Investment Q&A

Q: Hi,

We could very well be heading into stagflation, which I understand to be slowing or negative growth, high unemployment, weak demand and rising inflation.

In such a scenario, which would be the best stocks or ETFs to favour ?

Many thanks,

Jacques IDS

Q: What are your top dividend paying recommendations for a long term hold?

And how does SouthBow compare to them?

Q: Could you please provide a more detailed rationale for your latest addition to the Balanced Portfolio. GFL.

How is the current valuation and debt, compared to its competitors ?

Could you also explain the recent secondary offering by some of its institutional share holders and the shares buyback by the Co.

Although, stock dropped on Friday, alongside the market, but do you consider the Co to be a decent hedge during uncertain tariff times ?

What will 5i rating for the Co, if you were to provide one ?

Thank You

Q: I just noticed (better late than never) that you sold your full position in Stantec in your model GROWTH portfolio in February. How come? Any concerns with the company?

Q: Only within the last two months we were at record highs, now we’re in a bear marker for the Nasdaq and S&P nearing one. Futures are selling off again here Sunday night. US administration is digging the heels in on these tariffs.

What are your thoughts on the Trump and Fed put? If they don’t change course soon, the economy is going into a recession and midterms next year will be ugly for the GOP. Looking back at all previous crises, what do you think will happen in the next 6-12 months and what’s the game plan? VIX at these levels and large consecutive down days have resulted in nice future returns 1,3,5 years out. Let’s say you had 100k to invest now, how would you deploy over the upcoming weekly or monthly interval? Which 5 CDN and 5 US stocks would you continue to buy on any weakness, assuming only market related? Thank you!

Q: What stock in the balanced equity would you be buying into today for a long term hold (noting that you wouldn’t back up any kind of vehicle into this market)

Q: Could you kindly elaborate FUNDAMENTALLY why you already mothballed DEFI and not GLXY !

Q: Hi bad day to be sure I see you suggest buying into some stocks but slowly.
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please

What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point

Q: At one point it seemed like LSPD, DND, TIXT, REAL and WELL were market darlings with great potential, and DCBO, SHOP and ATZ were on more solid ground. Are any nearing the point of accumulation or should I start buying Spam for the apparent apocalypse?!!

Q: Hi Chris, With today's blood bath, please advise if you think of screaming buy high conviction stocks for growth and dividend. If possible price range too. Thanks

Q: Hi,

Comments on Q4 and FY please. Any noteworthy positives/negatives you see in future commentary?
I saw that the president is leaving in May 2025...any concerns?
Still one of your small cap favs?

Q: what 3 metrics do you use to value DSG. compare these to the last 3 years is DSG close to a duopoly. if not name their major competitors. thanks Richard

Q: I saw a big correction on this stock Enterprise Group Inc.

What is their business model. Are they cash flow positive. Can their business model last over 10 years. Do you see the company start a buy back program and dividend.

In advance, thank you for taking your time to answer my questions.

Q: With all the current turbulence, what is your outlook on copper in general, and specifically Capstone? Thanks.

Q: Do you recommend any Canadian small cap tech or industrial companies that are worthy of a small starter position? Could be US if that request is too narrow. Thanks!

Q: What would be your top 10 Canadian stock picks now, maximum market cap $10 billion, long term hold. Thanks.

Q: I have lots of interest income and I know, although the money is 100% safe, I am paying top tax dollar. Do you have safe dividend alternatives to suggest??

Q: Any reason why GLXY is down significantly with the price of BITCOIN flat?
Thanks

Q: thoughts on Q results for Glxy/t, and your opinion going forward, is there much difference in performance, etc... of glxy vs Defi/t... thanks as always, jb

Q: Can I please have your comments on Galaxy Digital Holding's last quarter?
Thank you