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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: Of these 'electrification' plays which are your favourites and why for a long term hold?
Read Answer Asked by Graeme on January 21, 2025
Q: Hello Peter,
I tried to balance growth and income as well as dividends (no with holding tax in RRSP for US stocks but there is in TFSA), and hence, can you let me know if these make sense for a mid 20s person starting off to have a more growth in TFSA and more income in RRSP.
TFSA: veqt, vgg, and xfn and maybe xic ( veqt has cdn exposure so thought i would exclude xic )
RRSP: vbal, zuq, xic, and xuu all of these trade on tsx. Much appreciated.
Read Answer Asked by umedali on January 21, 2025
Q: US Conservative Growth is my interest, along the lines of JPM. Please name your recommended 5 US conservative growth stocks that are investable today and what distinguishes them on a risk/reward basis.
Read Answer Asked by sam on January 21, 2025
Q: Hi, can I get your view on Intuit and how it might be affected by AI possibly in a bad way? I have a 35% gain in the stock with a 1% holding. Would you take that money off the table now and move it into something else or do you have a more positive outlook on it. I welcome your suggestions on stocks or sectors you might favour going forward from here. Thank you!
Read Answer Asked by Harry on January 21, 2025
Q: I have been following KMI for some time. I did own it at one time but sold it on a pop and have been waiting for an opportunity to get back in. Since then, it has been having a good run while paying a substantial dividend. I am wondering if you think there is still opportunity in this name or if I have missed it and should look elsewhere.
Your thoughts will be appreciated along with any alternative suggestions.
Ian
Read Answer Asked by Ian on January 21, 2025
Q: In doing some research I came across Zenatech (ZENA). It seems to have gone public very recently. I was wondering if you could give your thoughts on the potential of this company and exactly what they do. Is it a decent higher risk investment with some potential or would higher risk dollars be better deployed elsewhere?
Thank you as always for the great service you provide.
Mike
Read Answer Asked by Mike on January 21, 2025
Q: Thanks for the great service over the years. I would like to know your opinion on these two companies and what each of their possible futures look like as the Ai craze and other chip needs keep them in the headlines. If you had to own 1 for the next 5-10years which would you pick and why? I have in the past owned NVDA bought & sold successfully. I currently hold GOOG and AMD with AMD being a bit of a let down so far. Side note if you are interested in a good read or audio book the coming wave by mustafa suleyman has been very eye opening and is a factor in me relooking at these two companies.
Read Answer Asked by Kolbi on January 21, 2025
Q: I see that Fidelity Global Innovators Fund (FINN) shows a very high return over the past year. Could you please provide some commentary/information on holdings, yield, how they have achieved such a annual high return, outlook, and what the risks are of owning this fund. Thank you.
Read Answer Asked by Will on January 21, 2025
Q: Looking at these long term compounders in various sectors. Based on current valuation and future growth, how would you rank these and which ones would you buy now or DCA into over time?

I'm already holding full positions in BKNG, BN, CSU, LMN, half positions in V,MA,WSP, and smaller position in TRI. I would either add to my smaller positions or add new positions in the others.

Are there any other 2-3 long term compounders that you would consider good buys currently?

Thank you!
Read Answer Asked by Keith on January 20, 2025
Q: Fire in California, unfortunate as it is, will create a lot of business for home builders. Is there any you could recommend?
Appreciate your view on that, Peter
Read Answer Asked by Peter on January 20, 2025
Q: I need to consolidate my tech holdings:I own NVDA, AVGO, VRT, CRWD, MSTR, AMZN, META and IYW (about 3% for each holding). Which stocks should I sell and why- for a long term hold?
Read Answer Asked by Graeme on January 20, 2025
Q: Good Morning. I have US dollars that I want to invest for my recently born grandchildren so there is a 15-20 year timeframe. Please advise 5 ideas, US $ stocks or etfs, and rank in order from low risk to high. I will likely purchase a mix and compare how they perform over time. Thank you.
Read Answer Asked by Catherine on January 20, 2025
Q: I'm interested in investing in some U.S. companies by using CDR's. As the years go by it seems the list is getting longer. Based on current conditions and valuations which 8 CDR's have the greatest chance for capital appreciation in 2025? Please rank them from greatest potential to least potential.
Read Answer Asked by Les on January 20, 2025
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