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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: For someone who wants physical exposure to gold, is it better to buy Sprott Physical Gold Trust or Sprott Physical Gold Trust Unit? I understand that the former trades on the TSX and the latter on the NYSE. What is your preference? Thank you
Read Answer Asked by Gervais on October 24, 2024
Q: I noticed in your ETF and Mutual Fund newsletter service (which is excellent by the way) that you reduced the technology weighting in the Growth ETF Portfolio from 11% to 4%. This is a fairly significant shift. Can you please explain the reasoning behind this reduction and, for the reallocation of the proceeds.

Regards

Phil
Read Answer Asked by philip on October 24, 2024
Q: A number of the DIY brokerages have promotions for moving over your accounts. I moved my maxed out TFSA to TD. I asked about the bonus pay out into my TFSA and they said it's a credit not a contribution, therefore I have nothing to worry about-sounds a little wonky to me.

You're thoughts?
Read Answer Asked by Mark on October 24, 2024
Q: What are your thoughts on Converge's latest quarter? I've held this stock for a long time looking for a win but somehow it always seems to disappoint me. Is it time to move on?

Does it have a significant enough market share that its comments that their data center work has been delayed and cyber security work has doubled that these comments could be a leading indicator to sell data center related stocks and buy cyber security stocks. If so, what stocks would you sell and/or buy? I've not bought into cyber security stocks yet but this information might be the trigger for me. Thanks!
Read Answer Asked by Brendon on October 24, 2024
Q: Is journaling shares from a TSX listed company to its US counterpart, a way to potentially benefit from a weakening canadian dollar and a strengthening Us dollar?

For Example, I journal my brookfield shares to the US market today, the current exchange is 1.38.
5 years from now I sell my shares in US dollars and convert back to canadian dollar at 1.45.

Does this make sense?
Read Answer Asked by Schoombee on October 24, 2024
Q: For some time I have been considering increasing my position in ATD but the company’s continued push to acquire Japanese 7-Eleven parent Seven & i Holdings Co gives me pause. Sounds like a whole lotta debt and considerable risk. Is the management team carefully assessing this or could this mainly be driven by Alain Bouchard‘s ego?
Read Answer Asked by Trevor on October 24, 2024
Q: I just sold half my position in Nvidia in my TSFA.
Can you please suggest some replacements in US$? Something more conservative .
Read Answer Asked by Lois on October 24, 2024
Q: Hi. I need to generate some cash out of a portfolio holding these positions. Can you please rank the noted companies in terms of which you would sell now based on current valuations and outlook over the next 2-3 years?
Read Answer Asked by Chris on October 24, 2024
Q: This has been my only gold stock but except for a nice dividend, it has gone nowhere with the price of gold skyrocketing.
I’d like to replace it with something with more torque. Any suggestions! AEM and WPM have skyrocketed. Would they still be buys? Perhaps B2gold will move next year when their mines come on stream?
Read Answer Asked by Helen on October 24, 2024
Q: I currently have a full position in LULU and am currently around break even. I am a bit nervous about LULU and your most recent comments have been a bit ambivalent. I'm thinking of switching to either CROX ( low PE which is uncommon these days, it seems) and ULTA ( the Buffett blessing). I like LULU and my wife (yoga instructor) has many LULU pieces as do all of her friends. So brand loyalty is strong, at least from one data point but what about the next five years? Stay or go? Thanks
Read Answer Asked by alex on October 24, 2024
Q: Given the focus on Data Centre Power, what do you think of these? I already own VST & VRT

Many Thanks!
Read Answer Asked by Austin on October 24, 2024
Q: I would appreciate your thoughts on switching my TVE shares to SOBO. SOBO is showing good momentum following the spin off from TRP whereas TVE has range bound for quite some time. I hold an adequate amount of TRP and my only other O&G holding is ENB.
Read Answer Asked by Martin on October 24, 2024
Q: I was looking for companies that manufacture municipal water pipes. This is the only publicly traded, pure-play company I could find (there are others in the water infrastructure space that make valves, smaller drainage pipes, hydrants, software, etc.). Are you aware of any other companies that focus on the large water-carrying pipes? And what are your thoughts of this company as a long term investment? Its historical chart is a bit rocky but it's up 60% over the last year? Does it still have some room to grow?
Read Answer Asked by Brendan on October 24, 2024
Q: From dr Dahle, the founder of The White Coat Investor:

“Invest like an optimist, but work and save like a pessimist.”
Read Answer Asked by Ray on October 24, 2024
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