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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: Would you have a proxy for HPS.A, TFII, BN, NTR, ILMN or just wait out the 30 days?

Thanks for your service!
Read Answer Asked by Ozzie on March 10, 2025
Q: Hi Team,
These Tariff moves have gone from "not a big concern" to a major concern with anyone holding a growth portfolio. Currently I am down 23% from peak in short order since January, due to a higher concentration in Tech names and other growth names. An amazing fall considering I thought I was holding all solid names (such as NVDA. PRL, SHOP, TTD as examples) Do you view this as 2022 all over again? Or do you think the market will bottom sooner than it did in that year? Hard to say I know based on Trump saying that he no longer cares much about the market this go around. A much different tune that last term. However I suppose that could change overnight. I don't imagine Musk in enjoying Tsla's fall; perhaps that will end up in a clash with Trump on trade policies or hopefully talk some sense into him at the very least. Looking for your take on the current situation. Lastly, I assume that since major damage is already done would I be best to just hold the line at this point? Or sell out some growth names even at current levels? If buying new purchases what would be your top 3 names to add to at current levels?

Thanks,
Shane.
Read Answer Asked by Shane on March 10, 2025
Q: Your thoughts please on Caterpillar vs Deere for long-term growth, and generally how you would rate these as buy/hold/sell in the current environment. Id appreciate any comments where you expect growth will come from (eg mining automation/AI) and leverage. Thank you.
Read Answer Asked by Menaka on March 10, 2025
Q: Hello Team,
Would this be a reasonable time to convert some C$ to US$, or do you see C$ strengthening anytime soon?
Thank You,
Barry
Read Answer Asked by Barry on March 10, 2025
Q: I am currently break even on my BCE holding. What is your current opinion on the stock given it's recent strength despite the general market weakness? I am certainly expecting a dividend cut starting with the July payment. Would you regard it as a hold or sell?
Read Answer Asked by Geoffrey on March 10, 2025
Q: Within each of their sectors, CPX and GSY seem to have suffered larger drops than their peers.

Can you comment on why they each have been so negatively impacted and provide your thoughts on whether you think they should be continued to be owned or do you have other preferences in these sectors, if one's goal is income and some growth.

Thank you

IAn
Read Answer Asked by Ian on March 10, 2025
Q: For an investor with a higher than average risk tolerance, what percent of their portfolio would you suggest be in Canadian, US, European and Asian equities/etfs? thanks, J
Read Answer Asked by John on March 10, 2025
Q: What percentage would you consider hihh, moderate and low short interest in any given stock please - thank you.
Read Answer Asked by Michael on March 10, 2025
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