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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: Relate to my earlier question on BCE, to fund a single lot buy of GOOG after selling BCE, to fund the gap I need to trim or sell one or some of my existing USD holdings: BN, BAM, BEP, BIPC, BIP, SHOP, VGT, PLTR, ICLN, PRMB. I like them all. What order would YOU consider in selling/trimming? Most have some tax implications due to lengthy holding periods.
Read Answer Asked by William Ross on February 18, 2025
Q: Could you please comment on Fairfax Financial Quarterly/FY earnings released today.

We own Intact Financial, but are looking to add another P&C Insurance Co. ( which also is in asset management business - we already have Brookfield Corp. }

Fairfax seems to be executing very well and stock performance supports this thesis.
Company is also buying back its stock, aggressively.

How do you assess and rate this Co. , on valuation, debt, risk and consistency of Growth over long period of time ?

Would you be comfortable to start a new position or add at current levels ?

Thank You
Read Answer Asked by rajeev on February 18, 2025
Q: Trane has fallen a bit from the peak what are your thoughts on growth outlook moving forward? I’m up about 100% should I be moving on.

What is the outlook for LSPD? I’m taking a loss on this one and have held on for a few years, is there a chance this will gain any growth or should I cut my losses

Thanks!!
Read Answer Asked by Mark on February 18, 2025
Q: Hi there

I own CVS as part of a diversified portfolio. I’ve held it through its latest funk of a year or more. Suddenly as the result of a somewhat promising earnings report yesterday it’s on a nice uptick.

It’s quite cheap with a nice dividend but some say that’s for a reason even though they seem to have assembled all the pieces for complete healthcare service offering (pharmacy, insurance, medical services tied to us heaithcare program).

Can you give me your thoughts going forward? Buy/Add? Hold? Sell?

Thank you !
Read Answer Asked by Robert on February 18, 2025
Q: Hi Group looking for some direction on following stocks. Looking for growth along with some dividend return. \plse give me a couple (5) of your suggestions that fit the guidelines lastly please rate them all 10 being best
Read Answer Asked by Terence on February 18, 2025
Q: Western forest Products just made a deal to sell 14.500 hectares of forest land to Eastwood Forests. Considering that wef's debt is around $83 million (could you confirm that please) I would call the transaction substantial from WEF's perspective. Do you agree? WEF says they will use the funds to reduce debt and invest in equipment that will allow them to make higher value wood products, such as another kiln. I never sold my small position in WEF but this might be the catalyst to move it up a smidge. Do you agree or do you think this transaction is going to hurt wef in the future since they will have to buy their logs instead of harvesting them from their own land?
Read Answer Asked by Paul on February 18, 2025
Q: Could u rank these co. from most prefer (10) - in terms of dividend + growth - to least prefer (1) in the next 12-24 months ? Would an ETF in this sector do just as good?
Read Answer Asked by DAVID on February 18, 2025
Q: I'm looking for an unhedged Canadian etf that tracks the nasdaq 100. When comparing ZNQ to HXQ I see that ZNQ doesn't pay a dividend but rather reinvests it. Also it has cheaper fees than HXQ. But HXQ pays a small dividend. The returns over time seem marginally better for ZNQ. But when the div's are factored in, is this more of a wash or does the tax preference of no div's help more? This would be in an RESP for reference. Thx
Read Answer Asked by Adam on February 18, 2025
Q: Hello 5I, I am in my late 30s and have been a contractor my entire working life. Seeing as I have no pension, my business account is essentially my retirement fund. If you could pick 10 stocks (doesn’t matter if they are Canadian, American, or international), as potential retirement stocks (some combination of capital appreciation and yield), to potentially live off of 15 years down the road, what would they be? I do have a TFSA and RRSPs invested more aggressively.

Thanks
Read Answer Asked by Mackenzie on February 18, 2025
Q: At 62, I purchased MFC as a fairly stable income stock with some growth. Its growth over the past year has surprised me and I have substantial unrealized gains in an unregistered account. Which is all to the good, but the stock has been trending fairly steadily down the last three months. Did it get too expensive or is this sector-related? I note SLF has also done nothing good the last three months. Do you see further downward momentum (especially if inflation worries come back) or a return to stability for MFC? If the former, would you advise a trade to a more stable company/sector and if so which?
Read Answer Asked by John on February 18, 2025
Q: Would appreciate your ETF suggestions for a non-registered account that provides some growth and reasonable (3% + ?) dividends that qualify for the Canadian Dividend Tax Credit. This is new money going into an existing account that has no capital losses available (yet!). Current holdings are BAM, ENB, EIF, ZUT, VDY . Have other registered accounts with diverse equities. Looking for something that is not too volatile & would like to keep the number of total holdings at no more than 7. Could increase or replace ZUT &/or VDY if recommended. The ETF landscape is very challenging to wade through !
Read Answer Asked by Alexandra on February 18, 2025
Q: Any red flags with QS’S latest numbers? They state the yearly loss is within guidance…do you agree? I don’t mind the loss provided the company is meeting its internal metrics, the loss is within guidance and company profits are within the realm of possibility. Is Bill Gates a shareholder through one of his funds? Thanks for all you do!
Jim
Read Answer Asked by James on February 18, 2025
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