Investment Q&A

Q: Hi Gang
What is your take on POW

Thanks Mike B

Q: Please comment on the latest quarterly results for ASGN and the outlook for this stock.

Q: Please give us your opinion on this company going forward. From your last analysis, did the trend improoved? What would be the metrics and their threshold that you would watch? What would be the alternatives stocks for long term growth?

Thank you and congratulations on a great job

Q: Following up on Harrison's RESP question from February 10th, I'm seeking advice on ETF recommendations for my grandson's RESP. He turns two in March 2025, giving him approximately 16 years until he'll need the funds.
I appreciate your ETF recommendations, particularly the split between Canadian and US markets (VGG, ZSP, ZCN, XCG, VDY). I'm also considering ZUQ (BMO MSCI USA High Quality Index), but I'm wondering if it's too similar to ZSP? Your thoughts?
I do not like CDZs holdings as much.
You also mentioned two balanced ETFs in your response (XBAL and VBAL). The fixed income allocation is approximately 40% for these balanced ETFs. In contrast, XGRO and VGRO have a fixed income allocation of around 20%, and XEQT or VEQT have no fixed income. What I like about these allocation ETFs is they have some international exposure.
Considering the long-term horizon, I'm leaning towards XEQT/VEQT, which have no fixed income. My main question is whether the 20% fixed income component of XGRO/VGRO or even the XBAL/VBAL (40% fixed income) is necessary for a two-year-old’s RESP? Or are XEQT/VEQT too aggressive, considering the other ETFs mentioned?
Finally, wouldn't it be more appropriate to introduce a 100% fixed income ETF closer to the withdrawal age or perhaps three years before we start accessing the funds?
Deduct as many points as you think necessary.
As always thanks for the great advice.
Élaine

Q: What Canadian energy companies have the largest amount of condensates?

Q: As a follow up to my question on international ETFs in CAD, you pointed out ZEQ. Two questions: 1. In a comparison between ZEQ and HXX, the former is CAD-hedged, but not the latter. On performance, HXX has outperformed. Please advise your advice on currency risk, and if willing to accept the Euro risk, which you would prefer and why. 2. HXS and XIU and tax efficiency - if your preference is for XIU, please explain pros and cons and why XIU. I note in 2022, XIU outperformed.

Q: Noticed your Report on Real Matters and liked the looks of basing pattern on the Chart.

I already own Costar but would like to add a Real Matters Position .. wondering if their businesses’ have similarities?

Additionally would like to ask if your warming up to this area would infer you are likewise warming up to the ‘out of favor’ reit sector and if so your #1 choice in the reit area today for Capital Gain potential over a 2-3 Year time horizon.

Thx in advance.

Q: At current prices, would you add to holdings in gold? If so would you prefer producers, streamers or bullion? If producers and/or streamers, which do you prefer?Take whatever credits you need.

Thank you for al your help.

Mike

Q: TTD cratered and now keeps moving down. I didn't think earnings were THAT bad. Is this an overreaction or can you explain why the fall has been so harsh? Would you consider this a buying opportunity or is this a falling knife? Thanks!

Q: Hi Peter and Team,

The last question referencing HBIG was on April 16, 2024. Please provide your current assessment. Thanks as always for your insight.

Q: Hi,
Any thoughts on market reaction to earnings(seemed ok to me), CEO leaving, or recent purchase?
Cheers, Chris

Q: I want to buy a CDR or a Canadian company that is not CSU.

My Question: what is your highest conviction stock that will most likely go up the most this year?

I know you don’t have a magic ball, but best guess.

Thanks.

Q: Hi 5i, long time holder of TFII, time to move on? If not what would you do, buy more if underweight? As of writing this, it s down 28%. Thx.

Q: The earnings call hasn't taken place yet but TFII's earnings appear to be a bust. They missed all important metrics, some by quite a bit. After the call, can you comment on this and does management have a good response to the weak quarter. In your response to the initial question, you gave numbers but little commentary. How bad would you rate the results? Can you assess the future? Has the lustre left the room? TFII has been a great performer the past 10 years but I'm starting to question the future.

Q: Hi, I’m interested in hearing your thoughts on TFI Re-Domiciling to the US. How does this benefit the company? As a shareholder in the company will this impact my investment? Will a withholding tax now apply? Will they continue to be listed on the TSX after this move? Is this decision possibly related to tariff threats? Can you see other Canadian companies with significant US business following this route?

Q: I am seeking single digit capital gain over the next 2 years which of the 3 companies would you buy. and why. what is the biggest risk for ZTS. is the competition from LLY now baked in to the price ofNVO thanks Richard

Q: Could you rank these three, best to worst as strong compounders, if in fact you believe them to be.
Thank You,
Barry

Q: Propel stock had, lately been doing well, hitting a high of $42, late January, after an analyst upgrade. Today, a month later, it has done full circle, back to $34.50, where, it was trading since October, 2024.

Is this just profit taking or a shadow of the big brother GSY ( just reported ), in your view, or something has changed ( Trump jitters ) ?

Do you still continue to expect excellent growth ( UK acquisition etc ) and would be comfortable adding after this pullback ?

Thank You

Q: What are your thoughts on STRK?

Q: Opinions of these etfs that have a technical bent to them and are rebalanced frequently based upon momentum/trends in the market. Both have done well. Would you recommend ? Thank you.