Investment Q&A

Q: Can you please provide your outlook on Storage Vault Canada? I found the total debt to EBITDA ratio is 11 times. Would this concern you when considering adding this stock?

Q: Dear Peter et al:

I know this is an unfair question! Asking you to rank order your favorite children :)

Plan to add some fresh funds in these stocks in an orderly fashion.
Any thoughts?

Please feel free to add any other small cap stock(s) that you think is as good as these favorites of yours!

Q: The last commentary on this company by 5i was in Sept 2022. I would appreciate if you could provide an update
Thank you

Q: What canadian dividend stocks are most suitable now to buy on margin to enjoy the preferential tax treatment of dividends and possible capital gain due to lower rates.
Please list three stocks in order of preference
Thanks
Raouf

Q: Hello,

Any reason for the drop in FSZ today? Thanks

Dave

Q: Can you pls recommed 3 hedged CDN ETFs that focus on US high dividend stocks, with an estiated 10% yield including both dividend and capital appreciagtion for over the next 1 year?

Q: Tech is the second largest weighting in my portfolio (at 20%). I have 3/4 of a position in PANW, with most of my initial investment out, and am up 474% on the remainder. I also own NVDA, AMD, APPL, FISV, MSFT and a few other small, high risk non-cyber security positions.

With the outage crisis this week with CRWDI decided to take advantage, understanding the potential overhang. I opened a position in 2 tranches; buying in the $256-$265 range.

My question: Now I have approximately 1.5 positions in the cybersecurity sub-sector. Would it make sense to sell off some or all of PANW, generate cash to create a full position in CRWD as it bounces along in the $250 range, or is the better move to stay with the two positions?

Q: Hello,

Can I please get your view on Headwaters' quarterly results. Thanks

Dave

Q: Writing in again because I keep hesitating about how to start a high growth all equity portfolio..

For context, I am 39 years of age, with a comfortable income, and planning on working about 25 years. This would be for retirement money.

You previously answered you would be comfortable with an SP500 index fund as VFV of SPY as opposed to an all in one equity fund such as VEQT or XEQT, from what I understood.

Can you please suggest a porfolio of 5 to 7 all equity ETFs that you believe to be superior to the all in one variety. I don’t necessarily care about the truisms about absolutely needing to be geographically diverse. And I certainly prefer to avoid Canadian home bias.

Thank you.

Q: Tough question for you guys. Can you give some stocks on either Canadian and/or US exchanges that are reasonable TotalReturn proxies for XIU over a 1, 3, 5, 10 and 15 years or more time horizon.

Q: Bitcoin

Now both Trump and Harris want to support BITCOIN Why?? there are millions of young investors ( VOTERS ) age 20 to 39 They will all vote for whoever has best platform on BITCOIN and they will VOTE

What is best way to play this, ETFS there are now many , even ARK and FINK

has them now What about Coinbase \RAK

Q: What does the market expect from CSU this quarter?

Thx

Q: hi, if I sold about half of my SHOP, what would be your top 3 US and CDN stocks to consider as replacement? this is in my RRSP. cheers, and thanks! Chris

Q: Hi Peter, for NVEI the 34.00 US how is it calculated and when is it calculated. I have 60 shares so if I sell today I'll get what I get today at today's price but if I sell it the day it actually it goes private how much of a difference would there be. What exchange rate will be used. Thanks

Q: What’s your most recent detailed opinion on Ford today. Buy, sell or hold? And if a sell what would you swap into?

Q: Western forest Products (WEF) has really taken a pounding. It reports its second quarter results on July 31. west fraser already reported and the shares have been rising. I know they are different forestry companies but was the lift in share value because there is optimism in the forestry industry or was it specific to West Fraser. I was thinking of averaging down on my WEF holding just because the share price is so low. The market cap is only about 130 million and I believe that WEF still has little debt so my way of thinking is, "this can't go much lower!!" Surely all their 6 sawmills, industrial land, three manufacturing plants and all their timber rights have to be worth more than 130 million!!! Or am I looking at this all wrong?

Q: Your comments please on earnings of FSV and WCN.

Thanks

Q: Why have you not increase the % owned in the growth portfolio ? What factors would you like to see before adding to TVE?

Thanks

Q: Have had good results over two years but wondering is it time to let it go.
Is it a hold or sell and any suggestions on a replacement.
Thank you for all your help
Barry

Q: I just looked at the insider report. Brian Beetie did a private buy of 36 million warrants on July 12th. Also EGLX had just secured a 20 million term loan. Are these strong hints things may be turning around. I cant see why an insider would, out of the blue, take such an extreme position.