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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: Your thoughts on GDI please. Continue to hold?
Read Answer Asked by Ross on February 14, 2025
Q: Hi, I asked a question about HEQT.US (Simplify Hedged Equity ETF) but I think the answer referred to HEQT.TO. I am interested in what you think about this ETF with the following description : The Simplify Hedged Equity ETF (HEQT) seeks to provide capital appreciation by offering US large cap exposure while investing in a series of put-spread collars designed to help reduce volatility.

How would you rate its performance, especially if we assume a sideways to down year? Thanks!
Read Answer Asked by TK on February 14, 2025
Q: Hello, I hope all keeping well.

When reading through QUESTIONS (and answers) , I often wonder if the companies mentioned are in your model PORTFOLIOS?

Is there a way that the companies mentioned could have some form of "marker" to indicate that they are indeed on your model lists?

For me, seeing that marker would be very helpful.

All the very best
Read Answer Asked by Arzoo on February 14, 2025
Q: I plan to reluctantly trim CSU from 15% down to 10%. I have sufficient LMN, TOI and WSP. Can you give me 3 growth stocks to consider for my TFSA with the CSU proceeds? I tend to be a long term investor with not many trades.

Thanks for the tremendous service!

Doug
Read Answer Asked by Doug on February 14, 2025
Q: In the context of the sector allocations question asked by Jerry today, you gave the Utilities sector a weight of 20%. Is this really what you meant? It seems pretty high to me. Besides, when we add all the sectors, the sum is 110%. Thank you
Read Answer Asked by Gervais on February 14, 2025
Q: These two (especially SERV) are tanking this A.M, presumably because of the news that NVDA has dissolved their position in both. My initial thoughts are that this changes nothing of substance for the company (SERV) itself, and especially that it still has its deal with UBER. Of course substance and sentiment are separate animals. In general how does one play this? Do you wait a few days and see what transpires, buy more? Sell? Your thoughts are appreciated. Thanks.
Read Answer Asked by Alex on February 14, 2025
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