Investment Q&A

Q: My industrial portfolio currently has a light exposure to the industrial sector. I’d like to diversify by adding some industrial stocks in the US and Canada. Additionally, in the consumer sector, I already hold ATD, TOY, PBH, ULTA, and COST. To further enhance my consumer holdings, could you recommend several consumer stocks in the US and one or two in Canada? Your assistance is greatly appreciated. Thank you!

Q: Hi,
I read with interest your latest Market Update. I am curious, given your interest rate and market analysis, does the Russell 2000's performance (e.g., IWO) this year indicate anything to you about the possible future direction of markets and the economy? Thanks, Michael

Q: How do the last 4 Q's results of NWC look to your analytical eyes? Can you give me your views on the bull/bear case going forward?

Many thanks for your help.

Q: Hi Team,
I had to trim some Nvda today to manage weighting size in my portfolio. What are some of your best idea “forever holds” today that are standing out as strong buys at current levels ? Either cnd or US. Or is it recommended to hold some cash for a while if it looks like the market is due for a pullback??

Thanks,
Shane

Q: What would you consider the risk out of 10 would be for ATD, EQB and TOI???....thanks tom

Q: Hello,

I have done very well and am very happy with my investment in CSU - thank you.

I would appreciate your insight on characterizing the return one receives from a co. like this.

Einstein called compound interest the 8th wonder of the world and IMO the return from CSU seems to be a phenomena beyond that.

With SHOP your return is based on capital appreciation. If it goes up you win - goes down you lose.

With BCE your return is based on a dividend and possible capital appreciation. Almost a paid rent for your money invested and with a hoped for capital gain.

With CSU the actual dividend (rent) is miniscule, however the spin-offs are like a special dividend (equity rent?) with a shared equity multiplier plus capital appreciation of the mother co.

In the past 4 yrs my CSU stock has tripled in capital value and spun off co's that their current value works out to 16% annual return. The annual growth of these co's are also expected to grow.

You have long spoke positively of CSU and maybe now, with some data, I am just seeing why.

Thank you

Q: Could you provide your opinion of Magna vs Linamar?
Historically MG seemed in the lead and had a better dividend. Since the Russian invasion of Ukraine - their investments in Russia were blamed for non-performance.
Also, since then LNR seems to be doing substantially better signifying the sector is doing ok.

Has MG lost its MOJO, had its day and becoming a value trap? (all cash flow going towards dividends, taking on debt and eroding stock price).
Thank you

Q: Did the recent acquisition of a CDN Western Bank cause the sudden drop in BN stock price, and if yes, why?

Q: Why would DOL's SP took a dip after earnings report? Is it a matter of not good enough based on "expectations"? Thanks.

Q: Hi, raising some cash so could you rate these companies as to which one you would sell first. And the one you would definitely like to keep
Thanks

Q: Any reason for the weakness of late

THX

Q: Hello Peter & Team,

I was wondering if you might have any insights into the Euro€ all things considered (politically) in Europe right now? I am looking to travel in the next 45 days and will be purchasing approx. €5000 and was wondering if I should maybe wait a tad bit?

Thanks for all you do

gm

Q: Hi Guys,

Thinking of cleaning house, do see any reason to keep these U:US, FOOD.CA, DOC.CA, AC.CA and DOC.CA.

thanks

Jim

Q: I need to clean out the dogs and take some losses for tax purposes. In which order would you sell? Are there any keepers here?

Q: What is driving these stocks down today?

Q: Can you list the top 10 mid to large cap TSX stocks that have the most capital gains for the past 10 years. The total amount of gains. Plus list the cumulative dividends for each if there are any

Q: Any idea why well and bepc had big moves today?

Q: Following up on my recent question on gold bullions...
Which account type should I hold your recommended etfs (non-reg, tfsa, rrsp)?
Please take as many credits.
Thank you

Q: I am going to increase my position in 2 of these 3 companies (3 to 5 year hold part of a well diversified portfolio)
Which 2 of these look most appealing?
Much appreciated as usual. ram

Q: When the clock strikes midnight,Cinderella turns back to herself,but the Prince got her slipper, found her and happiness therafter.Both Great darlings,Hps.a & Cls have recently retreated from their highs,Shameful that I do not have a postion,so please advise good entry points. If I can only have one,which do U prefer? Txs for U usual great advices & services