Investment Q&A

Q: Good morning team.
As a former shareholder of Argonaut gold I became a holder of FCGV as a spin -out from Alamos gold acquisition of AR.What are your thoughts on me selling FCGV to acquire more shares of Alamos? Do you see ACGV as more of a "speculative" story?
Many thanks ,
Jean

Q: Hi team,

Could you suggest a growth portfolio of EFTs for a TFSA, with an indication as to the degree of risk for each ?

Is it a good idea to have a TFSA all in ETFs ? Or what kind of mix (ETFs and stocks) would you suggest ?

Gratefully,

Jacques IDS

Q: Is this a gold company to own. I already have Agnico and Torex and have done well recently, but noticed Mr Sprott has been buying more of JAG.

Q: Does this selloff in tech concern you at all to take down the broader market? Seeing big down moves lately in tech, such as SHOP, GOOGL, NVDA, SMCI, VRT, etc... Tech is my largest weighting for sector, should we be repositioning at all or how would you approach this to maintain profits. I've had a very good run, but hate take the stairs up and then seeing the elevator go down fast. Thanks!

Q: A&W is trading at around $35 and the recent offer is $37. Is this an oportunity to buy? Thanks John

Q: I currently own Enbridge. I am considering selling ENB for Pembina. Enbridge a 7.2% dividend, is so large now, it will take a lot to move its needle. Whereas Pembina has a smaller dividend but is a bit more nibble and perhaps has more upside for it's stock to move higher. Would you agree?

Q: Ulta Beauty keeps dropping - it's down 20% from same time last year, and I'm down 26%. Do you see a concerning trend? Do you think the funds would be better deployed elsewhere? Thanks!

Q: You have many positive comments about CAPREIT. However, its distribution has not gone up since August of 2021. How does this affect your thinking about CAPREIT?

Q: Hello,
Both stocks are going up; are they both still offering good value or should i step in at lower price level? thanks very much

Q: What's going on with CEG lately? Any news regarding the recent drop?

Q: What you be a good entry point to add to or buy TRI???.....tom

Q: Do you still prefer Google over Csu at this time?

Thx

Q: Could you please comment on the earnings release and stock's valuation. Do you think market will take notice of the solid results and guidance, in light of the negative sentiment for a couple of days, surrounding AI related companies ?

Thank You

Q: Thoughts on recent quarter?

Q: Please comment on this small company GMM which is showing phenomenal results in the latest 6 month results. The company made 36 cents in 1H but the stock is stuck at 90 cents. Please provide your view. Thanks

Q: Any reason for the decline in price today,would you buy any today and in what order thanx

Q: Can you comment on Google earnings? Thank-you.

Q: what is the explanation for the unusual price swing yesterday ?

Q: Blackrock sent a tender offer today: "Option 1: Tender Consideration (USD funds) (Subject to Proration) - To receive 98% of the NAV per share of Blackrock Capital Allocation Term Trust Common Share tendered on pricing date". Or do nothing and hold.

1. The current NAV shows on a 'net search as $17.45; would you expect that to change much from now until the "pricing date"?
2. What is the date for the "pricing date"?
3. Why would Blackrock want to do this?
4. What would you do if you owned shares? Current share price is $16.36;
5. Where can I find the offering circular?

6. Also, my 2 service providers show the yield at 11.5%; the profile on the 5i Market Data shows it at 21%. What do you think it is?

Many thanks for your excellent service.

Q: I would like to replace Diageo with company that has a better growth profile. Can you provide me with a few names please; CDN or US$. Thanks as always.