Q: I have no exposure to metals and have been looking at ZMT to fill this gap. Are there other ETF's (US or Canadian) that might be better than ZMT? Also, given the current geo-political situation, do you think metal etf's such as ZMT have much more runway?
Q: I have been tracking the iron ore price since July 2021 when it was $213 and LIF share price was $49.61. Iron Ore hit a low in December below $95 and has since been steadily tracking higher (above $150 for a couple of days in Feb) and was $146 yesterday. On Feb 23 Rio Tinto reported record financial results and declared a dividend of $10.40 (79% payout). LIF will receive a significant dividend and royalty from Rio Tinto and they usually pass this through to shareholders. LIF shares closed at $48.61 today the highest they have traded at since July 2021. Your thoughts on the amount of the dividend LIF will pay out to shareholders and the future of iron ore prices. Thank you
Q: Good morning, Do you think these two stocks TOI and ATZ have decent recovery potential in the short term, hopefully this year, or would you say they both need different market conditions to recover to their previous highs, thanks?
For tax-loss selling purposes in a non-registered account, are QQQ and any other ETF that tracks the NASDAQ 100 index (eg. QQQM) considered different ETFs?
Q: Just your thoughts on both please, already have small position in SPB but thinking of moving into KEY. Similar dividend but maybe better capital appreciation with KEY….thanks
Q: Today, would you buy LNR with p/b of 0.95 and no debt or MG with 2.7B debt and b/b of 1.91. LNR has a wide range of products, other than automotive.
When is LSPD a screaming buy with p/b of 1.13 and 900M in cash?
Many thanks!
Q: I am looking to find some software stocks with excellent Net Revenue Retention rates and strong revenue growth that should make for bounce candidates/long-term compounders if the tech market turns. What are some of your favourite CAD and USD names with NRR above 110% and revenue growth of at least 30%?
Q: With the embargoes against Russian, do you feel the US will exempt their uranium exports?
Google suggests that Russian and its surrounding countries account for 46% of their purchases, would this be a good time to purchase shares in Cameco?
If yes, would you suggest any difference between owning US or CDN stock?
Q: I am down 26% on MG in a non-registered account. I understand the geo-political reasons behind the slide, but am tempted to take a tax loss and replace MG with FTS. Would you recommend this...or suggest I hold the course with MG? Thank you.
Q: I want to sell bep.un and bepc in my tfsa and repurchase in my cash account.
Which one should should I purchase. No sense having 2 is there?
Thank you
Q: Given the increasing implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?
Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks