Q: Considering the cyclicality and unpredictability of oil prices, government intervention, etc., what % if any of a portfolio would you suggest exposure to this sector? While I’ve been able to make $ here it’s always been a struggle to trade more than invest (other than pipelines) this siren which calls me to the rocks. Thanks.
If you had to pick ONE US stock, regardless of sector, in the current market that you believe to be undervalued and offers the greatest potential return what would it be?
I am a long term investor and have a high risk tolerance. Thank you as always.
Q: I just read an article on Uranium Royalty Corp it said….
Despite having "royalty" in its name, only one of Uranium Royalty's assets generates royalty revenue.
The main sources of income for the company are the sale of assets and the sale of its own shares, which leads to constant dilution of shareholders.
In our opinion, the value of the company's assets is 30% lower than the current market capitalization. The value of many royalties may be close to zero.
I own shares and I am waiting the next 10 years for peak uranium prices. please comment on my statement, the article and if is there a silver lining in this company such as the management team.
Q: Hello,
BNS has not been performing well, I'm wondering if it's time to swap out for another bank or would you suggest topping up back to a full position? What is your confidence like with this company? Thank you
Q: your thoughts about BNS.
How big is their portion of the Latin market?and what are their results on this?
with the rise in currencies (especially the Mexican peso)wouldn't you think it would help their results?
And what are your thought of a take over of LB one of those days?
Is BNS still your favorite Canadian bank?Their dividend is sure attractive.
Q: Hi Folks,
In my RRSP account - thinking of selling my 2% position in AQN. I am currently down 33%. I also have FTS and BIP.UN as my Utility holdings with a 11% weighing for these two.
With that money I would buy a 3% position in APPLE. I also have MSFT and CSU as my holdings in the Tech sector. I currently have a 10% weighing in the Tech sector. ( I also have a 4% position in GOOG not included in the Tech sector weighing)
I have a fairly diversified conservative portfolio.
May I have your opinion as to whether this would be a wise move to make at this time. I am looking at a 10 year time frame and looking to add some "zip" to my portfolio.
Thanks
Q: What is driving this stock upward? I didn't understand when it was flat or went down for 7 years (2015 - 2021) until it got back to where I had bought it and I don't understand why it is going straight up now? Can you help?
Q: Greetings, may we please have your updated views on ABNB and its Q2 2023 results? Also, your opinion on how the negative press about various problems with the platform might impact future prospects (e.g. rising costs; fraudulent listings, bans on listings). Would you continue to hold? Thank you.
Q: I own both GOOG and AAPL in my portfolio. AAPL has been taking a bit of a hit in the past few days. Would you recommend holding both and which one do you see as the best performer in the next three years. Your comments on both companies would be appreciated. Thank You.