Investment Q&A

Q: According to Portfolio Analytics I need to increase my weightings in Healthcare and Real Estate.Please suggest,for a conservative investor,a Canadian stock or ETF for each.
Thank you

Q: Which high yield fund do you prefer between FFN and HMAX?

Q: Can you comment on these etfs from a likely return point of view

Q: I have $ 60000 to invest in my tfsa. I am retired. What 3 etfs would effectively give me a good somewhat conservative diversity especially for these chaotic times. Stability and income would be my main focus

Q: This is not an exciting company but the latest company they bought should move the needle on all metrics. Your thoughts please.

Q: Would a combination two funds, XLV (70%) HHL (30%) be an adequate combination to cover the health care sector while enhancing returns?

Thanks in advance.

Q: Can you comment on their recent earnings? Thanks.

Q: I have done a little bit of work on Orla Mining. It came on my radar when I saw their heaps of paydirt at the Camino Rojo mine in Zacatecas, Mexico (You can see the operation from the highway that connects Saltillo with the city of Zacatecas). That mine seems to have very low operating costs and even a partial pitwall collapse last year did not seem to hurt ORLA too much. What I didn't know is that they bought the Musselwhite Gold mine north of Thunder Bay from Newmont. Apparently Newmont wasn't interested in Musselwhite (too small for them) so there was very little capital spent at that mine. Orla saw potential at Musselwhite, bought the mine and started to invest. The processing plant at Musselwhite was running way below name plate capacity due to a lack of mined ore Orla has located more ore and has been using the mill at a much higher capacity and low and behold they are making money. To me that demonstrated a smart management team. And since Orla is now a two mine miner (with one mine in Canada and the other in Mexico) I am considering a position in ORLA. But what is your opinion of Orla and if you were to do a deeper dive on Orla what would you be looking for/at?

Q: Hi,

I am looking at investing new cash and at this time wish to purchase non-US and non-Canadian companies. I know you don’t typically cover the non-North American markets but you have frequently commented on GRMN, NBIS and ASML.

Would you have any other suggestions for outside NA equities, regardless of sector, that represent good long-term potential total returns?

Thank you, Michael

Q: I have a fairly large chunk of US cash invested in a 'High-Interest Savings Account' which earns 3.15% interest. The interest has not kept up with the loss in value of the US dollar. Can you suggest a similar kind of investment based on Euros or Swiss Francs which can be purchased through TD Direct? Or do you have a better low-risk idea for this money? (I am pessimistic about both the USD and CAD keeping their value against other currencies.)

Q: Can you elaborate on why you prefer Micron over Hynix? I've seen some others prefer Hynix since apparently they are at much lower valuation for similar growth metrics? Is it due to more comfort with a US company? Or correct me on my above statement as needed.

Q: Having wanting to diversify from my non registered account of mainly banks, utilities and pipelines, I have followed these 4 stocks for quite sometime. Bought BN ( up ) a year ago and WSP just recently; both half positions. Now is too early for TRI as it is impossible to determine the winners and losers in the software AI issue besides I already own LMN ( down down ) in my TFSA. Based on management’s handling of previous downturns, I have TFII on the radar. Are there any large Canadian companies with international exposure you would suggest ? Should I just bring BN and WSP up to full position? I am looking at BIPC but would that be too much Brookfield ?
I stay away from oil and commodity companies.
Thanks . Derek

Q: Is gold still a buy at today's price. If so what would be your top 3 gold stocks or etfs to buy and why. Or is there a different material that you would prefer today and if so please list your top 3 stocks or etfs for them and why.
Thank you

Q: What would be the best way to invest in Canadian materials at this time?

Thanks as always.
David

Q: BROOKFIELD GLOBAL INFRASTRUCTURE ETF (TOLZ]

Your opinion, buy, maybe, no?

Thank you.

Q: 3 growth stocks

Which one would you think would be the best to buy or none of them?

Rocket Lab (RKLB)

Rigetti Computing (RGTI)

Regencell Bioscience (RGC)

Thank you.

Q: Hello,
Can you please recommend 2 USD ETF equivalent to XHY? I would prefer to buy in USD for currency diversification. Thank you.

Q: what are your thoughts today about this company? value trap or good opportunity when digital assets come back into favour.

Dave

Q: In response to a question from Pat, you suggested a 10% to 12% weighting in the oil/gas sector instead of the 16.44% in the TSX. If I didn't want to buy individual companies for oil/gas, what ETF/ETFs would you suggest to make up the 10% to 12%? If more than one ETF, what percentage would you have in each?

Q: TOLZ or TOLL WHICH TO BUY?

TOLL looks better.

An ETF better than TOLL?

Thank you.