Investment Q&A

Q: What would be your top 5 suggestions for HALO stocks in both the canadian and US markets

Thank you

Yves

Q: What are your views on the latest results and future for these two companies
Thanks

Q: Since your report on Firan Technology Group in early December, the move has been about 60% to the upside. Your report put the company on my radar, but I did not start a position. I am now considering jumping in and concerned about starting a position after such a big gain over then last few months. Do you see Firan continuing to outperform the market? Is this a longer term growth story that is still in the early innings? Is this increase in price being driven by defence-sector sentiment rather than Firan fundamentals? Any advice would be appreciated.

Q: Peter; Would you consider starting a “ model portfolio” type similar to your original ones, but constructed of those Canadian companies which will benefit from the new spending announced by Carney in defence, etc. ? Thanks.
Rod

Q: Could you please provide some "colour" around the substantial issuer bid and the news release today regarding the intention of insider Intercap to participate? Market doesn't seem to like it, and I am wondering if you would consider buying today on the weakness if as an investor you were positive on the company and their prospects.
Thank you

Q: Can you comment the last result.

Thank you

Q: The quarterly report today obviously surprised the market and the stock is down strongly. Mngmt blames it primarily on (beef) inflation. I'm having trouble thinking of what catalyst(s) could move it to the upside, so I'm thinking of selling it.
Do you think the dividend is at risk going forward? Do you think earnings/free cash flow will increase? What do you think of the report?

Q: Hi there!

I see TSU reported strong (?) results today and the share price has taken a nice bump. Is this finally the start of share growth we have been patiently waiting for?

Q: GLXY - the relevant question on this issue seems to be their involvement and reliance on crypto currencies for their earnings. I do not understand how and to what extent they are reliant on that sector. Could you please clarify this issue.

Q: Please let me know your thoughts on the following companies:
- BWXT
- SMR
- OKLO
- CCJ

- I understand the Ontario Government is using BWXT for certain projects...

Please rate the companies as a Must Own(1) to a Don't Bother(5)

- Also Please Suggest Alternatives in the Space...

Thanks,
M

Q: Under a scenario where Trump gets his aggressive rate cuts, US unemployment rises as lay-offs continue, U.S. personal debt delinquencies continue to rise and US national debt increases even further, what segments could see a lift? Segments to avoid? Please provide 10 favourite Canadian stocks under that scenario.

Q: This is a follow-up question regarding XIC/XIU. In your response you said that you preferred XIC over XIU because it is more diversified. This seems to be at odds with the portfolios outlined in the ETF publication where XIU is the preferred option. Somewhat confused. Could you provide some rationale please. Thanks

Q: CN Rail shares were added to the Income Portfolio, Today.

If you decide to add exposure to rails in the Balanced Portfolio, which Canadian rail would be your preference today and why ?

You had mentioned before that CNR has a cheaper valuation and good dividend yield. But, I would appreciate your reasoning to cover other factors like future growth prospects, geographical considerations and total shareholder returns, as well.

Thank You

Q: Bought at $135.Is it timely to take profit? Buy,Hold or Sell? Txs for u usual great services & views.Just renew some 10 yr membership

Q: Which would you prefer for total return for a 2 to 3 year hold and why? Thanx.

Q: Hi there. I'm looking at selling my position in Propel and adding to GRID and FORTIS. I am seeing some cracks in the economy and think these other two companies may benefit more in terms of share price appreciation going forward. Does this make sense?

Q: Have an RRSP currently holding 2 bank positions (BMO and NA) that represent 11% of the portfolio Also hold XIU and XIC that total 15 percent of the portfolio and CDZ that is roughly 10 % of the portfolio.
Thinking of adding BNS or selling the two banks and buying ZEB. Which is better option given the other ETF’s ?What percentage holding in the banks would be appropriate?
Also should portfolio hold both XIU and XIC or should they be combined into one of the two. And if so how does this affect the direct holding in the banks? Perhaps not needed at all? Would appreciate your comments.Thanks.

Q: And a good morning to you ... Yesterday, someone asked about your two top holds (med to long term). CNR was one of the selections. Why CNR and not CP? Many thanks.

Q: Greetings,

1) To me it seems counter intuitive to buy a stock like VNP which has experienced such a steep appreciation in a short space of time.

Whatever happened to “reversion to mean” ? Surely this phenomenal rise makes the stock more vulnerable to a sharper pull back?

Or are we looking at a company that has a phenomenal runway and this is just the beginning?


2) Are there dangers making purchases based mostly on momentum? I am worried about “jumping on the bandwagon”? and making a FOMO purchase.


3) At what approximate price do you think the risk reward ratio is more favourable?

4) Is there a way of seeing who is actually buying at the moment? i.e General Public or Institutional or Insiders. Can we draw any conclusions from WHO is mostly buying?

My screen is showing a 4.5% insider ownership but NO recent insider purchases

Many thanks in advance for your sharing your thoughts.

Q: Hello Team,

I would like to free up a bit of cash in the cash account. In what order would you sell these 4 companies? These account for only about 3% of my overall portfolio and want to free up about half of this.