Investment Q&A

Q: Can i please get your comments on AeroVironment's latest results please? Market does not seem impressed after hours.
Thanks

Q: Today Peter requested "a list of companies domiciled in Canada but pay dividends in USD". Would it be reasonable to consider that those companies have would not be affected by tariffs imposed by the US?

Q: Your take on the latest quarter please

Q: Could you recommend several Canadian and US ETF's to short the SPX and NDX ? Thanks So many gains with your help, I need to to find some protection.

Q: What are your thoughts on buying Telus right now ?

Q: May we have your analysis of SNPS Q4 and forward performance for 2025.

And why did the stock dipped after hours on Wednesday?

Thank you to Peter and his team

Q: I unfortunately own GXE and learned from this site that around 2/3 of the company will be disposed of in early 2025. The paper napkin math indicates that the current market price should be around 90 cents per share (offer of 61 cents for 2/3 of the company plus around 30 cents for the 1/3 that will be transferred to Newco).
How is the current price only 54 cents and dropping? Even the cash offer of 61 cents is notably higher while Newco is valued at zero. What am I missing?

Q: First off thanks for encouraging me in June to take a position in TKN
I'm up 33% in 6 months, so quite happy. Question is do you see TKN as a good medium to long term hold going forward?

Thanks for the help

Q: Greetings:
I have held a position in the above for quite a while. When I research the holdings, they will only display the top 10 holdings. Many funds display the top 10 and in the event that more is desired, it will reveal it. How can I possibly access more of the holdings?
Thanks, BEN.

Q: My question is on trimming winning stocks. You will often comment on this question that it is about the size of the stock in relation to your portfolio. I have a number of stocks that are half positions which are up 100-200% so now are almost full positions so I don't "need" to trim them. But I'm often tempted to trim at a new high to take some profits with the idea of re-buying on a pullback. I realize this is market timing so I hesitate, but I've also seen thousands of dollars disappear on a downturn. I have bought some stocks I think of as longer term trades so I have sold them after a profit and it has felt good to cement that profit so to speak. But some stocks like Apple, or BN that I see as more core holdings -with these type of stocks do I trim or just leave them, let them run and buy more on a pullback with new money presuming I have more. Any further articles on this would be appreciated as well. Thank you!

Q: With the outlook for small caps promising, what ETFs would you recommend...Canadian and US.
Thanks

Q: I am thinking of selling torment industries at a 10%
Loss and Brookfield infrastructure lp to generate
Money to buy ZMID:CA
I agave current 35% of my investments in u.s.
The balance in Canada this would increase my exposure to the u.s. market to 40%
Can I have your thoughts on this move
Thank you

Q: I've held TTD for many years now (since about $17 thanks to 5i) and it's starting to seem expensive at current prices (especially given the roku talk). Would it be best to diversify some towards others in the ad sector like APP or MGNI (or any other suggestions)?

You've spoken favourably of APP recently, do you like it better than TTD at current prices? My holding period is as long as possible if that helps.

Q: Hello, I plan to rebalance my portfolio in the new year, increasing my bond component in my reg accounts. I already have Canadian individual bonds in my RSP, so I was looking at VGAB for diversification, but when I compare it to XBB, it underperformed XBB for every period in the last 5 years. What do you think of VGAB and should I just keep it simple and use XBB instead? Thanks

Q: Could you please comment on NA's earnings report? What does the market not like about it?

It's disappointing that Scotia Bank has for the second year now not raised its dividend.
Comparing stock charts of BNS to NA over any period, be it 5, 10 or 20 years, NA has consistently outperformed by a long shot. Would you find a switch from BNS to NA problematic (other than the "bigger, safer.....")?

Q: Good Morning,

I have several energy infrastructure holdings but no actual producers.
Do you think now (read Trump) would be a good time to purchase on the production side?
I was thinking SU or CNQ.
Are there others you would favour - energy or otherwise.
I am an income investor.

Thanks very much.

Q: I am trying to get an understanding of the company’s total addressable market?Current valuation/prospects?

Q: Hello, regarding HBB, is its performance over the years comparable to XBB, for example? Would you recommend HBB for a taxable account? Thanks.

Q: Seeing that the outlook for small caps is more positive what would be your choice for Canadian and US ETFs in this area? Thank you.

Q: Hi
If I am bullish on the nuclear energy sector, what investments should I consider and why?
thanks