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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: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?

As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.
Read Answer Asked by kevin on November 06, 2021
Q: All of the above are existing positions in my TFSA. Which three would you suggest adding to today?
Thanks
Read Answer Asked by Curtis on October 15, 2021
Q: Hi,
Glad that TSU:CA is now included in the Model Growth Portfolio. I recently took my starter position in this stock as I found its valuation appealing.

Looking at the EV/Sales multiple this stock is trading at, 1.3X 2021 revenue and 1x 2022 revenue. I consider the stock very cheap on that metric with good growth expected in the upcoming quater's and next year too.

May I get your thoughts on it?
Thanks,
Read Answer Asked by ilie on September 10, 2021
Q: Hello:

Could you explain the difference between TSU and BAMR? Could you also explain the Reinsurance industry? With TSU doing very well recently and the BAMR spinout, it seems like a developing field ie good growth investment potential. Which of the two would you pick from a more conservative, balanced perspective?

My thanks.
Read Answer Asked by David C. on August 10, 2021
Q: Hi team,

In the financial sector, would you buy now for strong growth any of the above or Futu Holdings ? Why ? Why not ? If none of them, which other ones would you prefer ?

Have a good week-end,

Jacques IDS
Read Answer Asked by Jacques on July 08, 2021
Q: if the reinsurance business is successful will the future share price of BAMR be higher than BAM.A? will the dividend of BAMR.always be the same as BAM.A? since the shares of BAMR are exchangeable 1 for1 for shares of BAM.A is this then a floor price for BAMR? I am still confused by the answers you have provided and request your patience and further clarification.as I want to invest in the reinsurance industry not BAM.A which I already hold thanks Richard
Read Answer Asked by richard on June 29, 2021
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