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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 Gang,

If you had 40K CAD to invest in an unregistered account for a short 2 yr old.. given the environment in which we are in....Where would you invest? Sector is irrelevant - CAD stock is a must (I can't stomach the hit on conversion) UNLESS there is a CDR you would recommend although I know you prefer the real deal. Can be one or multiple. Goal is to maximize growth while preserving capital. Thank you!
Read Answer Asked by Julie on March 28, 2025
Q: Hi Group please share your top 4 sectors c/w 3 stocks in each. (please rate the 3 in order of preferred order to add) also if you could suggest a good entry price (i intend to average in over the next 6 months presently no defense /manufacturing exposure also light on health care. I have 20% of my portfolio in cash. thanks
Read Answer Asked by Terence on March 27, 2025
Q: Hi Guys,

With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?

thanks

Jim
Read Answer Asked by jim on March 25, 2025
Q: I have a starting position in IFC and I was planning to add. However, I notice that FFH has recovered nicely from 2020 and has significantly outperformed IFC since then. So I am wondering if FFH is the better investment. I would appreciate your comparison and recommendation. Thank you.
Read Answer Asked by Dennis on March 13, 2025
Q: Hi group short on financials /gold /silver / oil.... so in what order and what entry price would you add Presently own GSY (4 % position.) also GDXJ (2% weighting ) ARX (5% position ) FFH 5% position...any other suggestions in these sectors are welcome. thanks for your help with this
Read Answer Asked by Terence on March 12, 2025
Q: Assuming the current selloff continues, VIX goes up to 35+, and recession is almost certain in the US. Regardless of sector, what US/CAD stocks YOU would buy for capital appreciation if you have CAD$ 100,000? YOU plan to hold these stocks more than 3 years and you believe these companies will survive the economic downturn no matter how hard it will be.
Read Answer Asked by Ahmed on March 11, 2025
Q: I need to raise some money and own these stocks in an investment account, VGG is about 50% of the account.
I would like to sell 1 or 2. In your opinion which 1 or 2 should I sell?
Read Answer Asked by Stephen on March 10, 2025
Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike
Read Answer Asked by Mike on March 07, 2025
Q: I have money to invest and I own none of these stocks. Could you list them in order that you would buy them today.
Thanks for you help.
Dorothy
Read Answer Asked by Dorothy on February 03, 2025
Q: Your parents give you $100k CAD and $100k USD to invest on behalf of your family for the next 5 years. They instruct you to invest $20k in five Cdn stocks and $20k in five U.S. stocks to hold over the duration. Considering current valuations, the fact this is your family's money, and the objective of maximizing total return over the period, what are your 10 picks?
Read Answer Asked by Chris on January 29, 2025
Q: 5i,

My Taxable Account is CAN only 3 months old. I'm lucky enough to restructure my entire portfolio these past few months for some optimization.

The goal outperformance of XIC. Large and midcap growth primarily. Core moat players as well. I'm shifting back to a more concentrated stock portfolio.

I add underperformers and cyclicals for boosts outside of my core. ie: NTR, TD, LUG
thus far this year.
Core by weight;
CSU, TFII
DOL, DSG, SHOP, WSP
BN, CNQ, STN, CLS, TRI
TVK.

Outside of materials, gold; no retail; no reits. If this was you. Do you add a company that doesn't meet your growth expectation/debt/cash flow etc for balance ie ENB.
Or add to your current.

Looking for your sage advice as well as 2 potential core additions or adds and 2 other high conviction torque. No parameters.

Thank you!

Read Answer Asked by Adam on January 27, 2025
Q: Hi,
With insurance claims due to climate change appearing to increase rapidly, what is your take on the prospects of Intact as a property and casualty insurer. My thought would be that property insurance is a shrinking market as insurers appear to abandon markets due to increase risk (e.g., Florida and California). Even locally insurers are starting to refuse to cover properties against flooding. What is the long-term business case for investing in IFC? Thank you. Michael
Read Answer Asked by Michael on January 21, 2025
Q: Would you please rank the 3 stocks in order of total return going forward. IFC has the best 10year return, but not so more recently. I currently own IFC and I am concerned about the effects of global warming on future performance. I am leaning toward MFC because of its recovered mojo. I sense that MFC is the most conservative play in the group. Thank you
Read Answer Asked by Richard on January 10, 2025
Q: Of the following stocks please list those that are vulnerable to Trump's tariff threats and a brief reason for that vulnerability ..... Mr Canadian Market may not being taking his threats seriously but I am. My plan is to replace vulnerable Canadian names with U.S. ones ..... Thanks for your terrific service ......
WSP,TFII ,AND ,BN,BIP.UN,EQB,SIS ,WELL ,ENB,HPS.A,IFC,GSY
Read Answer Asked by Garth on January 10, 2025