Investment Q&A

Q: As we enter "tax loss selling" season, any sectors or specific companies that you would consider, both Canadian and US ?

Q: Hi,

Not sure I understand the 3 for split where the extra shares are considered a dividend. I had a large cap gain prior to the split which has been substantially reduced by the factor of the split, and now have a large dividend that I must pay tax on when I do my 2025 taxes. At least that is how my TD account shows it. How can that be a good thing for an investor.

Have I got this wrong?

Q: I'm currently down 35% on my BCE shares and am considering selling them to buy Propel Holdings stock for the long term. Do you think that would be a smart move? If you have better alternatives for my BCE position, I'm open to your advice in either the Canadian or U.S. markets

Q: With ATZ's heavy growth into the US demographics, do you think ATZ will ever has a US listing, similar to LULU's approach?

Q: Hi, trimmed some ATZ today before earnings to manage position size, having a nice 120% gain but looking to rebalance some names and sectors. MDA and ZDC are two names I have smaller positions in but would like to add, currently around 1%. ZDC since breaking out Sept 18th has had a nice run and volume has been increasing. MDA has rebounded as well from the low 30's. AXON is another one I would like to add to, currently around 3%. Which would you prefer to add to currently? AXON and ZDC are trading a high fwd PE valuations so not much room for error in growth, but is the PE justified and can earnings grow faster than the stock price?

With the famous quote of "Water your flowers and cut your weeds", this is something I overanalyze when allocating funds. I have names such as TFII, TRI, DSG, IFC, WELL, ISRG that have been struggling lately, but you often mention that once we see a recovery in the sector, these could rebound quickly. But in the meantime, you have high quality stocks that have been holding up well that I want to add to as well. So often times, I'm trimming some of these losers as they go down, but then they come roaring back and now you only have a small position in these names. Also, I like to hold high quality names and let them compound instead of trimming them all the time. How do you best balance this dilemma? Thank you!

Q: With PRL's recent weakness, what do you think is a good entry point?

Q: Hello,

Could you shed any light behind Magna's 7% and Linamar's 5.5% drop this past week?

Thank you

Q: Hello 5i,
What could be the purpose of scheduling an “investor day” on november 20th, with AIF in an official strategic review process? Note that this is only the 2nd time (to my knowledge) that AIF is doing such a “investor day” during the past 10 years (the other was in 2021). According to you, does it decrease your estimation of the probability of a sale of the whole company? The stock did not move today on this announcement. Thank you

Q: hi
can we get your quick thoughts on the incredible earnings, any significant forward looking statements from the company, buy more now?

Q: I am thinking of selling my full position in TCS and investing the proceeds in ATD. This will reduce my Technology holdings to market weight and increase my Consumer Discretionary holdings to be closer to market weight. What do you think?

Q: I would like to listen to the podcast while I drive to work.

I don't have a youtube subscription or spotify, so can currently only watch the video on youtube at home.

Is there a way I can download it?

Kevin

Q: What stocks do you predict would do the best if CBD got approved for medical coverage in the USA.

Q: What would be your top 5 larger cap stocks in Canada today? What would consider to be good entry points?

Thank you
Tim

Q: Each of these have fallen below 1% percent of total portfolio value in my non-reg account. What order of preference would you suggest for adding to top up? Altrnatively should any go or should there be a new addition? I am low in consumer cycles, comms and health.

Q: I hold both L and EMP.A in a balanced portfolio. Any need to hold both? Divest myself of one or both due to losses? Any bright lights for the sector in the future?

Q: What would be your general guidelines in investing in private equity and private credit. And/or, if the question exceeds the scope of this plateform or expertise please refer to sites or books that could be of interest.

Thank you for your excellent expertise

Q: I am under water in these three companies, should I keep holding them or should I sell them.

Q: Are any of these above companies worth investing in? Also if so, at what price would be a good buy.

Thank You
John G.

Q: The SP of DOL has been sliding downwards for about a month, especially in the last few days. Are you aware of any negative news? Thanks.

Q: HI guys
I remember Ross Healy saying early in his career he covered forestry stocks as an analyst, and he commented that the time to buy these stocks is not when everything is rosy, but when there is blood in the streets in terms of of bad news and low building starts. In terms of valuation, and longer term opportunity and appreciation is there any reason to buy lumber companies now - like West Fraser - which I know you have liked in better times?

Much thanks

stuart