Investment Q&A

Q: Hi guys,

Just reviewing your balance portfolio and I noticed that your highest conviction stocks are csu, dsg, shop and wsp, all around 6%. Can I assume that you would recommend these stocks for 2025 at this percentage of a balance portfolio?
Thanks
Jim

Q: Would like to increase my Google holdings, I have the problem in buying goog outright in a tfsa or buying cdr . I have never bought a cdr and ask would this be good idea or should I just buy the US Google . What are the pros and cons of cdr and what are the best way to buy cdr? I have goog in a cash account but my tfsa would require selling existing securities .
Doug

Q: I have a 1% position in CLBT and AXON at 2.5%. In a recent question, you were asked to rank 8 stocks; AXON was put first and CLBT was 7th. Do you see these 2 companies as different enough to offer diversification to a portfolio? Regardless, I probably have more holdings than I really need; if it were you would you consolidate CLBT into AXON? Many thanks for your excellent service.

Q: A few months ago you rated WSP, STN, and ATRL in that order; is this still the case?

BNN pundits have touted WSP's experience in power infrastructure and ATRL's in nuclear reactors, and given the scale of the projects involved, these competences should matter (particularly as concerns nuclear.)

In your database, WSP stands apart from the others w/rt both market cap and margins, ATRL shows lower debt/equity, while STN shows the best ROE - yet they all show elevated P/E metrics such that one might wonder if their appreciation potential were already baked-in.

Q: Thank you for your answer just now to my question on ILCV and VLUE. Your comments useful, thank you.
A clarification, please. Would I be correct in assuming from your answer that you do not particularly like EITHER one of the ETFs identified? Wanted to confirm just in case my conclusion is mistaken. Many thanks. :ao:sab

Q: Telus Payout is242%,Current ratio .70,Dept to Equity 1.83, ROE-2.26, ROA 1.63. Is this not grounds to sell as its dropping a lot?

Q: All of the above companies have gone down recently. Is the US threat of 25% tariffs the reason for this decline or are there other factors in play?

Q: How do you buy cdr for Google?

Q: TransMedics might be trying hold its downward slide at current price $62ish. What would you suggest is risk vs reward senario taking a position here?

Q: I read your recent comments on small caps. What are your favorite US small cap ETFs and your favorite Canadian small cap ETFs.
Thanks,
Mark

Q: Are these the New MEME stocks? Is it worth throwing $3000 into each of them? Tx.
RGTI, QBTS, QUBT

Q: Is it advisable now to invest in REGULATED utilities, given that there will be a need for huge data centers with the growth of AI? If yes, can you list and rank the ones you prefer?
Thank you!

Q: Thoughts on why the drop in URI the last couple of weeks? Is it a good entry point now?

Q: I am trying to decide if I should start a small position in NVDA.NE or top up my GOOG.NE for my 2025 TFSA contribution. I don't have any NVDA other than what is in my HXS ETF. I know you like both companies. GOOG might be best because it is kind of diversified within itself. However, NVDA might offer better growth without the antitrust issues, but it might be overpriced compared to GOOG. I'm leaning slightly toward GOOG, but a smaller position in NVDA would diversify my portfolio a bit more. My hesitation with NVDA is that it seems a bit like a cult stock, not exactly like TESLA but similar. I won't have enough funds to do both, It may ultimately be a coin flip, but which way would you nudge on these two.

Q: The Canadian market has been weak lately, and I think Trump's potential tariffs will mean more weakness near term. Rather than top up a TFSA in January, how about waiting for the near term anxiety to produce lower prices, and then get in?
John

Q: Is the following true for holding the ETF ZID within a non-registered account:

- Does not have to be declared on the T1135 form.

- Distribution may contain Return of Capital (ROC) which itself is not taxed, but does affect the ACB of the shares.

- Distribution may contain (non-eligible?) dividends.

- Distribution may contain income which is taxed at the same rate as ordinary income , but at the highest marginal tax bracket.

- Distribution is not grossed up (i.e. the dreaded negative effect on OAS).

Q: Can you provide cdn and us stocks/etfs that own physical gold and silver (not the miner) that has good liquidity. Thank you.

Q: is this a good way to put cash to US dollars while we wait to see how negative the trump effect is going to be on the Canadian dollar/economy
Is there a better way that you would recommend
Many thanks

Q: Hello, Can you please provide your top 5 growth oriented CDR’s that you feel are currently trading at a compelling valuation. Please provide brief reasoning for each choice. Will be held within a TFSA. Minimum 5 yr hold. Thanks.

Q: Hi Team,
With an approx. 10yr timeframe, I'm looking for the next "NVDA" like returns. I am looking at both CLBT and NBIS. Do these 2 fit the bill as having exceptional potential with reasonable probability of success? Currently after today's 11% drop in NBIS I look at this name and scratch my head as to how a company like this can be valued so cheaply, so it seems. With a cash balance of close to half the market cap an investor here is buying into this high growth business paying what appears to be a cheap valuation for its assets and business. If NBIS delivers as expected is this a name you would consider for multi-bagger returns over time, potentially? Would you recommend trimming long term blue cap winners to buy into this name to boost growth in a portfolio? Also, how would you compare this to CLBT's growth potential? I am interested in both names as they both have a very compelling growth story, both in what I see as to be in areas of the "future" which should show high growth with proven management teams (pending CEO replacement of course with CLBT)

Thanks,
Shane.