Investment Q&A

Q: If you received a relatively large sum of money, $50,000.00, from the sale of Shaw shares, where would you be inclined to invest it?

Thank you.

Q: Good morning, this is a question re the outrageously high prices Convient Stores like Circle K charge on almost everything in their store. How long can Alimention Couche Tarde keep calling themselves a Consumer Staple when they charge roughly three-hundred percent more for example a Chocolate bar compared to places like Dollarama for exactly the same thing? Or how long will or can people be willing to pay these prices, thanks?

Q: I am looking to initiate a position in Canadian Telecoms and noticed that only BCE is present in your Income portfolio (4.5 %). Nothing in Balance or Growth. No Telsus either. Could you elaborate your reasoning please.

Q: What is your 3-5 year outlook?
Philip

Q: Why would the Canadian Government invest 100’s of millions into a company that seems to be based in the UK and has gone bankrupt 3 or 4 times

Q: 1. Anaergia has sunk to a point where failure has to be considered; yet I would have thought that unlikely?
2. If you ignore the 2020 blip in their share price NWH is now discounting five years of growth. Two questions; why, and is this a sector phenomena – as in health care or if appropriate real estate more generally, or is it an individual problem applying to solely to NWH?

Q: Good morning,

Do you know why the weakness in Cameco today, down nearly 4% ? is this a good entry point?

Thank you

Q: Hi Team

Can you give us your top 5 Industrial Canadian stock picks for next 24 months

Thanks Mike B

Q: Could you please explain some of the terms that you use. I’m thinking of: you want to see a stock “gain support” at a certain level; you want to see a stick “settle in”; and other such terms. Thanks

Q: I would like your opinion on which of these 3 is the safest & has the most potential to be successful in my TFSA?

I favor NVEI.

NVEI. WELL. LSPD.

Thank you.

Q: I have held CAR.UN for some years. I am thinking of switching to TD bank. I am reasonably risk-tolerant. Please compare risk and upside potential. Thanks Jim

Q: I recently flew Air Canada from Toronto to NYC and Fort Lauderdale Florida and on both flights the planes were operating at pretty high capacity. The plane tickets were crazy expensive. Westjet has really contracted the places it flies and their frequency and AC seems to have practical monopoly on certain routes. I know that does not replace fundamental analysis but it means something.

Q: I Have 1000 TD AND 400 TOU at loss are they recoverable or replace them with better choice,Thank for your Opinion.

Q: Hi there,

I'd like to own 8 companies listed in the USA (but not necessarily USA based companies). The holding period can be 5 - 10 years or more as I am many years from retirement. I would like to focus on companies that have a moat and pricing power and strong earnings growth now and anticipated future earnings growth.

I am leaning towards an oil company, an insurance company, a resource company, a semi conductor or 'tech' stock, and the financial services industry. I want to avoid stocks de jour as I got badly burned this year in things like upstart, apps, and unity, although I understand that upstart may benefit from AI and I am open to considering that one as well.


I am considering: Abbv, Lnth, Sanofi, ISRG, Visa, Fisv, Nvda, STmicroelectronics NV, Sea Limited, Meli, and Anet, Mckesson Corp, Oxy or COP, among others.

I am not asking for a full report on any of the names above, just trying to throw a few names out that I was looking at. I am also open to etfs.

What would be your top 8 picks (not necessarily the ones I've mentioned)? I am okay with risk. Thank you,

Jason

Q: The proceeds of the MAGT takeover will be going into the new first home savings account... which stock would you yourself be buying with the cash? Thanks

Q: Hi

Would it be wise to take the capital loss in our cash accounts to off set some of our gains to date by selling GSY?

Then buying SU for growth and the dividend.

Thank you

Mike

Q: The Federal, Ontario and Quebec governments have all announced significant infrastructure spending in their budgets. This should be good for infrastructure companies. Which stock do you think is most promising for a new position? I have held WSP in the past and was surprised to see it down 1% today despite the positive news. At a PE of 47.6X is does not look cheap.

Q: Both of these issues have share prices which have taken severe hits recently and at least superficially appear to reflect the worst outcome from known difficulties. The question I would like you to address is; in your opinion and in the absence of new circumstances does the current valuation of each equity fully account for/ discount all the known issues each company faces? i.e. Do the present prices represent a reasonably reliable floor.

Q: What is your view of this company? Is it worth buying a small position?

Q: I'm still up 12% even after this second day of dropping. GSY is in the growth section of my portfolio. Is it still worth holding? Do you think there is a rebound here? I was wondering about a switch to something with a little more umph, I have a few of the big banks, or I'd look at ZWB. Can you suggest something? Thanks.