Thanks for answering my question today re 10 stocks for a 3 to 5 year hold. Just wanted to know what percentage would these 10 stocks hold within the portfolio?
Q: Given the increasing focus on defence spending both in North America and Europe, do you have some conviction stocks (accessible to a Canadian retail investor) that will likely benefit from this trend?
Q: can you recommend 3-4 US companies with at east a 4% yield and good growth (at least 20%), in sales and earnings, expected for at east the next few years
Q: HI folks, can please get update on Ctlp (Cantaloupe) on Q2/25 earnings, guidance and any specifics on selloff.....in $7's....rate Buy/Hold/Sell....thanks as always, jb
Q: Copper seems like it's going to be in high demand. There's also tariff possibilities. If you had a choice to invest in copper today with a 2-3 year horizon, would you do it? Any suggestions on growth companies? Thanks.
Q: I need to do some portfolio rebalancing. I want to increase weghtings in Basic Materials, Consumer Defensive and Health care. Could you please give me your top 3 picks in each category for a 3 - 5 year hold. Canadian or US stocks are fine.
Q: Hi. I recently transferred $20,000 into my RRSP Direct Investing account. I would like to invest the money into some quality ETFs, perhaps three or four. I know you are not clairvoyants, however based on geo-politics and recent tariff threats, which ETFs (either Canadian, American or other parts of the world) would you invest in at this particular time. It would be for a 2/3 year hold. Thanks for the advice in advance.
Q: Your thoughts on GUD going forward in light of:
07:20 AM EDT, 03/24/2025 (MT Newswires) -- Knight Therapeutics (GUD.TO) overnight Sunday said G252 Capital has disposed of 2.5 million of its shares at $6.30 each, and no longer holds over 10% of Knight's outstanding shares.
G2S2 now owns 7.54 million Knight shares, for a 7.6% stake.
Q: I am sure you have a lot of members like myself who would like to invest outside of North Americano due to Trump and our tiny Canadian market.
On top of our annual membership fees I would be willing to pay more for example a monthly letter ion investment ideas in U.K. and Europe.
What do you think of the idea?
Q: I currently have about half my investments in US dollar (unhedged) assets. I would appreciate your view about the US-Canada dollar? Do you continue to see the Canadian dollar decreasing in value to the US dollar? Do you see the US dollar as having peaked, and trending lower versus the Canadian dollar, and versus the DXY?
I have been very surprised to see how strong the Canadian dollar has been recently given the tariff questions, and the fact the Bank of Canada has been decreasing interest rates more than the Fed.
Many thanks for your valued and insightful advice.