Investment Q&A

Q: Looking to diversify into more international equities. Trump is not fond of China, Russia is currently uninvestable (no ETFs). Are there certain countries/regions you think look good fundamentally and would likely have a good relationship with Trump? Please name a few international ETFs which you think could perform well over the next 5 years.

Q: A while ago you guys offered up an interview with Chris and Peter. They were talking about the ideal stocks and why Peter selects them.

The recco from Peter during that episode was Axon and why it was so amazing. Well, everything Peter stated has proven to be right and stock is up close to 100%.

Does Peter have another stock he loves as much as Axon was loved during that interview?

With thanks

Sheldon

Q: Hello 5iR,
What do you think of the latest earnings? Would you buy the stock here, or are these eanings not sustainable?
Thank you. Cheers

Q: This company appears to be killing it - but at 77 PE does seem a bit rich. what is the expected growth rate (PEG) - i know- stocks hitting new highs.... :) any competitive risks out there?

Q: thoughts thanks

Q: I turned 71 this year and I am pulled between GROWTH & DIVIDEND stocks in my RRIF starting in January. Am I wrong in thinking that it does not make a difference, if: (I do have growth stocks in my Cash & TFSA accounts).
My Tech & other Growth stocks appreciate by 6% or more and I withdraw 6 % via my RRIF, or
Withdraw 6% of my Dividend stocks? Compounding does work, as I bought $20K of RBC a few years ago @ $112 & is now @ $172. Tried the same with TD which did not work.
Obviously, the idea is to not deplete my assets by the RRIF withdrawals? Am I right in my thinking?

Thanks!

Q: I have been following this company for a while, with the idea of purchasing a position. Things seem to be moving forward, decent growth. Looking at Q3 results would you see this as a time to become a shareholder?
Why?

Q: ISRG has been on a tear lately. While see it as a stock you often mention for a buy/hold, I’d appreciate some insight on a reasonable entry price range (if there is one), and some background on why this stock ranks repeatedly as a buy in your assessments.

Thanks!

Dave

Q: HI TEAM,
I'm a shareholder of Alamos and holding for the long term for capital appreciation.Over the last two weeks the price go gold has been volatile, perhaps due to profit taking.What are your views of gold for the next two years considering ,moneys flowing to Bitcoin,and the American deficit balooning with no political will to address it? Pun
dits are predicting gold prices to reach 3000$ or more....
many thanks,
Jean

Q: Hello Peter,
What are you thoughts on Alamos Gold's results and it is still a buy? What is your view on JP morgan for long term hold given the surge in price recently due to the election results or am i better of with the ETF , XLF? Thanks very much

Q: I want to invest in Uranium ETF. I came across 4 ETF. URNM, NLR, URA and NUKZ. Which one do you recommend or do you recommend another ETF.

Thanks for the great service.

Q: I have a question regarding the ticker CORZ. I know you have provided information on MARA and would like your opinion on this name. I have bought some for my grandkids and am wondering with the election now decided and the new incumbent being pro crypto and the possibility of the government setting up a Bitcoin Reserve, is this a name you would be comfortable with? They just reported earnings yesterday. Thank-you!

Q: What do you think of Europe and specifically of ZWP? It's been trading within the same range since March and while the yield of 6.75% is nice, it has very high MER of 1.7% and barely moves with the market. The ETF is in my RRSP. Would you replace it with something else or wait patiently for Europe's recovery?

Q: Could you give me your take on Doximity earnings please?

Q: I believe all of the companies have reported. May I have your comments please.

Q: This is a follow up question to my prior question about ETF safety.

You stated “Bond funds had three very bad years. When rates moved higher, nearly every bond fund declined. In a steep market correction, few equity funds would be immune to decline as well.”

Are you saying that the money lost by XSB and XLB cannot be recovered even if rates go back to the very low rates they were at before? And this is due to a sudden market change, which caused more people to want to sell than buy these ETFs, as opposed to the fund reflecting the underlying status of their respective bond market?

In other words, are you saying that these ETFs do not accurately reflect what they’re supposed to due to inherent problems with ETFs in general? And these issues could occur in any, including large and broad, ETFs given enough market instability?

Or, are you saying this is what occurred in the short term, but the price will correct over time, so if you hold on, eventually you will not loose money more than the underlying assets?

Sorry for the long question, but I found your answer a little concerning and wanted to be specific. I hope you understand what I mean.

Q: If I own shares of this both as a CDR and Nasdaq holding are they treated as having a different capital cost for tax purposes?

Q: In the Growth Portfolio which stock would you buy now for 2025 TFSA contribution? Long term hold, thinking GSY as it has the highest rating in the portfolio.
Thanks Ron

Q: Hello Peter,
CSU's results did not beat estimates , yet stock is up. If other companies had similar results, the response in the market may not be that great. Is it due to constellation's history of being a good capital allocator? I saw this article on yahoo, link provided with an extract ,

"Toronto-based Constellation reported third-quarter financial results after the closing bell on Friday, booking a higher profit on an annualized basis, topping analyst expectations. Revenue for the three months ended Sept. 30 fell shy of estimates, while rising nearly 20 per cent year-over-year to US$2.5 billion."

https://ca.finance.yahoo.com/news/dubbed-canadas-berkshire-hathaway-constellation-softwares-stock-seen-hitting-new-all-time-high-162056191.html

Question,

Could you explain the higher profit that exceeded the estimates in the above extract? Thanks very much

Q: Could you please provide update on MP Materials. What is their balance sheet? Would you buy it?

Thanks,
Milan