Q: As per my previous question and being down 68% today and if I take the hit and move on as you eluded to with far less capital available can you recommend your top 2 or 3 picks that would justify this move ? Tks Larry
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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: I am looking for ideas to invest this year’s TFSA contribution plus cash I have accumulated. What top 3 names would you add to in both the BE portfolio and income portfolio? So looking for 3 names in each. I have a 5 year horizon before de-risking into retirement
TY!
TY!
Q: What would be your strategy to meet your monthly RIFFT contribution, sell your losers, take your profits or?
Q: Do you have any comments on company's reported results?
Thanks
Thanks
Q: Hi Guys
I am a long term investor and have owned NFI for quite a while and done well with it. Thinking of selling it and buying Linamar thinking that NFI is a little less stable. And remembering you guys have not been too keen on it. Any thoughts on Linamar as a replacement. Or would you have another suggestion in the industrial space CDN or foreign?
Thanks
Stuart
I am a long term investor and have owned NFI for quite a while and done well with it. Thinking of selling it and buying Linamar thinking that NFI is a little less stable. And remembering you guys have not been too keen on it. Any thoughts on Linamar as a replacement. Or would you have another suggestion in the industrial space CDN or foreign?
Thanks
Stuart
Q: What would it take to get this stock moving again? It's last quarter wasn't terrible albeit not great and they are still cash positive even with weaker results in 2025.
Do you see any chance of a takeout or meaningful insider buying or stock buy back programs?
Do you see any chance of a takeout or meaningful insider buying or stock buy back programs?
Q: Hi, I’m starting to slowly invest outside of North America because Canada is a little too layed back, and government is not very aggressive, they would rather just tax us.( my opinion), and the U.S. is what it is right now, and markets do not like uncertainty.
I started with VIDY for now, but I see that about 20% is in Japan, I don’t think this is bad but it is quite a bit.
My question for future buying, is country specific that important? And could you list 5-6 countries outside NA that are your favourite to invest in.
Thanks
I started with VIDY for now, but I see that about 20% is in Japan, I don’t think this is bad but it is quite a bit.
My question for future buying, is country specific that important? And could you list 5-6 countries outside NA that are your favourite to invest in.
Thanks
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BlackRock Inc. (BLK $955.79)
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KKR & Co. Inc. (KKR $89.57)
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Blackstone Inc. (BX $111.59)
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Apollo Global Management Inc. (APO $110.33)
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Ares Management Corporation Class A (ARES $106.52)
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Brookfield Corporation Class A Limited Voting Shares (BN $52.95)
Q: Do you see any compelling investments in these asset managers that have experienced large drawdowns? Currently, I am only holding BN at a 5.3% core holding, big fan of their investment strategy, allocation, themes and Bruce Flatt. Out of the other names listed, they all have strong returns over the long term. Would you be a buyer of any of these currently or should I just stick with BN over the long term? How would you rank them now? What is the max allocation to BN one should have for the long term? I know you are very comfortable with this name. Thanks!
Q: I know alcohol consumption is dropping with the younger crowd, but what are your thoughts on Molson's? Is it a falling knife and/or a value trap ? Think the dividend might be at risk ? Would you be a buyer (maybe 2-3 % of my portfolio).
Q: hi folks, thoughts on Q4 & FY for tantalus grid/t....way off the highs, and from the finance at $5.30....would you rate as Buy, hold, sell.....thanks jb
Q: Can I get your opinion on PBH earnings today as well as your expectations for growth going forwards. The stock is down significantly Is it a buy, sell or hold?
Q: Would it be possible to add a checkbox to the search function so it could return results "only" about the one company searched for? Some popular names appear so often as part of lists (e.g., "can you rank x y and z") that it's hard to isolate company-specific questions and answers.
Q: Some time ago, you published a very good statement about when HSAV is undervalued and overvalued based on NAV. Where can I find it or can you give me another answer here. Thanks
Q: It has been awhile since anyone has asked about this one and would appreciate your current thoughts. They appear to be securing some business and I am looking forward to seeing their next financials.
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Suncor Energy Inc. (SU $87.66)
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Enbridge Inc. (ENB $74.00)
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Manulife Financial Corporation (MFC $46.50)
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Canadian Natural Resources Limited (CNQ $69.91)
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Sun Life Financial Inc. (SLF $85.82)
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National Bank of Canada (NA $178.80)
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Fortis Inc. (FTS $77.05)
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Pembina Pipeline Corporation (PPL $61.06)
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Tourmaline Oil Corp. (TOU $69.45)
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Nutrien Ltd. (NTR $104.83)
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BMO MSCI Canada IMI High Dividend Yield Index ETF (ZDIV $32.17)
Q: Any thoughts on this ETF for income? Nice yield and low fees.
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Adobe Inc. (ADBE $244.50)
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Oracle Corporation (ORCL $154.21)
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ServiceNow Inc. (NOW $112.10)
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Vitalhub Corp. (VHI $6.77)
Q: I do not think you really answered the question about earnings for vitalhub. My look at them seemed they were pretty good but still down 10% today. Any thoughts?
Q: Results looked good. Down 30% on this name. Is this a weed that needs to be pulled? Less than 1% of my portfolio. Thanks!
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Alphabet Inc. (GOOG $303.73)
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Micron Technology Inc. (MU $443.95)
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Celestica Inc. (CLS $380.99)
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Brookfield Corporation Class A Limited Voting Shares (BN $52.95)
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Nebius Group N.V. (NBIS $119.36)
Q: What do you feel are the best opportunities right now in the market as a growth investor? Can you provide reasons and your top 5 opportunities in order please? A risk and growth potential rating for each. 1 being low risk and low growth potential.
Thank you
Thank you
Q: I have just sold my Transcontinental shares at a nice profit to avoid receiving the didvidend. I am thinking of buying them back after they go ex-dividend tomorrow. What do you think of that strategy. Thanks.
Q: What are your thoughts on AXON's weakness - I've held for over a year, it's had a good rise, and now it's back down just below where I bought it - should I just hold on, or has there been a change that I should be aware of that might be causing the weakness? I thought it might have more strength with all that's going on.