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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good morning. I will need to raise some cash soon. I have picked AW, ATH, CPD and SYZ to head to the chopping block. In what order would you sell? Thanks for everything you do for us.
Read Answer Asked by Frank on February 10, 2025
Q: Hi Peter & Team:
I found this Reuters article yesterday:
https://www.reuters.com/investigates/special-report/drugs-fentanyl-shipping/
Long article. It basically states that a very popular method for Fentanyl precursor chemicals to get stateside is via small value packages from China that are classed as “de minimus” and sail through US Customs at LAX airport with little documentation and hardly any inspection. (1 Billion small value boxes every year, think via ebay, etsy, etc most from China, many labeled as “gifts” or “stuff”.

Until a few days ago the de minimus limit for goods entering USA was 800$- it is now ZERO.
This I believe forces better documentation and allows for better inspection options. In Canada our de minimus limit remains at 20$ (at least as I write this note).

Question:
Assuming the de minimus limit for both USA and Canada are both set at ZERO, how will this e-commerce drag affect Shopify or e- commerce in general ?

Thanks for all you do !
Read Answer Asked by Grant on February 07, 2025
Q: To maintain comm sector exposure and to raise some USD thinking of selling my BCE holding in my USD cash account to buy one of the other two. Which one would be your choice today?
Read Answer Asked by William Ross on February 06, 2025
Q: I own theses two stocks
Atz is up 100plus percent and is 3 percent of portfolio
Cls $200 is up 200us percent and is 4 percent of portfolio
Would u advise trimming or selling at these prices? Or do u think the valuation is still reasonable so I can wait for them to run a bit
At what price would u think of trimming ?
Thanks
Read Answer Asked by Indra on February 06, 2025
Q: In an answer to Jerry this morning 5i stated that TFII had $5 billion in US revenue ..... What percentage of their total revenue is that ? I assume the balance is in Canada ? In another question a member asked ranking nine stocks for return potential over the next five years. 5i ranked TFII third. So I'm guessing 5i isn't as frightened of these tariff threats as I am . Is my assumption correct ? Thanks for your terrific service ......
Read Answer Asked by Garth on February 06, 2025
Q: What would your opinion be on selling US stocks held in US funds (or moving cash) from a US account over to CAD account to realize the immediate ~40% fx gain (maybe it's not that simple, please advise)? Assuming there's options in the Canadian equities market that are just as good as that on the American side, I'm having a hard time rationalizing why this is a bad idea. Thoughts?
Read Answer Asked by Harrison on February 06, 2025
Q: Good Morning Peter, Ryan, Chris, and Team:
First off and maybe you have already answered this question previously but how do you think this "Tariff War" might play out after the bluff and bluster has completely settled down ?
Also, how do you think that across the board tariffs would effect PSI, NTR, and SIS in the short and medium term ??
Thank you so much. DL
Read Answer Asked by Dennis on February 06, 2025
Q: Hello, would you suggest your top CDN stocks for a 25 year old TFSA account that is a passive investor? basically buy it and never look at for years?
Thanks
Carlo
Read Answer Asked by Carlo on February 05, 2025
Q: With some dry powder available, would you suggest to buy now or wait for the tarrifs with China to shake out and see what comes of the 30 day pause with Can/Mex? All buys are with long term hold in mind.
Read Answer Asked by Harrison on February 05, 2025
Q: With regards to EFN.TO. It was extremely volatile on Monday, Feb. 3, 2025 when the US tariffs were due to be implemented against Canada. It looks like EFN price dropped as much as 12% compared to it's previous Friday close but it seem to recover and ended up with a drop of 1%. Can you please give your take on this behaviour and what entry price might be reasonable considering the tariff climate (or wait). Many thanks.
Read Answer Asked by Ian on February 05, 2025
Q: We've been reading of lots of deregulation coming in the U.S generally, but especially in the financial sector. Pundits have taken to saying 'animal spirits will be unleashed'. Additionally, I wonder if orange imperialism will tend to trickle down to C suites. Can you suggest a Canadian name or two in relevant sectors that might be more likely to be taken out?
(With the proviso that their debt levels be on the low side for sector average.)
Deduct as you see fit.
Thank You,
Tim
Read Answer Asked by Tim on February 05, 2025
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