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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: If Kamala Harris wins, what sectors do you think would be good for Canadian market? Any particular picks would be helpful.
Thank you.
Read Answer Asked by Murray on August 21, 2024
Q: Do you have any recommendations for companies, U.S. or Canadian, that demonstrate good technologies involved in energy storage and smarter distribution systems. Any market cap is fine but fundamentals should be decent. Thanks.
Read Answer Asked by Rob on August 21, 2024
Q: Let me be the first to ask you about this company.

Main product appears to be a monopoly with no competition. They are releasing an updated version soon, with a good chunk of their installed base nearing EOL and due for replacement.

Founder led. No debt, net cash. High returns on capital, growing nicely. Secular tale winds in healthcare space. Valuation doesn't seem stretched.

Outside of being smaller in size, any red flags for you? On first glance, is it something you'd personally consider investing in?

Thanks.
Read Answer Asked by Adam on August 21, 2024
Q: I own all three of these companies and I am doing quite well with all three. I am up 20% on BIR, 10% on PEY and way up on TOU as I bought it in the $5.00 range back in the depths of the oil and gas collapse. TOU represents 6% of my portfolio while PEY and BIR are about 1% each. I LOVE my dividends…….do I continue to hold all three or consolidate into TOU? After TOU’s takeover of CR, is one or both of BIR and PEY next?
Read Answer Asked by Donald on August 21, 2024
Q: What is your take on ATD's announced "preliminary" offer for 7-11? The market seemed to not react to this. Some time ago they contemplated a large deal to purchase Total. That was not well received and it eventually did not go forward. If the 7-11 goes ahead, what impact will there be on the share price for ATD? Would they have to take on a lot of debt or issue a large amount of shares? Many thanks
Read Answer Asked by Leonard on August 21, 2024
Q: Would be interested to hear your top picks in the following areas:
metals (gold in particular, with a low cost of production); energy, food.
Thanks

Read Answer Asked by Judith on August 21, 2024
Q: Please provide several recommendations for an elderly investor looking for preservation of capital with a solid return - prefer 5%+. I am currently significantly overweight Canadian banks and insurance companies.
Read Answer Asked by Helen on August 21, 2024
Q: I have less than 1% positions in the above companies and am trying to reduce holdings. Can you please rank them buy, sell or hold. Thanks Stew
Read Answer Asked by Stewart on August 21, 2024