Investment Q&A

Q: What are your thoughts on the current offer for Meg Energy presuming it goes through. If we keep Cenovus stock we would have a half position.

We also own an almost full position in CNQ and TOUR. Have a full position in ENB. Those last 3 are about 5% of our portfolios.

I'm mostly looking at this as providing me with more cash but might hold the half position of Cenovus if the future is bright. (I know you don't have a crystal ball!)

Would you keep the half position of Cenovus or instead sell Cenovus and use the cash to add more to TOUR or CNQ?

We're retired, conservative investors.

Q: I asked this question earlier this week, but you did not provide the prices, so just resubmitting. Thx.

Question:
Of the 27 positions in this portfolio which 6 would you buy now and at what prices?

Answer:
ENB, EIF, SLF, HME, FTS, X

Q: What are your thoughts on CNYE. How can they offer to pay 32% dividend. Is this worth investing.

Thanks for your excellent service

Q: On friday,it dropped 3.6% to $13.40 on much higher volume of some 50k than 8.5k average. Any reason(s)?Please comment on company..I think it was associated with BN many moons ago. On Oct 16 it announced an agreement with BBU. Current yield of 10.07%.If sell,please provide 2/3 Dividend stocks.Txs for u usual great services & views

Q: Do you have any idea why AEM and WPM are down today over 7%?
Thank you.

Q: How do you view the current macro environment with respect to indicators that you follow. With the 20% spike in the VIX, do you view risk as elevated in the near term?

Q: If you were to put together a 10 stock, growth oriented portfolio of Canadian stocks with a market cap of between $5 billion and $15 billion, what stocks would you select?

Q: Hi! Insurance brokers have taken a hit recently. Its seems the insurance cycle is against them for the foreseeable future. Companies like PGR have also taken a hit and seems' to be out of favor in the market, although the results did not seem alarming.

They, as well as the brokers I have listed, have a reputation to be be well managed and efficient and have had great returns historically. They do not reach these valuation levels often.

What are your views on the sector going forward and which companies would you recommend, if any?

Thank you!

Q: Hello,

"I'm down 16% on this stock, is patience my ally here?"

Thanks

Q: Happily, I bought CLS in May '25 and am riding a 150% increase. How do you feel about adding with the current PE at 60?

Q: Your thoughts on this company,for a 1 year hold,outside of trumps failed liberation day stunt in April ,this stock is at about a 6 year low,very low PE and great partnership with Amazon…thanks and have a great day

Q: I have held the Mawer Small Cap Global fund for several years. performance hasn't been too good in my mind. I am just about flat since original investment. How does this compare to other similar funds? Can you suggest other choices that may be a better choice?

Q: I would like to set up a portfolio of approximately $250,000 for my son who is in his mid forties who has zero interest or ability to manage the portfolio. Half the money would be in a TFSA and the other half in a 'cash' account. One possible option is to invest in a number of ETF's along the lines of the MoneySaver, Model Portfolio but not certain that this would be a good option as rebalancing would be required on a regular basis.
The other option that I am considering is to invest in one or more balanced ETF's or mutual funds such as VBAL, VGRO, XBAL, ZBAL, etc, or perhaps MF's such as the TD Balance Index Fund or the CIBC Balanced index Fund.

How would you structure a portfolio that would require little / preferably no maintenance over a long time frame. Thanks

With ETF's such as VBAL, XBAl, are dividends or interest payments reinvested by the 'fund. or is reinvesting of any proceeds necessary?

Q: What are your thoughts on LNW & Z? Would you buy, sell, hold?

Q: I am loosing a lot of money on both PFE and MRK. I hold them in RRSP since 2023 and down about 50% on PFE and 20% on MRK. Would you keep these or get rid of them and switch to some other healthcare stocks offering better long term total return (growth + dividends)?

Q: Your opinion/analysis of Soma Gold please.Thanks.

Q: Hi, can you please help me understand what Accelerant does and your thoughts on it as an investment?

Q: The USA banks have reported excelling results this week.

Do you expect the same from the Canadian banks?

And given that I am adding to my financial holdings is the risk reward better with US banks or Canadian banks?

Finally where would you place BLK and BLX in terms of potential upside in the next few years?

Q: your thoughts on BTGD

Q: I missed the “rush on gold” and now seeking a method to buy a basket of goods required for EV market. Is there a specific ETF or other type of investment you would recommend?