Investment Q&A

Q: hi
TRI down on an up day? is there anything else bad going on here that has not already been discussed?
cheers, Chris

Q: Hi Peter and Team,

The March 21st issue of the Globe & Mail had an interesting article called 'Give peace - and bonds - a chance'.

My feeling is that the war cannot go on much longer, and Trump will be compelled to 'claim victory' even though Iran still seems to have the upper hand in their blockade of the Strait. Perhaps it's true what the US underground bombing of an Iranian facility in the Strait very recently stated "We not only took out the facility, but also destroyed intelligence support sites and missile radar relays that were used to monitor ship movements," Admiral Brad Cooper, commander of US Central Command (Centcom) says in video message posted on X."

It occurs to me that it's extraordinarily difficult to follow one's portfolio with any degree of certainty now that economics and politics are so completely linked.

What's your take on David Berman's thesis, and the ZAG ETF he refers to.

Thanks as always for your insight, especially in these difficult times.

Q: Would you consider this stock as safe investment for a retired senior looking income. I see that it is near its one year low.? Cheers

Q: Which of these would you recommend as the best AI infrstructure play?

Q: Everyone, if I was trying to convince my two 30 something year old daughters to subscribe to this service what would i say? Clayton

Q: With the Canadian and US markets approaching correction territory, what five CDN and US stocks would you be buying today?

Thanks
Tim

Q: Hi ,

Do you see the dip in the markets as an opportunity to get into some stocks.

BN is down 16% in past month. How does the war affect BN ?

Could you suggest a few stocks that have come down as a result of this war… and present a good buying opportunity….. I am looking to buy now and hold for at least 5 years.

Thanks

Q: Would you please provide a few relatively safe places to place cash for the time being, somewhere better than allowing it to sit idle in my account.
Thank you.

Q: What is your opinion about buying leaps?
As far as I understand the best time to buy them is when a stock is at a low and volatility is low and you expect significant upside over the next few years.
Should you always try and buy the longest period out? For example buying a 2 year duration call instead of a 1 year.

I was thinking that microsoft would be a good candidate. Any other stocks that you would recommend?

Q: Which do you prefer and why?
VIU versus MAW104?
BNDX versus IAGG?

Q: COULD YOU PLEASE PROVIDE YOUR INSIGHT, OPINION OF THE ABOVE CO.FOR A LONG TERM VIABLE INVESTMENT.

Thanks Richard

Q: Hi there, regarding your response today about CNQ, SU, CVE (generally oil stocks), why would you be comfortable buying any of the three recommended? Especially if the war ends relatively soon, S of H opens allowing oil to flow smoothly again and with the over supply story surfacing again sooner rather than later?

Thanks!

Q: I am sitting on a fair bit of cash in my portfolio and would like to start transitioning into dividend paying stocks. I have looked through the income portfolio and notice that quite a few of them are near all time highs. I know you don't like trying to time the market but do you think it would be prudent to wait for the current market volatility to pass before starting to build positions. Looking at Stingray group and TD, they have both almost double in the last year. Thoughts?

Q: I've noticed 5i has had some rather negative comments on HBND { yield 11.8% } lately . Is HPYT { yield 18.25% } essentially the same product ? ..... And does 5i hold the same negative views toward it ? .... What effect on unit price would the end of the war have ? Thanks for your terrific service ......

Q: In a recent answer you stated "while we might not be too excited about the outlook for real estate". Could you please expand on your thoughts. In addition to a diversified stock portfolio I hold considerable investments in rental income properties - multi-residential and commercial in the Kitchener/Waterloo area. At 69yo I'm considering going more conservative like increasing my GIC holdings.

Q: Any thoughts on CHAC/Xanadu? Looks risky but maybe promising?

thanks

Q: Recently your team viewed MDLZ as expensive. I'm assuming that this is mainly based on squeezed margins and lower earnings (?), because I see P/S and P/CF as reasonable.

I know GIS likely shares similar issues. Technically, if GIS got to the $32 level, it would seem like an extremely good buy if it could ever get the margins under control.

Do you see either as a better buy than the other? I would assume that there would be no concern on either company's debt or dividend ?

Q: In a recent response to a question regarding what three things an investor should do during periods of market turmoil, the third suggestion was to be on the lookout for bargains. Gold mining stocks have been mercilessly sold off recently. However, at this moment the gold price is $4640. At this price, gold companies are gushing cash. I have scoured the gold stock universe looking for bargains. At less than 10x earnings and with visible growth in the future, do you consider Torex Gold to be a bargain at this moment? Assuming the gold price stays above $4000, could you also suggest two other gold companies (excluding AEM, LUG, and ARIS) that might be considered bargains right now?

Thanks as always for your expertise.

Q: A number of Small Caps have pulled back significantly. Do you still like these names? Are there any of these names that you feel should be sold?

Thanks
Tim

Q: I understand that helium is a big factor in chip making, Nvda's biggest source is Quatar, is this a small or large problem?