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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: It seems that every day the new from south of the border gets crazier. Today (Friday) the markets reacted very negatively. Let's assume the news continues to get crazier. What do you think the markets will do. Is most of the insanity already priced in? Just how bad do you think it can get?
Read Answer Asked by David on February 24, 2025
Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these CDN stocks are......Many thanks.....Tom
Read Answer Asked by Tom on February 24, 2025
Q: Hello,

One of your members was inquiring re: books about managing your investments in retirement.

Daryl Diamond's "Your Retirement Income Blueprint" is an excellent resource. Lots of insights in terms of how to structure your income while your portfolio continues to grow and the most important topic of minimizing taxes during decumulation. However, it is less about "investing" and more about how to manage and structure your retirement income/savings - so you have money to live on while the rest continues to grow, and in the most tax effective way.
Read Answer Asked by Loretta on February 24, 2025
Q: I noticed that Warren Buffet has sold his positions in VOO and SPY . Given that he may have just been using them for a holding pattern, that did not bother me too much. But, now I see that he is investing in Japan. This makes you think that he might have found something worth investing in. Do you think that may be the case in a strong way and that it may be profitable to follow his lead? If so, would the above mentioned value etf be the right choice or might there be something better? I don’t want to own the individual stocks.
Thanks as always
Read Answer Asked by joseph on February 24, 2025
Q: Looking at the insider trading of Enbridge Directors, I noted that the number of shares held by the Directors in May 2024 was over 900,000. The corresponding number of shares held by Directors on February 20, 2025 dropped to about 210,000.
Can you please comment with respect to inside trading at this company ? Is the drop in the number of shares held by the directors an issue ?
Thanks
Read Answer Asked by Terry on February 24, 2025
Q: Do you have data on their current sector allocations? I have tried text searching and reviewing the Q&As for the past many months but cannot find anything. I also have positions in BEP, BIP and BIPC but I believe they are more narrowly focused on their sectors from what I read.
Read Answer Asked by William Ross on February 23, 2025
Q: Was hoping to get an update on your conviction for Equinix. The company said its backlog of cabinets sold but not yet installed, doubled in 2024 compared to the prior year. They also said roughly 87% of projects under construction have been leased or pre-leased. I see they have quite a few xScale data centers coming online this year. And the company said that cabinets billed should climb in 2025. That all sounds promising! But there is a LOT of competition out there, the big spending is impacting profitability, and I think they are still working with the SEC and DOJ to resolve the short seller allegations from last year. Would you continue to hold? Are there some better alternatives in the space? Thank you.
Read Answer Asked by Kim on February 21, 2025
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