Investment Q&A

• Union Pacific Corporation (UNP)
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• Canadian National Railway Company (CNR)
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• Canadian Pacific Kansas City Limited (CP)
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Q: I already had CNR stock in my nonregistered portfolio ,I just added CP and UNP in my RRSP in order to complete my "transportation sector ", choosing mostly railroads for precise reasons. What is your impression concerning the timing + the choices , my objective being here : less volatility + some growth and dividends. Thanks for your always excellent comments.

Upvote 6

Read Answer Asked by Jean-Yves on November 19, 2024

• Novo Nordisk A/S (NVO)
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Q: Hi There can you tell me what the fair market value of NVO is at this time? It’s fallen a lot but it’s a solid company, do you think it’s a good pharma pick for 3-5 years?

Upvote 2

Read Answer Asked by Robert on November 19, 2024

• StorageVault Canada Inc. (SVI)
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Q: Hi, my question is a bit specific but also more general. I'm about 25% down on this stock. When I read, it seems that it's solid enough long-term, but it's not going to rise 25% for quite some time. As a non-resident, I cannot sell for harvesting tax losses, but I wonder if selling at a loss and putting the remaining money into something faster growing would be a good idea? Again, part of the question is about this specific stock, and part is a general query. I'm curious about your answer! Thanks!

Upvote 3

Read Answer Asked by Isabelle on November 19, 2024

• Primo Water Corporation (PRMW)
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Q: Hello Peter and Staff
Thank you for recommending PRMW several months back . I’ve had a great ride but wondering where it stacks up now going forward .
I own ATD , DOL as well as it in consumer staples and wonder if L or another one you would recommend would be better than the merged Primo company going forward ?
Thanks for all you do
Dennis

Upvote 1

Read Answer Asked by Dennis on November 19, 2024

• Paramount Resources Ltd. Class A Common Shares (POU)
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Q: I am considering starting a new position with POU. Buy, hold or sell on this one? If a buy, what is a reasonable price? If not a buy, which company would you prefer in this space? I am a long term hold type
Thank you for your thoughtful service.

Upvote 1

Read Answer Asked by Donna on November 19, 2024

• Imperial Oil Limited (IMO)
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• Canadian Natural Resources Limited (CNQ)
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Q: Recognizing that I never got past Economics 101 , I see the oil industry as having terrible supply and demand dynamics .We are oversupplied even with
OPEC + purposely restraining output and worldwide oil reserves continuing to grow. The oil energy sector continues to be pressured by the green energy politics and technology. With 2 significant wars going on and supply lines being restrained by Houthi activity , the price of oil has been less than spectacular. Canadian oil companies are cheap for a reason. Please provide another view on this sector. Thanks. Derek

Upvote 5

Read Answer Asked by Derek on November 19, 2024

• iShares Core MSCI All Country World ex Canada Index ETF (XAW)
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• BMO Equal Weight US Banks Index ETF (ZBK)
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• Global X S&P 500 Index Corporate Class ETF (HXS)
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• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
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• INVESCO QQQ Trust (QQQ)
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• BMO S&P US Mid Cap Index ETF (ZMID)
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Q: I currently have the above in various portfolios. I would like to add an ETF or 2 for the US market in that deals in (CAD) funds. Can you provide a few for ETF's that would complement my current holdings . Thanks David .

Upvote 3

Read Answer Asked by David on November 19, 2024

Q: I was wondering if there were any market index ETFs that had a DRIP plan associated with them.

Upvote 2

Read Answer Asked by Federico on November 19, 2024

• Harvest Healthcare Leaders Income ETF (HHL)
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• Sigma Lithium Corporation (SGML)
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Q: Two questions - Could I have your take on SGML recent earnings please, and (2) HHL has diverged vigorously from its past consistent performance, presumably on the Trump policy on health care, appointees etc. I assume other sector participants will likewise take a hit but would appreciate your take on the matter. The issues affecting the sector appear to relate to policy, not politics.

Upvote 1

Read Answer Asked by Mike on November 19, 2024

Q: Hello 5i,
This is a note to Anne H. who posted a question on the Forum August 14 about RRSP - RRIF conversion . I have submitted a reply in the event she is interested.
I am not too sure of any other way to let her know that there has been a response to her query.
Thanks!
Cheers,
Mike

Upvote 2

Read Answer Asked by Mike on November 19, 2024

• Berkshire Hathaway Inc. (BRK.B)
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Q: Hi Peter, I wanted to buy 2 shares of BRK.B in my TFSA is there any drawback in buying this stock in the TFSA. I was thinking of selling my 25 shares of SOBO and some cash, would the trade be worth it. Thanks

Upvote 2

Read Answer Asked by Nick on November 19, 2024

• Twilio Inc. Class A (TWLO)
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Q: Hi, could you update the latest quarter and your feelings on the company, it's competition and it's moat potential for a long term hold.

thx, M

Upvote 1

Read Answer Asked by Mark on November 19, 2024

• Celestica Inc. (CLS)
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• TerraVest Industries Inc. (TVK)
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• EQB Inc. (EQB)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Propel Holdings Inc. (PRL)
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Q: Could I have your top 5 small to mid cap growth stocks. Please rank them. Thanks Steve

Upvote 29

Read Answer Asked by Stephen on November 19, 2024

• iShares Core Canadian Short Term Bond Index ETF (XSB)
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• iShares 1-3 Year Treasury Bond ETF (SHY)
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Q: Hello. David Rosenberg is recommending a move to cash and, I think, short duration treasuries (per Globe article published today). What are the best investment vehicles for short term treasuries? And what do you think of his current opinion?

Thanks!

Upvote 5

Read Answer Asked by Robert on November 19, 2024

• EQB Inc. (EQB)
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Q: Hi Team,

What are your thoughts on this company's current valuation and long term growth prospects?

What would be your best estimate as to longer term ROE outlook?

Upvote 14

Read Answer Asked by Keith on November 19, 2024

• Domino's Pizza Inc (DPZ)
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• Visteon Corporation (VC)
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Q: Can I get your up to date thoughts on VC,

Also any reason why DPZ would have dropped on Friday?

Thanks

Upvote 2

Read Answer Asked by Steve on November 19, 2024

Q: How will the SGOV monthly dividend be taxed in a RRSP? Is an investment in SGOV essentially as safe as a GIC without the loss of flexibility to cash out? If not, what is an alternative for stashing US dollars with a similar return.

Upvote 1

Read Answer Asked by John on November 19, 2024

• BCE Inc. (BCE)
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• TELUS Corporation (T)
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Q: Hello,

Could you comment on now that Ontario has partnered with Elon, how does the provincial subsidization of fixed costs for installation of internet, etc. bode for BCE, Telus and other "hardwire" "maybe "fiber optic" providers?

I frequently drive along Hwy 7 and see trees fallen down on the Bell lines - so maintaining this lower margin asset is not a top priority.

How much of a moat is fibre optic vs Starlink?

Elon's satellites have a lot of operating leverage vs copper or fibre optic installation.


Thank you

Upvote 8

Read Answer Asked by Delbert on November 19, 2024

• Heico Corporation (HEI)
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Q: Can you comment on the prospect/outlook for Heico?

Upvote 3

Read Answer Asked by Kim on November 19, 2024

• Intuitive Surgical Inc. (ISRG)
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• Stryker Corporation (SYK)
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Q: I am considering investing in Healthcare. Would the equipment makers be better than Pharma? Would you consider SYK or is there another equipment maker to consider?

thanks

Upvote 5

Read Answer Asked by kim on November 19, 2024