Investment Q&A

Q: Thinking of starting a position in P&C insurers. Would DFY be a good choice for growth? How has DFY performed since demutualization? Intact is certainly growing great but is it expensive? I already own MFC & SLF would adding a P&C be too concentrated?
Thanks

Q: What is your opinion of this stock?

Q: I would like any info that you may have on this cash vehicle, including who administers this fund.

Q: If you didn’t own FOUR now would you be a buyer?

Q: Which did think has more growth potential for a 5 year period?

Q: You have spoken highly of OLY in the past. Is it a domestic story and would tarrifs have any impact on their business ? Would you have any concerns about increasing exposure before they report on 24 Feb ? Lastly, is the high dividend well covered ? Thank you.

Q: When do PNG and WELL next report? What is the consensus growth, earnings and revenue for each? Does 5i agree with consensus and if not, elaborate? Between the two, which one has more price percentage upside?

Q: Hi, is LULU's recent drop related to the potential of tarifs? Or are they immune to tarifs?

Q: any thoughts on how removing the US de minimus rule ( imports under $800) could effect companies such as AMZN, GLBE, and Shopify?

Q: I took an initial position in Nebius in mid January with the thought of test-driving it for a few months before adding more. I’ve seen a tremendous rebound in Nebius since Deepseek shook the tech and energy supplier stocks. In fact, the rebound has been so strong I find I’m starting to struggle with FOMO impulses. Patience is one thing but seeing the stock perform for the very reasons I bought in is making me question a lengthier timeline to get to my intended full position.
My question is twofold: 1) Why is this stock performing so well given recent volatility in tech stocks?
2) If this was your money, would Nebius’ recent performance encourage you to accelerate your timeline to get to a full position?
I realize the simple answer is if one wants to get to a full position, then go for it. My thinking, however, is 5i members might find it instructive to hear how an experienced stock analyst would process this decision. Thanks so much for your advice!

Q: Huge and unexpected drop in stock price today that may be related too a decrease in the dividend.

For those who hold POU in a TFSA, do you see today's stock price huge drop as a buying opportunity or is the stock expected to be in the dog house for quite some time.

Thank you and I'll await your response.

Francesco

Q: If Mark Carney becomes the next PM of Canada, would you expect a bump in share price for BN or BAM (similar to how TSLA rose after Trump's election win)?

Q: Tfii earnings…..your thoughts on what to expect tomorrow?

Q: Hi Peter and Team,

With the intent of better opportunities elsewhere, would YOU be a seller of BCE held in a registered account? (A significant loss, given the time we've held BCE)

Or, would YOU consider it a hold?

If a seller, would YOU add to our current holdings in Telus?

Or would YOU not stay in the sector for the time being due to all the headwinds it’s experiencing?

Thanks for your help.

Q: Let us assume there is market downturn of 20% or greater. I am a retired senior and want to be cautious. I have TBills in US and Can.;
Also some BN, DSG , AEM and bonds like ZMMK. Also 10% in ZSP and VFV , XIU.
Any red flags here and suggest some additions. TAKE AS MANY CREDITS as needed to answer this. Thanks. Helen

Q: Both of these stocks are paying regular dividends and are on the cheap side. Sector balancing aside, what are your thoughts about adding either of these or both. If so, which do you believe will better sustain the dividend and add longer term value.


Thanks

Jim

Q: Is this stock too volatile to initiate a position?

Q: Picking one today, where would you go?

Q: On Peter's last visit to Market Call 2 of his picks were ROAD and CLBT.

ROAD has not done well and CLBT started out doing well but has pulled back to the start.

Both of their recent performances have concerned me, especially ROAD.

Can you update his opinion on these 2. Has the outlook he outlined on BNN changed and why the dramatic pullbacks on both of these equities?

Thanks


Sheldon

Q: BTI lost 10% last week. What is it the reason for that and how do you value it? What is the best course of action: buy, hold or sell?