Investment Q&A

Q: Hi Peter and Team,

I notice that you often state that stocks did well under Trump's first term.

With all due respect, Trump 2.0 is, in my own view and the view of many others, Trump 2.0 is a different 'kettle of fish' than Trump 1.0. One needs only to look at both Canadian and US media to see the complete chaos that Trump is causing on both sides of the border.

Thanks.

Q: What is your opinion of the growth profile at The Fresh Factory?

Q: Hi Peter,
My new strategy this yr is to buy growth stocks that have done public offerings to finance future growth in 2025/26. Can you think of any other names to add to this list?

Q: Hi,
I read with great interest Lisa and Peter’s questions and your answers on Feb. 10 about Trump, US holdings and economic warfare.
Given Trump is now making noises about how some US debt could be fraudulent, and the US may not owe as much as the Treasury reports, I see new risks.
For instance, as part of his economic warfare against Canada, could he by the stroke of a pen declare Canadian held US debt is fraudulent to put pressure on Canada to become the 51st state? Further, could he freeze Canadian held assets in the US (securities, real estate, business assets, etc.) to further pressure Canada?
Along Lisa’s line of thought, does it indeed make sense to sell some US assets and re-buy in Canada?
Final question: if I hold US cash in a US dollar account in a Canadian domiciled bank, is it safe from Trump’s potential ravages?
(Please take multiple credits.)
Thank you, Michael

Q: I would appreciate your comments on these ETFs [plus Capital Group Growth which did not register- CGGR] - my earlier question was too broad. How to go about assessing them one against the other. Would appreciate guidance on which ones are keepers for long-term hold. How would you evaluate them. Thanks

Q: Your opinion on the quarter results coming on the 14th. A few analysts feel the $65.00 dollar area is hit its peak for the time being. Your thoughts. cheers

Q: You suggest that AEM could be a buy at 100-110 ,but it is now at 143 .My position in this stock has doubled, I wonder if I should take "some" profit now , unless it is considered as a safe and interesting value even at 143.. Your point of vue will be very appreciated.

Q: Quantum Computing.

Is there a Quantum Computing stock that you would be interested in buying?

Thank you.

Q: Which would be your presencié. Thanks

Q: Do you think South Bow is potential takeover target? Their pipeline would seem to be a desirable asset for another pipeline company, Private Equity or Infrastructure name like Brookfield Infrastructure. Would their higher debt be a deterrent at this point? South Bow reminds me somewhat of Inter Pipeline but perhaps more desirable since their pipeline extends from Canada into the USA. Looking forward to your response. Many thanks.

Q: To the gentleman who responded to my earlier question on this issue - the revenue for the past quarter was $168.6M vs $152.7M estimated, although I am not sure where the latter figure came from, but the forecast revenue for Q4 is only $132M which is down substantially, and not up, from their current revenue of $168.6M; hence my question and concern. Rational analysis indicates that the prevailing rate of growth will not be sustained in Q4 and the past quarter(s) was/were an aberration for reasons unknown to me for certain. Can you please elaborate.

Q: I am just starting my TFSA and am starting young, I am wondering what are some good long term investments in the current environment? The companies listed are what I have recently bought shares in.

Q: Part of our total portfolio is invested in ETFs [non-registered accounts] and one-third is in Canadian-based and Canadian-dollar denominated US ETFs. Another third is in US ETFs - spread among Large Cap Value, Blend and Growth, and SMID. The final third is in Special US ETF - IAI ZBK AIRR PAVE SHLD PPA SMH UTES AND HXX. Your advice is requested as to which ones to over-weight, underweight or sell. Please rank each category, if you would. My lean is less tech/ M7 as already own most.

Q: Recognizing that 5i Research does not perhaps put as much emphasis on technical analysis as opposed to fundamentals, perhaps you have an opinion anyway on log charting in particular.

I noticed that CNR - generally flat for the last 4-1/2 years, fell out of a long term log channel 2 years ago - a channel going back to its listing three decades ago. In fact, with this in mind, I've discovered that the present price is at a considerable distance from the bottom of that channel not seen since the GFC.

So do you see this as a great buying opportunity for CNR based on this observation? Or do you have an opinion in general on the future of railroads in the face of any potential long term disruption that I am unaware of (eg. AI-based) ?

Q: Given the turmoil in the market at the present time, I want to increase my gold allocation and am considering these two companies. How would you rank them and what is your reason for the higher ranking? Do you have another producer in the sub-1M oz of gold production/yr range that you favor over these two companies? What would be your maximum allocation for gold stocks in today's market? I already have 1% positions in each of KNT and AGI.

Q: Morning troops. Am hearing a lot about Buffer ETFs these days. Can you explain the downside protection please? I hear about "15% downside protection" - does this mean that any losses are capped at 15%? Do you have any CAD Buffer ETFs that you would recommend? Cheers.

Q: Currently I have positions in the above Brookfield companies. I plan on keeping the position in BN. Would you please rank the others from best to least preferred along with a brief rational for your decision. THANK YOU!

Docsinc

Q: How does an ETF like PSA pay 4.3% yield when interest rates are so low?

Q: Do you know where I can get a list of all convertible debentures traded on TSX?

Q: ETFs or Mutual funds that invest in stocks only, outside of North America, unhedged. What would you recommend for broad exposure.

Thank you