Investment Q&A

Q: Hi Peter
on the yahoo fiance post, Canada needs to invest over 1 trillion dollars in the sectors in the next 10 years, see posted note
My question is on the sector of Electicity
does it means companies like FTS, EMA, H and Bep.un? feel free to add some more
of your favorite company in this sector
thanks
Michael

In order to do that, Canada needs to make $1.8 trillion in investments over the coming decade to boost six sectors: oil and gas, metals and minerals, electricity, agriculture, defence and space.

Q: All the above stocks are at a loss in my portfolio. some I've held for years. Which stocks are worth weeding? Thinking that BYD and WELL are lost causes for a while. Please give comments on each stock, why to hold or sell. I have many credits and please take them for a thorough answer. Once again, I'm counting on your feedback!

Q: Dear Peter et al:

First of all KUDOS to Chris for his appearance on BNN Bloomberg today. His voice was calm, measured and answers balanced.

A question for you. Slightly different from the usual. As everyone is talking about US Israel Iran war, the tariffs have taken a backseat! Trump Xi meeting has been postponed. Asia and many small countries in the world and European countries too have been affected by the current crisis involving oil price.

Surely they can't afford to pay the tariffs, can they? How is that going to play out ? They cut down their exports to the US? Is Global recession inevitable EVEN IF peace breaks out? Your fellow Sprott alumni, Rick Rule is fond of saying "Tariffs are taxes"! Isn't that the worst thing one can do during a recession?

My friends from South Asia and South East Asia tell me things pretty hard in their cities. Small businesses have already been shut down. This doesn't get much air time in North America.

Anyway, your take on this is welcome.

Q: I have a significant amount of new funds available for an account I invest in myself - myself including the sage advice of y'all at 5i. I currently have a blend of many of your equities from the growth and balanced funds (21 to date). I have recently 'cut bait' on a few of your long term choices (GSY, TRI, KXS, LMN, PRL - simply because I believe there must be others in your 2 portfolios that have better upside, either intermediate term or long term. And, because I have a pathetic disability at being impatient. Could you kindly recommend 6 or 7 equities from your 2 portfolios that you particularly like for near term purchases, with bright futures, and with entry prices. I do not trade often, and am therefore behind in my purchases of your more recent recommendations. These would be of particular interest.

Q: Good morning,

Thoughts on Netflix earnings yesterday?Seemed to be in line, with guidance reaffirmed for the rest of the year. But the stock is down 10% in the pre market. Is this solely due to Reed Hastings stepping down?

Thanks as always.

Q: I trimmed PNG in early Jan. and added to HME thinking I would increase my dividends. With the increase in oil prices HME has run up to be a 5% position. I have been trying to figure out what to do take the quick gains and trim the recent add or hang in there for the dividends as I first thought with the belief that after the war is over the capital gain will shrink on its own. I see HME has announced another special dividend. Not looking for personnel advise but your thoughts of the different options.

Q: Would like your opinion on these stocks.

Thank you,
Chris

Q: Hi All at 5i! I am just curious abut your thoughts on D wave quantum inc as to its profitability and future prospects .
Thanks,
Tamara

Q: So brp goes down 35% because of tariffs.hps.a and tvk both down 8%.Should I add to my positions.

Q: TANKERS: with all the focus on shipping around the Gulf of Hormuz do you see tankers as a major opportunity right now?

And if you do: What would be your top 2 picks now? And is there an etf that would be complementary or instead of individual tanker stocks.

Thank you

Q: Recently sold GSY and have trimmed winners back in my TFSA.
I'm looking for 4-5 Cdn growth/ momentum names. Cash on Hand $47.5k.
Thank you
David

Q: Hi Guys

Boy DOO and LNR took a big haircut today. Do you think this is justified on the new tariff schedule, or a bit overdone? Aren't Linamar parts covered by CUSMA? Given they make the majority of transmissions for some US auto makers does this make sense?

Any other CDN manufacturers you can think of that are vulnerable too? eg NFi

Would you be a buyer here for either one of these companies?

Much thanks

Q: Please give me your view on Methanex price, Will it have any staying power if oil/gas drops or will it follow the oil/gas if it drops.

Thanks, Mike

Q: This NYSX, Technology ETF inception date is March 25, 2026 so it has a very low AUM at the moment. IMO the fee is reasonable at approx. 0.09% in the 3 versions. As part of the investing strategy it uses P/S ratio. Does this mean it gives a higher weighting towards technology stocks that appear cheaper? If I was interested in purchasing the NYSX:US version. How would you suggest I do it since the trading volumes are very low and the bid/ask spread likely high? Many thanks for your advice.

Q: I bought this ETF sometime ago in my RRIF for its delicious yield ( at the time 15%, now unfortunately 18% ) , thinking that Trump will get his way and rates will decrease . This does not seem to be happening but in the end nobody really knows what rates are going to do. Silly me for putting my hat in the ring with Trump.

I am down 20 % on this ETF but the large distribution has mitigated my loss. It is 4 % of my RRIF and 2 % of total portfolios . What would you do with this ETF ? Thanks. Derek.

Q: Your thoughts on this company has really struggled lately,would you buy here,are there any tailwinds on the horizon and your thoughts on management for a 1-2 year hold thanks

Q: Please give me your opinion on WULF. Good time to buy? Thanks!

Q: With the quick change in the market, I feel like an idiot. On the days when things were tanking I was very nervous and didn't really add to any positions. When a growth stock goes from very high to so low it is hard to add more or start a new position. Any wisdom on this? Five that corrected a lot and are now catching a bid. What is your order of purchase for TFSA?

Q: Please comment on Bldp.Buy,Hold or Sell.Txs for u usual great services & views

Q: Hello,

Could you provide your top 3 or 4 choices from your income and balanced portfolio you would buy today? If there are any gems outside of these portfolios that are worth a hard look please include them.
Thank you