Q: I am considering selling my ARX and TOU and replacing them with a gas stock(s) with better total return potential. Do you have a couple of suggestions that you would consider better alternatives?
With appreciation,
Ed
With appreciation,
Ed
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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: Everytime PPL issues a press release the stock drops ! Was the guidance and business update that bad ? Why not just not do the release, and let the stock do its thing.
Q: Government is about to announce a methane reduction announcement according to CBC. https://www.cbc.ca/news/politics/methane-regulations-canada-9.7017132
Will this help QST and if so, by how much? Is it worth picking up a few shares?
Will this help QST and if so, by how much? Is it worth picking up a few shares?
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CI Morningstar Canada Momentum Index ETF (WXM $47.52)
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Fidelity Canadian Momentum ETF FCCM (FCCM $11.33)
Q: Follow up on a recent question on FCCM and WXM. FCCM has the lower MER. Other differences I see in a simple comparison from my online broker: FCCM is large cap while WXM is mid cap. 5 year returns for WXM is higher, but 3 year, 1 year, and less favor FCCM. Dividend from FCCM is 0.64% paid annually and WXM is 1.26% paid quarterly.
I own WXM in my TFSA (up 55%) along with a selection of stocks from your portfolios. I also own VMO in another account.
How do you view these investment style ETFs (growth, dividend, value, momentum) vs geographic ETFs vs sector ETFs vs others for DIY investors trying to diversify within an account?
I own WXM in my TFSA (up 55%) along with a selection of stocks from your portfolios. I also own VMO in another account.
How do you view these investment style ETFs (growth, dividend, value, momentum) vs geographic ETFs vs sector ETFs vs others for DIY investors trying to diversify within an account?
Q: Don't have any mineral related stocks in my portfolios. Suggestions for mid to long term hold.
Q: Telus just announced *approval* for an NCIB. How does this affect the thinking on possibility of a dividend cut?
If its free cash flow made it barely sustainable before, won't this additional use of funds make a cut even more likely? (Or will they issue more debt/equity?)
If its free cash flow made it barely sustainable before, won't this additional use of funds make a cut even more likely? (Or will they issue more debt/equity?)
Q: A few questions please on Rogers.
Capex:
What direction does 5i see for Capex spending at Rogers over the next say three years? In addition to paying for the remaining 25% of MLSE, will upgrading their cable segment (or some other business need) require large investment and limit debt reduction?
Monetizing their sports assets:
It all sounds great but .... what risks does 5i see to individual Rogers investors, and how serious does 5i feel those risks are, from the controlling Rogers family negotiating a monetization that benefits only them?
Thank you
Edward
Capex:
What direction does 5i see for Capex spending at Rogers over the next say three years? In addition to paying for the remaining 25% of MLSE, will upgrading their cable segment (or some other business need) require large investment and limit debt reduction?
Monetizing their sports assets:
It all sounds great but .... what risks does 5i see to individual Rogers investors, and how serious does 5i feel those risks are, from the controlling Rogers family negotiating a monetization that benefits only them?
Thank you
Edward
Q: Currently hold a small position in ELF Beauty at a loss. Would you recommend averaging down at current levels or simply sell?
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Meta Platforms Inc. (META $677.37)
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NVIDIA Corporation (NVDA $189.86)
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Sea Limited American Depositary Shares each representing one Class A (SE $108.86)
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Robinhood Markets Inc. (HOOD $86.56)
Q: Good morning,
SE's downward trend continues and I'm contemplating a sell. I noticed that 5i has not had any questions on it since late October and I'm wondering about your current thoughts. If I choose to replace it, can you give me any three high conviction stock ideas that you feel may have strong momentum or bounce potential from current prices (any sector). Thank you. Brad
SE's downward trend continues and I'm contemplating a sell. I noticed that 5i has not had any questions on it since late October and I'm wondering about your current thoughts. If I choose to replace it, can you give me any three high conviction stock ideas that you feel may have strong momentum or bounce potential from current prices (any sector). Thank you. Brad
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Lundin Gold Inc. (LUG $107.83)
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G Mining Ventures Corp. (GMIN $48.71)
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Aris Mining Corporation (ARIS $25.31)
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Andean Precious Metals Corp. (APM $9.02)
Q: Assuming APM stays at $10.15, ARIS stays at $ 21.6, GMIN stays at $40.39, LUG stays at $111.4. Which has the most upside potential ? Please rank them and provide the entry price. Thanks for your excellent service.
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Constellation Software Inc. (CSU $2,470.03)
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Descartes Systems Group Inc. (The) (DSG $91.44)
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Toromont Industries Ltd. (TIH $183.03)
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goeasy Ltd. (GSY $130.00)
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Topicus.com Inc. (TOI $92.13)
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Lumine Group Inc. (LMN $20.00)
Q: I have 26 positions in a combination of your growth and balanced funds and have liquidity to add 3 or 4 new positions or add on's to what I have. Without listing my positions, is it fair to ask you for your 'fav' 5 or 6 undervalued equities that I could add while there is tax loss selling?
Grazi,
Grazi,
Q: Does this fund qualify for benefit as a Canadian Dividend fund?
Please explain rules to qualify for the dividend discount.
Thanks.
Please explain rules to qualify for the dividend discount.
Thanks.
Q: May I get an update on this co for a possible buy? Thanks. Cheers.
Q: Hello
I have ARX and ALA and some Tou (3 storks)
as natural gas has done well, my holdings do not seem to be able to match Peyto energy
wonder if you can add another name besides the 3 that I have to take advantage of the natural gas prices
thanks
Michael
I have ARX and ALA and some Tou (3 storks)
as natural gas has done well, my holdings do not seem to be able to match Peyto energy
wonder if you can add another name besides the 3 that I have to take advantage of the natural gas prices
thanks
Michael
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iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD $59.50)
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iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI $69.93)
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Middlefield Healthcare Dividend ETF (MHCD $11.82)
Q: Hi, I am currently underweight in my portfolio for each of the Healthcare, Industrial and Consumers Cyclical sectors. Can you please recommend a few ETFs in these sectors, preferably global and priced in CAD? Thanks!
Q: Hi Peter and Team,
This is the first question for this Middlefield ETF. I realize that its MER is quite high, but its performance appears to be above its peers. I am also impressed with its 5.085% distribution yield and its very low Beta of 0.34.
Portfolio Analytics indicates that we’re too low in the Healthcare sector as well as US holdings. This ETF could reduce the imbalance.
What is your opinion on MHCD at this time? Are there other ETFs in this sector that you find more compelling?
Thanks as always for your valued insight.
This is the first question for this Middlefield ETF. I realize that its MER is quite high, but its performance appears to be above its peers. I am also impressed with its 5.085% distribution yield and its very low Beta of 0.34.
Portfolio Analytics indicates that we’re too low in the Healthcare sector as well as US holdings. This ETF could reduce the imbalance.
What is your opinion on MHCD at this time? Are there other ETFs in this sector that you find more compelling?
Thanks as always for your valued insight.
Q: Thanks for answering my question regarding Premum/Discount for TCSH canadian money market ETF. In your answer you stated "Indicated Yield" of 2.63%. I looked at the TD web site and could not find this metric. Can you tell me where I can find this important metric as well as help explain what "Indicated Yield" means? TD only provides current yield to maturity on their web site. Many thanks.
Q: What is the reason for the sell off over yesterday and today in key and ppl?
Q: Dear Peter et al:
I enjoyed your article , "This December, free up some time by ignoring these investing issues". A timely article. Well written. As a long term subscriber, I know that you live by these "principles" even when we pepper you with questions on target prices! :)
You didn't mention about what would make you "sell"! In other words, what are your exit strategies other than trimming your position sizes in those multi baggers!
I ask this b/c of my experience with Knight therapeutics, Payfare and a few others. Do you look at "opportunity costs" in your portfolio construction?
I value your words of wisdom, always!
I enjoyed your article , "This December, free up some time by ignoring these investing issues". A timely article. Well written. As a long term subscriber, I know that you live by these "principles" even when we pepper you with questions on target prices! :)
You didn't mention about what would make you "sell"! In other words, what are your exit strategies other than trimming your position sizes in those multi baggers!
I ask this b/c of my experience with Knight therapeutics, Payfare and a few others. Do you look at "opportunity costs" in your portfolio construction?
I value your words of wisdom, always!
Q: RECENT UPWARD MOMENTUM. WHAT ARE THE PROSPECTS? THANX