Investment Q&A

Q: assuming that AI will eventually assist in allowing transportation/logistic companies to become more efficient, would DSG and TFII be the logical choices? any other suggestions - US or domestic
thanks

Q: Whar are your thoughts on Pure Storage after big drop?

Best of the season{almost}

Cheers, Chris

Q: How would you define a "core holding" in a portfolio? The above listed companies I consider to be core holdings. Does this list broadly match your definition of what type of companies should make up core holdings in a portfolio? Are there names in that list that you would NOT consider to be "core holdings"?
Thank you for your work and please deduct as many credits as you see fit.

Q: We bought in at USD 130 and today it's at 102.50. Would you consider selling at a loss and repurchasing in a month? Thanks for your opinion

Q: For a leveraged account could you suggest 1 or 2 additional Canadian dividend stocks to add.
With the ROC distribution on VEQT is it best to re invest in more shares of the ETF with the funds or does it need to be transferred back against the loan to keep it fully tax deductible.

Thank you!

Q: Any comments for the earning report. Do you think now is overprice?

Q: Can you provide your opinion of this bought deal. Pros and Cons. Particularly longer term.

Q: If the Canadian and US stock markets have a correction, do you anticipate that Hydro One's share price would be greatly affected?

And what would be a good entry price if looking to buy shares in the next couple months?

Thank you

Q: I was wondering what your thoughts are regarding the acquisition announced today. This is Lumine's first public company acquisition and is an interesting strategic shift which could make it an even more acquisitive company. Can I get your thoughts on this acquisition and Lumine going forward.

thank you

Q: The Big 5( now 6) have always benefitted from an oligopoly with minimal competition. Now that CWB, HSBC and Laurentian have been absorbed does this change the competitive landscape enough to justify even higher valuations for these juggernauts? Or could AI opportunities also justify higher valuations? Interesting how in a week where dismal numbers from the housing market, car market and employment market don't affect current or projected results for the banks.

Q: Do you have a preference between AEP and DUK? My objective is to add some stability and balance to an otherwise aggressive portfolio. I looked at FTS and EMA, but I have limited understanding of the Canadian market. If you believe a Canadian utility offers better growth potential, I would appreciate your insight and any suggestions you may have, given this objective. (Canadian taxpayer; this is for a tax-deferred acc).

Q: RE: 2025-03-07: Geographic - Diversification - For now, we would still favour the US, with a general suggested 50%, 30%, 20% (USA, CAN, INT). International could be 10% to 20% depending on the investor.

I'm currently converting my 25 stock portfolio to just two Balanced All-In-One ETFs: XBAL and AOM. I've determined the GEO distribution is: XBAL (45%, 25%, 29%) and AOM (62%, 3%, 34%). A mix of XBAL and AOM will leave my portfolio with ~ 30% International exposure -higher than 5i suggests above.

I googled this to try to figure out why these Balanced All-In-One funds have 'higher' international exposure:

"J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions suggest developed international stocks may produce better annual returns than U.S. equities over the next 10 to 15 years. The expected difference is about 1.4% annually – specifically, 8.1% for EAFE stocks (Europe, Australasia, Far East) versus 6.7% for U.S. stocks."


Your comments on this difference in international exposure would be most appreciated. Thank you.

Q: I've been mainly a growth investor (30+ time horizon ahead) but am looking to FIRE in a few years, I'm shifting some of my growth stocks into income producing stocks. I have some dividen ETFs (XEI, VDY), some indv dividend stocks and thinking of adding in covered calls or something like FFN although I read from your previous comments you're not fans of split share corps. What is your opinion of using covered call ETFs and why are you not a fan of split share corps? Take as many credits as needed.

Q: Please provide earnings and revenue estimates for GRGDs next report. What is the current forward multiple? How volatile do you expect this to be around earnings next week. The stock popped nicely after earnings on September 10th and momentum has continued. Stock traded at $16 and 12x earnings to start the year. Can the assent continue?

Q: CATX I couldn't find this in your database and would love your analysis of this small cap American company in Seattle?
Thanx as usual
Gary

Q: Many software stock, such as CSU, sold off hard last quarter because of concerns about disruption by AI. Now that the these companies have all reported Q3 earnings, were there indications that this fear was misplaced? Or that AI is actually improving their earnings? Or is it simply too early to draw any preliminary insights?

Thanks

Q: Since the last question on Peyto in mid November the stock continues to increase. At the time you indicated nothing specific regarding the company but an industry increase. Is the rationale the same and would you add at this point.

As always thank you

Jim

Q: What are your thoughts of factor investing for this ETF ?

Q: Do you have any information on the impact Nvidia's share repurchases are making on the float or the comany's PE? Have they cancelled a significant % of shares? Is repurchase accelerating in any visible way with the current "pause" in share price increase? Thanks!

Q: I understand there has been some type of study which shows people who have taken the Shingles vaccine are less likely to develop Alzheimer’s like diseases. The scientific community seems not to know why this is so. There are a lot of unknowns on this study to say the least. Do you know any first rate Pharma companies that are leaders in the development and manufacturing the Shingles vaccines? I know there are a number of Shingles vaccines out in the marketplace, probably made by different companies. Does Bloomberg have anything to say on the subject? Any thoughts you have would be appreciated.
Jim