Investment Q&A

Q: Good evening Peter and Team,

Lately, there's been quite a few questions about the current state of the markets. I'm reminded of the story of Bernard Baruch, who sold his stock holdings prior to the 1929 crash because he recognized signs of extreme market speculation and overextension. While popular legend often attributes his exit to a single encounter with a shoeshine boy giving stock tips, Baruch's decision was actually based on several analytical and psychological factors. Readers may ask AI to provide further information.

One day in July 2000, I was shopping at a Tip Top Tailors store and happened to overhear a store clerk giving financial advice to another customer. He urged the customer to buy Nortel stock immediately! As we know, Nortel's stock peaked at $124.50 on July 26. 2000, and last traded at $0.185 on June 26, 2009 when it was delisted from the TSX after its bankruptcy.

I appreciate your calm and rational approach, but must admit that I'm becoming more concerned, especially when great stocks like TRI are being so severely punished.

Your insights are always greatly appreciated.

Q: I’m down enough with TRI to consider selling it for tax loss harvesting. Would that be advisable? What stock could replace it for the requisite waiting period?

Q: What do you think of the latest acquisition of Kodiak? Would you initiate a position in this company or is the stock overvalued in your opinion. This is for a five year hold.

Q: What are ai cos. are there to many to name them. which one are your favorites?
Thank you so mutch.

Q: The chart of AMZN today looks like a capitulation - steep drop and high vol. What do you think?? Thanks Jim

Q: Afternoon Troops. I own several pipelines, telecom and utilities stocks. I also own a decent sized position in ZWU. Is it worthwhile to consider rolling everything in the ZWU or is there an advantage in holding both the ETF and the individual stocks? Cheers.

Q: VST Would you please share your thoughts on this company.
I have owned TLN in the past, but VST has a lower P/E.
If there are others that you prefer, please advise.
Thanks.

Q: Would you be a buyer of either name after their good results today? Have a small position in SPOT already but none currently in RACE. I did have RACE before but sold back in Dec. Would you consider these good long term growth stocks and which would you choose if you had to pick one for long term growth or would you have positions in both? Thanks!

Q: What are your favorite markets outside of the US to invest in today.I am looking for three or four ETFs to hold for the next 5-10 years for international diversification.

Thanks for the excellent service that you provide for the small investor!
Have a great day!!!

Q: I hold all four of these financials.
The Bank stocks are performing well while GSY and PRL are not,
All are in the lending business. I would appreciate your explanation
of this difference other than the type of borrower they serve given economic concerns.
Thank you
John

Q: Versant Media Group Inc VSNT:NASDAQ

What's your opinion on this one for an investment?

Thank you.

Q: Hi,
I know that these companies vary widely.
Given today's prices, could you please rank the order if you were to initiate a position for about 3 years? Please also give a short blurb about advantages/disadvantages of buying each one today.
Thank you!

Q: Which of the three companies would you lean towards holding for a long-term hold? Or would you think owning all 3 would be a better choice?

Q: Can you give me the pros/cons of adding any of these to my TFSA. If so, which one(s) would be best if the goal is somewhat secure dividend yield.

Q: We often hear about the trade deficits the U.S. has with Canada, but is it reasonable to frame the issue purely in terms of population size? How is it possible that Canada, with a population of about 40;million, buys roughly as many U.S. goods as the United States with about 345&;million people buys from Canada? The Chart Attack V.13 chapter on trade between countries was enlightening. Thank you

Q: Canadian Telecoms:

What am I missing here. Three main players in the Canadian market with a government enforced moat. Highest prices in the world.

Services provided: Phone, Cell, Internet - fundamental requirements to participating in today’s society.

Common costs to providers as in the rest of the world, ie towers, cable, switching systems, processing centres.

Why are these Canadian Telecoms not shovelling money? Are they incompetent? Have they become largely bureaucratic and inefficient?

I cannot understand how this business is not thriving. What say you?

Q: May I please gave your comments on GFL earnings.

Q: Comments on earnings?
Thank you

Q: Hi team,
Once again my portflio is tanking while the index just cruises along . I have names such as shop, Csu, Lmn, Toi , gsy, Rddt , png and other growth names all down between 4-10%. Canadian names as a group especially weak today . What’s your take on today’s market action? As of today are there any screaming buys out there ? I was thinking of adding on Shops earning drop or Csu .

Thanks ,
Shane

Q: Hi 5i. My question is prompted by Thomson Reuters' long, seemingly inexorable, decline, but it is more of a general question. I have a sense that companies that have either a controlling or at least a major interest held by a family tend to be less likely to pull out of a dive than do companies that are broadly held. Do you have any thoughts on this?