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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: let's take as given that we've entered in the new IA era. And suppose we are interested to invest in a small cap enterprise of this sector at the beginning of its promising journey, what is the two names you would recommend?
Read Answer Asked by Gabriel on December 18, 2024
Q: Hello. I would like to add to an answer given today about selling TD Bank shares with significant capital gain and Tax mitigation

Asked by Dave: "Can you suggest any way to mitigate/reduce any tax hit if I were to dump my TD shares?"


If an investor is so inclined, it is beneficial to Donate shares where upon donation there is zero capital gains tax and the full amount of the share sale value is considered a charitable donation.

With annual charitable donations, I have been running off gains this way for years.
Read Answer Asked by David on December 18, 2024
Q: I hold both of these in my TFSA. BN for its growth potential - BAM for both dividend appreciation and some, albeit modest growth. I am uncertain about my options in 2025 if the plans of converting BAM to a U.S. domiciled corp. go through. Should I be transferring BAM to my taxable portfolio? Selling BAM and adding to the BN? or ? ? This somewhat weird query is not so much a question as a request for reasoned tho'ts. on options and their possible implications. Thanks for your help over the past five+ years -- Happiness to all in 2025, Bill
Read Answer Asked by Bill on December 18, 2024
Q: Hi, in your estimate, which of these three stocks would give the most bang for your buck over the next three years? Please rank them. Thank you for the service .
Read Answer Asked by Tian on December 18, 2024
Q: A few weeks ago you wrote: "REITs are quite difficult right now due to how weak the housing market has performed and recent news that the Government of Canada will slow immigration." I find this interesting as from CMHC "Canada needs about 3.5 million additional housing units by 2030 to restore affordability." Overall Canada only had 240,267 housing starts in 2023. So there is still a massive shortfall as the 3.5M works out to about 580,000 per year out to 2030. The numbers don't align with the lower prices seen in REITs. Thoughts? Thanks
Read Answer Asked by Mark on December 18, 2024
Q: Hi guys,

Just reviewing your balance portfolio and I noticed that your highest conviction stocks are csu, dsg, shop and wsp, all around 6%. Can I assume that you would recommend these stocks for 2025 at this percentage of a balance portfolio?
Thanks
Jim
Read Answer Asked by jim on December 18, 2024
Q: Would like to increase my Google holdings, I have the problem in buying goog outright in a tfsa or buying cdr . I have never bought a cdr and ask would this be good idea or should I just buy the US Google . What are the pros and cons of cdr and what are the best way to buy cdr? I have goog in a cash account but my tfsa would require selling existing securities .
Doug
Read Answer Asked by Doug on December 18, 2024
Q: I have a 1% position in CLBT and AXON at 2.5%. In a recent question, you were asked to rank 8 stocks; AXON was put first and CLBT was 7th. Do you see these 2 companies as different enough to offer diversification to a portfolio? Regardless, I probably have more holdings than I really need; if it were you would you consolidate CLBT into AXON? Many thanks for your excellent service.
Read Answer Asked by Leonard on December 18, 2024
Q: A few months ago you rated WSP, STN, and ATRL in that order; is this still the case?

BNN pundits have touted WSP's experience in power infrastructure and ATRL's in nuclear reactors, and given the scale of the projects involved, these competences should matter (particularly as concerns nuclear.)

In your database, WSP stands apart from the others w/rt both market cap and margins, ATRL shows lower debt/equity, while STN shows the best ROE - yet they all show elevated P/E metrics such that one might wonder if their appreciation potential were already baked-in.
Read Answer Asked by John on December 18, 2024
Q: Thank you for your answer just now to my question on ILCV and VLUE. Your comments useful, thank you.
A clarification, please. Would I be correct in assuming from your answer that you do not particularly like EITHER one of the ETFs identified? Wanted to confirm just in case my conclusion is mistaken. Many thanks. :ao:sab
Read Answer Asked by Adam on December 18, 2024
Q: All of the above companies have gone down recently. Is the US threat of 25% tariffs the reason for this decline or are there other factors in play?
Read Answer Asked by Ronald on December 18, 2024
Q: Is it advisable now to invest in REGULATED utilities, given that there will be a need for huge data centers with the growth of AI? If yes, can you list and rank the ones you prefer?
Thank you!
Read Answer Asked by Yvonne on December 18, 2024
Q: I am trying to decide if I should start a small position in NVDA.NE or top up my GOOG.NE for my 2025 TFSA contribution. I don't have any NVDA other than what is in my HXS ETF. I know you like both companies. GOOG might be best because it is kind of diversified within itself. However, NVDA might offer better growth without the antitrust issues, but it might be overpriced compared to GOOG. I'm leaning slightly toward GOOG, but a smaller position in NVDA would diversify my portfolio a bit more. My hesitation with NVDA is that it seems a bit like a cult stock, not exactly like TESLA but similar. I won't have enough funds to do both, It may ultimately be a coin flip, but which way would you nudge on these two.
Read Answer Asked by Gordon on December 18, 2024
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