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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: Hello Peter,

I am undecided over how to handle my Constellation software holding. I have done well with it and it is 15% of my portfolio. I am vacillating between trimming some and letting it ride until there is a threat from a black swan event. You must have encountered such situations before and your opinion and reasoning may help me take a decision.
Regards
Rajiv
Read Answer Asked by Rajiv on May 02, 2025
Q: May I have your opinion of Amazon and Apple’s earnings this quarter and future outlook please.

Not sure this really applies to these two, but I’ve heard that the tariffs won’t truly impact companies’ earnings until next quarter (with some companies stockpiling 3-6 months worth of inventory to try to ride this out and customers doing the same). Mind you, we could wake up tomorrow and everything has changed again.

Thank you.
Read Answer Asked by Sandra on May 02, 2025
Q: Portfolio Analytics suggests a need to increase my allocation in utilities, real estate, communication services and consumer defensives. Could you give me your best 3 picks for each category, preferably on the TSX. If you feel the Canadian doesn't have very good choices, suggestions on the US market would be appreciated. Thanks.
Read Answer Asked by jacques on May 02, 2025
Q: Hi Peter

Can I get your thoughts on Pinetree. I would like to know if you would add to a position. It looks expensive but I plan on it being a long term hold. I just am struggling on valuation.
Read Answer Asked by Frank on May 02, 2025
Q: Would you have a website where I could track a company's EPS, etc. and be able to compare the results to its stock chart? Thanks
Read Answer Asked by Michael on May 02, 2025
Q: It has been reported that various companies are going to invest 8 trillion dollars into the U.S. economy in the future. What companies/sectors do you think will benefit the most from this investment?
Read Answer Asked by Jerry on May 02, 2025
Q: Hi 5i.

I am hoping you can answer this question, which has been puzzling me for awhile. Every day, when I look at the list of the top-traded stocks on the NASDAQ in the Financial Post, MSFT is never there. I can't understand why this would be. Is it because a huge percentage of the stock is held by institutions that simply do not trade it?
Read Answer Asked by William on May 01, 2025
Q: Berkshire Hathaway has been very successful at buying wonderful businesses at good prices. Is there a Canadian company with an identical mantra?
Read Answer Asked by James on May 01, 2025
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