Investment Q&A

Q: What are your thoughts on EWH these days? I'm considering investing as I have zero exposure to the China market. I have such little confidence in their legal system that I am hesitant. Any other suggestions re China? Thanks

Q: In order to reduce US exposure would you sell MRK or PEP?
Thx

Q: What was the cause in the drop in price for OKTA at the end of May.
Big 7% drop in price this A.M. with ISRG. ? ? ? Thanks

Q: My question is regarding RESPs.. Is it preferred to hold Canadian or US securities? Or doesn’t matter ?

Your favourite CND and US stocks for a long term hold in this account. Thanks

Q: Could please give me your expert opinion on their latest acquisition. The market liked it and the stock has finally broken out technically.
Fundamentally, the company is also very cheap.

Would you recommend a position in a TFSA.

Thanks for your service and all your excellent insights!!

Q: Hello all,

I am helping aid my young adult children in developing a portfolio of strong companies that pay a dividend. They were not comfortable buying during the VIX 30-50 range so they have not benefited from the recent rebound.

They are looking at holding any of these positions for 5 years (when they may need to liquidate a bit for a down payment on a property)

Please note, the American equities would be CDRs and hedged.


Here are my questions:

What entry point/range would you be comfortable buying any of these securities listed?

Do you recommend half positions in any of them at this time? Please list.

Taking into account the time frame, are there any companies you would recommend not buying?

Are there any sectors (with a particular security) which perhaps I should consider that is not on my list?

Please mention if there are other securities that might be better in satisfying the stated objective.

Do you forsee any problems with this approach and do you recommend something else to help offset anything?

I know that you don't have a crystal ball but your opinion is appreciated.

Please take as many credits as required.

Respectfully,
Arturo

Q: I have been patiently waiting to add a water themed stock to my US holdings. AOS has underperformed this year, what is your thoughts of taking a position in AOS? At what entry price would you be interested in taking that position. Is XYL a better alternative, if so, what entry price would interest you.

Q: I'm having a hard time understanding the huge drop in DSG only because I've realized I don't fully understand what DSG does. I thought I did.

But, in re-reading your report, I started to get a "Charlie Brown Brain" -- you know, the part where the teacher is speaking to the students, seemingly very clearly, but all the students hear is "wha wha wha wha wah".

In real world terms, providing an example with crayons if necessary, how does it serve transportation providers, freight forwarders, and custom brokers? By scheduling for them? Is it as simple as that? In essence they act like the "air traffic controllers" for the ground forces of trucking, shipping, freighting companies?

And then, if it's simply a matter of providing scheduling and such, why is there an expected 7% drop in workforce because of Trump. Are we seeing such a huge decline in cross-border traffic?

I "think" I'd like to hang on. As you suggest DSG has now become a HOLD.

Yet, if the tail really is wagging the dog at this point (i.e., Trump tariffs being applied willy nilly with no consideration to the true economic effects on both countries) ... how wise can it really be to hang on? We're stuck with this guy til 2028, presumably.

Conceivably, it could get a lot worse.

A considered argument of the pros and cons of keeping DSG while reviewing the impact and effects would be most appreciated.

Thank you.

Q: ADF Group reported revenue down, income down, margins lower, but the stock had a very positive move up. What's your take on the stock at this point?

Q: Is Boeing beginning to turn their situation around? What are the company fundamentals looking like now? Would you be interested or still staying clear?

Q: Hi Team, as I implement the Smith Maneuver, I'm planning to invest monthly using the HELOC portion that becomes available with each mortgage payment. Given that the investment amounts will be relatively small and consistent each month, what would be the most effective investment approach in this context? Should I:

Invest the available funds into a fixed list of individual stocks (using partial shares if necessary),

Choose from the same list based on valuation or price action each month and % of portfolio or

Keep it simple and invest in a broad-market ETF for diversification and simplicity?

I’m trying to balance long-term growth potential with practicality, given the size and frequency of contributions. What do you recommend in terms of both investment strategy and tax efficiency for this kind of structure?

Thanks!

Q: Hello 5i,

POWL was a favourite for electrical power grid growth at one time. There is speculation that their next few quarters may not be as "surprising". We are considering selling and adding a replacement in the sector or a stock in another sector, or just wait out the uncertainty of the market with short term Treasuries.

How confident is 5i in future growth for this niche sector in the US and would you stay in this sector if the dividend withholding cost rises? Please list your top 3 stocks in this sector or an ETF if that is preferred.

Thank you

D&J

Q: Emerging Markets, Developed Markets, Europe or Bonds. Which represents a buying opportunity now? Which does one need to wait for a pullpack before buying ETF in these areas?

Q: I read a lot about how the West need rare earth minerals. One of the leading ETFs in this space appears to be Van Eck's REMX. It is down year to date, and down over most time periods in the last 10 years.

Why is this ETF down so much when there is apparently such demand for the products? Do you feel this is a good time to buy with a 2-5 year hold? What could cause the ETF to break out of its current funk?

Thank you for your valued advice.

Q: Can you pls provide an overview of the investment prospects for these 2 companies. Which do you believe to be more attractive? I have Teck with a +20% loss and am considering taking the loss and getting into FM....is that something you would do? Many thanks for your excellent service

Q: can you kindly comment of InPlay's recent earnings report. This company is quite small and has a rather attractive dividend yield at 10.8%; is it sustainable. Also can you comment of the company's debt position and how it stands relative to other oil and gas companies. Thank you

Q: what accounts for the relatively large move in the stock price today? Is this a good time to buy some?

Q: Hello,

Could you share some insight on why Linamar stock is substantially higher in the past month than Magna? (20% vs 7%)

Thank you

Q: hey guys could i get your opinion on these companies for a 2 yr hold thanks

Q: Would you be a buyer today after earnings release? Looks like a haircut incoming.