Investment Q&A

Q: Market volatility is probably expected over the coming days/weeks.
What five Canadian and five US sticks would you be buying in today’s volatility spike?

Thanks
Tim

Q: Hi, I always like your options about valuations. With this diverse group of stocks, please rank the order in which you'd initiate a position today, with a short explanation why. Thank you.

Q: MDA SPACE ANNOUNCES RESIGNATION OF BOARD MEMBER ALISON ALFERS

Why?

Is this important?

Thank you..

Q: Do you see, in the next 3-5 years,significant upside for these stocks?If so what would see as a good entry point for each?
Thank you

Q: what are your 2 favorite mid cap gold companies for risk and growth as of today.awhile back you gave me aris which i own as well as barrick and iamgold.dave

Q: Greetings,

Do you think charting a 200 day SMA and 50 day SMA over 5 years continues to be useful or less so in these volatile times when it's challenging for a line chart to settle down?

Maybe connected, Is there a way of knowing how many individual retails investors are now trading as opposed to 6 years ago? i.e I am wondering if the many who started trading many small amounts for free are making the market more fickle and unstable? (If they still existed, I would ask my shoe shine boy if he had any stock tips!)

Cheers
A

Q: In diversified registered portfolios I am underwater (16%-35%) for these 4 holdings. Are any of these likely to enter positive territory in the next 12 months? In what order would I sell these? Many thanks for a great service.

Q: I have some holdings in these stocks in non registered accounts at significant losses. At this time, would you recommend taking losses on these to trade for others? I don't mind switching sectors if you feel that future potential is understated, for example, compared to Shopify or Celestica or others.

Q: Hi Again. Similar to my last question, with consolidation in mind, would you please rank the above holdings in order of "sell" to "keep".

Carl

Q: Which has better growth (share appreciation) potential in your opinion?

Q: I'm looking to close out some minor gaps in my portfolio & I would really appreciate your view on TMX & Loblaws (obviously 2 very different companies). Are you currently liking them? Would you buy today? Are there other alternatives in their sector or industry that you would prefer instead? As always, thank you for your great advice.

Q: Hi 5I. I would like to consolidate this mixed bag into one or two holdings. Would you please rank them in order of "sell" to "keep".

Carl

Q: So XPO has outperformed TFI over the last year, would you buy it over TFI and do you feel that both are buys today.

Q: Hi Guys

I hold Stantec and WSP and looking to add to one. Looking out 5 years would you have a favorite today?

Thanks Stuart

Q: Please rank these growth stocks for a hold over the next 3 years.. After reading some of your comments I am thinking of selling GRID and replacing with ELVA. Other suggestions would be appreciated. As always thanks for your insights. Stephen

Q: Peter; If Canada picks Germany for the sub deal , would this impact PNG- or, if not, which Canadian coys would benefit? Thanks.
Rod

Q: Hi Peter & Team,

Yes, it's great to see TRI bouncing back; very encouraging.

However, since TRI is 'partnered' with Anthropic, are there any 'red flags' at the moment, when considering the ongoing disagreements between the Trump administration and Anthropic? (Pete Hegseth, the US secretary of defence and his recent demands aimed at Anthropic).

Thanks as always for your insight.

Q: Do you have a few TSX or dual listed companies that are building or developing hardware for the AI future. Any favourites ?

Q: 1. Can you please suggest a list of 10 companies suitable for a Smith Maneuver account? Additionally, please provide 3 to 4 ETF recommendations. For each suggestion, please assign a rating from 1 to 5, where 1 is least preferred and 5 is most recommended. Finally, could you let me know if HDIV is a viable option for this type of account?
2. When optimizing or rebalancing an existing portfolio, do you prioritize the Sharpe ratio or the Sortino ratio while still respecting individual sector and stock limits?
3. When adding a new position, if a company passes all your initial fundamental and technical checks, do you utilize correlation or covariance as a final risk-management check?

Please feel free to use all the credits needed to answer all questions in detail.
Thank you.

Q: Can you rank the listed stocks for a long term hold please. Thank you