Investment Q&A

Q: I'm trying to understand why HURA has outperformed URA by almost 20% this year. Holdings like Cameco and the Sprott Physical Uranium Trust Fund that have moved alot seem to have relatively similar weightings in both funds. NAK Kazatomprom AO - GDR hasn't had as strong returns YTD and is actually overweighted in HURA vs. URA. I don't think the USD-CAD has had any major impacts on the returns this year. What am I missing?

Also I think Cameco has had exceptional returns in 2023 far outpacing the ETF, do you think the others will catch up over time?

Q: Just revisited U Tax Loss Selling Screener & reportedly bulk selling done by 3rd week of Nov.Please provide some beaten up stocks with good growth(ex those in U above Screener) for Buy the next l & 2 weeks..Are the following stocks in my portfolio buyable: EIF ,GGD,AW.un, TVE,WCP. Txs for U usual great services & views

Q: Any thoughts on BXP? Seems like a good entry point ish. Thankyou

Q: Hi, Regarding your recent addition of Intac Financial to Balanced Portfolio, could you please elaborate more on the rationale for this selection, as this company has not been discussed much on this forum. Property and Casualty Insurance has been talked about a lot by Portfolio Managers lately and in their opinion, projected to be the fastest growing sector in Insurance business. So, it should be a timely addition to the 5i portfolio!!

Who are Intac's main competitors and how does IFC compare with them in terms of market share, growth trajectory and valuation ? What are the major components of IFC's business and their geographical presence ? What's your take on company's recent decision for selling their UK Personal Line of business to Admiral, as, looks like, the news caused some concern among investors resulting a bit of selling in the stock, over past 2 days. (BTW, we started a 1.5% position, on Friday. Thanks for the alert !! )

Q: I have a position in Maple Leaf Foods which has been going nowhere. Would you add to the position or sell it and purchase another food stock? If so, which would you buy for stability and some income? Thank you for your guidance.

Q: Hi,
Some months ago I had asked about non correlated assets and you mentioned Private Equity as an option and chose these stocks. (Also your perennial favourite BN!) I have half a position in BN and plan to add more soon.

Among the 3 (BX/KKR,BLK) which two are your favourite and why? Or you can rank order them from the best to your least favorite.

Q: Can you provide an updated current view of FICO

Q: Dear Peter et al:

This is more of big picture and history based question even though I am old enough know that the past performance doesn't mean anything going forward!

Has there been a period when Small cap growth or value stocks outperformed the Large caps growth/value during deflation/stagflation, recession with with a capital R or a lower case r, or even in a nominal sideways market? Do you see such a scenario evolving in 2024/2025? If so what are the ETFs that one could employ to benefit from such a scenario? Lightening up the large caps and switching to small caps for a year or two , is this a good strategy going forward?
I have included some of the ETFs that you are fond of from your Q&A. However feel free to add or delete!

Many thanks.
Mano

Q: Is BCE a good candidate for selling now for a capital loss and buying back in 30 days?
Thank you

Q: I have two questions. Gold value is now above $2000 US and AEM does not seem to correlate the price of gold, is there a reason for that? I have heard about Cohere (https://cohere.com/), a language AI company based in Toronto, their list of investors is quite impressive (NVDA, SalesForce, Oracle, etc,). Do you think this company could be listed on the TSX in the near future? Thank you

Q: Would love to hear your thoughts on this news release please.

https://mailchi.mp/mustgrow.ca/mustgrow-biologics-and-bayer-sign-commercial-license-agreement-for-biocontrol-technologies-in-europe-middle-east-and-africa?e=18c39fa5ca

Q: Looking at etfs in the US using covered call strategies and understanding the limits on their upside capture and limited aid to the downside I'd ask you to compare JEPI GPIX GPIQ JEPQ and SPYI. GPIX and GPIQ are new and thus will earn your caution that they don't have sufficient liquidity yet but I assume they will soon attract significant investment. Could you look at all 5 and compare their individual strategies, how they differ in terms of holdings and please rank them from an income investor perspective on a total return basis. Would you recommend such an investor hold more than one? A big question but I suspect many members including myself are invested or considering these etfs and would appreciate your input given the current market uncertainty and the growth of these covered call etfs. Thank you!!!

Q: Can I get your thoughts on this company

Q: Hello Team,

Does any of the above garbage is worth keeping until the new year? Why? Bought them all at their highs, 3 years ago, and have lost 75-95% on each in a TFSA account. Was hoping that at least one of them would make me proud. What a mistake!

Would you put the proceed to FFH, or SHOP? Or would you suggest something else for a faster growth (yet somewhat safer, eg BLN). I am not hoping to make up for this disaster. It is just to invest for the long-term without losing what little is left of the original capital.

Have a good week everyone! :)

Q: As a source of dividends, many Canadian “hydrocarbon energy” companies have a long and positive track record. Today, non-hydrocarbon energy sources have become more economically attractive, are growing quickly through significant investment, are becoming easier to support politically, and continue to improve through ongoing R&D. Against this backdrop of an accelerating shift to lower carbon energy sources…

Which Canadian “hydrocarbon energy” companies do you think are best suited to adjust to this change?

Q: I have a reasonably conservative RSP and would like to add one small cap tech growth stock at about 2 % or less. Can you offer a few suggestions ?

Q: hi. assuming rates stay the same, or begin to fall next year, do you like these ETF's? are they still your top picks for pref.s and bond ETF's in Canada? cheers, Chris

Q: Is TGAF a long/short etf you favour? Are there any that might be considered worth 5-10% of a retiree portfolio?

Q: Peter & Team; what are good aggressive picks now for 21 yr old's new FHSA with a home purchase timeline in 5-6 years ? LMN ? NXE ? A combo ? Any other aggressive picks you like given the timeline ? What would be a 1 stock more conservative pick for the same account ? Thank you.

Q: Which of these would you invest in now? Thanks!