Investment Q&A

Q: What are your thoughts on CCL.B in light of potential US tariffs? Would you continue to hold? Is there another stock with similar exposure and less risk of being impacted by the changing administration in the US?

Q: Yesterday I asked you about a group of stocks with respect to trimming our positions to reduce our overall stock exposure.

Now I would appreciate it if you could categorize these stocks with respect to your opinion on the impact of Trump's election. Perhaps the categories could be: positive, negative, neutral, or not sure.

The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD

Q: Is there potential in this stock?

Q:

I have been using the method of "journal over " to my USD side of my TFSA. I do not need the funds until late next year. My question is, I would like to know if it matters to move BAM over now or wait. Does the CND being lower affect the move? I have a nice profit, does this affect the move? Thanks Gary

Q: What’s your view on the transportation sector right now and companies such as TFII and CP? Will they be significantly impacted by US tariffs? Would these be a hold or more to another sector such as financials?

Q: FSV has had a great run this year. So I am thinking of your general recommendation to "buy on momentum". Is FSV a solid momentum buy or does it's quick rise suggest that I look elsewhere? I like that it's business is in the US.

Q: On 18 November you answered a question by stating: "Lots of Canadian companies have significant US business". You then gave BN, TRI and WSP as examples. I would appreciate it if you would expand on this list. Thank you.

Q: Hello Team,
Which would be your preference between wsp and are at this time and why>
Thank You,
Barry

Q: In a best case scenario, I think 4 years of Donald Trump in power will be chaotic and discruptive in the US and globally. In a worst case, I believe the US is heading for internal unrest/violence, and the certain parts of the globe will be at war. If you were a 74 year old investor who has done well listening to 5i the last 2 years, how would you now hedge against these scenarios?

Q: What are your thoughts on the current earnings report and how do they fare relative to expectations ? Seemingly, the market doesn't want them to buy 7i, based on the price action since bid announce and subsequent events of other bidders. Why do you think?

Q: Under current market conditions, health care as a sector is lagging. When this happens is it still important to keep good companies within this sector to keep a balanced portfolio even though the names could trend lower for some time. Is the thinking that sectors being favoured could eventually change and a good company will recover. Or, it is better to move into what's going up and keep low weighting of a space that is out of favour due to changes in politics, interest rates, or other factors. The same could be said for REITs now which are doing terribly but does one keep these out-of-favour sectors to have diversification within a portfolio. Thank you!

Q: If you own BN is there any particular reason to also own BEP.UN and BEPC?

Q: Any particular reason for the 7% jump in ATS on Friday?

Q: In this morning's Globe and Mail David Rosenberg made the case to move into cash in an article titled "It's time to move into cash. Even most bonds and commodities have become too risky". What do you think of this strategy?

Q: Could we get a list of all the “Flash Report” , their dates and a way to access them? Too many Special Reports to go through …Thanks

Q: hi. this "question" section seems heavily populated with the latest/greatest growth stocks-ie tech, AI, crypto etc. Can you provide some insight on where you see value outside of these frenzied trades? can you include comments on 1)regions - Canada, USA, Europe, Asia, China, emerging markets etc. 2) industry 3) small vs medium vs large cap.
cheers, Chris

Q: Hi,
I'd like to raise some cash in my non-registered account. How would you rank these stock (from first to sell to last to sell)? All will be sold within about 4 years.
Thanks,
CG

Q: At what price would you initiate a full position in the following? Thanks!

Q: My top holdings right now are (these are all primarily in an open account, but small portion in registered)
MSFT @ 9.18% of the equity portfolio (up 487%)
AAPL @ 7.47% of the equity portfolio (up 496%)
BCE @ 4.89% of the equity portfolio (down 16.52%)
Thinking of selling some of MSFT to rebalance and possibly AAPL to rebalance and selling some BCE for tax loss to offset some of the gains.
In the present market does this seem like good options? What could be purchased instead? I do rely on the BCE dividend for some income and might want to replace this. Will also be looking to transfer cash and/or stocks to TFSA's in the new year.
Are there better options in my situation? (the rest of the equity portfolio is fairly balanced except an over amount in financials)
Thanks,
Steve

Q: Hi guys,

I'm thinking about selling a full position in Gsy (up over 200%, thanks) and topping up Prl, Ifc and Eqb into full positions. Thoughts?
Take care
Jim