Investment Q&A

Q: My Interactive Brokers margin rates are now ~2.85%. I am a reasonably sophisticated investor, and understand the potential perils of margin. I do not have a heavy margin balance currently, but would like to use about 1/3 of the available balance to buy Canadian low risk stocks with eligible dividends, ideally monthly.

I've taken a close look at the dividend portfolio. Do any other names come to mind for this approach?

Q: Why do pipelines often weaken when the price of crude falls based upon high available supply ? Are their tolls tied to the price of crude ? I always thought the income was based upon the volume of oil moved vs the price of crude. Thank you.

Q: Recently, Accord Financial has been hitting lower lows. Is it oversold and likely to rise again, or should it be avoided? The P/B is 0.2.

Q: Hi team,

I am tempted to try day trading to acceleratet the growth in my port folio.

What are your views on day trading ?

What is the best way to go about it ?

What does it require ?

Recommended web sites, readings ?

Gratefully,

Jacques IDS

Q: First and foremost Season's greatings and thank you very much for the support.

Following up on Joel's question from December 15th. I agree that subsidiaries will seek to integrate the use of AI into their processes in order to maintain and perhaps ultimately improve their margins, but this will have a direct impact on short-term profitability (e.g., one year). How can Constellation justify the multiple they are currently supporting with declining margins? The only way I see to improve profits would be to substantially increase accretive acquisitions during the transition. For my part, Constellation was my largest position and has lost a lot of value, even though I'm still up 200%. I'm really worried about what to do with my investment. How many quarters do you think I should wait before knowing more?


Thanks for your help.

Yves

Q: What should your members be looking for with the CSU family of stocks that the worst is over, Are there technical signs volume washouts or other signs the market negativity is declining?

Thx

Q: Could you please compare the present valuations for these 2 companies including P/FCF at current levels and compared to historical. Taking these insights into account, would you commence a position in MELI or add to an existing AMZN position?

Q: Hi Peter

I was wondering what you think of the valuation of WSP vs peers. Can you provide your metric to rate and the current valuation. Also would you buy at this level or what price level would you begin to buy. To me it looks expensive. I would appreciate your expert opinion.

Thank you

Q: Thinking of beginning a small position in this one...what are the pros and cons of MMA

Many thanks!

Q: Is this a stock to average into with smaller positions? Whats a good entry point?

Q: Would you recommend starting a new position now in these big pharma stocks with rotation out of the tech sector lately? All three have decent PE, PEG and PS ratios and have been fared well in last few bear markets overall. What would your recommended allocation be across the three stocks for an investment of time line of 5 years?
Thanks!

Q: Hi Peter/5i,
New member of 5i here, I’ve been a subscriber to Canadian Money Saver for years. Have been loving all the information and ideas you present at 5i, thank you!
Wondering if you can provide suggested price entry points for PNG, GRID, ZDC and STN.TO. I’ve taken up small positions in a number of other growth companies you suggest, but these ones I thought I’d like to see them decline a bit first.
Thanks,
Tim

Q: Looking at the idea of adding covered call ETFs to add some income. Understand how they work, can you recommend a few to take a look at and maybe why?

Q: May I have your thoughts on the 1 for 7 share consolidation? To me the company’s explanations make little sense. Most investors will understand GOT is an exploration company and consequently inherently high risk. So the share price is irrelevant. They are listed on the Vancouver exchange which must have a low minimum share price to maintain their listing. I don’t understand why they would want to list on the TSX with its higher listing costs as well as elevated minimum share price. If the float is reduced presumably the shares will become more volatile…and they’re already volatile enough! I feel management is not being truthful with the shareholders however I would like to have your take on the situation.
Thanks,
Jim

Q: Whats going on with goog.

Q: Is DOL experiencing a short attack pinning its SP back? By right it should not be trading so down for so long since it announced its stellar results and positive outlooks. Please enlighten us.

Q: Any reason you see for weakness in PNG? Or is it normal volatility for a stock that has jumped quite a bit over the past year. Is this a good point ($5.65 range) to add to a position?

Q: Peter; Today(Dec.17) copper, silver, and gold prices have all jumped, silver in particular. But the corresponding stocks have not. Is there some reason that you see ?? Thanks .
Rod

Q: I have been dealing with TD Web Broker to + 25 years and they continue to Nickel- and Dime for Stock & Option trades.
I am considering switching to InterActive Brokers or Questrade or WeBull Canada ....... Please give me your analysis on these three companies outlining the pros & Conns for each
Thanks MMD

Q: Sentiment appears to be favoring financials for now and 2026. Do you agree?
If so which of the following ETFs would your suggest as being the likely winner: KBNB 14Xpe,1 year14%,
XLF 18XE 1 Yr. 5%, IYG 19X 1 Yr, 10%

The composition of these ETF’s is similar but KBNB seems to favor a slightly different group of financial stocks including BRK.B

Hence my uncertainty. Thanks again for helping to sort this out,