Investment Q&A

Q: I'm writing to follow up on your response to Josh's questions regarding beaten-down Canadian stocks.

Would you kindly rank your preferred order of purchases among the names discussed? Are there any that you would consider "table-pounding" buys at current levels?

Please also include your thoughts on CNQ, as well as FOUR, ROAD, and CLBT.

Thank you,

Q: please provide an opinion re this small cap company. they are profitable ,lots of cash and getting better re sales and operations.

Q: Peter and His Wonder Team
There quarterly results look strong...Please give me your prognosis for MATR:CA. In other words is it a good buy in terms of growth and valuation or am I missing something?
Thanks for your objective and professional opinion which is always helpful.

Q: Please give an updated opinion on Maya Gold and Silver.Thanks.

Q: Hello, when I look at the MAGS etf from Roundhill through my broker, it shows that is owns 51% in US treasuries and swaps as well as MAG 7 stocks. Can you explain how that works ? I would of thought they just own the MAG7 stocks,

Q: Everyone, looking at a five year chart, at November 2022, the slope of the line changed. Any explanation on why the slope changed significantly? Clayton

Q: Hi, easy one for you, I hope!
When you talk about opening a position, or 1/4 position, and so on, how much is a position? 4% of the total portfolio?
thank you

Q: Could you please provide some commentary on the Moody’s downgrade of US debt? That’s now three ratings agencies for three I believe. Thank you, Michael

Q: Do actively managed bond funds have a history of outperforming bond etfs? My bond etf doesn’t seem to move much.

Q: Profit margin increased, higher revenue... in a tough retail environment Leon's seems to be getting stronger. Would you agree?
Could you comment on earnings.
Wouldyou add?

Q: Half of my investments are in US dollars , mostly in large cap Tech and Financials . With erosion of USD value I am concerned on the future value of my holdings . I could convert some currency back to CAD through purchasing some dual listed equities ( Norbert's Gambit ) . Is that a wise strategy as opposed to liquidating and holding US cash ?

Q: Would you see this as a company to own long-term in the stalwart category and what is your opinion for current prospects/valuation?

Q: Seems more and more Trump is trying to muscle in on the decision making of US companies especially Large ones. i.e. telling Apple to reduce footprint in India n threatening Mattel CEO when he suggested its unlikely to manufacture toys in the US.

We are into this only a few months n there is no certainty the power base will change any time soon.

So far seems the best performance continues to be with the larger companies and frankly he has been helpful to some like Boeing but do I need to start making investment decisions more strategically trying to sidestep areas where the Gov’t is likely to have an ability to impact the decision making of my investments?

Areas like Gov’t plan to reduce drug pricing have really drove down Drug stocks. Will the midterm impact of Trump trying to micromanage larger companies create opportunity for mid caps which may sidestep Trumps ire?

Craig



Have we ever had a

Q: Thoughts on Guardian Capital as it was mentioned in a Globe Advisor article as trading at a 23% discount to cash and securities held, and pays a 4% dividend.

Q: The 5 year chart for LIN reminds me of the one for CSU. Am I correct in assuming it’s a steady compounder and a very dependable stock for growth over time ??

Q: What is your thinking on ABBV. I've held it for years and am up nicely. With pending limits on US drug pricing (maybe) is this a time to sell or hold? Or add, for that matter. thanks

Q: Good morning,

Thoughts on SOBO earnings?

Also - any view views on dividend growth plans, or too soon to say?

Thanks as always. You guys do awesome work.

Q: ARX is approaching all time highs and yet TOU seems to have no upward momentum at all. I have been hearing for the last few years that TOU is a premium gas stock and the new LNG plant would offer a big boost to the company. With the LNG plant nearing completion I was expecting TOU to start a move upwards. What is happening? Which of ARX & TOU will benefit the most from LNG Canada?

Q: A couple of recent guests on BNN Market Call have suggested that the increase in stock prices in the last 6 weeks or so is not warranted and are not supported by economic data, for example, growth in GDP is softening, consumer confidence is weakening, consumer debt is rising, unemployment is increasing, the housing market is very weak, retail spending is only up in the US because of tariff avoiding purchases, etc Although they do not expressly say so, it would seem they are expecting a significant draw down.

I know you have talked about this before, and even not that long ago, but things seem to be changing all the time. What is your overall current outlook for stocks? For certain sectors? And specifically, what about Gold and gold producers - it seems to me the recent run up was a reaction to all the uncertainty; but would gold continue to increase if those guests’ views prevail and there is a draw down now due to a downturn? Many thanks for your excellent service

Q: Which one of the 2 is the buy today and why?
Thanks Again