Investment Q&A

Q: Notwithstanding it's strong year overall, do you have any sense as to why it's been weak of late (since Mid Aug)? Anything specific to the company, and if not, the sector? Many thanks!

Q: QSR has been a disappointing name. I understand you like the new leadership.What upcoming catalyst’s do you envision for this position …..or should we just sell and move on.?

Q: I'm up over 200% on CELH (thanks!) and although I don't see any red flags, I think it's time to trim back from an 11% holding. I've had LMN on my watch list for some time, do you think trimming CELH and buying LMN would give me a similar growth profile stock? Does LMN also trade on the US markets so I could keep my currency in USD?

Q: One year ago I decided to choose 6 reits ( avoiding shopping centers and offices),+ one professionaly managed reit etf (mentionned above) .The final result is that the managed ETF did loose 15% +,and the 6 "amateur chosen" ETF gained more than 15% ,the choice was based on the "basic observation"of a slowing economy and specific individual REIT performances,I did then favour industrial, data centers and some real estate REITs.Is it normal that a professionaly managed ETF could underperform so much versus personal choices and why? I wonder if I should trust actively managed products on the future,considering the fees etc..,instead of just choosing stocks or ETFs in safe sectors according to observable macro-economic tendancies.

Q: If you had to choose between CRM and NVDA, which one would it be?

Q: Hello,
I made a silly mistake this morning: I intended to sell all of my 200 shares of CAE in my non-registered account for a tax loss. However, I didn't double-check before submitting my order and ended up buying 200 more shares. Within minutes, I noticed my error and sold all 400 shares.
Do you have any insight into how this will impact my income tax return? Will I still be able to claim the tax loss on the initial 200 shares?
Thanks,
Rory

Q: hi, can I get your thoughts on Canadian tire as a long term hold. in particular I am interested in growth prospects, dividend sustainability and dividend growth. do you expect more downside in price over short term? what price would be a comfortable entry point?
cheers, Chris

Q: Hello i would like to add some Zwu to my TSFA account strictly as income,hovewer i noticed that Zwu isn't part of your income portfolio any reasons? i'm 80.

Thanks.
Dan

Q: NVEI versus the rest ...

Can you suggest the names of some growth companies that you feel have more potential in today's market?

Thanks

David

Q: What is your opinion of this company now, after the stock sold off on Sept. 6 and 7? Would it be a buy now once it settles.

Q: Could you please provide the 2024 and 2025 estimated earnings for MG? Please provide in $CDN

Thx

Q: Dear Peter et al:

Thanks for your nice answer to Don's question today. (Friday, the 8th of September) regarding commodities. You gave a nice selection of ETFs. Looking at them they all have high concentration of energy sector and metals. MER in 70 or 80 basis points.

I wondered however if it would be better for me to hold XBM and XEG instead and lessen the fees plus opt for these bigger fund names with much higher market cap.
However I know I will miss sectors like corn, soybean, cotton etc.,

BNN had Mr. Rick Rule yesterday and he is of course a Metals and Mining Guru! This plus your answer to Don's question made me think of taking a small position in commodities . Looking at the most efficient and cost effective way to do his. Any thoughts?

Thank you in advance.

Q: Could you rank in order which you think will have the greatest growth over the next 3-5 years?
Thanks
Jeff

Q: Apar from CSU and related companies, are there other vertical software comp[anies in large addressable markets in sectors such as healthcare, media and industrials that you find arttractive? At what prices would you recommend initiating a position and why do you find them attractive.
Thank you
Sam

Q: ISRG,DLB,CROX,DG,OPRA,PDFS,ICLN,INMD,RTX,ALB ALLUS are looser which one to keep and which one not.
for TSE,CGY,EIF,NTR,
I know quite many stocks in one question but for a senior over 75 I find hard to take advantage of portfolio analytics as I am not tech savvy.

Q: What do you think of SPOT? I own some and thinking about selling due to their low margins, thoughts? I do love the product and is an extremely sticky product once people are a user.

Q: Hi 5i would the recent pull back be a good time to fill a 1/2 position in RTX. I was looking to hold this long term and was thinking RTX would be a bit more defensive during an economic weaker period.

Q: Can I please have your opinion on this etf for an income investment.
Thanks

Q: Can I have your opinion on the pros and cons of investing in these public REITs vs. private REIT products from Skyline (Skyline Apartment REIT, Skyline Industrial REIT) or Centurion? Thank you.

Q: Hello,

Can I please get your opinion of CF Holdings (CF). Would you prefer Nutrien? Thanks

Dave