Investment Q&A

Q: I am hearing concerns about private equity. I understand it's mostly about debt concerns. Can you summarize the concerns.

I'm not sure if BN is part of this but have always been a bit concerned with Brookfield's opacity.

BN and its related companies (BEP, BIP, BAM) make up a fairly significant chunk of my portfolio (c.20%) because I've had a lot of faith in them.

I wonder about your level of faith in them or whether concerns over private equity warrants a bit of a pullback.

Kevin

Q: I have recently initiated a 3% in Cameco based on matching the growth portfolio and recent recommendations on questions. However less than a week later a question stated that there is negative momentum with critical minerals and investors should wait for a bit. This seems like a large shift in sentiment in a short period of time, has an event or news changed your opinion on Cameco? Valuation? I’m now unsure what to do with my position as I don’t want to hold a stock with negative momentum when there could be better options at this time. Would you sell and replace with something more positive? If so do you have 3 recommendations? (Sector does not matter)
Thank you for your great service!

Q: What are your three best midcaps and large caps with reasonable dividends? Am i too late to the parade?

Q: What advice would you give to a young, middle age and retiree investor ?

What advice would you give to a beginner, intermediate and experienced investor?

Thank you

Q: Not too long ago I asked the question below. Given recent turmoil affecting the markets I’d like to ask it again, however would like you to consider current global risk in your response. Thank you.


Q: I would like your top 3 selections to invest in (and why) under the following scenario.

In your view moderate risk Canadian stocks, with a clear pathway (sjt externalities) to forecast stock price gains of >15% annually, yet having an annual dividend of 3% or greater. Exclude Oil stocks and major Bank stocks.

I know...it is asking a lot and if we could do this reliably we'd already be retired and on a beach somewhere! Thanks for all you do...

Dave

Q: Is your membership fee a tax deduction?

Thank you.

Q: Why MU is down on good day.

Thanks,
Milan

Q: Please list in order of preference which you would purchase today for a 3-5 year hold: SHOP, CLS or PNG ? Thank you.

Q: Hello fantastic Team,
What do you think of GLCC today?
Many thanks!

Q: sI’ve been heavily allocated to Canadian energy producers over the past year, primarily through ETFs and large-cap names.

What I haven’t seen yet is a meaningful breakout in the junior oil producer names (ie. leveraged to the price of oil) compared to what we saw with the juniors in the gold and silver market over the winter.

I’m interested in gaining exposure further down the market cap spectrum and would appreciate your perspective on where the best opportunities may lie in Canadian junior producers.

Specifically:
Which sub-$1 billion market cap Canadian oil producers do you see as most compelling today?

Are there particular companies you believe are attracting institutional interest or are positioned for a re-rating if oil prices are maintained or strengthened?

And more broadly, do you expect the juniors to lag this cycle, or is this simply a timing issue before capital rotates down the cap stack?

Any specific names or themes you’re watching in that segment would be greatly appreciated.

Q: Hi there, quick thoughts on their results please? Are their stocks fairly priced here after their results?

Thanks!

Q: Does today’s news change your opinion about flutter. Thanks

Q: My investments, across non registered, and RRIF accounts are full of banks, Brookfield’s, pipelines and utilities. My TFSA holds more small growth stocks and is 5% of total portfolios. I have never owned gold stocks but with their continued pullback are starting to look interesting with continuing geopolitical chaos ( not expected to stop as long as we have Trump ) and the significant decline in US government finances, I am looking at AEM or AGI as my foray using my TFSA.
Your thoughts on these two. Do you have a preference ? Time to buy a full ( or partial ) position or wait until decline seems be over.
Thanks. Derek.

Q: Why did WELL drop so much last Friday? Thank you!

Q: Do you have a preference at this time between BYD, FTT and HPS.A for a long term hold.

Q: hi
TRI down on an up day? is there anything else bad going on here that has not already been discussed?
cheers, Chris

Q: Hi Peter and Team,

The March 21st issue of the Globe & Mail had an interesting article called 'Give peace - and bonds - a chance'.

My feeling is that the war cannot go on much longer, and Trump will be compelled to 'claim victory' even though Iran still seems to have the upper hand in their blockade of the Strait. Perhaps it's true what the US underground bombing of an Iranian facility in the Strait very recently stated "We not only took out the facility, but also destroyed intelligence support sites and missile radar relays that were used to monitor ship movements," Admiral Brad Cooper, commander of US Central Command (Centcom) says in video message posted on X."

It occurs to me that it's extraordinarily difficult to follow one's portfolio with any degree of certainty now that economics and politics are so completely linked.

What's your take on David Berman's thesis, and the ZAG ETF he refers to.

Thanks as always for your insight, especially in these difficult times.

Q: Would you consider this stock as safe investment for a retired senior looking income. I see that it is near its one year low.? Cheers

Q: Which of these would you recommend as the best AI infrstructure play?

Q: Everyone, if I was trying to convince my two 30 something year old daughters to subscribe to this service what would i say? Clayton