Investment Q&A

Q: I sold half my holdings in BDT and ARE in December, in a TFSA, with a nice profit. Both are down quite a lot since then. I was planning to buy back to average down. Or take position in more stable stocks like STN or ATRL. How would you rank these 4 for new purchase? in a registered or regular account? Would any of these be more at risk with US politics ? I already own WSP and NOA. Thanks a lot.

Q: I hold WPM and have always preferred it as a senior precious metals royalty play as I think it has the largest silver exposure and I expect silver to catch up at some point soon. I'm considering now whether I should split my position between WPM and FNV as recent news suggests Panama may start talks to perhaps re-open the Cobre Panama mine and FNV would likely have alot of extra upside in that case over time if it happens. How do the 2 compare valuation wise against each other, what are your thoughts on both.

Q: Would you recommend VE as a way to diversify a mostly Canadian portfolio into Europe? Are there significant differences among Europe large cap ETFs and, if so, what would you recommend as an alternative or complement? Is now a good time to make this move?

Thanks in advance.

Q: I am an 80 year old income investor with some growth. I have $20,000 to employ. The above is a list of my losers out of 50 winners in a portfolio of mostly the Income Portfolio plus 15 yield maximizer ETF's like UMAX. Should I:
1. wait for your monthly advice before acting
2. distribute evenly accross the losers
3. add to the winners
Any other suggestions would be appreciated.
Please take as many credits as needed.
Thank you

Q: Everyone, what financial metric do you wish people knew more about or understood? Clayton

Q: I am a senior in my 80s and have long appreciated the insights and research provided through your publications. They have been invaluable in helping me self-educate and manage my investments over the years.

That said, my portfolio has taken a significant hit over the past 3–4 weeks, largely due to the evolving economic and political environment. The ongoing rhetoric between Canada and the U.S., coupled with major changes in our Canadian leadership, has created uncertainty. Additionally, with a federal election approaching in the coming weeks and the impact of tariffs, the investment landscape remains challenging.

I’ve followed Peter’s advice that “the best action is to do nothing,” which I have largely adhered to. I have already sold most of the lower-hanging fruit and currently hold approximately 40% in a money market fund. The remainder of my portfolio is primarily invested in 5i’s three model portfolios.

Given the current environment, I would appreciate your insights on the following:

Do you foresee further downside in the market?
Would it be prudent to sell some of the winners now, or should we hold steady and consider adding to certain positions?
I value your perspective and would greatly appreciate any guidance you can provide.

Thanks in advance for your time and insights.

Best regards,
Rick Tysick

Q: Hi Folks,
I currently hold HD in my non-registered account. I am thinking of switching to DOL for a little/lot more growth - they seem to be going in opposite direction. May I have your opinion?
Thanks

Q: I am aware that this stock is leveraged against the Amazon Stock on the Nasdaq but what is the exact ratio - is it like 1/20 of an actual Amazon stock?

Q: How much likelihood do you see that some key Canadian resources are sourced in Eastern Europe by the Americans if the Ukraine war should resolve soon? Notably potash from Belarus, uranium from Russia and Aliminum from Ukraine, potentially including others I may know less.

Q: Nfi is having a nice day after reporting. 5 I has been down on the business, any change after the report ?

Q: Of these four companies, which one has the strongest overall position in the AI space? Why?

Please rank these four companies in general based based on a three year outlook. Why?

GOOGL: Why does GOOGL carry such low debt relative to its equity?

Q: I have held this for a long time and am slightly under water. Do you see any growth in the future? thanks

Q: Hi there,
can I get your comments on the Q4 2024 results released last week please?
Thanks,
Dan

Q: Hi,

If the war in Ukraine ends, how would it affect oil prices, specifically, SUN, CNQ, ENB, CVX?

Q: Hi Peter,
In the covered call ETFs universe, there are ETFs that write options out of the money, and ETFs that write options at the money. Please explain what these two strategies mean. Is one strategy more risky than the other? For example, comparing ZWU with UMAX, yield of UMAX (at the money) is twice as much as ZWU (out of the money). What’s the catch here? With the current volatile market, would you favour one option strategy over the other? Thanks.

Q: TYD has dropped 54% ytd. Obvious negative momentum. Do you rate as buy hold or sell at this time?
In normal times I would expect you to say wait and see but we aren’t in normal time- what do you see going forward for those holding already? Is it worth waiting.

Q: I have done well on all of these stocks but all have had pull backs. Which of these should be held, sold or added to.( I have no need for the cash and none are on margin) Thanks for your help.

Q: Besides BRK & CSU, what other companies pay no dividend or only a tiny dividend since presumably they feel they can give sharholders a return higher by investing the funds. Cdn, US, or Global names appreciated. What would be your favorite to put away for 5 years with little need to check on them. Thank you for all your great work !

Q: Hi folks,
I have held CNR in my TFSA for a few years - up 10%. I am thinking of replacing it with WCN for some more growth. Would it be better buying WCN on the NYSE or TSE? May I have your opinion?
Thanks

Q: How would you rank the following for a growth oriented long-term hold: NBIS, PLTR, FOUR, SYM, CLBT, GSHD, UFPT, SNOW, CTLP, MSTR, FRSH, APP