Investment Q&A

Q: Hi Team,
What's your take on ATZ quarterly release? I was shocked at the strength in a time where I envisioned weakness in retail with the tariff issues.

Thanks,
Shane.

Q: Hello Team,

I'm reviewing 2 of my holdings.

WGX - Do you still like this name as a long term gold hold or are there any other companies you would swap with. I hold LUCA as my only other gold stock.

ATH - Same question, do you still like this stock or any other names you would switch with. I hold CJ as my only other resource stock.

I'm okay with high risk high reward stocks.

Thanks

Q: With the announcement today of a 24% cut in NASA's budget, including scrapping Gateway, the lunar space station, does this affect MDA enough that it is no longer a desirable stock to hold? The Canadian Space Agency had awarded MDA a $1 billion contract to build Canadarm3 for Gateway, so they have lost a major contract there.

Q: Big drop today and I don't see any news. Have you seen what's causing the negative reaction?

Q: HI, Comments on last earnings report please. The stock got a boost and seems cheap. I doubt the next Q will be as good, but analysts seem optimistic. Would it be a good entry point? I sold my holdings at $120 in Jan2024.

Q: I would appreciate your thoughts on each of the three companies indicated. What do you currently think about them & would you consider each to be a "buy", "hold" or "sell" going forward? Thank you for your great service.

Q: I'd like your thoughts on Cameco ($63) earnings.

Thanks, Greg

Q: Is there a clear case for preferring L to WN? L is more liquid while WN does slightly better on P/E and RoE; does liquidity win, here?

Q: Portfolio Analytics suggests a need to increase my allocation in utilities, real estate, communication services and consumer defensives. Could you give me your best 3 picks for each category, preferably on the TSX. If you feel the Canadian doesn't have very good choices, suggestions on the US market would be appreciated. Thanks.

Q: Thoughts on the quarter? Good time to add?

Thanks!

Q: Your comments on their recent numbers please.
Thx

Q: Saw the news that GLXY is listing on the NASDAQ and read the FAQ document they prepared.
Any benefit to converting shares to the NASDAQ? if yes, should I Sell and repurchase or have broker transfer the shares?
OR do nothing and leave in my CAD account as TSX shares?

Q: Could you please comment on GFL results. Thank You

Q: Gildan's debt is a little high but other metrics look good. Wondering if you think they can profit from "buy Canadian" momentum.

Have owned AXON, sold at nice profit. Thinking of re-entering. Would you enter now or wait?

Thanks for your wise counsel,

Mike

Q: Sell or not, and proxy for sales in your opinion.
AC, TECK.B, CS, SES, STLA, ARE, CVE.
XBI-N, HD-N, NIKE-N,

Q: A dark 2025/6 scenario would be mild recession in Canada, more serious recession in the U.S., both deepened at some point by a U.S. dollar crisis due to massive deficits and chaotic Trump. How should a TFSA be positioned to weather this? Dividend stocks versus bonds? How much of portfolio in gold stocks? How big a cash allocation? What else? Please deduct points as needed for this speculative question.

Q: The rumour today is that Trump's team is about to announce their first trade deal. It sounds to me like England. Assuming that more of these follow and perhaps increase in frequency, sentiment will change and I personally expect a risk-on environment.

Please list the 10 equities from the US and Canada (in any sector) that you project will move most aggressively over a 3 month period in an environment where trade deals are the daily news and not negative bluster. Note, I am not asking you to asses the probability of deals, just the 10 companies that are poised to benefit most in terms of share price. Note that these can be risky companies but if they are, please state that and explain why the upside makes up for the risk.

Please take an extra credit and state whether each suggestion is a short term trade or a long term hold.

Q: Hi, given the federal government wants to increase housing supply, what are your thoughts on modular housing? Are there any investment opportunities in this space?

Q: I recently read an article saying Goldman Sachs reports their base case for US tariff negotiations to include long-standing percents to be remain in place. As in, the rates may or may not change from their present 10%. I am trying to make informed decisions about expected uncertainty and whether strategic portfolio balancing needs to be done. Appreciating we don’t have a crystal ball, don’t see the sustained tariffs as a likely outcome and would you recommend any responses to higher probability outcomes to this? For example- avoiding high-multiple US stocks emerging markets or others.

Q: I plan to sell CNQ BAM GRT.UN and TTD for tax losses. Can you please suggest proxies for each of these companies.
Thanks