Investment Q&A

• Boyd Group Services Inc. (BYD)
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Q: Do you see BYD as useful to hold going forward/doesn have a valuable growth and risk-weighted profile at the moment?

Upvote 3

Read Answer Asked by Peter on March 18, 2025

• Fairfax Financial Holdings Limited Cumulative Floating Rate Preferred Shares Series D (FFH.PR.D)
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• Hamilton U.S. T-Bill YIELD MAXIMIZER TM ETF (HBIL)
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Q: I am interested on your view of these two types of investments in this period of volatile markets: one being preferred shares of FFH, the other relating to treasuries.
Would either be suitable at this time?
Would one be preferred over the other?
Would you have preferred suggestions?

Upvote 1

Read Answer Asked by Catherine Ann on March 18, 2025

• iShares Premium Money Market ETF (CMR)
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• Global X High Interest Savings ETF (CASH)
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• BMO Money Market Fund (ZMMK)
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• High Interest Savings Account ETF (HISA)
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Q: I right now have 100,000 in cash (Canadian Dollars) that I want to keep in Money Market ETFs for the Short Term.

I have been trying to find the yield for all of the above and it is not easy because most of them show me the annualized yield. Interest rates have come down several times in the last year so the annual yield is not the best way to compare the above funds.

Which of the two funds above do you recommend, the reasons why and what is the current yield on it.

My brokerage account is with Questrade and they do not offer any of their own High Interest Savings Accounts like TD Direct Investing.

Thank You.

Upvote 2

Read Answer Asked by ALNOOR on March 18, 2025

• Richelieu Hardware Ltd. (RCH)
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Q: What is your current view on Richelieu? Has the stock price dropped enough to warrant a BUY ? How do you see its business being affected by tariffs?

Thanks

Upvote 3

Read Answer Asked by Yvonne on March 18, 2025

• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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• Intuitive Surgical Inc. (ISRG)
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• Booking Holdings Inc. (BKNG)
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• Constellation Software Inc. (CSU)
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• WSP Global Inc. (WSP)
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• FirstService Corporation (FSV)
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• Thomson Reuters Corporation (TRI)
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• Berkshire Hathaway Inc. (BRK.B)
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• Trane Technologies plc (TT)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Have some cash to deploy and redeploy. What would be your 10 absolute top conviction picks for long term capital appreciation? Thanks!

Upvote 47

Read Answer Asked by Dale on March 18, 2025

• Quarterhill Inc. (QTRH)
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Q: Peter and His Wonder Team
They just reported quarterly results with positive comments as they transition. Please give me your assessment of this company going forward. Do you think they are gaining traction...it looks cheap...a buy, hold or sell? Thanks as always!

Upvote 2

Read Answer Asked by Ernest on March 18, 2025

Q: Hello
Can we get your advice on Canadian companies that have the least exposure to a tariff war
It would help us having to re balance
Ie should we reduce stocks in the financial sector
Thanks

Upvote 7

Read Answer Asked by Tim on March 18, 2025

• Knight Therapeutics Inc. (GUD)
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Q: Hello,
With the recent acquisition of Paladin (after a long wait for Knight to make a larger purchase) , do you see future growth for Knight and would this be a stock for accumulating at 5 percent position? Much appreciate it.

Upvote 3

Read Answer Asked by umedali on March 18, 2025

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Q: Is there a material reason for the drop in share price or is it just market sentiment brought on by the question of tariffs ? Thanks

Upvote 4

Read Answer Asked by Steven on March 18, 2025

• iShares Core Canadian Short Term Bond Index ETF (XSB)
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• iShares Core Canadian Universe Bond Index ETF (XBB)
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• iShares Core Canadian Long Term Bond Index ETF (XLB)
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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Q: For long term investment what would be a neutral proportion of bonds in terms of distribution among these 4 or are there better options? Currently sitting on 17% cash which I intend to redeploy in stocks when we have better clarity, 36% XBB, 26% XLB, 12% XHY and 9$ XSB for 100% of my bond/cash portfolio.
Thank you.
Yves

Upvote 5

Read Answer Asked by Yves on March 18, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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• Constellation Software Inc. (CSU)
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• Topicus.com Inc. (TOI)
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Q: For those that have a smaller portfolio and where that translates to even 1 share of CSU making up a huge percentage of the portfolio, what CDN tech stock(s) would you recommend in its place? TOI? GIB? Other?

Upvote 11

Read Answer Asked by Gregory on March 18, 2025

• RTX Corporation (RTX)
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Q: Hi I’ve held RTX for awhile and it’s doing well. I’m thinking of adding in my diversified portfolio. Would you say its a buy right now especially considering its Rolls Royce business which do very well in Europe.?

Ok thanks.

Upvote 6

Read Answer Asked by Robert on March 18, 2025

• Global X Defense Tech ETF (SHLD)
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• Select STOXX Europe Aerospace & Defense ETF (EUAD)
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Q: I've recently sold partial positions of NA companies and am interested in shifting some funds to the EU, specifically the industrial/defense sector. Would you please comment on the above symbols and any other suggestions. And please...everyone...buy Canadian.

Upvote 2

Read Answer Asked by Rob on March 18, 2025

• Vanguard FTSE Developed Europe All Cap Index ETF (VE)
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• iShares MSCI Germany ETF (EWG)
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Q: Peter; Yesterday you mentioned a European ETF( VE) . Can you tell me how much of it is invested in Germany -and is there a German ETF that covers their main big cap companies?
Thanks,
Rod

Upvote 4

Read Answer Asked by Rodney on March 18, 2025

• Invesco CurrencyShares Euro Trust (FXE)
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Q: What do you think about bringing back US dollars to CDN dollars? I would like to diversify the currency portion of my portfolio, is there any other choice ? And for my third question how would I use Norberts Gambit to exchange those US dollars to Canadian dollars ?

Upvote 2

Read Answer Asked by Jean on March 18, 2025

• Tesla Inc. (TSLA)
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Q: Hi,

Just curious, KoyFin is showing Tesla sales forecasts growing by 13.2% in 2025, 19.5% in 2026 and 17.24% in 2027. Earnings forecasts are growing by 13.09%, 33.05% and 26.71% respectively.

I would think at least the 2025 numbers are materially wrong at this point.

When does the reality of plunging global sales get reflected in these forecasts?

Thanks very much,
Michael

Upvote 3

Read Answer Asked by Michael on March 18, 2025

• Chartwell Retirement Residences (CSH.UN)
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• CT Real Estate Investment Trust (CRT.UN)
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Q: For an in come investor investor your thoughts on a switch from Chartwell to CT Real Estate to get a bump in the yield
. Thank you

Upvote 6

Read Answer Asked by Reg on March 18, 2025

• BCE Inc. (BCE)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: I have 3% position in BCE down 30% nonregistered account. I am thinking of selling and buying BN for long term. Can I have your thoughts?

Upvote 7

Read Answer Asked by Robert on March 18, 2025

• iShares China Large-Cap ETF (FXI)
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Q: Hi, I enquired earlier about the double whammy of withholding taxes on some Chinese etf like FXI. Are there any CHINA broad etfs that don't have to pay this double tax?

If not, are there any other options? Are there CDN etfs that dont pay the double tax?

Upvote 4

Read Answer Asked by Graeme on March 17, 2025

• SentinelOne Inc. Class A (S)
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Q: What are your thoughts on Sentinel One after the earnings. Do you consider as buy now


Thanks for the great service

Upvote 1

Read Answer Asked by Hector on March 17, 2025