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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: Thank you for your report yesterday on month-to-month inflation, which I found very useful. Is month-to-month inflation something that you have been reporting consistently, or would you consider reporting it from now on given the focus at the moment?
Read Answer Asked by D on January 25, 2023
Q: After further review their most recent acquisition not only is large in relative terms the cash flow yield and payback period looks extremely attractive. Exiting 2024(assuming $80 barrel) the company should have a pristine balance sheet with massive cash flow for many years to follow. Is that your assessment assuming same oil price and no other M&A?
Read Answer Asked by Chris on January 25, 2023
Q: At 21.55%, I'm overweight financials. My problem is that I like all my stocks in this sector: BAM (2.9%), BN (4.9%), GSY (4.4%), X (5.2%), V (4.2%). In addition, all save V are in a non-registered account and would incur capital gains when sold.

In my view, all will do well when the market turns. Is there enough difference in terms of their drivers than I can continue to hold all 5? And if you would suggest I (reluctantly) trim, which stock(s) would you reduce? Thank you.
Read Answer Asked by Maureen on January 25, 2023
Q: I'm primarily a growth investor with a tolerance for risk. I do not have any semi-conductor companies in my portfolio. I was considering AMD or NVDA but I'm not wondering if AEHR might be good play to consider since it does chip testing. It does seem to be growing revenue quickly and surprising the market with it's earnings. What comments/advice do you have wrt to how I should think about the chip players including the high tech testing play that AEHR offers? Thanks!
Read Answer Asked by Marc on January 25, 2023
Q: I have owned IVN for many, many years....back when it was below $1. I have sold bits as it has moved up over the years. I was always told not to fall in love with a stock and feel I might be with IVN.

Can you give me a best case senerio on what the top end of this company could be. I always had in my mind it was worth $12-14, but is it possible this is a $20 stock or maybe a $30 stock someday?

If everything fall in place as planned, no political issues, metal prices keep increasing, etc, what do you see this company being worth in the next 4-5 or even 10 years?

Will not hold you to it, just looking for your opinion.

Thanks.
Read Answer Asked by Kevin on January 25, 2023
Q: I have an RESP for my nephew who is in grade 12 now and attending a college in the fall. His parents are not great savers, and I don't have children, so I'm fine to subsidize his education. I currently hold only CDZ and TD in the RESP and would like to add some additional cash soon.

What's your advice on how to proceed? Do I add to one or both, or would I be better to invest in CASH or PSA.

Thanks,
Robert
Read Answer Asked by Robert on January 25, 2023
Q: Several of the oilfield service providers were financially crushed or bankrupt when the price of oil dropped to below zero. Those that survived are probably in a fairly good position. Although government policies are doing everything possible to discourage investment in the energy sector, there will be a time when reality sets in and investment in the sector will be supported. Can you recommend some financially strong companies in the oilfield service sector. Thank you
Read Answer Asked by mitchell on January 24, 2023