Q: I'm getting very nervous. Do you think that Micron is still a "lay up"? I think margin will be intact for at least the next couple of quarters, but what do you think of their longer term expectation (eg the next two years? How low can it go before it stops cratering?
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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.
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Freeport-McMoRan Inc. (FCX $61.20)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $73.91)
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Lundin Mining Corporation (LUN $35.14)
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Capstone Copper Corp. (CS $11.32)
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Ivanhoe Mines Ltd. (IVN $10.51)
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Southern Copper Corporation (SCCO $177.95)
Q: Even though copper has sold off, I still think it is going to be needed for data centres etc. I would like your opinion and some stock suggestions to purchase now after the pullback.
Thanks Dave
Thanks Dave
Q: Vix has climbed from $14.48 on Jan 9 to $30.95 yesterday. Do you think we are nearing a contrarian buy signal?
Q: I bought this ETF in January 2025 thinking that the Trump administration would be good for the financial sector. I am down 7+% and the ETF is down almost 13% YTD. My logic dosn't appear to be all that logical! What do you think of this ETF? Buy, sell, hold? Any better suggestion?
Q: Everyone, If you were teaching someone about investing, what are the three most important things you would want them to learn? Clayton
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Broadcom Inc. (AVGO $313.49)
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Meta Platforms Inc. (META $579.23)
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Microsoft Corporation (MSFT $369.37)
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NVIDIA Corporation (NVDA $175.75)
Q: 1. what is your best metric that you use to value these 4 companies? 2.what is this metric currently? 3. what is the PEG for each company.? 4. rank in order for capital appreciation over next 3 years thanks Richard
Q: any reason for the recent price fluctuation ? is it a good chance to buy more ?
Q: Just reading about a looming shortage of helium, caused by the Iran war. Which helium producers should benefit from this and which could be good near to medium term investments? Many thanks. Al
Q: Is satellite internet going to disrupt land based cell providers? I wonder if both the telecoms and the reits who own the towers are at risk.
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Amazon.com Inc. (AMZN $210.57)
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Broadcom Inc. (AVGO $313.49)
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Alphabet Inc. (GOOGL $297.39)
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Microsoft Corporation (MSFT $369.37)
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NVIDIA Corporation (NVDA $175.75)
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Visa Inc. (V $298.51)
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S&P Global Inc. (SPGI $425.17)
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Arista Networks Inc. (ANET $124.85)
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Transdigm Group Incorporated (TDG $1,173.27)
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Axon Enterprise Inc. (AXON $423.57)
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Heico Corporation (HEI $275.48)
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Vertiv Holdings LLC Class A (VRT $259.37)
Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.
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Hamilton Enhanced Canadian Bank ETF (HCAL $37.26)
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Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.23)
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Hamilton Enhanced Canadian Financials ETF (HFIN $25.61)
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Hamilton Enhanced U.S. Covered Call ETF (HYLD $13.44)
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Hamilton Enhanced Utilities ETF (HUTS $15.58)
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Harvest Healthcare Leaders Enhanced Income ETF (HHLE $8.35)
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Harvest Tech Achievers Enhanced Income ETF (HTAE $14.93)
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Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.62)
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Global X Enhanced S&P 500 Index ETF (USSL $26.52)
Q: I own these in my RRIF for income purposes countered with some leverage for growth. What are some other Canadian issued high yield ( greater than 10% ) having 1.25 x leverage ETF ‘s ? Any sector will do , Canadian or American companies. Any you recommend or stay away from ? Thanks..Derek.
Q: I am having difficulty understanding what benefits will accrue to a) Tomson or b) shareholders as a result of the return of capital being proposed by Tomson together with the corresponding share consolidation. I have never considered a reverse split to be a positive sign for a company's future. Why is deal any different?
Q: I’ve been putting some money into oil and gas stocks and energy service names over the last couple of weeks. That was a timely blog post on EFX yesterday, and my question relates to that company and PSI. Given the current elevated oil price environment, do you have a preference between the two (this question bakes in an assumption that you still like PSI, given that it’s in the portfolio, but correct me otherwise), or do you view them as complementary enough that owning both would be appropriate? If you do favour one over the other, please explain why.
Q: I have been following this small cap for a few months now and would love your thoughts and analysis of this very small cap miner?
Thanx as always
Gary
Thanx as always
Gary
Q: Hi. I asked this question yesterday but I don't think it went through.
I saw an interview with Prof. Janice Stein and Rudyard Kipling from the Munk School. Ms. Stein seems convinced that there is going to be significant supply shocks and oil at $175/barrel as a result of the war with Iran. If this is true, what stocks/sectors from your model portfolios are the best to hold and the best to stay on the sidelines until this mess is resolved?
I saw an interview with Prof. Janice Stein and Rudyard Kipling from the Munk School. Ms. Stein seems convinced that there is going to be significant supply shocks and oil at $175/barrel as a result of the war with Iran. If this is true, what stocks/sectors from your model portfolios are the best to hold and the best to stay on the sidelines until this mess is resolved?
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Brookfield Corporation Class A Limited Voting Shares (BN $56.61)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $61.25)
Q: If we go into a recession, how will it affect Brookfield (BN) and its subsidiaries (BIP, BEP, BAM), please?
Q: The FTC today warned visa and three others about denying customer access to financial services due t political or religious reasons. Is this why visa dropped 10.5 dollars so far today? If not, why is the stock doing so poorly? Is this FTC warning a real concern for Visa?
Q: Is Firefly a buy after an ongoing investigation into it as the price has dropped considerably.
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Hamilton Enhanced Canadian Covered Call ETF (HDIV $21.23)
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Hamilton Enhanced U.S. Covered Call ETF (HYLD $13.44)
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Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX $15.62)
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Hamilton U.S. Equity YIELD MAXIMIZER TM ETF (SMAX $19.65)
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Hamilton U.S. Financials YIELD MAXIMIZER TM ETF (FMAX $16.53)
Q: a member asked your about hmax which you seemed ok with,but warned about putting all your money in one yield ETF. So my question is what other yield Canadian ETFs would you recommend along with hmax. dave
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Constellation Software Inc. (CSU $2,444.57)
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Topicus.com Inc. (TOI $94.49)
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Lumine Group Inc. (LMN $22.37)
Q: Hi Peter, can I get your thoughts on Mark Leonard’s announcement not to stay as a board of directors of CSU. He is staying on with their PEMs strategy as an advisor. Does this change your view at all at how you look at the three companies and how do you think the market will react.