Investment Q&A

Q: Hi,
I'm just reading about Gates joining Buffett in selling what seems to me to be a large amount of the above noted stocks, and I'm wondering if you've any thoughts on it. Is this typical for these two powerhouse guys to do this every once in a while, or might this time be different? Given the political situation in the US and other, global issues, I have to wonder if they are in a better position than most to have insight on something. I realize this is a speculative question, but would still value your opinion - many thanks!
Dawn

Q: Whats moving this today?

Thx

Q: What is your opinion of VUG vs SCHG? SCHG has a higher morningstar rating (5 stars) than VUG (4 stars). SCHG has lower MER, VUG has higher AUM. What do you think?

Q: Why did the price of oil increase dramatically between Dec 2023 and April 2024? Where is the price of oil going next?

Q: Given the chance of a second Trump Presidency and the likelihood of tariffs, loss of democracy and full on graft and favouritism what Canadian companies are likely to thrive or at a minimum survive? Is there a defensive strategy that would work for either result in the election or is it one direction with Trump and another with Biden?

Q: Hi folks
I am thinking of selling TRP and ENB and replacing them with CNQ in my TFSA.
May I have your opinion on the switch. Just looking for a little more growth.
Thanks,

Q: You have not been very supportive of Chemtrade. Are its recent earnings starting to win you over? At least as a dividend payer with a good, safe dividend.

Q: What is your opinion of RBA with respect to its long term growth, valuation and as a hedge against a future economic recession. Thanks so much for your help.

Q: XSP is the CDN hedged version of the S&P 500 which should match the performance of SPY (the S&P 500 in US dollars) over the same time period. However XSP has significantly underperformed SPY eg the compounded annual performance of XSP for the period ending April 30/24 for 3 years, 5 years and 10 years is 6.71%. 11.45% and 10.98% respectively. The corresponding nos for SPY are 7.94%, 13.09% and 12.30% ie XSP has underpermed by 1.23%/year for 3ys, 1.64%/year for 5 years and 1.32% for 10 years. Both ETFS have the same MER of 0.09%- Blackrock indicates that the cost of hedging is included in their MER but this cannot be the case. Is the real cost of hedging with XSP as high as 1.23-1.64%/year? There should a small tracking error but these differnces in performance are siginficant and consistently in favour of SPY

Q: I own both of these stocks and have to sell some. Could you please advise which has more upside in the next six months. Cheers

Q: Asking your views for CompoSecure and SurgePays please thanks.

Q: Hi 5i, I haven't seen any recent comments on KLA. I'm interested in your perspective and whether you think it's a good buy today (recognizing that Nvidia reports tomorrow)?

Q: I never thought I would be contemplating whether or not to continue to hold these “sleep at night stocks” but here we are. I have no doubt they will recover but in what timeframe? I am particularly concerned about TD. I believe regulators are going to set an example. I am 75 years old and time is at a premium. Please give me some guidance.

Carl

Q: Hi, can I get your recommendations on some Industrial stocks for a conservative portfolio as well as a few picks you might lean to with your inclinations for more growth. Thank you as always! Looking forward to your suggestions.

Q: I have a question about name changes. In your experience if/when a Company changes its name does this help or hurt. My question is specifically about Veran (Crescent Point Energy). Now I have held this Company stock and options for a long time and made lots of money on it. Also lost some along the way. They have been slowly changing their operations to be very positive ie: no more Saxberg and serial aquisitions. Now they have decided to change the name and the stock has not responded very well. I grew up on a farm and found you may dress up a pig but it is still an oinker after the dress-up. Thanks Gordo

Q: What do you think of TXP's most recent results and prospects going forward.

Q: ASTS has popped this week but all the recent news is about pending lawsuits. Whats the cause of the jump? Can you also provide an overview of the stock fundamentals and opinion on the quality of the stock?

Q: Since the stock market and valuations are very high actually ,it seems to me that the real estate sector (REITS etc..) is still affordable compared to other sectors.Do you consider that increasing real estate stocks and ETFs proportion makes sense now, or would you rather favor another sector?

Q: Some time back, based on your recommendations ( thank you ) I added BN and GSY to my cash portfolio which is loaded up with banks, utilities , telecom etc, to include more growth oriented high quality stocks and am now able to add one of these four. Would you please give me a quick analysis of each detailing strengths/weaknesses financially , operationally,
sector wise. In what order would you buy ?
Thanks Derek

Q: Hello. I understand this company owns a 1% NSR on Anglogold’s Expanded Silicon project. What can you tell me about this project/development and does it look promising? What could this NSR be worth?

What do you know about OGN’s other asset, Ermitano?

What is a net smelter royalty?

What’s your overall assessment of OGN?

Thanks!


Did you know expanded Silicon/Merlin owned by Angologold is expected to produce 1.8 mil gold oz in year 4. This would make it the largest gold mine in the world. @OrogenRoyalties owns 1% NSR worth $45 mil FCF in year 4.