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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: I need to raise some funds and am looking at selling a position in DIR.UN. I have read the past questions and overall you are fairly positive about it, if one is patient. I probably will not be in this for the long term....though not your usual way to look at stocks, would you be able to do some technical analysis to get some idea whether this will bounce back from its recent downturn, at least a bit, in the next month or two?

Thanks much for your excellent service.
Read Answer Asked by Leonard on April 24, 2024
Q: What do you think about BDT's prospects in the upcoming Canadian economic landscape?

Their shareholder material suggests they're exposed to renewable and green energy infrastructure projects, extractive sectors like mining (critical minerals), as well as the constant talk about needing to build more homes all seem like tailwinds. I also like the emphasis on health and safety of their workforce which suggests a healthy and mature management team.

From a financial POV they seem to tick a lot of boxes too. Good historical ROE growth, heathy debt levels, a healthy/diversified backlog, growing forward EPS, and approaching $1B in market cap.

What do you think about BDT's prospects?
What's the bear case for BDT?
Read Answer Asked by Michael on April 24, 2024
Q: Hello, Nice call on VRT !!! Despite the last quarter's miss, stock continued to be strongly supported by 5i and now it blew past Earnings and Guidance !! So, now, do you expect a similar performance from CLS, after close Today ? If yes, at what levels, it would make sense to add to these two companies ? We have a 1% and 1.75% position in VRT and CLS, respectively. Thank You
Read Answer Asked by rajeev on April 24, 2024
Q: We have a well-diversified Canadian portfolio (~30 holdings) focused slightly toward growth that is overweight in the Consumer Cyclical sector. Our current holdings, in approximately equal weights, are DOO, LNF, MG, BYD, PLC, ATZ. We are considering either reducing our holdings by one or a group trimming. Which would you prefer and why? For long term holds, how would you rate (1-10) these 6?
Read Answer Asked by Peter on April 24, 2024
Q: BRK.B currently comprises 15% of my portfolio. Within the Portfolio Tracking and Analysis tool, it suggest that this a financial sector, and as such I am above the recommend allocation. However would not BRK be consider more diversified. Should I rebalance my portfolio away from Financials if this is to be considered?
Read Answer Asked by Gary on April 24, 2024
Q: I have a 1% weight of AT&T in my portfolio at a 50% loss, held in a non-registered account. I am thinking of selling to take advantage of the tax loss.

Do you see much chance for recovery in the next 6 to 12 months for AT&T, or would you recommend the strategy of selling and seeking a recovery from a higher quality stock?

Thanks.
Read Answer Asked by Robert on April 24, 2024
Q: Hello! I’ve heard about a new 100% capital-protected ETF called CPSM that is set to be listed on May 1st. Could you please share your insights on this?
Read Answer Asked by Esther on April 24, 2024
Q: Good evening,

I currently own VMD, VHI, LLY, and WELL. I'm considering a consolidation down to three of the four stocks. For a five-year hold, how might you rank these in terms of overall growth potential and risk? Thanks, Brad
Read Answer Asked by Bradley on April 24, 2024
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