Q: Could I please get your opinion of OLY. It is a new financial company for me, thank you
Maria
Maria
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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: Well Health has had a very nice run as of late and you seem fairly confident in its continued growth.
It is now about 3.5% of Total Portfolio. At what level do you think it would be good to trim since it is a small cap? Let it run, or take a bit off the table;)
It is now about 3.5% of Total Portfolio. At what level do you think it would be good to trim since it is a small cap? Let it run, or take a bit off the table;)
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NextEra Energy Inc. (NEE $77.54)
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Williams Companies Inc. (The) (WMB $57.36)
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Vistra Corp. (VST $189.09)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $49.64)
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Constellation Energy Corporation (CEG $317.79)
Q: With the ever increasing demand for power to fuel AI and tech, what companies would you suggest investing in going forward?
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TerraVest Industries Inc. (TVK $164.00)
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WELL Health Technologies Corp. (WELL $4.68)
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Vertiv Holdings LLC Class A (VRT $125.29)
Q: I am interested in increasing my position in Well, Terravest and Vertiv. Have the fundamentals changed in any way that would serve as a red flag affecting these stocks performance going forward. What would you consider buying at their current price or wait for a pullback.
Thanks
Dan
Thanks
Dan
Q: Please comment on the earnings for COSTCO.
Q: Forgive my skepticism, but should long term WELL investors be worried about being left holding the bag with the Wellstar spin off?
Q: WHAT WOULD BE YOUR TOP 3 STOCKS CANADA AND TOP 3 IN THE US....THAT HAVE GOOD GROWTH POTENTIAL OVER THE NEXT 3-5 YEARS....BUT ARE NOT CURRENTLY RUNNING WITH HIGH P/E RATIOS....MAYBE OVERLOOKED OR UNDERVALUED.
I AM LOOKING AT A JAN-MARCH 2025 TIMEFRAME FOR BUYING.
THANK YOU FOR YOU VALUED INFORMATION.
I AM LOOKING AT A JAN-MARCH 2025 TIMEFRAME FOR BUYING.
THANK YOU FOR YOU VALUED INFORMATION.
Q: do you still see ZDC as a buy?
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Global X Cash Maximizer Corporate Class ETF (HSAV $115.78)
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Global X High Interest Savings ETF (CASH $50.06)
Q: Hi team,
Is the dividend from an etf such as CASH taxed as bank interest or as a dividend and eligible for the div tax credit ?
Thanks
Shane
Is the dividend from an etf such as CASH taxed as bank interest or as a dividend and eligible for the div tax credit ?
Thanks
Shane
Q: It is down 16% since I bought it with most of the drop being just lately.
Is there something I am not seeing or hearing in the drop.
Thanks.
Is there something I am not seeing or hearing in the drop.
Thanks.
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Canadian Natural Resources Limited (CNQ $42.44)
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MEG Energy Corp. (MEG $26.66)
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Whitecap Resources Inc. (WCP $10.05)
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Athabasca Oil Corporation (ATH $5.58)
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Tamarack Valley Energy Ltd. (TVE $5.09)
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Tourmaline Oil Corp Subscription Rcpt (TOUR)
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Headwater Exploration Inc. (HWX $7.24)
Q: Hello,
I own the following O&G producers and this is about 12.5% of the portfolio.
CNQ 2%, Tour 2%, Meg 2%, TVE 2.5%, WCP 1.5%, HWX 1%, Ath 1.5%
I want to raise cash and would probably sell about half.
My view point is from a conservative, retired senior, but looking through next 2-5 years with these. I think the best ones to keep are CNQ, Tourmaline, Tamarack Valley and Meg - maybe sell off TVE if good gains over next year or two.
Would like your opinion on what to sell/hold.
Do you agree or perhaps would you reduce all evenly? (I prefer to manage at a few less stocks.)
Would you exchange any stock or have other other recommendations?
Thank you very much
I own the following O&G producers and this is about 12.5% of the portfolio.
CNQ 2%, Tour 2%, Meg 2%, TVE 2.5%, WCP 1.5%, HWX 1%, Ath 1.5%
I want to raise cash and would probably sell about half.
My view point is from a conservative, retired senior, but looking through next 2-5 years with these. I think the best ones to keep are CNQ, Tourmaline, Tamarack Valley and Meg - maybe sell off TVE if good gains over next year or two.
Would like your opinion on what to sell/hold.
Do you agree or perhaps would you reduce all evenly? (I prefer to manage at a few less stocks.)
Would you exchange any stock or have other other recommendations?
Thank you very much
Q: Do you see value here for Uber and Mu? Both look weak but wondering about lower value opportunities for growth.
Q: Looking for information on this small cap. From what I have been able to find out it has a very high (207) price/cash flow and negative PE. Anything positive you can see and how risky an investment is it?
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Martin Marietta Materials Inc. (MLM $570.98)
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Quanta Services Inc. (PWR $394.93)
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Vulcan Materials Company (Holding Company) (VMC $267.78)
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Eagle Materials Inc (EXP $217.66)
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United States Lime & Minerals Inc. (USLM $107.44)
Q: I am interested in picking a US materials Co as a play on infrastructure spending and to balance my portfolio. I am considering Martin Marietta, US Lime & Minerals, Eagle materials and Quanta services. My only materials holding at present is Agnico Eagle mines (1.6%). I am a moderate risk investor. Of these 4, which you would comfortably buy today with greatest growth potential. Secondly which two seem to you to be least risky. Finally is there another company you would prefer to any of these and if so what would be your reasoning for that pick. Thanks as always.
Q: Would tou confirm the last trading day for tax-loss purpose, Canadian and US ?
I’ve seen Dec 27 and Dec30 also (new settlement date?).
Thanks a lot. Great holidays to you.
I’ve seen Dec 27 and Dec30 also (new settlement date?).
Thanks a lot. Great holidays to you.
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Suncor Energy Inc. (SU $53.20)
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Canadian Natural Resources Limited (CNQ $42.44)
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AltaGas Ltd. (ALA $40.17)
Q: I have had ALA for about a year and am up app 22%, Now I am considering selling and re-investing in either CNQ or SU. Plse give me your thoughts
Q: I am two years before retirement and have a moderate risk profile. My current allocation is 25% Canada, 70% US, 5% Developed, and 0% Developing. Considering the state of the economy in Canada and Trump's threats about tariffs, I am wondering whether it's a good idea to decrease my allocation for Canada to 20% and instead allocate 3% to VWO and 2% to ILF. What's your opinion on this? Where do you anticipate better returns—in Canada or in the emerging markets covered by VWO and ILF?
Q: hello 5i:
Like some other asking recent questions on the above: I've held this as I've seen it as a very low risk, high dividend, preferred. As it's no longer held (for all intents and purposes), do you have suggestions for something to replace it, possibly in the consumer staple category, though not necessary.. Other preferreds are already owned in companies like Enbridge, Fortis, etc.
thanks
Paul L
Like some other asking recent questions on the above: I've held this as I've seen it as a very low risk, high dividend, preferred. As it's no longer held (for all intents and purposes), do you have suggestions for something to replace it, possibly in the consumer staple category, though not necessary.. Other preferreds are already owned in companies like Enbridge, Fortis, etc.
thanks
Paul L
Q: Tourmaline has a contract to supply LNG.How many years are left and at what price.Will this contract have a huge impact on TOU if not renewded. I know that Nat Gas is driving their sales.With TPZ being seperate are they well positioned to continue their dividends. 5i has rated TOU a best in class stock which I own and have small investment in Cheniere.. 5i does future hold well for the stocks if recession appears in 2025 or 2026.
Q: I purchased DRX around $9, and have a 3/4 position. Do you think it is a hold or sell? I'm okay holding for another year or so if needed, but I know there are lots of other opportunities in the market right now. Thanks.