Investment Q&A

Q: I'd like your thoughts on Cameco ($63) earnings.

Thanks, Greg

Q: Is there a clear case for preferring L to WN? L is more liquid while WN does slightly better on P/E and RoE; does liquidity win, here?

Q: Portfolio Analytics suggests a need to increase my allocation in utilities, real estate, communication services and consumer defensives. Could you give me your best 3 picks for each category, preferably on the TSX. If you feel the Canadian doesn't have very good choices, suggestions on the US market would be appreciated. Thanks.

Q: Thoughts on the quarter? Good time to add?

Thanks!

Q: Your comments on their recent numbers please.
Thx

Q: Saw the news that GLXY is listing on the NASDAQ and read the FAQ document they prepared.
Any benefit to converting shares to the NASDAQ? if yes, should I Sell and repurchase or have broker transfer the shares?
OR do nothing and leave in my CAD account as TSX shares?

Q: Could you please comment on GFL results. Thank You

Q: Gildan's debt is a little high but other metrics look good. Wondering if you think they can profit from "buy Canadian" momentum.

Have owned AXON, sold at nice profit. Thinking of re-entering. Would you enter now or wait?

Thanks for your wise counsel,

Mike

Q: Sell or not, and proxy for sales in your opinion.
AC, TECK.B, CS, SES, STLA, ARE, CVE.
XBI-N, HD-N, NIKE-N,

Q: A dark 2025/6 scenario would be mild recession in Canada, more serious recession in the U.S., both deepened at some point by a U.S. dollar crisis due to massive deficits and chaotic Trump. How should a TFSA be positioned to weather this? Dividend stocks versus bonds? How much of portfolio in gold stocks? How big a cash allocation? What else? Please deduct points as needed for this speculative question.

Q: The rumour today is that Trump's team is about to announce their first trade deal. It sounds to me like England. Assuming that more of these follow and perhaps increase in frequency, sentiment will change and I personally expect a risk-on environment.

Please list the 10 equities from the US and Canada (in any sector) that you project will move most aggressively over a 3 month period in an environment where trade deals are the daily news and not negative bluster. Note, I am not asking you to asses the probability of deals, just the 10 companies that are poised to benefit most in terms of share price. Note that these can be risky companies but if they are, please state that and explain why the upside makes up for the risk.

Please take an extra credit and state whether each suggestion is a short term trade or a long term hold.

Q: Hi, given the federal government wants to increase housing supply, what are your thoughts on modular housing? Are there any investment opportunities in this space?

Q: I recently read an article saying Goldman Sachs reports their base case for US tariff negotiations to include long-standing percents to be remain in place. As in, the rates may or may not change from their present 10%. I am trying to make informed decisions about expected uncertainty and whether strategic portfolio balancing needs to be done. Appreciating we don’t have a crystal ball, don’t see the sustained tariffs as a likely outcome and would you recommend any responses to higher probability outcomes to this? For example- avoiding high-multiple US stocks emerging markets or others.

Q: I plan to sell CNQ BAM GRT.UN and TTD for tax losses. Can you please suggest proxies for each of these companies.
Thanks

Q: I am 90 years of age . Is it time to sell all my stocks and go short term investments yielding 5 plus RAK

I see stores in the future with no inventory coming from China and stores mom and pop operations going out of business plus big stores as well.

Q: hi 5i,
I have the above 4 in my TFSA. I am considering selling ATZ ( due to tariff concerns vis a vis Aritzia manufacturing in China/Vietnam/etc. ). I own ATZ in another account and will keep it there. I would deploy the proceeds of a potential ATZ sell in the TFSA to the other 3 remaining equities, or perhaps to another equity if you have any other better suggestions currently ( CDN equities only please ). cheers and thanks, Chris

Q: looking for an entry point for a half or quarter position, for dividend income and some capital growth, 3 years hold
thanks

Michael

Q: I believed that these 4 North American railroad Cies constituted a relatively safe investment ,considering the present world uncertainties . I invested during the last 5 months and losses on paper are now up to 25 % . Any suggestion / impression for each Cie, my goal being financially safe Cies . I always greatly appreciate your very pertinent feedbacks, J-Y

Q: Everyone, what should you be not doing in today’s financial environment? Clayton

Q: Which is you're preference at this time for a new position in an RRSP ? Thank you.