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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: In your answers to questions regarding sectors allocation, you say that materials sector should be at 10%. In my case it is 4% and includes AEM, NTR, CCL.B, WFG, MX. What would you do to increase my allocation? Would you replace some companies? Thank you
Read Answer Asked by Gervais on January 29, 2024
Q: Outlook is very good . More reactors to be built worldwide, more demand, some supply problems The worlds answer to clean energy. Could you rank
NXE
DML
FCU
EFR
HURA
U.UN
GLO
EFR

Also SMR

RAK





Read Answer Asked by bob on January 29, 2024
Q: I have a no. of ETFs with OPTIONS on its 30% approx applied to generate extra income. Naturally it is higher risk/reward but I can not find how to access monthly (or annual) reports on Div income, Options gain/loss or dilution of Equity. Specially Equity dilution is a concern and I wonder if they can avoid informing shareholders such important information.
Read Answer Asked by Ritwik on January 29, 2024
Q: I know you guys are not warm and fuzzy about these guys and don't follow them anymore, but for some reason I find them, let's say, "interesting". Their CIRO trading halt order is a week and a half old now with no news. This is obviously due to their late filings. It's either going to be really good or really bad. Do you have a wild guess and opinion?
Read Answer Asked by Raymond on January 29, 2024
Q: Peter and His Wonder Team
I have to sell one of these stocks to meet my RIF withdrawal obligation for 2023. I have owned them all for years...CET is down; QST down more; QTRH up slightly. Of course since it is a RIF account there is no tax loss credit. So if you had to sell one...what do do think would be the best choice. Thanks for your opinion which is always objective and sobering which helps in my decision in which I take full responsibility.
Read Answer Asked by Ernest on January 29, 2024
Q: Greetings:
It has been some time since a question has been asked about MRG.UN. I am looking for a replacement when my Tricon shares are taken from me!!!! Would you be so kind as to give me your opinion on: Growth expected, growth if any --past two years, even though price fell with advance in interest rates, analysts covering it. They have recently put an NCIB in place. Anything else you might think of. Multiple X cash flow. Any chance of a takeout? How does it compare to MRC and MRT.UN. Thanks, Ben.
Read Answer Asked by BEN on January 29, 2024
Q: Aaron Rodgers (star Green Bay Packer) called out Nancy Pelosi for buying millions of NVDA in curious stock trades before a government announcement as Aaron's friend used his X account to become more informed on the Pelosi trades. I imagine there is quite a bit of this going on and I would ask if that benefits or hinders the ordinary trader like us who rely a lot on your knowledge.
Read Answer Asked by Dennis on January 29, 2024
Q: Is AIR Canada a buy. It looks cheap. US Airlines have been reporting good earnings. Will AC report a good Quarter ?It has a lot of International travelers .

Is the problem that there are so many Airlines to consider that AC is at the bottom of the pile and has little interest to the investor and then only to Canadian Investor and not USA investor ? When is next quarter coning ? Thanks a lot RAK
Read Answer Asked by bob on January 29, 2024
Q: Hi, follow up the on the previous question about AQN and their dividend versus Cashflow and earnings: The dividend is $0.44 per share but the Free Cashflow per share is -$0.35. Doesn't that mean that if they killed the dividend the company would have free cash per share of $0.09 and therefore be adding cash per quarter instead of losing cash?

Am I reading this wrong? AQN seems to be reducing the financial capacity of the company to pay the dividend. Wouldn't a more appropriate practice be to pay the dividend out of free cash?
Read Answer Asked by Marc on January 29, 2024
Q: These are in my TFSA at red ATZ AEM, BNS, CCL.B, GSY SIS, and these are at green BYD, CSU, LMN, SHOP, WSP, and TFII. Very close to my cost are BN, ENB, MG, DSG. Would you suggest anything for cleaning up or any new addition(s). Please deduct as many points as required.
Thank you
Read Answer Asked by Hali on January 29, 2024
Q: Market caps in the US surpass 1 Trillion. What companies do you see in Canada getting close to 250B or 500B market cap? Is that possible or is the market too small and these mega caps will only be found in the US.

Read Answer Asked by Sal on January 29, 2024
Q: In my US TFSA, I currently hold Costco Microsoft Berkshire Hathaway and Intuitive Surgical at equal weighting. I’m making my annual maximum contribution. Which one would you recommend at this time?
Read Answer Asked by Dennis on January 29, 2024