Investment Q&A

• Lundin Mining Corporation (LUN)
  • View LUN Profile
  • View Questions on LUN
• Capstone Copper Corp. (CS)
  • View CS Profile
  • View Questions on CS
• Copper Mountain Mining Corporation (CMMC)
  • View CMMC Profile
  • View Questions on CMMC

Q: Looking ahead at copper plays as I believe the macro backdrop favors electrification in the auto/power train sector. What top 3 copper plays would you recommend for a 3-5 year hold?

Upvote 0

Read Answer Asked by Chris on June 22, 2022

• Slate Grocery REIT (SGR.UN)
  • View SGR.UN Profile
  • View Questions on SGR.UN

Q: With the acqusition do you see a stock issue ahead or how is it funded ?

Upvote 0

Read Answer Asked by terrance on June 22, 2022

• Tricon Residential Inc. (TCN)
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: Blackstone bought a position in May 2020 and paid book value for the shares. The stock is now trading at 87% of the book value. It would not surprise me if they are looking to buy out the company. In any event, the stock seems undervalued.

Upvote 0

Read Answer Asked by Murray on June 22, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: if the u.s. or canada eliminated the gas tax, this would cause less demand destruction as more people would drive as the price of gasoline would drop, hence supply would get even tighter-so my question is why is the price of oil down 5 dollars this am on this news. dave

Upvote 0

Read Answer Asked by david on June 22, 2022

• Costco Wholesale Corporation (COST)
  • View COST Profile
  • View Questions on COST
• Alphabet Inc. (GOOG)
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG)
  • View ISRG Profile
  • View Questions on ISRG
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Stewart Information Services Corporation (STC)
  • View STC Profile
  • View Questions on STC
• Topicus.com Inc. (TOI)
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: I bought NVIDIA years ago and have been considering trimming as I’m overweight, and now want to take advantage of stocks that have recently dropped. I am a long term investor focused on growth with medium-high risk, what 3-4 stocks Canadian and U.S. do you recommend to help compliment my holdings? My US holdings are GOOG, COST, ISRG, V and my CAD tech holdings are CSU, TOI, KXS, and STC.

Upvote 0

Read Answer Asked by Nick on June 22, 2022

• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• National Bank of Canada (NA)
  • View NA Profile
  • View Questions on NA

Q: I have held BNS for some time and wonder if it is still worth holding onto. I was considering a switch to National Bank. What would be your rationale supporting this switch? And, on the other hand , why would you not make this move?

Upvote 0

Read Answer Asked by John on June 22, 2022

Q: I am relatively new to investing and started when the pandemic began. Since I started I feel like my learning has been like drinking from a fire hose. More of an education question: now that inflation continues to increase and central banks do what they can to slow it down, I am wondering under what conditions do central banks start to look at reducing interest rates again. I have never been through any of this before so trying to get a better understanding, especially as I look to buy a house at some point.

Upvote 0

Read Answer Asked by Justin on June 22, 2022

• Camden Property Trust (CPT)
  • View CPT Profile
  • View Questions on CPT
• Mid-America Apartment Communities Inc. (MAA)
  • View MAA Profile
  • View Questions on MAA
• Invesco S&P/TSX REIT Income Index ETF (REIT)
  • View REIT Profile
  • View Questions on REIT
• BSR Real Estate Investment Trust (HOM.UN)
  • View HOM.UN Profile
  • View Questions on HOM.UN

Q: Hi, Are there any Reits based in Texas? I think a lot of people are moving to Texas and reits with holdings there should do well..What are your thoughts?

Upvote 0

Read Answer Asked by Shyam on June 22, 2022

• Whitecap Resources Inc. (WCP)
  • View WCP Profile
  • View Questions on WCP

Q: Hey 5i: Currently down 20% range would you suggest buy hold or crystalize a sell and best switch options ? Thanks Larry

Upvote 0

Read Answer Asked by Larry on June 22, 2022

• Lockheed Martin Corporation (LMT)
  • View LMT Profile
  • View Questions on LMT
• Northrop Grumman Corporation (NOC)
  • View NOC Profile
  • View Questions on NOC
• AeroVironment Inc. (AVAV)
  • View AVAV Profile
  • View Questions on AVAV
• SPDR S&P Aerospace & Defense ETF (XAR)
  • View XAR Profile
  • View Questions on XAR
• L3Harris Technologies Inc. (LHX)
  • View LHX Profile
  • View Questions on LHX
• RTX Corporation (RTX)
  • View RTX Profile
  • View Questions on RTX

Q: hi, with military spending increasing globally, which companies do you see benefitting and worthwhile investing in? is there a time frame or just slowly building a position? thks

Upvote 0

Read Answer Asked by pietro on June 22, 2022

• Tricon Residential Inc. (TCN)
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN

Q: TCN has been absolutely crushed in this market. Do you continue to like the company?
If so why? Would now be a reasonable time to acquire shares or would it be better to continue sitting on the sidelines until we see some signs of interest rates stabilizing? And what is your sense as to when this might happen?

Upvote 0

Read Answer Asked by John on June 22, 2022

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi, GIC rates are increasing. Where do you see them in 6, 9, 12, 18, 24 months? Any strategy to propose, laddered approach ? Most 1Y GIC now have the highest rate, but probably too soon to buy ?

Upvote 0

Read Answer Asked by Denise on June 22, 2022

• Fortis Inc. (FTS)
  • View FTS Profile
  • View Questions on FTS
• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
  • View BIPC Profile
  • View Questions on BIPC

Q: Would you switch from FTS to BIPC to take a tax loss and keep BIPC instead?

Thx

Yves

Upvote 0

Read Answer Asked by Yves on June 22, 2022

• Canadian Natural Resources Limited (CNQ)
  • View CNQ Profile
  • View Questions on CNQ
• Tourmaline Oil Corp. (TOU)
  • View TOU Profile
  • View Questions on TOU
• Kelt Exploration Ltd. (KEL)
  • View KEL Profile
  • View Questions on KEL

Q: With the recent pullback do you think this is a good time to acquire a position in Kelt? What is your outlook going forward and are there any companies that you would recommend instead?
Thanks for you input

Upvote 0

Read Answer Asked by William on June 22, 2022

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
  • View BIPC Profile
  • View Questions on BIPC

Q: Since the split this stock has been on a steady decline. I am seriously thinking of pulling the trigger to realize the current gain.
Your opinion please, before I perhaps regret my decision.
Thanks

Upvote 0

Read Answer Asked by Rick on June 22, 2022

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
  • View XQQ Profile
  • View Questions on XQQ

Q: There seemed to be quite a large performance spread on June 21 between XQQ and the underlying Nasdaq index. This etf is currency hedged. Do you have any insight on this discrepancy? Thanks

Upvote 0

Read Answer Asked by Jeremy on June 22, 2022

• Algonquin Power & Utilities Corp. (AQN)
  • View AQN Profile
  • View Questions on AQN
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ
• Exchange Income Corporation (EIF)
  • View EIF Profile
  • View Questions on EIF

Q: Can you give me some of your favourite beaten down stocks right now that are eligible for the Canadian dividend tax credit? I have a non-registered portfolio for income and am looking to add some capital. Thank you!

Upvote 0

Read Answer Asked by TK on June 22, 2022

• Nextech3D AI Corporation Com (NTAR)
  • View NTAR Profile
  • View Questions on NTAR

Q: would appreciate your current opinion on Nextech AR as it has now more than doubled from its recent low on much-increased volume. Thanks

Upvote 0

Read Answer Asked by george on June 21, 2022

• Air Canada Voting and Variable Voting Shares (AC)
  • View AC Profile
  • View Questions on AC

Q: I purchase this stock in 2019 for 50.00 a share. It just keeps dropping and dropping.
With it now around 17.00 per share, is it finally a sell?
If so, is there another stock that could be purchased to hopefully make up some of the losses.

Thank you,
John G.

Upvote 0

Read Answer Asked by John on June 21, 2022

• Berkshire Hathaway Inc. (BRK.B)
  • View BRK.B Profile
  • View Questions on BRK.B

Q: This is a follow up to my previous question regarding impact on share prices if BOOK VALUE takes a hit at the end of Q 2.

My intent was to find out if there is any correlation historically between BOOK VALUE dropping and a proportionate drop in market value. (????)

Sorry for any confusion.

Thank you.

Upvote 0

Read Answer Asked by Donald on June 21, 2022