Investment Q&A

Q: Not too long ago I asked the question below. Given recent turmoil affecting the markets I’d like to ask it again, however would like you to consider current global risk in your response. Thank you.


Q: I would like your top 3 selections to invest in (and why) under the following scenario.

In your view moderate risk Canadian stocks, with a clear pathway (sjt externalities) to forecast stock price gains of >15% annually, yet having an annual dividend of 3% or greater. Exclude Oil stocks and major Bank stocks.

I know...it is asking a lot and if we could do this reliably we'd already be retired and on a beach somewhere! Thanks for all you do...

Dave

Q: Is your membership fee a tax deduction?

Thank you.

Q: Why MU is down on good day.

Thanks,
Milan

Q: Please list in order of preference which you would purchase today for a 3-5 year hold: SHOP, CLS or PNG ? Thank you.

Q: Hello fantastic Team,
What do you think of GLCC today?
Many thanks!

Q: sI’ve been heavily allocated to Canadian energy producers over the past year, primarily through ETFs and large-cap names.

What I haven’t seen yet is a meaningful breakout in the junior oil producer names (ie. leveraged to the price of oil) compared to what we saw with the juniors in the gold and silver market over the winter.

I’m interested in gaining exposure further down the market cap spectrum and would appreciate your perspective on where the best opportunities may lie in Canadian junior producers.

Specifically:
Which sub-$1 billion market cap Canadian oil producers do you see as most compelling today?

Are there particular companies you believe are attracting institutional interest or are positioned for a re-rating if oil prices are maintained or strengthened?

And more broadly, do you expect the juniors to lag this cycle, or is this simply a timing issue before capital rotates down the cap stack?

Any specific names or themes you’re watching in that segment would be greatly appreciated.

Q: Hi there, quick thoughts on their results please? Are their stocks fairly priced here after their results?

Thanks!

Q: Does today’s news change your opinion about flutter. Thanks

Q: My investments, across non registered, and RRIF accounts are full of banks, Brookfield’s, pipelines and utilities. My TFSA holds more small growth stocks and is 5% of total portfolios. I have never owned gold stocks but with their continued pullback are starting to look interesting with continuing geopolitical chaos ( not expected to stop as long as we have Trump ) and the significant decline in US government finances, I am looking at AEM or AGI as my foray using my TFSA.
Your thoughts on these two. Do you have a preference ? Time to buy a full ( or partial ) position or wait until decline seems be over.
Thanks. Derek.

Q: Why did WELL drop so much last Friday? Thank you!

Q: Do you have a preference at this time between BYD, FTT and HPS.A for a long term hold.

Q: hi
TRI down on an up day? is there anything else bad going on here that has not already been discussed?
cheers, Chris

Q: Hi Peter and Team,

The March 21st issue of the Globe & Mail had an interesting article called 'Give peace - and bonds - a chance'.

My feeling is that the war cannot go on much longer, and Trump will be compelled to 'claim victory' even though Iran still seems to have the upper hand in their blockade of the Strait. Perhaps it's true what the US underground bombing of an Iranian facility in the Strait very recently stated "We not only took out the facility, but also destroyed intelligence support sites and missile radar relays that were used to monitor ship movements," Admiral Brad Cooper, commander of US Central Command (Centcom) says in video message posted on X."

It occurs to me that it's extraordinarily difficult to follow one's portfolio with any degree of certainty now that economics and politics are so completely linked.

What's your take on David Berman's thesis, and the ZAG ETF he refers to.

Thanks as always for your insight, especially in these difficult times.

Q: Would you consider this stock as safe investment for a retired senior looking income. I see that it is near its one year low.? Cheers

Q: Which of these would you recommend as the best AI infrstructure play?

Q: Everyone, if I was trying to convince my two 30 something year old daughters to subscribe to this service what would i say? Clayton

Q: With the Canadian and US markets approaching correction territory, what five CDN and US stocks would you be buying today?

Thanks
Tim

Q: Hi ,

Do you see the dip in the markets as an opportunity to get into some stocks.

BN is down 16% in past month. How does the war affect BN ?

Could you suggest a few stocks that have come down as a result of this war… and present a good buying opportunity….. I am looking to buy now and hold for at least 5 years.

Thanks

Q: Would you please provide a few relatively safe places to place cash for the time being, somewhere better than allowing it to sit idle in my account.
Thank you.

Q: What is your opinion about buying leaps?
As far as I understand the best time to buy them is when a stock is at a low and volatility is low and you expect significant upside over the next few years.
Should you always try and buy the longest period out? For example buying a 2 year duration call instead of a 1 year.

I was thinking that microsoft would be a good candidate. Any other stocks that you would recommend?