Q: Can you please find information on what Canadian mining companies has assets in or operate in Mexico?..particularly copper and gold companies?...many thanks
Q: I would appreciate your high level thoughts regarding investing in Japan.
Many strategist are suggesting that Japan might start increasing their very low interest rates which would spur interest in their own countries stock market which seems to be flat for a very long time. Do you think there is a good chance this might happen? I also thought the Japanese elevated age doesn't bode well for their economy which makes their stock market less attractive. I would appreciate your view point on Japan's investability for the long term. If yes, would you buy a hedged or non hedged Japanese ETF to get exposure?
Q: It seems the world’s electrical grid is going to look a lot different in the future. All the talk is around digitization and decentralization, whereby DER’s (distributed energy resources) will add supply back into the grid (solar panels, generators, even EV’s) and the local utility will also be able to reduce demand remotely by adjusting your a/c, hot water tank etc. all enabled by smart meters/networks driven by the technology of the internet of things and AI. My question is do you have an idea who the capital light kind of tech companies are that are going to provide the services to all the Utilities out there to make this happen? It is already happening in few places on a small scale, but the addressable market going forward is mind boggling. I guess I would much sooner invest in the tech than the guys digging lithium out of the ground! Any info appreciated, thanks.
Q: I am trying to understand what seems to me as unusual volatility in treasuries recently - especially Monday. Has this sort of thing happened in the past ?
Q: shop reports Thursday. what are general expectations. what does 5i expect. last guidance seemed conservative. any issues that might surprise either good or bad
Q: Can I get an update on the earnings released today? The last q&a in March seemed negative but the report this morning seems to be a marked improvement.
Thank you.
Q: I have some US cash I'm looking to invest in a company that I feel would fair ok in a recession. What are your thoughts on Waste Management and Dollar General? Are there competitor's in their respective sector's you would prefer?
We have TFII and WSP as equal weighted stocks. Is there enough difference between the two to retain both stocks in our RRSP's? If we were to consolidate, which stock would be preferred?