Investment Q&A

Q: Only within the last two months we were at record highs, now we’re in a bear marker for the Nasdaq and S&P nearing one. Futures are selling off again here Sunday night. US administration is digging the heels in on these tariffs.

What are your thoughts on the Trump and Fed put? If they don’t change course soon, the economy is going into a recession and midterms next year will be ugly for the GOP. Looking back at all previous crises, what do you think will happen in the next 6-12 months and what’s the game plan? VIX at these levels and large consecutive down days have resulted in nice future returns 1,3,5 years out. Let’s say you had 100k to invest now, how would you deploy over the upcoming weekly or monthly interval? Which 5 CDN and 5 US stocks would you continue to buy on any weakness, assuming only market related? Thank you!

Q: What stock in the balanced equity would you be buying into today for a long term hold (noting that you wouldn’t back up any kind of vehicle into this market)

Q: Hi bad day to be sure I see you suggest buying into some stocks but slowly.
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please

What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point

Q: I currently owned IFC and EQB. Would it be better to sell IFC and buy X for the long term, this would be more than 10years?

Q: Which would you prefer over the next five years? And, which will be the least volatile?

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!

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

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

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.

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

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.

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?

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

Q: What do you make of the pullback in IFC? Just part of a general market pullback, thus would look at this as a definite buy level in and around $280...or was there something post earnings that should be of concern?

Q: Hello,

Is there a material total returns benefit over one year of switching from Sunlife to Intact Financial, if there are no tax considerations?
Regards
Rajiv

Q: Could you please comment on Intact Financial earnings ? Were there any details about their liability estimates for L.A. wildfires ?

How is the current valuation and would you be comfortable to add some shares at current levels, for 3-5 years hold ?

Thank You

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

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?

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!

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