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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 have a question about HPS. This is a small company that seems to have recently come on your radar, noting staggering growth in a stable market. With this growth rate it is still small, just cresting the 1B market value recently.
What is making it so successful? It seems like a ‘boring’ low tech company. What is its future expected growth and what is its addressable market?
Any comments would be helpful to understand how electrical infrastructure widgets became such a big new thing.
Read Answer Asked by Peter on February 22, 2024
Q: Good Morning
I have done well with Kinaxis but have become impatient with the returns over the last couple of years. Can you recommend an alternative? I am considering swapping out for TVK and HPS.A.
thank you
Read Answer Asked by Marty on February 22, 2024
Q: Hello,

I own IAG and it recently missed earnings expectations by 5% and, as a consequence, the market reaction was brutally punitive. How can you compare IAG's overall financial strength to larger Canadian Insurers, say IFC and MFC, and are there overall reasons to worry apart from the market's bad quarter reaction ?
Read Answer Asked by Adel on February 22, 2024
Q: Hi...just watched the 2nd part of the podcast....good stuff. Got me thinking. I am trying to reconcile two different issues that I've been thinking about for quite some time.

#1 = Asset allocation and trimming when a position goes from, say, 5% to 10%. That is a 100% return. Where to trim at? I usually trim when a position gets to 6-7%...my own personal risk tolerance, learned from being greedy and hanging on too long. Some positions, like PBH and WSP (currently held since 2012 and 2014 respectively), have each been trimmed over 15 times and are still full 5% positions.

#2 = Letting your winners run. The podcast talked about a position running 100%, which is nice...vs a 1000% run.


Nice problem to have but how do you square these two opposing concepts?

Thanks...Steve
Read Answer Asked by Stephen on February 22, 2024
Q: I've been mulling over your answer to Ray's question yesterday about DIR.UN. You are always quite positive about it, but having owned it for a number of years, I have to ask myself why I should bother to continue holding on to it. Its share price is where it was 5 years ago. I've looked back 10 years at its distribution and there's been not one single hike. What advantage do you see in continuing to own DIR.UN?
Read Answer Asked by chris on February 22, 2024
Q: Can you suggest some Canadian and US listed stocks and ETF's one might want consider to get a small exposure to BlockChain in a TFSA. Do any of these companies make any money? Do you think the ETF's are reasonable proxies for BitCoin but with less volatility?
Read Answer Asked by Ian on February 22, 2024
Q: Peter and Hi Wonder Team
I have owned this stock for 1.5 years and am up. The 4thQ beat on the top line and missed on the bottom. I think it looks like a positive quarter. Your opinion please...how does it's prognosis look to you. Hold or take my profit and be happy. I ask the question because 5i says we should let our winners run. Thanks...as usual...your professional insights are always helpful.
Read Answer Asked by Ernest on February 22, 2024
Q: Hi team,

Which of Netflix and all in the Magnificent Seven do you forecast to have the best growth this year and in which order ?
Would you at the same time risk to forecast the % of growth ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on February 22, 2024
Q: READING A LOT LATELY OF BUBBLE, RECESSION, MARKET CORRECTIONS. INFLATION, INTEREST RATES ETC. UNFAVOURABLE FACTORS FOR INVESTORS.

WHAT IS YOUR OUTLOOK/THOUGHTS FOR THE US AND CDN MARKET OVER THE NEXT 12-18 MONTHS. LOOKING FOR SOME BRIEF GUIDANCE AS I AM SITTING ON SOME CASH THAT I WOULD LIKE TO DEPLOY.

I HAVE SIGNED UP FOR YOU US OUTLOOK WEBINAR NEXT WHICH I ANTICIPATE MORE DETAILS.

THANK YOU
Read Answer Asked by Dick on February 22, 2024
Q: I would appreciate your expertise on the idea of a large portion of my rrif ,my only source of retirement income beyond government oas and cap. Comprising a global etf with some stability, income 3-4% and some growth. If you feel this is better done with a North American or purely Canadian product that is ok but it would be supplemented with NA income stocks.
Thanks for your help
Tom
Read Answer Asked by Tom on February 22, 2024
Q: in the portfolios, are the portfolio returns listed not including dividends. I assume the total portfolio return listed for any calendar year would the portfolio return listed plus the dividend. Am I understanding this correctly?
Read Answer Asked by steve on February 22, 2024
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