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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: Hi,

I trust that you are well.

A couple of questions....

1) The first one has to do with investor psychology. I've held CIX for about 2 years. I got in at around $20, and it has gone as low as $12, and is now at $17.50. My instinct is to sell and be grateful that I have minimized my loss. Thoughts?


2) "CI Financial announces substantial issuer bid price increase"... it has gone from $17.50 to $18.25. Seems bullish?

3) Would you be able to suggest a ball park figure as a sell price...from a value investing point of view.

Cheers,
David

Read Answer Asked by D on September 23, 2024
Q: I'm building US content into my portfolio, and am looking for medium risk ETFs. Do you have an estimated target and a recommendation for these two ETFs? I'd like both NASDAQ and S&P 500 exposures. Is the content of ZUE and XQQ content too overlapping for the two exposures?
Read Answer Asked by Ron on September 23, 2024
Q: I would like to invest in private equity and credit stocks. I came across below US and CDN stocks. Which one would you recommend that I should buy or unless you have better options. Plus is there an ETF that you would recommend.

Please give brief description and why you consider as Buy.

CDN: BN, ONEX
USA: KKR, BX, ARES, APO



Please deduct credit as appropriate.

Thanks for the great service.
Read Answer Asked by Hector on September 23, 2024
Q: I was happy to learn recently that TD now offers partial share purchases which I think is a great way to afford buying a company like CSU considering its 4000+ cost. I have a small amount to invest and was considering buying a partial share of CSU. At this point in time, considering current valuations and the potential for long term capital growth, would your preference be CSU or one of other Constellation spin offs LMN or TOI. Please explain why you would choose one over the other two. I intend to make this stock purchase within a TFSA. Many thanks for the for the great service that you provide.
Read Answer Asked by Anthony on September 23, 2024
Q: I would appreciate your thoughts on ZID and JAPN. Do you think investing in India and Japan is a good idea and why. You may have thoughts on other ETF's that invest in these countries. Your input would be appreciated. Thank You.
Read Answer Asked by Brian on September 23, 2024
Q: You previously mentioned that Pfizer stock might be a value trap. What if investors consider Pfizer stock as a dividend stock, similar to BCE, Telus, or other telecom stocks with limited growth potential? Dividend investors usually focus on the quarterly dividends and the potential risks to the business. What if they buy it for the income and hope for a recovery in the future? Another concern is whether the stock will continue to decline. Please share your thoughts. Thank you in advance.
Read Answer Asked by Esther on September 23, 2024
Q: I have never invested in precious metals although I own Bit coin. Now I would like to invest and will appreciate your opinion! Solid silver, solid gold that I store, gold Eft's, gold stocks or................ ???
I would like know your opinion on this and also why you would advise this approach?
Thanks, James.
Read Answer Asked by JAMES on September 22, 2024
Q: Hello Peter and Staff
I climbed the stairs with NTR and have taken the elevator down. Crop prices are cyclical but am also worried about the new supply coming on .

Would you hold or switch for one of FCX, TECK.B , AEM or SJ as my material stock

Thanks for all you do
Dennis
Read Answer Asked by Dennis on September 22, 2024
Q: I presently own PANW and I am up modestly. I would like to know your opinion of selling PANW and buying CRWD after its sell off? I want exposure to cyber security. Do you see more upside potential with Crowd Strike? Would the unknown consequences of CRWD be a problem?

Thanks

Dave.
Read Answer Asked by David on September 22, 2024
Q: Magna MG I am slowly getting tired of its performance. What do you suggest to replace it with? US and CA. Thanks and Greetings, Peter.
Read Answer Asked by peter on September 22, 2024
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