Q: What do you think about bringing back US dollars to CDN dollars? I would like to diversify the currency portion of my portfolio, is there any other choice ? And for my third question how would I use Norberts Gambit to exchange those US dollars to Canadian dollars ?
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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,
Just curious, KoyFin is showing Tesla sales forecasts growing by 13.2% in 2025, 19.5% in 2026 and 17.24% in 2027. Earnings forecasts are growing by 13.09%, 33.05% and 26.71% respectively.
I would think at least the 2025 numbers are materially wrong at this point.
When does the reality of plunging global sales get reflected in these forecasts?
Thanks very much,
Michael
Just curious, KoyFin is showing Tesla sales forecasts growing by 13.2% in 2025, 19.5% in 2026 and 17.24% in 2027. Earnings forecasts are growing by 13.09%, 33.05% and 26.71% respectively.
I would think at least the 2025 numbers are materially wrong at this point.
When does the reality of plunging global sales get reflected in these forecasts?
Thanks very much,
Michael
Q: For an in come investor investor your thoughts on a switch from Chartwell to CT Real Estate to get a bump in the yield
. Thank you
. Thank you
Q: I have 3% position in BCE down 30% nonregistered account. I am thinking of selling and buying BN for long term. Can I have your thoughts?
Q: Hi, I enquired earlier about the double whammy of withholding taxes on some Chinese etf like FXI. Are there any CHINA broad etfs that don't have to pay this double tax?
If not, are there any other options? Are there CDN etfs that dont pay the double tax?
If not, are there any other options? Are there CDN etfs that dont pay the double tax?
Q: What are your thoughts on Sentinel One after the earnings. Do you consider as buy now
Thanks for the great service
Thanks for the great service
Q: A follow up to my recent question on buffer ETFs. You referred me to the CIBC website on CDRs. I am sure this was not your intended answer. Thank you
Q: How important/accurate is the Atlanta Fed's GDP Now forecast. As you know it has turned negative for the last two readings. What does this suggest for the US economy? Please feel free to wait for the March 17th reading if that might affect your answer. Thank-you.
Q: I am holding some cash on the sides. I was wondering if there was a way to put some of it into an ETF, perhaps a money market fund that holds foreign (non US) currency. Either a basket of stable currencies or something like the Euro or Swiss Franc. The idea is risk avoidance against a sudden sharp drop in the CDN dollar (and perhaps US$ too) given the current situation. I already hold several ETFs that hold Euro stocks but would like lower risk.
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iShares S&P/TSX 60 Index ETF (XIU)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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Vanguard FTSE Developed Europe All Cap Index ETF (VE)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
Q: Could you please tell me your top suggestions for low cost diversified index funds in non US markets?
Q: I just became aware of buffer etfs that absorb losses up to a stipulated % by capping the future gains. Would you please expand upon my opening comment and suggest some CAD etfs to pursue this strategy. Could you also compare the buffer etf to a low volatility etf. Thank you
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WSP Global Inc. (WSP)
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BRP Inc. Subordinate Voting Shares (DOO)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Lumine Group Inc. (LMN)
Q: In a TFSA, I am down ~30% in both HPS.A and DOO, both of which were smaller positions and now both represent ~0.5% of total equity holdings (so ~1% combined).
If the goal was absolute growth over the long term with a high risk tolerance would you continue to hold or sell at a loss these two securities?
If you were to sell please rank from high to low which of the current securities in the account you would recommend.
If the goal was absolute growth over the long term with a high risk tolerance would you continue to hold or sell at a loss these two securities?
If you were to sell please rank from high to low which of the current securities in the account you would recommend.
Q: Hi Peter,
I would like to get your thoughts on CNR and ENGH. I am long CNR and would like to reduce it and add to my position in ENGH. My views are that I get more growth from ENGH and 4.5% dividend vs. CNR call it a 2.5% dividend. I know they are different businesses but comparing the two companies what provides more growth and income opportunity.
Thanks
I would like to get your thoughts on CNR and ENGH. I am long CNR and would like to reduce it and add to my position in ENGH. My views are that I get more growth from ENGH and 4.5% dividend vs. CNR call it a 2.5% dividend. I know they are different businesses but comparing the two companies what provides more growth and income opportunity.
Thanks
Q: I have done good with ala, have a good capital gain in my tsfa, I wnt to sell it and guy something else, the yield is down to about 3%, I don't see a lot of upside in the dividend, thinking of buying sobo, their yield 7 %, I have a lot in pipelines have have done well with them, what say you, do have over stocks that you would suggest, looking for yield, and I have lots in the banks already
Thanks
Thanks
Q: I sold some equity positions to the tune of 100K and would like to put that into fixed income.The cash accounts don't pay enough interest and some of the high ones may not be safe. Could you recommend some relatively safe higher income funds either cad or usd. Thanks.
Q: Will the closing of the Hudson's Bay Company be of any benefit to NWC?
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BMO Ultra Short-Term Bond ETF (ZST)
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Franklin Canadian Ultra Short Term Bond Fund (FHIS)
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Vanguard Canadian Ultra-Short Government Bond Index ETF (VVSG)
Q: Would you recommend this ETF for a balanced portfolio given the volatile market? It hasn’t been around for very long.
Q: Hi how do you see the outlook for ITR as an investment and associated risks?
Q: With Central Banks buying a lot of gold I am surprised a company like this has declined so much over the past. Is it because of its abandoning of a growth model? Will it take an increased interest in buying / storing by individual investors to elevate the stock price? I am assuming most of their profits are from recurring fees (?)
Finally, in the past I was a customer of GoldMoney Inc. With "mounting concerns" coming from south of the border, I am considering reopening an account with a much larger gold purchase and storage outside our country than before. What is your trust level in this company, and do you have any concerns about doing this with a large planned bullion position?
Finally, in the past I was a customer of GoldMoney Inc. With "mounting concerns" coming from south of the border, I am considering reopening an account with a much larger gold purchase and storage outside our country than before. What is your trust level in this company, and do you have any concerns about doing this with a large planned bullion position?
Q: I have small positions in both TFII and AND (about 2% each) and looking to add to them (long-term positions so not worried about near-term uncertainty, I'm sure they'll both be fine over the long-term).
I'm thinking TFII is the safer bet (cheaper, larger, much longer-term track record) but AND's smaller size and less-levered balance sheet might allow it to make more meaningful acquisitions for higher growth.
What are your thoughts, which would you favour more for a young long-term investor?
I'm thinking TFII is the safer bet (cheaper, larger, much longer-term track record) but AND's smaller size and less-levered balance sheet might allow it to make more meaningful acquisitions for higher growth.
What are your thoughts, which would you favour more for a young long-term investor?