Investment Q&A

Q: Hi, Can you give me yoiur thoughts on ET-T and PHX-T are they a buy and hold?

Thanks,

John

Q: Thoughts on Apple ? its in all things AI and Future ... , Won`t we all need need new
I phones , Laptops and other devices etc.. to take advantage of AI . Also what percentage of computers are Apple compared to competition ?
Seems like a great long term hold ?

Many Thanks

Greg

Q: Hi, All above stocks have been beaten down over past few weeks, after a strong run. They are now trading at much lower valuations compared to their larger industry peers in Canada and US. Power Infrastructure, Construction, Industrial and Banking sector have been in a steady uptrend for most of this year and growth is expected to be solid in the foreseeable future.

Just wondering, if they are simply following the trend in US markets where small caps continue to lag the market. What are your thoughts and do you see the trend reversing anytime soon ?

On a different note, ADF Group stock is now trading below $17.31 ( price at which the owners sold some shares recently } and Terravest trading below the recent secondary at $74.25. Some investors seem to be freaking out ?

Thank You

Q: What are your thought on this company and as a speculative buy?

Q: Good morning,

I have ~1% weight in CHP.UN. Have not been impressed with recent price action lately, but cannot seem to find any clear catalyst for the underperformance. Is this just another "rate are higher for longer" explanation, or is there more to it?

Thanks as always.

Trevor

Q: Current overall portfolio weightings in energy and utilities sectors are as follows: ENB 2.5%, ALA 1.5%, TRP 1.5%, SU 1.5%, BIP.UN 1.5%, PD .75%, TOU .75%, CNQ .5%. Please comment on any possible additions, deletions, switches, increased/decreased weightings, considering a long-term (10 year) time horizon and the impending South Bow spinoff involving TRP

Q: Can I get your take and valuation on this company please. How does it look for small cap, risk tolerant exposure? Thanks

Q: Magma has been falling over the last year and your comments have not been positive recently. Wondering if you would suggest switching to LNR. Is there other names in manufacturing you like?

Q: Hi, Hammond Power stock is now tracing back to the levels, traded at, two quarterly earnings ago, down to $98, from a high of $160, not long ago. Apparently, the sell off was caused by some stock compensation concerns and profit taking. From business, operations and financial perspective, company seems solid and stock, now trading at a low valuation of 16/17 times forward earnings ( I believe ). With power/electricity consumption and infrastructure demand , expected to multiply exponentially ( AI/Data Centres etc ) over several years, market for company's speciality transformers should continue to be strong with a long runway of growth.

Analysts are still quite bullish on the co. with price targets ranging from $156 to $167.

So, in your opinion, what could be the basis of the continued weakness in its stock price ?

Do you believe that stock will be higher, say 50%, in 2-3 years from now and should be bought/added aggressively at these depressed levels ?

Thank You

Q: would you have any suggestions to park USD for a couple months against high yield instead of a GIC?

Q: Would you be a buyer of Hps.a at these lower levels?
Or wait for possibly further decline?

Q: Good Morning - I need to trim Nvidia a little. Can you please suggest a few high conviction names for TFSA (US or CDN) with a similar risk profile. Thanks!

Q: Would you buy this today or would you add more nvda? I also have avgo in the semi space along with smci. Maximum growth potential is my primary consideration followed close second by not wanting undue risk. Thank you.

Jaso

Q: Decent last Q,but declined again after initial rise.A relative underpreformer who did not take the opportunity to make material acquisitions in a ripe envIironment.It Txs for U usual great services & views

Q: Thank you for your response to my question regarding TKN. While is is helpful to know how much money the fund manager charges, 0,70 MER. I am more interested in how much money the investor makes. Has this ETF made money for investors?

Q: If Trump wins the election in November, he has threatened to write executive orders against development of wind power as well as reduce incentives for all clean energy, wile promoting fossil fuels. You have often liked BEPC for a safe long-term investment (and I own a full position in it). How much will a Trump victory hurt the future growth of BEPC?

Q: Do you have any comments on the deal with Bluetriton?
Jerry

Q: Ross Healy on BNN reports that he has sold all his NVDA shares. Would you comment on his thesis?

Q: Good morning

What are your thoughts on vrt and bldp having gotten together on a strategic alliance

Thks
Marse

Q: HPS is dropping like a stone again. Any new ? Thanks for your excellent service.