Investment Q&A

Q: What percentage of a balance portfolio would you recommend be allocated to precious metals? Would you have a higher allocation to either silver or to gold?
May I have your three or four top picks for silver companies. I currently own Pan American Silver.
With appreciation,
Ed

Q: Is Larry Fink betting a major part of BLK’s future on block chain and more specifically ethereum. BMNR has been mentioned as a potential acquisition to get the amount of ethereum that BLK would need to achieve a strong position in that market.

Does your research suggest that all this is likely and/or in action. AND would you consider this to be a good time to buy BLK shares ? Thanks

Q: Your opinion on this ETF,please.

Q: What are your top 5 Cdn companies that are solid with safe dividend and pay a div of 4% or more? Thank you

Q: What are your thoughts on the viability of this company?

Q: What’s your best guess on a timeline for the company declaring a dividend ?
Philip

Q: On the weekend, a prominent Canadian brokerage report noted the following:

" The Dow Transportation Index has outperformed the Dow Industrial Index by 405
basis points in November — the most we have seen since June 2023.
Through December 5, the Dow Transportation Index has continued to
outperform the broader index. Since the week ending November 21, the Dow
Transportation Index has outperformed the Dow Industrial Index for three
consecutive weeks and five of the last six weeks. "

The analyst also commented that most of this outperformance emanated from Freight equities and that they have seen a pick up in Dry van TL rates which gives them optimism that the freight cycle continues to slowly turn higher after a more-than-four-year recession.

They view TFII to be the greatest beneficiary of this turnaround.

Do you agree ?

And if one has no exposure to Transports, would this be a good time to initiate a position in this sector ? Also, what would be your preferred name among TFII, CNR and CP and why ?

Thank You

Q: This stock seems to be halted on the TSX but now seems to be listed in the U.S. under the symbol MENXF. Would appreciate any information that is available from your sources. Thanks, Brian

Q: I have a question about 48579
Good day your thoughts on MLI

Q: hi all
what are your thoughts on ENCC. Is its dividend sustainable?
thanks
Joe

Q: A while back my phone kept giving me updates about Poland's stock market performance which I thought rather odd. However it sounds like their economy has experienced a lot of growth lately. Is that likely to continue? Are there any ETF's (US or CA) that you might recommend if one wanted exposure to Poland? I realize you don't follow non-NA markets that much but any info you can offer will be appreciated.

Regards,
Zara in BC

Q: 5i refers to Celestica as being cheaper than peers. What peers are you referring to?
THX

Q: After staying subdued for most of this year, Energy names have seen a nice uptick over last few weeks, despite Oil prices still languishing below $60 level. NG is also holding steady above $5 level.

We presently own only ENB, in the sector ( which acts more like a utility ).

Do you see indicators that after a long period of underperformance, the sector is displaying strong signs of a sustained recovery and it's not too late to start ownership ?

If you believe so, would you start with large cap names like SU and CNQ - Any one or Both ?

Thank You

Q: wish to park some money, which one of these eft's do you suggest with reagard to liquidity, capital loss/gain, and actual long term yeild

Q: Hello gentlemen: I am looking for companies to top up such that their current PE is near or within its last 10 years average. Which of the above is your Most prefer to least. Feel free to add a few more that isn't mentioned above.
Can you name a few US ones , say 4-5 companies. Thank you

Q: Do you include dividends in the calculation of your total return for each stock in you Portfolios? I do and find in very helpful as to me Capital appreciation + dividends = total return. It is amazing the compounding effect over time.

Q: Would you see the above as a buy?

Q: I came across SMX stock. It shows 52 week from 3 to 66k. Is this worth investing. Can you please give your opinion.

Thanks for the excellent service

Q: Please update your opinion on CVLT including details on guidance and any contract wins. It came onto my radar after Ryan made an appearance touting it as one to watch. On Sept 4, you mentioned in a question that it was ok but expensive and preferred others. At $120-125 per share does it represent an opportunity or is it still expensive? Why or why not and if NO, at what price does it become a yes based on potential?

Q: Can you please update your opinion of PSN based on the news from today and negative market reaction? What did the market not like with the new contract?
Would you recommend a new position if it can be bought below $73 or is there another level, time period or follow up news item that you would need to see before initiating a new position? Finally, would you rank it in your top group of favourite growth stocks after today's news and market reaction? If not, please state two that look better based on this weeks news and market activity