... What does PRL do to make a better experience ? The same question for Fora which appears to be the same as Moneykey only centred in Canada ?

What I am trying to understand is the business model and why a consumer would use them over a conventional financial institution ..... I've never heard of this business nor have I ever seen them advertise.... Banks do a lot of advertising in an attempt to take business away from each other ..... So I can't figure out how Joe Sixpack would know of their existence and why he might take his credit needs to them ?
Thanks in advance for your always sound advice ..... Garth

Q: Hi guys!

Your thoughts on the US$100 Million Bought Deal?

Thanks

Dave

Q: Good morning. I assume the tuck in of the dumbwaiter purchase is not overly market moving?

Q: KBL has been doing well this year could you give us the future prospects and your view going forward.

Q: I am retired and looking to deploy some cash. Could you provide your top 5 dividend companies in Canada and US with some growth potential as well?

Thanks
Tim

Q: What would you consider to be the 5 best investments for a TFSA in 2024?

Q: After the last Q results DCBO had a big jump that withered to half. Would you consider it a good point to add? Is the story still intact ie any positive/negative news from the company that you see?

Q: Just curious. When CSU was in its infancy, say around $35, the price of LMN now, did it have the same volatility as LMN and TOI have now?
Thanks
jeff

Q: Do you feel comfortable establishing a position in this REIT now?

Q: Can you please explain how support levels are determined. Reviewing comments from numerous web sites as well comment from BNN the support level for ATD is mid 60's and then watch out.
I have been a holder of ATD since 2016 and decided to sell the majority of my holdings because of current market conditions.
Just wondering if I jumped the gun on this one.
Your comments would be appreciated
Rick

Q: Hi Peter, I have about 15000.00 for an RRSP account. I know you can't personalize the account but could you suggest 5 - 10 good Canadian stocks for such an account if looking for income for a 66 year old investor. Thanks

Q: Hello, my question is about GLXY, back in November of 2021 the stock price was around $40 and Bitcoin was worth $75K, now that Bitcoin is around 92K GLXY is only $14-$15 a share. Was it just too much hype back in 2021 and it ran up too high or has anything changed since then. Thanks, would love to hear your invite as always!

Q: Given Lightspeed’s announcement of a 10% staff reduction and up to 10% share buyback, a Scotia analyst suggests it’s a buy, stating Canadian tech is quite undervalued. LSPD has lagged the tech rebound, and I’m interested in your take. Is Lightspeed doing enough to regain investor confidence such that we might see a material increase in the share price?

Q: Hi Peter and 5i,
Who would you favor for growth over the next 5 years between TCS and Well?
Thanks you for your always awesome feedback.

Q: Do you feel that copper stocks are a good investment at this time and if so what would be your top 3 picks. Thank You.

Q: If only one of the above Industrial REITs could be owned, which one would you choose and why? Thanks for your insight.