Investment Q&A

Q: How would you rank the following for a growth oriented long-term hold: DEFI, DCBO, HPS.A, KSI, VHI, PRL, GSY, ATZ, CLS, NTR, PBL, DRX

Q: I,m 81 so far i managed. pretty well thanks to your Income portfolio, I'm not a fat cat and rely on the income provided.The market tells me to be cautious the stocks I mention constitute 9% of my accounts,I'm willing to increase this percentage as protection to my income I don't expect obvious capital gain,How do you judge the approach,any suggested addition?

Thanks to the Team

Dan

Q: How do you see the tariffs affecting SHOP? It is a volatile stock but volatility has been rather extreme since the talk, and introduction of tariffs. How do you see all of this playing out? How specifically will they be impacted? Are there any silver linings here?

Q: When I see forward-looking metrics (e.g. P/E, PEG ratios, etc.), they can be last twelve months (LTM), next 12 months (NTM) and one or two fiscal years out (FY1, FY2). What are your thoughts/what would you think should be favoured? Thanks.

Q: Under current conditions would you comment on FAP. Buy/sell/hold. Thanks as always

Q: Medical Facilities just completed a large Dutch Auction tender at 18$.Why is the stock trading now almost 3$ lower near 15$

Q: What is your opinion of these two companies today?
Tim

Q: I own Nexus.un and btb.un and I drip them monthly.

Can you please comment on their latest earning reports with REIT related metrics and on future guidance ?

Thanks,

Q: Hello ,
I was thinking of buying TD technology leaders etf (TEC) instead of XQQ , the nasdaq 100 etf as it has performed the nasdaq and seems to be more diversified. Any comments please?

Also, I looked at the details of VUN and XUU etfs, They both seem to have similar holdings and over 5 year period both have similar performance. However , going over more than 5 years, why has VUN out performed XUU. I am not clear on this..

Regardless of the tariffs situation, the US market seems to do well over time, and hence i thought instead of total Europe exposure, go with VEQT etf. Any comments please..

Also, do you prefer unhedged products like VUN as opposed to VUS? Lastly, i use yahoo to to compare charts. Do you know a better site please? Thanks very much

Q: Sitting on some cash. Are there any good buying opportunities under the balanced portfolio you would consider at this moment for a 5-6 year time horizon?

Q: Hi,

Can you please comment on Kraken's most recent acquisition from a competitive point of view, ie does this place them more of a leader in their segment or simply adds to their offerings and maybe is more of a one stop shop?
I have owned the stock for about 4 years now and it's become a meaningful position.

Cheers,
Steve

Q: With all of the chaos going on in the US, what are your thoughts on iShares EWZ going forward? If this is a possible position, what percentage of a portfolio would you be okay with?
Thanks, Lesley

Q: Hi group the above stocks i sold 1/2 of my folio about 3 months ago/ yes at a tidy profit. My question is I am 75 years old and have $100,000 to reinvest (20% of my total portfolio)...(dry power) i do not need any cash to supplement my income for at least 5 years unless the market falls of a cliff because of Trump/Tariffs. I would say I am a sleep at night investor So the question is what to do now wait or start nibbling now. These stocks make up about 70% of the total portfolio

Q: I still have trouble with market response to interest rates. Assuming Bank of Canada cuts lending rates further by the end of the year.

What is the expected effect on dividend paying stocks like Canadian banks, utilities and telecoms? What other factors could affect those sectors or is interest rate the key determinant?

thanks
Ernie

Q: Is aritzia a buy here.

Q: What do you think the odds are of Canada throwing in their trump card in the tariff wars and adding a 10% export tax on the 4 mbpd of oil sent to the states (~20% of their entire consumption)? This would likely spike the world price a lot and not reduce Canadian exports at least in the short term. Would this be a huge "win" for Suncor and other Candian oil stocks?

Q: Novo Nordisk is getting HAMMERED and trading at multi year lows!! Is this an incredible buying opportunity or is something nefarious going on?!!

Q: Hello Team,

What are your thoughts on PRL here? Do you know why they don’t list out current assets and liabilities?

Thank you

Q: If you own/follow GSY you can't help but notice that this stock has been sell off hard daily. Why is GSY such a popular target for the manipulators even when it reported great earnings and raised dividend to that level?

Any theory? Thanks.

Q: Does it make sense in buying a small position in something like sqqq? Any other general short recommended? What is a suggested position size given for a short given that all my other positions are positive. Is my maximum loss limited to amount of money invested in sqqq..ie can it go in the negative? Thanks.