Investment Q&A

Q: I have an account with Scotia i trade. How to explain in this digitation era of instant data manipulation, one week after the nvdia split, the correct adjustments are not yet made in my account? Worse, some new figures concerning the stock are completely false and presently show a los in the place of a significant gain. What do you think of that....

Thank you very much.

Q: Hi, currently holding CSU 5.17%, LMN 4.86%, and TOI 1.8%. Have nice gains in all. Looking to trim some CSU and LMN and add to TOI. Would you be comfortable with this move at this time considering each of their fundamentals and valuations? Which do you think has the longest runway for growth and how would you rank them for a 5-10 yr hold.

Also, I have TVK 1.79%, HPS.A 2.02%, PRL 1.41%, WELL 1.91%. No position in DRX (how would you look to avg. into this name?). How would you rank these if you were to add to these positions currently? When looking to add, are you mainly looking at the valuation and fundamentals or does the avg. cost and % return factor into that as well? For example, my HPS.A is up 60% and PRL up 4%, does this factor into your decision of which one to add to or does it not matter and we should just consider the forward return potential? Thanks!

Q: Whats popping this?

Thx

Q: Is ZWB.U purchased in Canadian or US dollars?
In which currency is the dividend paid?
Thanks.

Q: I own STAG and it had a nice run at the end of 2023 but has come down a bit since, and it’s share price is about the same from a year ago. It’s in a stable real estate sector and I don’t mind holding onto it if it has some decent growth potential (by REIT standards), but if you think it’s struggling to grow, I may look for a better REIT. Thoughts?

Q: hi group i am very light on financials does it make sense to invest in the smaller companies for exposure to the financial sector. (eg GSY,IFC EQB - please rate these 3 (in order of preference and why.-against CAD/US BANKS .. also I am light on Health care do you see the sectors as a buy please give me you top 3 picks in healthcare presently i own CVS and PFE should i sell them to invest in you picks?...Thanks for you help with this

Q: I have held XLP for sometime and thought it may be better to hold a few consumer defensive stocks instead for better overall performance. Also, XLP has a high percentage of tobacco companies that would prefer not to hold.

Would you be able to provide a 2 or 3 suggestions. I would prefer US or international companies.

Thank you

Q: Hi,
I read with interest your latest Market Update. I am curious, given your interest rate and market analysis, does the Russell 2000's performance (e.g., IWO) this year indicate anything to you about the possible future direction of markets and the economy? Thanks, Michael

Q: I believe the sale of NVEI has gone through. Is that correct? Should I just sell my existing stocks now or wait til the sale goes through. Do you know when that would be? - thanks.

Q: Which would you recommend as a buy right now, and why: MFC or SLF?

Q: Hello, looking for some insights into Academy Sports and Outdoors?

Q: Hi Peter, Can you provide me your updated thoughts on Olympia. The growth has been outstanding and it pays a 7% yield. Do you think they can grow the dividend. Also any comments on the management would be appreciated - I haven't heard much about them but they keep delivering.

Thanks

Q: I have been holding RCH for a long time. Going forward, which one RCH or ADEN would you choose for a long-term hold? Which one has more potential ?

Q: How do the last 4 Q's results of NWC look to your analytical eyes? Can you give me your views on the bull/bear case going forward?

Many thanks for your help.

Q: For the average person with a long time horizon and want to invest in stocks in the form of ETFs, what do you think is the optimal distribution of US, Canada Europe China etc? S&P 500 seem to have done better historically than other markets. But does that mean I should only invest in vfv?
And what do you think of the weighting of VEQT?

Q: Hello ,
Is there a reason why well health is ticking higher and Propel keeps moving downwards to the lower 20s range? Thank you and much appreciated.

Q: We have accounts in RRIF and TFSA. We like to keep approx 6 months of cash in case of economic downturn. Is this too long a period or keep 3 months and invest the rest to produce income. I thought maybe because of interest rates starting to come down it maybe would change economics to positive. Will elections play a role with all the gov't calling elections in the future. we have pensions and dividends that keep us happy .We live within our means.Thanks 5i

Q: BB is in a downtrend, but why 10% and 5% in the last 2 days? Anything on the proposed split? Thanks.

Q: With approx 17% of their revenue coming from one customer (Apple), would you consider that too much single customer concentration risk for Broadcom? Thank you

Q: Hi Team,
I had to trim some Nvda today to manage weighting size in my portfolio. What are some of your best idea “forever holds” today that are standing out as strong buys at current levels ? Either cnd or US. Or is it recommended to hold some cash for a while if it looks like the market is due for a pullback??

Thanks,
Shane