Q: May I please have your comments on earnings for FTS and CU
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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: Your comments please on recent earnings. Add to an existing position or wait for a pull back?
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Royal Bank of Canada (RY $248.79)
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Toronto-Dominion Bank (The) (TD $146.95)
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Bank of Nova Scotia (The) (BNS $106.09)
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Canadian National Railway Company (CNR $152.71)
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Enbridge Inc. (ENB $73.33)
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Sun Life Financial Inc. (SLF $95.85)
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Fortis Inc. (FTS $76.74)
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ATCO Ltd. Class I Non-voting Shares (ACO.X $68.13)
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Hydro One Limited (H $58.76)
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Dream Industrial Real Estate Investment Trust (DIR.UN $14.18)
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A & W Food Services of Canada Inc. (AW $36.01)
Q: What are some good Canadian companies to invest in with attractive dividend yields but where the stock has historically had a lower stock price volatility
Q: Is it too late buy HPS.A after the great run it’s had,could you tell me what tailwinds it still has for a 1-2 year hold and a2-4% position,as always thanks for the great service.
Q: Pls comment on FTS Earnings.
Q: Should I infer from Danny's question this morning that you are selling XHY in your Income Portfolio?
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $311.12)
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Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A $15.99)
Q: HMM.A has come to life over the last couple of weeks. What is your current opinion of this neighbour of HPS.A?
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5N Plus Inc. (VNP $37.60)
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Kraken Robotics Inc. (PNG $6.96)
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Zedcor Inc. (ZDC $6.07)
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Neo Performance Materials Inc. (NEO $29.08)
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Tantalus Systems Holding Inc. (GRID $5.97)
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MDA Space Ltd. (MDA $47.26)
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Electrovaya Inc. (ELVA $14.43)
Q: Can you please compare and contrast the merits of and risks associated with Neo and VNP stocks as investments today? Also, how would these 2 stocks rank as investments when stacked against my current small cap holdings of MDA, ZDC, PNG, GRID and ELVA? Thank you.
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Royal Bank of Canada (RY $248.79)
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Bank of Nova Scotia (The) (BNS $106.09)
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Canadian Imperial Bank Of Commerce (CM $150.57)
Q: In the last few weeks,the big 6 ex BNS generally hit new H after new H.Their CEOs are bankers ex BNS. BNS has been a laggard for 7 years,so the opportunity costs is huge while waiting for it to revert to the mean. So is it worth holding on longer? Chris White on Market Call like the big 6 with his top picks being RY & CM. Txs for u usual great services & opinions
Q: Kraken Robotics stock has been on a downward trajectory, since early March, this year, losing about 30% value, from the high of $10.72. Even recent results failed to reinvigorate the stock and it continues to drift lower.
We know that this Co is one of your favourites and is considered to be a long term term story with stock making your list of potential compounders.
What is ailing the stock price in near term and what would be the catalysts to bring its traction back ?
Thanks
We know that this Co is one of your favourites and is considered to be a long term term story with stock making your list of potential compounders.
What is ailing the stock price in near term and what would be the catalysts to bring its traction back ?
Thanks
Q: Please explain how Spin Master's share price makes sense today.
Q: is the future looking bright for CAE and entry price
Q: Hello,
VNP has pulled back from its high of $36. Results are expected on May 6th after the close. Given the solid fundamentals, the critical minerals theme, and the tailwinds from AI and defence, for an investor with a 3 to 5 year horizon, would you initiate a full position today ahead of results, or would you wait for post-earnings confirmation?
Thanks
VNP has pulled back from its high of $36. Results are expected on May 6th after the close. Given the solid fundamentals, the critical minerals theme, and the tailwinds from AI and defence, for an investor with a 3 to 5 year horizon, would you initiate a full position today ahead of results, or would you wait for post-earnings confirmation?
Thanks
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Brookfield Renewable Partners L.P. (BEP.UN $46.60)
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Capital Power Corporation (CPX $66.15)
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Brookfield Infrastructure Partners L.P. (BIP.UN $50.34)
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $53.34)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $50.21)
Q: Given that even with yesterday's loss in BEPC a substantial premium still remains for the BEPC vs BEP.un, do you advise selling BEPC while the premium still exists?
Are either BIP.un or BEP.un buys at current prices and if not what would you recommend as entry prices?
Do you think the selloff in CPX was overdone and if so, what price would you consider to buy?
Thank you
Are either BIP.un or BEP.un buys at current prices and if not what would you recommend as entry prices?
Do you think the selloff in CPX was overdone and if so, what price would you consider to buy?
Thank you
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Royal Bank of Canada (RY $248.79)
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Toronto-Dominion Bank (The) (TD $146.95)
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Bank of Nova Scotia (The) (BNS $106.09)
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Canadian National Railway Company (CNR $152.71)
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Suncor Energy Inc. (SU $87.58)
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Enbridge Inc. (ENB $73.33)
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Canadian Natural Resources Limited (CNQ $60.89)
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Loblaw Companies Limited (L $60.81)
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Sun Life Financial Inc. (SLF $95.85)
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Intact Financial Corporation (IFC $255.00)
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Fortis Inc. (FTS $76.74)
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TMX Group Limited (X $55.34)
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Hydro One Limited (H $58.76)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $68.01)
Q: If you were starting to invest, had $500,000, and sought income with some growth, would you invest today or wait for the Iran war to resolve? If you were to invest today what companies would you buy and in what amounts?
Thank you!
Thank you!
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Costco Wholesale Corporation (COST $1,008.79)
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Walmart Inc. (WMT $130.43)
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Dollarama Inc. (DOL $173.83)
Q: I own Wallmart Costco and Dollarama in the Consumer defensive sector. They each comprise about 2% of my portfolio holdings for a total of 6%. Would it make sense to just own the big two compounders Wallmart and Costco and sell Dollarama?
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Iridium Communications Inc (IRDM $41.46)
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MDA Space Ltd. (MDA $47.26)
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AST SpaceMobile Inc. (ASTS $75.05)
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Telesat Corporation Common and Variable Voting Shares (TSAT $74.90)
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Rocket Lab Corporation (RKLB $105.47)
Q: I know you had recently highlighted RKLB as a company to invest in ...wondered what you thought of IRDM?
Thank you
Thank you
Q: Which holding is the better 3-5 year hold?
Q: I see that you sold your full position of Galaxy in your growth portfolio recently. How come? And do you advise or notify your subscribers about your trades in advance or shortly thereafter?
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NVIDIA Corporation (NVDA $215.20)
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Dollarama Inc. (DOL $173.83)
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Celestica Inc. (CLS $514.08)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.68)
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Kraken Robotics Inc. (PNG $6.96)
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Axon Enterprise Inc. (AXON $403.54)
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Robinhood Markets Inc. (HOOD $77.03)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.38)
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Nebius Group N.V. (NBIS $177.05)
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Galaxy Digital Inc. (GLXY $30.23)
Q: If YOU were starting a portfolio right now in this market, which 10 stocks (more or less in order) would you buy with pure growth on your mind? Ignore diversification for the purpose of this question. 3 - 5 year hold. Canadian or US Stocks.
A brief explanation for each.
Thanks so much!
A brief explanation for each.
Thanks so much!