Investment Q&A

Q: what would be your top picks in the following sectors: uranium, Agriculture. defense and cyber security?

Q: Hi the great team, what will happen to oil stock price if oil price drops to $85?

Q: thoughts on the quarterplease?

Thx

Q: Hello!
Can you please describe this company and how it is tied to Russia. Do you see it as a buy, hold or sell and why?
Thank you!

Q: I have a small position in each of the above listed ETFs. I believe one must be invested in more than just North America but, I am concerned with the Geopolitical situation in Russia (re Ukraine) and China (re Taiwan). Additionally, these ETFs have been down lately and I'm thinking of selling them. What percentage of each ETF is invested in Russia/China? What would you recommend to replace these ETFs in order to exclude or have minimal exposure to Russia/China?

Thanks!

Q: Microsoft’s LinkedIn acquiring Oribi…. Oribi sounds very similar to AcuityAds’ Illumin. What are your thoughts? Looks interesting for the fate and future of Acuity.

Q: May you provide an update on LAZ ? Has been brutally punished as of late. Would you be a buyer, and how compelling, if at all, do you find it ?

Q: Hi, What are your thoughts on BRK.b? I think having seen several market cycles, they are well prepared for for higher interest rates and a high inflation environment. Would you think the current price is attractive at$317 US? What are your thoughts? Thanks.

Shyam

Q: Hi,
Do you think either of these ETFs would represent an opportunistic or speculative play on Russia right now or would you be perhaps more prudent and steer clear. Thank you. Michael

Q: Would you hold on to Nubeva as a relatively small, speculative investment?

Q: Please clarify..., when I call up GOOG @ $23 and NVDA $24 Canadian. Are the Canadian listed companies here investible and appreciate your clarification? Thanks!

Q: What's lit a fire under the renewables all of a sudden? The market has suddenly fallen in love with them again? Is this a temporary fling or likely to last?

Q: Morning,
Best vehicle to park cash today. Criteria: safety.
Thanks.

Q: Hi,

With stock prices much depressed I have concerns that some unprofitable growth companies will have a hard time raising sufficient cash to fund operations; at least without massive dilution.

My question is two part:
1. What is (are?) the best metrics to assess profitability of a company (net margins, cash flow, etc)?
2. From your Canadian list of companies which do you see as the most needy to raise cash within the next 6-12 months in order to continue to fund operations.

Thanks,

Cam

Q: Retired, dividend-income investor.

I just flushed a legacy mutual fund that was planned to be merged into a different MF. I didn't like the new MF asset allocation. I plan to top up some of my existing ETFs and stock holdings to my maximum comfort level re: asset allocation, then (if needed) add an additional ETF to complement the portfolio.

Q#1 = I own CDZ and ZLB. For a conservative, long term, core ETF what guideline would you use for maximum asset allocation? I currently am at 7-8% each for the equity portion of my portfolio.. Is it reasonable to stretch this to 10% each? When I look at the top 10 holdings in CDZ and ZLB, there is no overlap at all.

Q#2 = I also own LIFE and ZWC, both covered call ETFs...total exposure is 11% of my equities. What maximum exposure to CC would you recommed? I seem to recall a question a while back that you suggested 10 or 15% was reasonable.

Q#3 = depending on your above answers, I may need an additional ETF with the following attributes for a long term holding = conservative, dividend >3%, Canadian holdings (ok to have some foreign). holdings should hit as many of the 11 sectors as possible and if possible, little overlap with the top 10 contained in CDZ or ZLB.

Thanks for your help...much appreciated...Steve

Q: Would you be a buyer of Viatris after the 22% drop today?

Q: It seems agriculture companies are doing well in the current and probably future environment. NTR looks good but has already moved up a lot. Appreciate your opinion on whether it is still wise to take a new position. Also, do you know of other companies that should benefit from the current dynamics. I'm open to Canadian or other ideas.

Q: Which company would you prefer?
Thanks

Q: KEN is a holding company that has had quite a rise in share price over the last two years .....It has a 59% position in OPC Energy ...... A 26% interest in the shipping company ZIM and 12% in QOROS a Chinese auto company ..... Could you give me some details on these three companies ? And growth going forward ? At first blush it looks like a conservative company with a juicy dividend and a rising share price .... Also in your last question on the company you mention a 9.6% yield ..... My TD Waterhouse account shows 7.6% and Yahoo Finance shows 12.9% ..... Could you confirm your 9.6% number .....Thanks Garth ......

Q: Hi, have both in my TFSA account, thinking of selling one of these, to lower my overall risk, would you have a preference on which to sell, and which to keep for long term.