Investment Q&A

Q: Happy New Year to all of you,
I am heavily weighted in US.. I would appreciate your thoughts for US investments under Trump, for next two years: what do you think will be the top 3 performing sectors? And, what would your top companies be in each sector? Thanks

Q: 5i I have some US stocks in TFSA in US currency. I am going to trim down and keep cash In US account. Also trimming regular stock account in US dollars. would it be advatange to chage to Canadian dollars I bought these @1.38 us seing our dollar is is going down to reinvest in Canadian stocks. Would Norbert be better to use.Thank's 51.
amounts are 36,000. Us
and 20,000. US

Q: I am looking for your top five CA and US stock ideas which capitalize on the AI boon, regardless of market cap. As well, what are your top three US cyber security ideas? Reasons for your picks would be appreciated. THX.

Q: Are news around QNX an important step toward the split announced a while back?

Q: Hello, LIFE has dipped a bit recently, do you think it is because of the new US administration possible policies regarding pharma cos? Thanks

Q: There has been a sudden drop in the price of Brookfield Renewable stock. Any reasons for this? Thanks

Q: I am a retired senior in his mid 70s and looking for monthly dividend income. I am looking for your opinion on this particular ETF to see if it would fit the bill. The etf I am looking for would have to be low to med risk and carry a descent monthly dividend, and have low fees. One of my concerns with this etf is diversification as it appears to only hold 20 stocks. Your opinion on this etf or any other one that would fit the bill would be appreciated. Thank you.

Q: I have a seven year old grandson with a disability that qualifies him for an RDSP. So I am looking for a long term investment strategy. Would you recommend ETFs? If so could you please suggest 3 ETFs. If not, ETFs what would you recommend?

Q: Gentlemen:
Favorite Gas Company in Canada and US
Favorite land holding Co for Canada and US
Overall Favorite Canada and US company for widows and orphans.
Great Service… Thanks -Jim

Q: I cant find any news, or reason for BDT to have dropped almost 25% in the last few months. Am I missing something, or do you still see $26.00 (Dec 18 answer to a question), as a good entry/add point?
thank you

Q: I'm over allocated in Financials at 23%. Recognizing BN represents a diversified holding and Visa could be considered Consumer. What changes would you make if this was your account. Most of the 1% holdings are in my unregistered accounts with BN, Visa, JPM, BAM are split RRSP/TSFA. Long term investments +10 years with a tilt to risk/growth. Retirement in 2035.

BN 11%
BAM 2%
Visa 3.6%
JPM 2%
GSY 1.6%
PRL 1%
TD .8%
BNS .8%

Happy New Year and thanks for all the help in 2024!

Don

Q: Big drop on TIXT, -16%, while it was rising slowly since few months, any news?

Q: Dear Peter:

Is INTC a value play or Value trap?! Is it a turn around candidate or a potential "taken over" candidate?

QCOM offer seems to have faded!

Just for the heck of it I asked the two of the popular AI apps, Chat GPT 3.5 and Perplexity about this. I got some interesting answers! Perplexity was more "informative" and thought it could have a target price of 40$. A double from it's current price level. Chat GPT3.5 on the other hand demurred! Perplexity also thought Private Equity firms like Apollo, or AAPL/Samsung or some Sovereign wealth funds like Mubadala(Abudhabi) may be interested!

As you well know one can get different answers depending on how one poses the questions to these AI chatbots!
Words do matter with AI apps I have found out.

It is struggling to stay above 20$. Where is the floor?!

Any words of wisdom?

Q: Curious if you read Howard Marks latest "Memo" published yesterday https://www.oaktreecapital.com/insights/memo/on-bubble-watch ? He addressed issues of bubble characteristics, market concentration, market valuation and forward expectations relative to current market valuations. What is your impression of his Memo?

Thanks.

Q: Can you explain the differences between money market funds PSA and CIB238? Which generally provides the better rate of return? Looking for somewhere to park money when not in use. Which would you recommend?

Q: MEQ is down today by 4 % on high volume. Is there any news that might explain this loss. It has been a strong performer for many years

Q: Happy New Year! I like investing in themes (aging population, infrastructure, internet retail, water, security ect) and am wondering if you have 3-4 thematic stock suggestions that you think are interesting here. So ya know, I am chock full of AI names at the moment as you might guess. Thanks

Q: Thoughts on this stock?

Q: Hps.a has pulled back to its 200 Day MA.Is this a good entry point?

Q: Hi I was hoping you could clarify an answer you provided on January 7th about NVDA and trimming below 10%. In past, you have said “ let winners run.”

I’m torn with which approach to take as it seems contradicting. I do hold a very large position in NVDA (exceeding 10%) and need some clarity. Thanks so much.