Q: Currently we own MG with the purposes of collecting a dividend and getting some growth. With its current performance, we’re wondering if a RY might be a better choice with a similarly growth/dividend profile? If possible, are there any other MG substitutes (regardless of sector) that you like better?
Thank you for the fantastic product.
Mike
Q: Any thought on Tamarack Valley. Oil is hanging around $75-$80 yet its price keeps falling. My understanding is they have low cost and good producing properties.
Q: I am interested in investing in companies that are leaders in developing AI. So far I have identified GOOG, MSFT, NVDA, and AMD. Do you agree with this list and are you able to add to it? I have seen AMZN, AAPL, IBM and META with regard to AI, but are they simply users of AI rather than developers?
Thank you.
Q: I have held this stock for a few years and I am getting impatient. I guess I bought it at the wrong time, I am considering getting out. If I do exit do you have another health care company that you would recommend. Your overall thoughts please. Thanks
Q: Can I get an update on your thoughts on the forestry sector please. The stocks seem pretty cheap for the most part. Are they likely to go anywhere in the coming year? Which is your favourite (least disliked)?
Q: Can you please give us your recommendations what will be minimum / maximum CDN dollar amount for Teck resource shares if someone gives offer. I just want to analyze if it is worth holding until offer comes or add more.
Q: So Superior has declined significantly since a major shareholder sold about half of their holdings in the company. But the company’s financial, management, operational aspects have
NOT changed. Did the shareholder sell because of expected declining earnings in Superior or for their own company specific reasons ? Is this a good time to to top up to a full position ?
Thanks. Derek
Q: For an RESP with withdrawals starting this year, ending likely 10 to 11 years out for youngest child:
Largest holding is the ETF VUN (US) at 43% followed by BN and AC at around 12% each, then TOI, DOO , ATZ, SU, BAM in the 3-10% range each. Not included is the unfortunate loss of about 8% of the RESP due to failure of XBC.
So the focus remains on growth for the next 4-5 years to keep withdrawals mostly funded by growth.
Thoughts on keeping VUN as is? What about a higher-yielding ZWB in lieu of the individual stocks? Any concerns / risks that you know of for the stocks listed or maybe can offer some lower-risk substitutions?
Based on guidance from CN, and results from TFII, would it be fair to say that we are in a recession. My experience over the years, is that CN always leads in and out of recessions by about 6 months in advance. Based on CN’s guidance, and had they not had record grain shipments for the last quarter, they would not have recorded the beat that they had. Would you agree?