Investment Q&A

Q: A member's question regarding CAD companies that would be most negatively affected by the effect of a Trump victory on Canadian co's with large exposure to the US highlighted the list I included above. I can possibly understand why LNR and MG would be negatively affected, but why should Canadian oil producers (and a pipeline co which doesn't compete with a US pipeline Co's route) also be affected by a commodity covered by NAFTA 2 which was approved under the previous Trump administration?

Q: Is this a good entry point for 3-5 yr hold in a registered account? Can I get at least a 10%/yr ROI?
What is risk level compared to others and would you prefer others in this space?
Is dividend safe?
Thx

Q: Still a hold?? Thx

Q: Good Day,

Edit: I got to the end of this and realize there is a lot to unpack here. My apologies and please forgive the transient nature of my ADD brain. Take however many credits you need.

I really enjoyed Jonathans question and your subsequent answer on Oct 10. Continuing on that thread, I too consider myself primarily a growth investor, and have a fairly high tolerance for risk. However, in contradiction (somewhat) to that, I also Love equities with a DRIP program.

I'm planning on making a significant contribution to my RRSP investment account to hopefully capitalize on some opportunities/ tax loss selling in the end of the year, and enjoying the tax break in April.

1. I think? I have a pretty solid basket of growth names, significantly from 5i recommendations. CALF CLBT CROX MSFT NVDA POWL SMCI TCS TMDX AMZN ASPN HPS LMN TVK VRT. In the growth space, Please provide 6 recommendations (CAD, US) ranked in decreasing order of preference that you would consider beneficial to these. If any of these current positions are in a very attractive place to add, you could suggest that with a why.

2. In the dividend/DRIP space, I have DE CHE.UN ZWT BAM SU PPL. About a month ago, I sold my BEP and BNS and rolled them in to my double up my BAM, which paid off, but am considering a re-buy. Reading the questions lately, you have been big on BNS and TD, but seem to contradict yourselves on it. Often recommending BNS over TD, only to recommend to someone that holds both to cut BNS over TD if only one is to be held. Are they that close in terms of future runway/room to grow/total returns? With my Love of DRIPs, would you give the edge to BNS due to the higher dividend? Could you recommend 3 - 5 options in this space, preferably holdings that would require less than 10K (20K for very high conviction) invested to DRIP a unit. ETFs are OK with low fees and higher Dividend.

3. In Jonathans question you commented on Materials being a great addition to a growth investors portfolio as a semi uncorrelated diversification. I've held LUN and LIF in the past, but with the power demands and resurgence of Nuclear, are there better options out there? Please provide 2-3 dividend paying and up to 5 growth options in this space.

4. Is GOOG a buy here? I fully agree that the impact was way overblown. Is it worth getting into one of the 2x leverage tickers for GOOG if ones conviction is very high? Is there any company you would consider a leveraged holding on? If so, which?

Thanks for everything!!!

James

Q: Hello. What did you think of Vernova's quarterly report this morning?

Q: What are your thoughts on VLE? Any reason for the big jump in price today?

Thanks

Q: BIPC has had a good run lately, do you see much more near term upside with the dividend tax credit changes? I’m thinking to switch into PEY for the greater yield and more upside once we get a change in federal gov. Also I like the ability to write some covered calls.

What are your thoughts on this trade, and do you have any insights on timing?

Q: Given the focus on Data Centre Power, what do you think of these? I already own VST & VRT

Many Thanks!

Q: I would appreciate your thoughts on switching my TVE shares to SOBO. SOBO is showing good momentum following the spin off from TRP whereas TVE has range bound for quite some time. I hold an adequate amount of TRP and my only other O&G holding is ENB.

Q: Hi gang ,
Looking into buying TAN . It’s 52 weeks low. Any reason? Would you buy at this price? Any thoughts ?
Thanks. Alnoor

Q: I have a question about 83410 .......is there anything good to say about RECO?

Q: Elliott sees more upside at Suncor, almost doubles stake to nearly $3 billion.

Do you agree?

Thank you.

Q: "Dominion Energy and Amazon to explore advancement of Small Modular Reactor (SMR) nuclear development in Virginia"

https://news.dominionenergy.com/2024-10-16-Dominion-Energy-and-Amazon-to-explore-advancement-of-Small-Modular-Reactor-SMR-nuclear-development-in-Virginia,1

Dominion sp up over 20% the past year. 4.5% dividend. What do you think about taking a 1/4 to 1/2 position.

Is there US withholding tax on the dividend.

Thank you very much.

Q: I've been considering buying TVK for some time. One of the things holding me back is the potential of a Trump victory and the subsequent imposition of 20% across the board import tarrifs. Given the resource industries that TVK supports, what impact on share price would you predict such tarrifs would have? Would you suggest prospective buyers of TVK wait until after the election to wade in?

Q: Hello. I got Chord Energy when they took over Enerplus and continue to hold it today. Enerplus was a great stock for me. Chord, well, not so much as I'm down about 40%. What do you think of its prospects from here? Thanks

Q: Everyday Nuclear Energy is in the Headlines , and now Big Tech Investing
Other than Cameco ( over weight ) how do we invest ? small nuclear reactors ?

Greg

Q: I have owned Altagas for about a year now and have been very happy with the growth so far _ app 30% for me. However now I am beginning to wonder if it has gone up too much and now the only way to go is down?? What are your views on its potential for the next 18 months? Is there some sort of expansion of operations upcoming?

Q: Can you please provide your current assessment of Superior Propane (SPB)? I have been invested for about 3 years and am down close to 50% and it continues to follow its trend of decreasing stock price ever since I owned it. Did I miss one of your fundamental reasons to sell and do I now consider holding for purposes of income, if you think it has hit a floor and has no further growth prospect? Thanks again - John C

Q: What is your opinion on TPL . Significant recent insider buying but trading at a very high multiple. Also in your opinion is there a glut of oil supply for next year or two especially with a good chance of the US and China's economy slowing. Thanks as always for your great work.

Q: Do you think spb has bottomed, or do you speculate that further downside will prevail due to tax loss selling?

I have a half position near current sp. What do you think about adding a little bit now, or wait for a further dip in the next 2 months, or simply just hold.

Thank you