Investment Q&A

Q: Apologies if this is a duplicate. I’ve been out of metals stocks for a few years and looking to take a position. I’m thinking of Teck but would be interested in your favorites at different sizes (non gold). Also do you think the sector has legs for a while ?

Thanks
Bryan

Q: Question about Disruptors:

I am concerned about disruptors negatively affecting the future safety of my Canadian dividend portfolio that I have built for retirement - mainly blue chips. I have a long term view, and invest accordingly. Here are my concerns:

Banks (their high fees vs Fintech)
Utilities (eg. Tesla Energy Ventures)
Energy, Pipelines (EV's)
Insurance (Autonomous Vehicle reliability, companies increasing Human Longevity)
Telecoms (Cable-cutting)
Railroads (Autonomous Trucking)

Telecoms seem to be jacking up the cost to the customer for their internet service substantially to compensate for lost cable revenue, so maybe less to worry about there.
I know that it will take time for some of this to play out, but I read articles on disruptors daily, and some of this seems to be evolving quite quickly.

I am looking for portfolio diversifiers. Besides some disruptor ETF's I also own NTR and TECK.B which seem to be less apt to be impacted. I also own ATD, assuming that their change-over to charging stations will be successful. Other than Canadian Tech, what other solid Canadian companies would be good picks that perhaps may be "less impacted" ? FSV for instance ?

Also, if you have an alternative view on this, I certainly welcome your opinion.

Q: Hi - can you please provide your reasons as to whether you would be a buyers of these three stocks at current prices...or a hold...or sell. For a growth investor (otherwise please ignore other factors such as investor objectives/diversification etc.)

Q: How high do you think Teck will go to

Q: I'm lacking in Consumer Defensive, Industrials, and Basic Materials. Please provide some names you like in each of those sectors.

I'd prefer safe income stocks but I'm open to hear a couple growth suggestions.

Q: Good day. This is a follow up question to a couple of previous questions related to my daughter's TFSA account with a 5+ year hold period, moderate risk with growth and dividend prospects, Based on your responses she holds the companies mentioned in her portfolio. Based on her weightings she has enough cash left to invest in one more equity. She is considering adding either T, TIXT or LNF. In your opinion which if any would be the best choice and do you have an alternate selection and perhaps a comment on the portfolio? Thanks for your learned guidance.

Q: Hello team, from the list above could you please rank in order to:
1> Keep and or add for full position or
2> Sell now & move on, and
3> what would you replace the sale positions with?
Thanks
Carlo

Q: I am looking to offset some capital gains received this year from PEO and PHO (thanks!). Currently I have the following holdings in a loss position, in order of dollars down: TDOC, TV, XBC, HAL, XEG, NFI, SQ, TECK.B, XTC, WELL, ENGH, PLTR. I would need to sell the first six to fully offset the gain, or could sell more if using those in a smaller loss position. How would you rank these holdings in order of selling, and which of these would you look to buy back after 30 days (if any)? Note that these are held within a broad portfolio that I am also looking to consolidate.

Q: Hi,

Could I have your top two picks for Materials please?

Thanks,

Q: Good evening team,
I understand this answer may have been asked but I'm unable to locate your answer. If one was concerned about inflation what would be your sectors of choice to invest in? Additionally, can you kindly mention 5 stocks in both CDN and the US that may potentially help guard against inflation?

Cheers
Seamus

Q: High inflation numbers have come out--what do you think? Do you believe we are entering a higher inflation world, and if so, what (i) sectors and (ii) specific stocks would you emphasize for that? Thank you!

Q: Hi group what 3 stocks and why? would you suggest assuming with are stuck with extreme inflation for the next several years.

Also is it too late to start a position in NVDA and if so can you suggest another chip maker that has more room to run and why so. Thanks for your guidance

Q: Looking at big picture need for natural resources pls compare these 2 companies? Which would be ur choice for long term hold? or other suggestions? Is BHP dividend really sustainable? Does it hamper growth?

Thank you

Mike

Q: At present my only position in materials is a 2.5 % weight in FNV, and am looking at adding one position. I am considering one of these 4. I have heard that Lun had some issues in Chile and am a bit concerned that Teck.B might have a bit of a drag from coal being out of favour with ESG considerations;. Do you think these concerns are meaningful? In any event, of the 4, which one would you want to choose, and why? Thanks for your excellent service.

Q: Eric Nuttall was giddy on Friday market Call about the opportunities in the oil sector. David Burrows on Wednesday was equally bullish on commodities stating they are in the early innings. Would you support full positions in SU,WCP and Teck.b going forward? Thank you.

Q: There is a lot of talk about copper as a fundamental commodity for electrification and cobalt being critical for batteries. These I believe are often mined together. Do you see opportunity for investment based on these theses despite of recent price appreciations and which company would you recommend giving preference to Canadian companies.
Thank you for your great service, Peter

Q: It seems like a lot of analysts are talking about a resource bull market especially regarding the inflation/stagflation discourse.
Do you feel we are heading into a resource bull market?
And, are there certain sectors you favour - Oil/gas, copper, uranium, food, precious metals?
Finally, are there any stocks within this very broad resource sector that you think is a standout. Please take as many credits as necessary
Much appreciated

Q: Good Morning,
Can I please get a handful of your favourite copper stocks right now?
thanks

Q: Can you offer 5 companies in Canada and the US that have pricing power in the face of inflation? Thank you

Q: Teck has jumped a bit in the last couple of days, apparently on a suggestion that they would strip out their coal operations or perhaps even split into more parts. Do you see this as a likely outcome and if so, what sort of time line would this play out? I have some shares...would you continue to hold or take advantage of the current increase? Many thanks for your excellent service.