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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: Current overall portfolio weightings in energy and utilities sectors are as follows: ENB 2.5%, ALA 1.5%, TRP 1.5%, SU 1.5%, BIP.UN 1.5%, PD .75%, TOU .75%, CNQ .5%. Please comment on any possible additions, deletions, switches, increased/decreased weightings, considering a long-term (10 year) time horizon and the impending South Bow spinoff involving TRP
Read Answer Asked by Chris on June 20, 2024
Q: Magma has been falling over the last year and your comments have not been positive recently. Wondering if you would suggest switching to LNR. Is there other names in manufacturing you like?
Read Answer Asked by Stephen on June 20, 2024
Q: Hi, Hammond Power stock is now tracing back to the levels, traded at, two quarterly earnings ago, down to $98, from a high of $160, not long ago. Apparently, the sell off was caused by some stock compensation concerns and profit taking. From business, operations and financial perspective, company seems solid and stock, now trading at a low valuation of 16/17 times forward earnings ( I believe ). With power/electricity consumption and infrastructure demand , expected to multiply exponentially ( AI/Data Centres etc ) over several years, market for company's speciality transformers should continue to be strong with a long runway of growth.

Analysts are still quite bullish on the co. with price targets ranging from $156 to $167.

So, in your opinion, what could be the basis of the continued weakness in its stock price ?

Do you believe that stock will be higher, say 50%, in 2-3 years from now and should be bought/added aggressively at these depressed levels ?

Thank You
Read Answer Asked by rajeev on June 20, 2024
Q: Good Morning - I need to trim Nvidia a little. Can you please suggest a few high conviction names for TFSA (US or CDN) with a similar risk profile. Thanks!
Read Answer Asked by Janet on June 20, 2024
Q: Would you buy this today or would you add more nvda? I also have avgo in the semi space along with smci. Maximum growth potential is my primary consideration followed close second by not wanting undue risk. Thank you.

Jaso
Read Answer Asked by Jason on June 20, 2024
Q: If Trump wins the election in November, he has threatened to write executive orders against development of wind power as well as reduce incentives for all clean energy, wile promoting fossil fuels. You have often liked BEPC for a safe long-term investment (and I own a full position in it). How much will a Trump victory hurt the future growth of BEPC?
Read Answer Asked by arnold on June 20, 2024
Q: Good afternoon,

I know there has been much angst here with Telus. And your responses in recent months have been very well thought out and helpful (rates; competitive/regulatory environment). I have a 2% weight in BCE, 1% weight in T. So not massive by any means. But the slow steady drip downwards in price is getting frustrating, and now seeing the price today lower than where it was in the depths of COVID in March 2020 is concerning. At what point do I just take the 1% in T and add to BCE?
Read Answer Asked by Trevor on June 19, 2024
Q: Your thoughts on Smart Centres please?
Will this and another REITS do well as rates move lower? Nice Yield.
Thanks
Read Answer Asked by Carlo on June 19, 2024
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