Investment Q&A

Q: I can't keep all these Brookfield companies straight. If you want some growth with a dividend, for a long term hold, which would you prefer and why?

Q: BTE, I know not your favourite but recently it has been slowly climbing up the charts. Your thoughts please.
Thanks Gordo

Q: What are your thoughts on FEGE as a new but potentially lower beta global equity ETF given its philosophy, current holdings, experience of its management team and limited performance which seems to be less up than the market's ups and less down than it's downs? Thank you.

Q: When looking at a company one usually finds estimated earnings for the next four quarters. I am wondering who compiles these numbers. Cheers

Q: Hi..any company that you think can have a strong summer that you have your eyes on

Q: THIS STOCK HAS DOUBLED WITHIN THE LAST 30 DAYS. STILL, STRONG MOMENTUM, STOCK IN THE RIGHT SECTOR FOR NOW. GOING FORWARD 6
MONTHS, COULD I HAVE YOUR OPINION PLEASE?

Q: According to my readings on US bill 899,Canadian Cies that have high revenues in the USA ,as pipelines or others, could be impacted ( since US revenues of canadian Cies would be progressively be more taxed starting in 2026 ) if the bill were unchanged at the senate.The earnings could then also be impacted. This scenario would not happen according to your former answer on this topics, I wish to better understand this , your view is always appreciated.

Q: Hello. Can I get your best equity plays in the platinum space? Also, in palladium? Thank you.

Q: Topicus has been sliding a bit for the last week. Can you recommend an entry point?

Q: Another tough day for IVN..
what semic event occurred?..does it mean the mine could collapse, flood out or worse?..how low could this stock get? Many thanks

Q: I am wondering if the Nasdaq listing and mandatory purchasing is contributing to Shop's volatility and sudden upticks lately. When do Nasdaq-listed funds have to complete their quota of Shop purchases? Is it possible that Shop could fall back once this deadline passes?

Q: Hi 5i, Would you consider these 10 stocks to be a part of significant players of the AI boom, these players are driving innovation, fueling need for better and bigger hardware and software infrastructure:

ANET: Provider for the networking solutions 
ASML: Leader in photolithography systems used in the manufacturing of semiconductors.
AVGO: Semiconductor Solutions and Infrastructure Software.
CEG: It provides clean energy and sustainable solutions
CRWD: Cybersecurity products and services
NVDA: Semiconductors and Equipment
PLTR: Big data analytics
TSM: World's largest dedicated chip foundry
TSLA: Automotive and clean energy company.
VRT: Critical infrastructure and services for data centers, communication networks

If you have to select 5 for a 10 year hold, which one would you pick.

if you have to select 3 for a 3 year hold ?

Please deduct as many question credits as you must!

Thanks

Q: I am a longterm holder of DOL. They should continue to prosper as long as they continue to execute as they have been doing.

The one concern we hear about is the company debt. I would appreciate your comments on risk going forward as it relates to this company's debt?

Thank you,

Patrick

Q: If there is a sharp correction in the housing market how badly will Canadian banks be hit?

Q: I was thinking of buying some Stantec (STN) shares. However, I already own WSP. Are they too similar to own both? Thanks

Q: My holding in EQB is now less than 2 %. Would you purchase more to bring it back up to 2% or sell and add to my current holding of X and TD?

Thanks

Q: Would you be okay with buying more CLBT if already owned but in a loss position?

Thanks

Q: I am considering consolidating some of the listed companies because I have small positions in them. Do you have 2 or 3 favorites for a long term hold.

Q: Are there any uranium stocks you like other than Cameco (which I already own)

Q: What are the chances that a deal can be made with 7/11 at this point?

I read recently that 7/11 is pursuing a dual-track : exploring a possible sale to ATD or going it alone as a more focused business. As part of plans to remain independent, it is selling underperforming supermarkets and has announced plans to list a portion of its U.S. retail operation to fund a massive stock buyback.

I also understand that if the deal goes through with ATD, there will be a lot of debt for awhile.

Is this a good time to buy ATD? If yes, what would be an appropriate price to acquire it? (5+ year time frame)

I am looking for a stock with some sort of dividend, along with a good chance of high appreciation in share price over time. The chart history of ATD over the last 10 years is impressive. If there are other well-managed Canadian companies with reasonable debt that fit this profile better, please suggest them (with a entry price).

They do not have to be in the same sector as ATD. However, I am already heavy in financials. Thank you for your valuable input.