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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: Is this stock a buy?
Read Answer Asked by Colin I on January 07, 2025
Q: You recently said that TSU has been frustrating and is a Hold. How would you rate holding it vs exchanging for EQB? Or maybe there is a better financial? There are no tax implications.

Thanks.
Read Answer Asked by Alan on January 07, 2025
Q: Just double checking….. I sold TD on Dec 6 but as that was a Friday, it settled on Dec 9. TD goes ex-dividend on Jan 10. As my sell settled on Dec 9, am I correct that the earliest I can buy TD to avoid the superficial loss rule is Jan 9 (day 31) and this should settle on Jan 10 as the 9th is a Thursday, thus allowing me to get the dividend?? This is a follow up to an earlier question where it was indicated I could repurchase TD on Jan 8 but I suspect that did not take into account the delayed settlement date due to the weekend.

Thank you
Read Answer Asked by Mark on January 07, 2025
Q: Hello.

What are your thoughts on Citi these days? It seems to be getting a lot of positive attention following the restructuring(s) from last year, and seems to be a large US bank favourite for many well known analysts.

Any concerns if one was to consider initiating a 2% position?

Thanks as always.
Read Answer Asked by Trevor on January 07, 2025
Q: What are your thoughts on this company? As it recently finished a bought deal at $1.9 w/ strong interest and with good prospects on the natural gas turbines for O&G sites along with potential access to mining industries it seems it has good head winds for these cheaper and environmentally-friendly solutions.


One risk seems to be their over reliance on their turbine manufacturer where they have an agreement for Western Canada but nowhere else as of now.

With >35% insider ownership and a consistent shift away from pure oilfield services, what are your thoughts on starting a position? If so, what is a good entry point?
Read Answer Asked by Cathy on January 07, 2025
Q: Happy New Year. As you have mentioned, Trisura is a frustrating stock, although it shows potential. What would your views be on selling some of it and reinvesting in the other three stocks mentioned? Which order would you recommend buying those three stocks in for maximum long term gains? Thank you.
Read Answer Asked by Lada on January 07, 2025
Q: In what order would you add to a TFSA the following: LMN, CLS, SHOP, BN, WELL

Always appreciate your excellent service.

Thank you.

Howard
Read Answer Asked by Howard on January 07, 2025
Q: I am planning to deploy the $7000 in the TFSA sometime next week. The TFSA is growth focused and for a long term hold (5-10+ years).

These are the 3 names I am thinking of adding to:
CSU - today's price is $4400 ish
BN - today's price is $82 - $83 ish.
NVDA - today's price is $144 USD ish.

Due to CSU's high price tag, I can only add to 2 of the 3 names. Which 2 names would you add to, at today's prices?
Read Answer Asked by Anh on January 07, 2025
Q: I have both ZWU and ZUT in an RRSP account. For the next 5+ years, should I continue to hold both, or only one. If one, please supply your reasons. ZWU pays a much higher dividend, and has ZUT as it's largest holding, but over the last 5 years it has underperformed ZUT. Is it a case of deciding whether I want more potential growth or more potential income?
Read Answer Asked by Grant on January 07, 2025
Q: I have 2 Stocks in my Portfolio both of which have taken large hits recently resulting in sizeable pullbacks.

Both of these companies seemed to previously be doing well.

Would u say these stocks developed valuation issues or there was a material change in their fortunes currently or perceived going forward?

Would u hold, Buy more or sell these stocks at this point?
Read Answer Asked by Craig on January 07, 2025
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