Investment Q&A

Q: Since the beginning of May, I've noticed 6 insiders selling approx 52K shares for an approximate sum of $!,776K. I realize that insiders will sell for a variety of reasons yet am wondering if you have heard some rumblings as to the reasons why?

Thank you

Q: Hi Peter and team,

Portfolio Analytics indicates a need to increase our Consumer Defensive sector holdings. Across our combined accounts for this sector, we also hold COST and DOL, as well as two ETFs (ZLB with 19% representation, and XST with 71.5% representation in this sector.)

I am considering adding roughly equal amounts of L and JWEL to achieve the goal, and realize that L is much larger than JWEL, as well as being more defensive. But I do note that JWEL appears to have greater momentum presently and has a higher dividend as well.

PA classifies our portfolio as ‘Risk Managed Growth’, and L and JWEL would go into an 82-year-old’s RRIF.

Would you endorse such a plan? I’d also change the 50/50 allocation if you suggest this.

As always, thanks for your assistance.

Q: AMD is soaring this morning and I’m not able to see a clear reason why. Is this related to their improved method for chip stacking?

Q: I have some birchclif. It has not been the best performer over the last couple years. Always waiting for a maybe takeover. Low dividend. Should I be more patient or do you recommend a switch.
Thank you.

Q: your thoughts on this very old staple company. It's having problems close to 52 week low. I like their jam on my toast but not sure what's happening.

Very much appreciate your insights!

Q: I came across YNVD (Not listed on your site) when searching for the Canadian hedged NVDA. It appears to be a fund that holds only NVDA, is both hedged and covered call, and has an absurdly high yield. Would you advise buying some, and if so, would you put it in a registered account/tfsa for tax purposes?

Q: Could I have your thoughts on AIDX

Q: What are your current views on DEFI? Do you see potential from here?

Q: Can you recommend stocks or ETFs in blockchain technology?

Q: Hello, is HUTL a buy at this time? Thanks.

Q: If you held OGN today how would you react to the offer and why?
You can get $1.93 in the market or elect one of the Stock/Cash/Spinco options.
Thanks Hugh

Q: Your thoughts on the company's earning please. I thought that with less American wines being purchased, sales of Canadian wines would proportionally increase.

Q: Team; HPS.A has finally gathered some price momentum, would you consider this stock a buy at current prices?

Q: Quantum computing is reaching an inflection point...or is it??? Should I invest in either or both QUIT and of RGTI???.....thanks for your insights.....tom

Q: Aerospace and Defence sector has been getting a lot of attention, for several months and their sector related ETF's are trading close to all time highs. Howmet Enterprises has been a holding of ours for over a year and we have done well.

In order to expand our exposure to the Aerospace ( and by default, some Defence ), we have been keeping an eye on GE Aerospace and were impressed with its consistency of decent results including the most recent earnings. However, it has been difficult to find an entry point, as stock has been hitting all time highs.

When the sector pulled back, early this week, we were able to take an initial position in the stock at US$240 and also added some shares today when the stock sold off today, in the aftermath of the reports of the tragic Boeing 787 plane crash in India.

What are your views about ownership in A & D sector and its growth prospects, with the caveat of trade barriers/uncertainty ( As seen with current US administration ) ?

How will you rate GE Aerospace for its industry moat and execution ?

Do you think that today's news could be an overhang on GE stock, at least in the near term, but it does not impact on its performance in long term ? Does the stock presents an opportunity at current levels for long term investors ?

Thank You

Q: Rebalancing my portfolio vs risk for a young retired.
My portfolio consist in 23% bond ETFs, 37% US, 11% International, no emerging market and 29% Canada. I am ready to take on some EEM. What would be your allocation of funds from here? All current assets would trigger capital gains excepts for bunds which I wouldn't touch and may raise the amount over time. I may take 6 months to do part of the allocation due to capital gains tax hit.
Thank you for your precious advise over the years you have been a tremendous help to grow my portfolio and help navigate dangerous times.

Yves

Q: Can you please suggest your 5 top companies who make significant cash flows from subscription/member fees. Thank you.

Q: What would you consider acceptable in a TFSA USD vs CAD percentages,
Would a balanced approach 50-70% CAD and 30-50% USD make sense or
if I keep 100% in only one what would be the justification if any
thank you

Q: There is a lot of bullishness on LNG the last year or more. I read recently about China, and a glut of LNG developing in the international markets. I don't see anything with how it may effect Canadian LNG markets. Could you comment on this and are you still bullish on LNG going forward. Do you see Tou.ca and Arc.ca as buys and what effects could the Global markets have on them. Thanks so much.

Q: Morning,
Could I have your five favored Canadian and American oil industry service/infrastructure companies. Five year hold.
Thanks.