Investment Q&A

Q: Assuming the current selloff continues, VIX goes up to 35+, and recession is almost certain in the US. Regardless of sector, what US/CAD stocks YOU would buy for capital appreciation if you have CAD$ 100,000? YOU plan to hold these stocks more than 3 years and you believe these companies will survive the economic downturn no matter how hard it will be.

Q: Is it at an attractive level to add to in order to get to a full position?

Q: I have a good selection of dividend stocks, paying 3-7%. Expecting the volatility in the Markets to continue for some time, is it better to opt out of the DRIPs, and let cash accumulate, or keep them on, to average out share purchase prices,
My thought is, if I cancel the DRIPs, I will accumulate cash that I can use to initiate a position 6 months or a year from now, in a stock that isn't even on my radar today, or buy a larger amount of one or two of the existing stocks that might be unfairly beaten down. I would set Buy Alerts on each stock, and reevaluate anytime an Alert is triggered. Thank you for your advice.

Grant

Q: Would you be putting new money into the markets today.

Q: where can I find questions on the vix

Q: Dear 5i
Just a clarification question . If i was to buy either of the above two ETF's via the TSX , i'm assuming they would be bought with Canadian dollars .
When i go to place the order it expresses the purchase in US dollars .
Please clarify .
Thanks
Bill C

Q: Do you know what the tax consequences will be for Veren shareholders? I see no mention so I am assuming that this will be a taxable event. I'm hoping that as a merger it will not result in capital gains taxes but just an adjustment to the ACB.

Q: Can I get your take on Amerigo? I am thinking they might start getting more credit for their more recent focus on share holder returns (buy backs, divy, and special divies) all while paying down debt (forecast zero by year end). What do you think of the valuation at this current copper price and outlook? Thanks

Q: If all of your portfolio was in cash and you wanted to buy a cash-like etf, would you be okay with buying 1 or 2 etfs or would you diversify the money across several cash-like etfs? Thank you.

Q: Anticipating a downturn in '25 I promised myself that I wouldn't ride the market down like I did in '22 so I bailed on most of my tech holdings, at least temporarily. I am looking to park the cash with the following criteria:

1. Immediate access i.e. no locked in GICs.
2. Highest reasonable yield
3. Modest volatility

What is your current view of the highest yielding Hamilton ETFs and can you recommend any competitors or other options?

Thank you

Q: Hello Team,Could you tell me the average return, capital gain plus dividends of these two companies over the last ten years.
Thank You,
Barry

Q: Hello,
Is today a good day to invest in Canadian Company CGI? What is a good target buy price?
Also I hold Amazon in an RRSP and Vanguard in an RESP. Is it a good time, with the market drop, to increase holdings?
Thank you,
Jovan

Q: Would you have a proxy for HPS.A, TFII, BN, NTR, ILMN or just wait out the 30 days?

Thanks for your service!

Q: Holder of vrn. your recommendation of selling now or accept the offer.
Thanks

Q: Would you add to ATD today? It appears that their bid for seven and i is progressing?
What would be a good price to add more?

Q: Hi Team,
These Tariff moves have gone from "not a big concern" to a major concern with anyone holding a growth portfolio. Currently I am down 23% from peak in short order since January, due to a higher concentration in Tech names and other growth names. An amazing fall considering I thought I was holding all solid names (such as NVDA. PRL, SHOP, TTD as examples) Do you view this as 2022 all over again? Or do you think the market will bottom sooner than it did in that year? Hard to say I know based on Trump saying that he no longer cares much about the market this go around. A much different tune that last term. However I suppose that could change overnight. I don't imagine Musk in enjoying Tsla's fall; perhaps that will end up in a clash with Trump on trade policies or hopefully talk some sense into him at the very least. Looking for your take on the current situation. Lastly, I assume that since major damage is already done would I be best to just hold the line at this point? Or sell out some growth names even at current levels? If buying new purchases what would be your top 3 names to add to at current levels?

Thanks,
Shane.

Q: hi there, what price would AC be a buy ?, considering it will be part of the high risk portion of the portfolio with 2% max allocation, thanks

Q: Your thoughts please on Caterpillar vs Deere for long-term growth, and generally how you would rate these as buy/hold/sell in the current environment. Id appreciate any comments where you expect growth will come from (eg mining automation/AI) and leverage. Thank you.

Q: I was reading your last comments on Lumine, and you said organic growth may improve as the company makes more acquisitions. Which makes sense. But when does the contribution from an acquisition start to be included in organic growth numbers? After a year of owing it? Thanks.

Q: With the upcoming merger, what happens to WCP shares I already hold? Related, is WCP a sell or hold?