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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: Given the increasing focus on defence spending both in North America and Europe, do you have some conviction stocks (accessible to a Canadian retail investor) that will likely benefit from this trend?
Read Answer Asked by JAMES on March 26, 2025
Q: can you recommend 3-4 US companies with at east a 4% yield and good growth (at least 20%), in sales and earnings, expected for at east the next few years
Read Answer Asked by arnold on March 26, 2025
Q: Copper seems like it's going to be in high demand. There's also tariff possibilities. If you had a choice to invest in copper today with a 2-3 year horizon, would you do it? Any suggestions on growth companies? Thanks.
Read Answer Asked by Erika on March 25, 2025
Q: I need to do some portfolio rebalancing. I want to increase weghtings in Basic Materials, Consumer Defensive and Health care. Could you please give me your top 3 picks in each category for a 3 - 5 year hold. Canadian or US stocks are fine.

Take as many credits as you think appropriate.
Read Answer Asked by JAMES on March 25, 2025
Q: Hi. I recently transferred $20,000 into my RRSP Direct Investing account. I would like to invest the money into some quality ETFs, perhaps three or four. I know you are not clairvoyants, however based on geo-politics and recent tariff threats, which ETFs (either Canadian, American or other parts of the world) would you invest in at this particular time. It would be for a 2/3 year hold. Thanks for the advice in advance.
Read Answer Asked by Mike on March 25, 2025
Q: Your thoughts on GUD going forward in light of:

07:20 AM EDT, 03/24/2025 (MT Newswires) -- Knight Therapeutics (GUD.TO) overnight Sunday said G252 Capital has disposed of 2.5 million of its shares at $6.30 each, and no longer holds over 10% of Knight's outstanding shares.

G2S2 now owns 7.54 million Knight shares, for a 7.6% stake.

Does this limit upside of the stock price?
Read Answer Asked by Michael on March 25, 2025
Q: I currently have about half my investments in US dollar (unhedged) assets. I would appreciate your view about the US-Canada dollar? Do you continue to see the Canadian dollar decreasing in value to the US dollar? Do you see the US dollar as having peaked, and trending lower versus the Canadian dollar, and versus the DXY?

I have been very surprised to see how strong the Canadian dollar has been recently given the tariff questions, and the fact the Bank of Canada has been decreasing interest rates more than the Fed.

Many thanks for your valued and insightful advice.
Read Answer Asked by Dale on March 25, 2025
Q: Planning on setting up an income portfolio of dividend growing equities. Would the above stocks meet this objective. Already own BAM, BNS, CNQ, DIR.UN, ENB, FRU, FTS, IFC, PEY, POW, SLFm TRP and WCP. Are there other equities other than the above list that you would recommend substituting for one or more of them? Thanks for your thoughts.
Read Answer Asked by David on March 25, 2025
Q: Hi Peter, Can I get your thoughts on Maxim quarterly results. Also can you provide your opinion on the company and whether it is a buy hold or sell. Also is sale of the business a real possibility - the company looks clean and has no debt and simple share structure in an attractive sector.

Thanks
Read Answer Asked by Frank on March 25, 2025
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