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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: Perhaps am looking for unicorns. I have some money to deploy and I am looking for companies that have the balance sheet to ride out the current situation whether it lasts another two months or >12 months. My basic criteria were those potentially undervalued, dividend over 3%, div growth of at least 5% and a decent payout ratio. Any suggestions appreciated, thanks for your help.
Read Answer Asked by Art on March 28, 2025
Q: Hi Gang,

If you had 40K CAD to invest in an unregistered account for a short 2 yr old.. given the environment in which we are in....Where would you invest? Sector is irrelevant - CAD stock is a must (I can't stomach the hit on conversion) UNLESS there is a CDR you would recommend although I know you prefer the real deal. Can be one or multiple. Goal is to maximize growth while preserving capital. Thank you!
Read Answer Asked by Julie on March 28, 2025
Q: Hi Group please share your top 4 sectors c/w 3 stocks in each. (please rate the 3 in order of preferred order to add) also if you could suggest a good entry price (i intend to average in over the next 6 months presently no defense /manufacturing exposure also light on health care. I have 20% of my portfolio in cash. thanks
Read Answer Asked by Terence on March 27, 2025
Q: Hi Peter and Team,

In the event that the US decides to get its potash from Russia (Trump and Putin are now and always have been close buddies), what effect will that have on Nutrien? It's been a volatile holding for us, but we've held on to it, I'm concerned that if it loses a lot of its export market to the US, it's going to tank. Your thoughts?
Read Answer Asked by Jerry on March 27, 2025
Q: The three year chart on this is not pretty. Why, given the lack of potash on the market from the Ukraine and Russia, has NTR not thrived? I've done well on NTR in the past but have a hard time understanding the cyclicality. This looks like a good time to invest once again, but is it? How can tariffs hurt NTR? Where else is the US going to get their large need?

BTW, thanks for the suggestion that 475 was a good entry point for ISRG.

Now, NTR? Your thoughts, please

al
Read Answer Asked by alex on March 27, 2025
Q: Could Trump force the Canadian banks & insurance companies close their operations in the U.s. and sell the proceeds to their U.S. competitors?
Read Answer Asked by Terry on March 25, 2025
Q: Sorry for the long list, but that's my IT holdings and I need help to get to a more disciplined IT portfolio. About equal weight, except for SHOP which was owned and is currently on watchlist. Question 1- please advise a limited high conviction IT - does 5 sound about right? It would really help me if you could explain why these are chosen as I want to understand my investments. Question 2 - which ones to sell outright so that can redeploy funds? Any to hold for potential high growth potential?
Read Answer Asked by sam on March 25, 2025
Q: Hi Guys,

With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?

thanks

Jim
Read Answer Asked by jim on March 25, 2025
Q: What 5 stocks either USA or Canadian would you feel could be good shorts prospects if we get a full blown Tariff war
Read Answer Asked by Gary on March 24, 2025
Q: I’m finally back in black on Algonquin Power. Invested in it for the USD dividend that still qualified for the dividend tax credit. Would you hold or get out? thx
Read Answer Asked by Carlo on March 21, 2025
Q: First of all, thank you 5I for all these companies.

These are my only holdings in tech at the moment.

I have a present LOSS of 3.76% on GLXY;
a GAIN OF 52.08% on Lumine;
a GAIN of 57% on SHOP,
and a GAIN of 19.99% on TOI.

Needless to say, I'm very happy with these returns, even if GLXY is wobbling at the moment.

Do you see this as a good time to add to all/any of these positions at this time, with a quick rationale.

I still have lots of room to add to my tech positions at this time, so if I'm not adding to these, would you recommend another "growthy" company or two.

Thanks to 5 I, I've killed my "Chicken Little" personality from long ago, and am quite comfortable riding out the vacillations of the marketplace. : )
Read Answer Asked by Sylvia on March 20, 2025
Q: In the context of Return on Equity (ROE), what is the ideal ROE? I am asking because, when we examine company profiles, we can see significant differences in companies’ ROE. For example, here are the figures for: RY-CA 14%, DOL-CA 104%, and HD-US 405%. Why is there such a disparity? Thank you
Read Answer Asked by Gervais on March 19, 2025
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