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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: My mag7 holdings have only really consisted of GOOG and NVDA, is this good enough? Seeing MSFT and META with strong earnings, should I diversity more into the other holdings? If you were to rank the mag7, what would they look like? Was considering a stake in AMZN and I know they report tonight. Thank you!
Read Answer Asked by Keith on May 01, 2025
Q: What is your view on proffered shares inclusion in a small size (~200 000) self- directed beginner portfolio ? Would you recommend such investment and what percentage of one portfolio?
Read Answer Asked by Miroslaw on May 01, 2025
Q: Zebra Technologies just reported earnings and, while it beat expectations and has a solid backlog and pipeline, the outlook is looking rather dismal due to so much macroeconomic uncertainty. I was also wondering, with so many customers buying during the pandemic, how long until you think they will need to upgrade? I know the company is expanding into adjacent markets and internationally but wonder if most businesses now have the technology in place. Would you move on? Or hold? Thank you.
Read Answer Asked by Kim on May 01, 2025
Q: MAAA Any thoughts on Mackenzie AAA CLO ETF Trust Units? Would it be a good addition to a fixed income portfolio?
Read Answer Asked by Gregory on May 01, 2025
Q: Based on increased weather volatility I would have thought Generac's business would be booming, however the price of the stock and momentum does not reflect this. Is this a buying opportunity or have I missed something? Would you buy at this level or are there other companies in the sector that you would prefer. Thanks for your analysis.
Read Answer Asked by Ian on May 01, 2025
Q: Gildan's debt is a little high but other metrics look good. Wondering if you think they can profit from "buy Canadian" momentum.

Have owned AXON, sold at nice profit. Thinking of re-entering. Would you enter now or wait?

Thanks for your wise counsel,

Mike
Read Answer Asked by Michael on May 01, 2025
Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield.
Read Answer Asked by Art on April 30, 2025
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