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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: Retired investor with RIF and pension income looking to deploy capital to generate growth (moderate risk) and income. Please provide 5 companies each in the US and Canada to investigate further for investment soon. Canadian banks and utilities owned, so please exclude those.
Read Answer Asked by Joel on April 16, 2025
Q: Retired, dividend-income investor, with mostly a blue chip, buy-and-hold-strategy and trims-adds when dictated by asset allocation.

Technology has been taking it on the chin, to say the least. My proxy for this sector is XIT. When the dust settles, I'd like to top up my tech sector by adding to XIT.

My 2 options are:
#1 = sell NTR in my RRSP and direct the proceeds to XIT.
#2 = trim NNRG in my TFSA and direct proceeds to XIT.

So, the question is....which do you think has more upside over the next period of time....NTR or XIT or NNRG? Please rank these 3 for upside.

My current thinking is to go with Option #1.

Thanks for your help....Steve
Read Answer Asked by Stephen on April 04, 2025
Q: Hi Peter and Team,

In the event that the US decides to get its potash from Russia (Trump and Putin are now and always have been close buddies), what effect will that have on Nutrien? It's been a volatile holding for us, but we've held on to it, I'm concerned that if it loses a lot of its export market to the US, it's going to tank. Your thoughts?
Read Answer Asked by Jerry on March 27, 2025
Q: The three year chart on this is not pretty. Why, given the lack of potash on the market from the Ukraine and Russia, has NTR not thrived? I've done well on NTR in the past but have a hard time understanding the cyclicality. This looks like a good time to invest once again, but is it? How can tariffs hurt NTR? Where else is the US going to get their large need?

BTW, thanks for the suggestion that 475 was a good entry point for ISRG.

Now, NTR? Your thoughts, please

al
Read Answer Asked by alex on March 27, 2025
Q: Planning on setting up an income portfolio of dividend growing equities. Would the above stocks meet this objective. Already own BAM, BNS, CNQ, DIR.UN, ENB, FRU, FTS, IFC, PEY, POW, SLFm TRP and WCP. Are there other equities other than the above list that you would recommend substituting for one or more of them? Thanks for your thoughts.
Read Answer Asked by David on March 25, 2025
Q: What 5 stocks either USA or Canadian would you feel could be good shorts prospects if we get a full blown Tariff war
Read Answer Asked by Gary on March 24, 2025
Q: Nutrien (NTR:CA) shares have steadily dropped about 43% over the last 3 years, so what is the prognosis going forward?
I'm missing something.
Since the USA apparently buys approximately 85-90% of their potash from Canada and the alternative supply is overseas, isn't this a captive market?
Why doesn't Nutrien (assuming it to be the biggest potash player in Canada) increase the price to build value and increase the share price?
Read Answer Asked by John on March 18, 2025
Q: I have done good with ala, have a good capital gain in my tsfa, I wnt to sell it and guy something else, the yield is down to about 3%, I don't see a lot of upside in the dividend, thinking of buying sobo, their yield 7 %, I have a lot in pipelines have have done well with them, what say you, do have over stocks that you would suggest, looking for yield, and I have lots in the banks already

Thanks
Read Answer Asked by auftar on March 17, 2025
Q: How would you rank the following for a growth oriented long-term hold: DEFI, DCBO, HPS.A, KSI, VHI, PRL, GSY, ATZ, CLS, NTR, PBL, DRX
Read Answer Asked by Andrew on March 17, 2025
Q: Sitting on some cash. Are there any good buying opportunities under the balanced portfolio you would consider at this moment for a 5-6 year time horizon?
Read Answer Asked by Darrin on March 14, 2025
Q: I am looking to add to my TFSA for a long term hold.
Realising different sectors but considering their current valuations, please rank these companies for a buy.
Read Answer Asked by Don on March 11, 2025
Q: Would you have a proxy for HPS.A, TFII, BN, NTR, ILMN or just wait out the 30 days?

Thanks for your service!
Read Answer Asked by Ozzie on March 10, 2025
Q: How would you rank for purchase of ALA, BEPC, EFX, EIF, EQB, MFC, NA, NPI, NTR, PSI, SOBI, SOB, SU, WSP for a income focused portfolio?
Read Answer Asked by David on March 10, 2025
Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike
Read Answer Asked by Mike on March 07, 2025
Q: Based on today’s environment is NTR a sell? The materials sector is pretty diverse, are there two or three CDN companies that you would have a high degree of confidence would outperform just holding XMA for materials exposure? Or would you steer clear of Canada altogether, and if so, applying the same criteria suggest two or three U.S companies that could outperform XLB in the near term.
Read Answer Asked by Stephen R. on February 07, 2025
Q: Good Morning Peter, Ryan, Chris, and Team:
First off and maybe you have already answered this question previously but how do you think this "Tariff War" might play out after the bluff and bluster has completely settled down ?
Also, how do you think that across the board tariffs would effect PSI, NTR, and SIS in the short and medium term ??
Thank you so much. DL
Read Answer Asked by Dennis on February 06, 2025
Q: I am underwater significantly (-20 %to 30%) on the above 5 companies. I have a well balanced portfolio so am looking to either sell the above and replace them or add to them. Can you please give me your thoughts on which ones you would ditch and which ones (if any) you would add to. If you have any suggestions as replacements for any that you consider should be sold I would appreciate it. Thanks for your ongoing great insights. Peter
Read Answer Asked by Peter on February 03, 2025
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