Investment Q&A

Q: What would be your current list of top 5 companies that you would consider your favorite, almost must own's, due to their potential, prior success, moats, or any other criteria you consider as most important, for the following investor:

- Relatively young with a long timeframe to save for retirement.
- Will not need the funds for a long time.
- Has no concerns with short term volatility.
- Irrespective of sector or geography.
- Looking to maximize chances of outperformance over time.

List can be shorter or longer if appropriate.

Thank you!

Q: I am retired and a dividend investor in corporations which receive the dividend tax credit as any investments would be in an unregistered account. Would you think it’s timely to purchase some preferred shares for a 5 percent position, doing so over the next couple of months. If you think it is worthwhile, please provide 4 or 5 preferred shares that you would recommend.

Capital preservation and liquidity is important and unless the dividend is greater than 7 percent I would assume you would be better off just investing in some blue chip large cap companies with high yields where there is a chance for more capital appreciation. ALSO I would like you to consider minimum rate reset preferred shares that would reset within the next 12 months and if they reset today what would the yield be.

Thanks BRIAN

Q: PBH: 5i continues to sing the praises of this company and I am not sure why? last 7 years stock same range with peaks and valleys, high P.R. low ROE & high debt. I thought about it at around, I think $79.00; but, bought GSY which looked better to me using every metric. Have owned IGM for long time and added to that when price was low - best of breed IMHO.

Q: If you had to sell one of the above and keep the other in a TFSA which one would you part with?

Thanks,

Terry

Q: Hi. Which bond ETFs do you currently recommend? US or Canadian. Thank you.

Q: What do you think of results and are you still optimistic about a price recovery at some point?

Q: An analyst recently reported that new contracts for EIF in medivac and maritime surveillance are coming on board in 2025 and will bring a "huge" increase in income as well as profits? First, are these contracts set in stone? And second, do you think these contracts will in fact make a "huge" difference in EIFs growth and stock price? Finally, is it worth buying the stock now in anticipation of this growth?

Q: hi, if the financing is not secured by mid January (new) transaction date, and the "deal" does not take place, where do you see the price of NBLY shares ending up? ie what is the possible downside of buying shares at current prices? cheers.

Q: How were the earnings and guidance ~09 Nov ? Thank you.

Q: Your comments on 3rd quarter results please.

Q: Hi Peter and Team
Now that the "B" word has been mentioned in reference to MPW I guess my buy and hold approach does not work this time. Could you suggest two or three possible stocks that could help toward a 60% recovery of funds in my RIF account .
Thanks

Q: What is your outlook for Illumin going forward, what do you think of the recent earnings. I seem to remember that you guys liked this stock before but if and when things pick up for this company will you guys like it for all the same reasons. How do they stack up against competition in the same market?Can you comment on insider ownership, any notable financial ratios (good or bad) and the overall management please. Thank you.

Q: What did you think of the recent earnings and CEO's outlook?

TIA

Q: Can I get your thoughts on the quarterly results for GDI and EIF?
Thank you, Keith

Q: Hi Peter, Can I get your thoughts on OLY financials. Can you comment on Share Capital Table and holdiings. Also is it a buy?

Thank you for great service.

Q: I am down considerably on SXP. Is it a hold or sell?

Q: What are the tax implications when you receive distributions, or sell shares of a partnership such as NRP for a registered account?

Q: I am down on CGR and want to tax-loss proxy. Are there good proxy options for this ETF? Thank you!

Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?

Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?