Investment Q&A

Q: Following up on my recent question on AI energy consumption issue. Could this be an issue for the development of the AI sector at some point in the future?
Thank you

Q: Would ONEX be considered a sort-of private equity type investment that long term could be used as portfolio diversifier? Thanks Ron

Q: Would appreciate your opinion as to why these stocks have dropped off so much?

Q: Hi, Do you consider National Bank to be a good Canadian Bank to own, based on their flawless execution for a long period of time ? If so, after the recent sell off, what is a more prudent approach - To buy the * stock' now OR "Subscription receipts" to be listed, next week, which are likely to trade at a discount (what discount is reasonable ? ). considering cost to hold for 18 months period and a small probability of deal not going through ?

Would appreciate to elaborate pros and cons, Please !!

Thank You

Q: Hi, with appreciation mostly for consideration, could you suggest 1 US and 1 Cdn energy stock over a 2-3 year timeline. thanks Jim N.

Q: Could you please give an update on NEO. There seems to be a lot going on here, as mentioned in the last Q release. What is expected growth rate... and is this a buy at current price?

Q: Please suggest a CAD ETF equivalent of IWO (which trades in USD), both hedged and un-hedged if available.

Q: Hi 5i

What would be your top 5 undervalued US growth stocks with good fundamentals that you would buy for a 5 year hold?
No specific sector required.

Thanks for all you do!

Q: Your thoughts on investing in EWZ now? Time horizon 5+ years. I’m looking for both growth (registered accs) and income (non-registered accts).

Any idea why the yield is so high and if it’s a concern?

Is EWZS worth a look?

Q: My industrial portfolio currently has a light exposure to the industrial sector. I’d like to diversify by adding some industrial stocks in the US and Canada. Additionally, in the consumer sector, I already hold ATD, TOY, PBH, ULTA, and COST. To further enhance my consumer holdings, could you recommend several consumer stocks in the US and one or two in Canada? Your assistance is greatly appreciated. Thank you!

Q: The ratio of BIPC to BIP.UN was hovering around 1.12 in the past.
Is there any reason as to why recently and specifically today the ratio jumped to 1.21.
That is why BIPC has been appreciating more than BIP.UN lately ?

Q: Hi guys,

With the pending deal of AQN to sell there stake to the PE company, do you think they will just let the company plod along with the high dividend OR would they take steps to improve its overall business to increase share price? In other words what will be the mandate of the takeover company?

Ok thanks

Q: As the price if EVO pulls back, what do you think about it? Can you give your thoughts on if you would buy the name, and why or why not? Thx

Q: I have an account with Scotia i trade. How to explain in this digitation era of instant data manipulation, one week after the nvdia split, the correct adjustments are not yet made in my account? Worse, some new figures concerning the stock are completely false and presently show a los in the place of a significant gain. What do you think of that....

Thank you very much.

Q: Hi, currently holding CSU 5.17%, LMN 4.86%, and TOI 1.8%. Have nice gains in all. Looking to trim some CSU and LMN and add to TOI. Would you be comfortable with this move at this time considering each of their fundamentals and valuations? Which do you think has the longest runway for growth and how would you rank them for a 5-10 yr hold.

Also, I have TVK 1.79%, HPS.A 2.02%, PRL 1.41%, WELL 1.91%. No position in DRX (how would you look to avg. into this name?). How would you rank these if you were to add to these positions currently? When looking to add, are you mainly looking at the valuation and fundamentals or does the avg. cost and % return factor into that as well? For example, my HPS.A is up 60% and PRL up 4%, does this factor into your decision of which one to add to or does it not matter and we should just consider the forward return potential? Thanks!

Q: Whats popping this?

Thx

Q: Is ZWB.U purchased in Canadian or US dollars?
In which currency is the dividend paid?
Thanks.

Q: I own STAG and it had a nice run at the end of 2023 but has come down a bit since, and it’s share price is about the same from a year ago. It’s in a stable real estate sector and I don’t mind holding onto it if it has some decent growth potential (by REIT standards), but if you think it’s struggling to grow, I may look for a better REIT. Thoughts?

Q: hi group i am very light on financials does it make sense to invest in the smaller companies for exposure to the financial sector. (eg GSY,IFC EQB - please rate these 3 (in order of preference and why.-against CAD/US BANKS .. also I am light on Health care do you see the sectors as a buy please give me you top 3 picks in healthcare presently i own CVS and PFE should i sell them to invest in you picks?...Thanks for you help with this

Q: I have held XLP for sometime and thought it may be better to hold a few consumer defensive stocks instead for better overall performance. Also, XLP has a high percentage of tobacco companies that would prefer not to hold.

Would you be able to provide a 2 or 3 suggestions. I would prefer US or international companies.

Thank you