Investment Q&A

Q: In order, what are your top 4 Canadian utility holdings for growth, moderate risk and dividends >3%? Five-year time frame. Thank you.

Q: I hold CRWD (1.5%) and APPL (1.45%). My choices are: sell them both and purchase CSU; sell CRWD and buy more APPL; sell APPL and buy more CRWD. Which option would you recommend? Moderate risk; five year timeframe. Thank you.

Q: Hi Team,

ENB, CNQ, SU are about 7.5% of my CAD portfolio. Is it ok to hold both CNQ and SU or are they too similar? If they are too similar then which other stock should replace one of these? My investments lean towards growth and dividend growth.

I have held Visa for over two years. I was hoping it will benefit from post panademic opening. So far it has done little. On valuations it appears overvalued. So do other payment stocks. Any suggestions?

Thanks
RR

Q: I am using this high interest savings account (about 4% ) to hold money for RRIF (monthly)withdrawals. if I am correct there is no trading fee as with PSA etc. Is this the best way of managing this issue?
Thanks for your help Tom

Q: The FGP318 Small Cap Canadian Equity fund is showing extraordinary return recently. Historically, it's not been so strong and is extremely volatile. What are your thoughts for its immediate prospects?

Q: Looking for your crystal ball on who you think will underperform or outperform in 2023. Can you rank overweight underweight or neutral on overall market performance:

USA, CAN, EU, Global, Emerging Markets.

Reason I ask is I am heavily overweight USA and thinking it might be a good time to move to neutral in USA and move that cash to one of the other 4 geographic areas.

Q: I need to free up some cash in an un-registered account for a large purchase. Which of the above holdings have the worst outlook. So I guess rank in order you would sell them. I will likely need to sell 2 of them. I don't hate any of them but something needs to go to free up the cash.

Q: May I have your comments on GOT's "Golddigger" project? Their website seems somewhat over promotional even though this area in BC has produced mines going back to Anoyx' mines in 1912. The mineralized zone on the side of a mountain seems, to my layman's eye, to be tricky to mine. I guess if the mineralization grades are high and consistent enough... Have any senior miners taken up GOT's stock? Does management have significant money committed to GOT's stock? Are the Nisga'a onside?
Any comments you have would be appreciated.
Jim

Q: if you had to pick only one small cap to mid cap gold and copper company for growth, for the next 6-12 months which would they be.dave

Q: Peter.could Ihave your opinion on tag oil and gas tsx/v

Q: What are your comments on this company and it's prospects? I am almost break even. Would you add, hold or sell? Thanks

Q: I have a half position in ATZ . Given the most recent results are you comfortable in making it a full position at the present price?

Q: In these times where the financial health of companies are being put to the test, are bond funds like XHY, which hold 60% BB grade bonds and 30% B grade bonds, something that a wise investor should be pulling out of?

Q: Could I have your thoughts on the latest quarter?


Thx



Thx

Q: I would appreciate an updated view of 5N Plus Inc. Thanks!

Q: Can u recommend a good sight for DRIP eligibility,I asked BMO about Altagas they said it wasn’t and any sites I google are contradictory and a bit confusing,could you suggest a good one …Thanks

Q: Can you explain the 30 day rule on buying back shares that have been previously sold . Is it 30 calendar days ...eg sold on Dec 28 2022 can i safely buy them back on Jan 28 or have to wait until Jan 29? Thanks

Q: Hi there, I am down considerably on the above stocks. Can you please advise which stocks have the greatest chance to recover in the next few years? Most are over 70% down and should I sell some to reinvest in better operating companies such as GOOG and AMZN. thank you for your time.

Q: Good day all!
We currently have the above stocks on the tech side of our registered and non-registered portfolios. Looking to bring our portfolio in balance with recommended weights.
Can you please suggest 2 new stocks each for non registered and TFSA account that are good buys now. Dividends welcomed but not necessary.

Thank you

Roger

Q: Hello Peter et al:

A great question by James today and equally a great answer by you! AAPL wasn't included in James' question and hence the price targets characterized by Good price VS Great price for AAPL wasn't mentioned. I have added AAPL here.
(MSFT: 240/210; GOOG: 95/80: AMZN: 95/80.)

IF I were to request you to wear your Option trader's hat, (after all you manage a fund based on options!) how would you play these stocks. Assume that these are long term holdings and cash covered. Should one simply either buy puts or sell covered calls. Your "great" price targets roughly assume about 15% downside correction.

If indeed these solid stocks are going on sale and if one is determined to hold them for ever, why would one not make any money whilst one waits?
That's the thesis behind my question.

Many thanks in advance.

Mano