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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: I want to consider buying a small group of stocks (5-10) that would capture the future growth (my assumption) of electric vehicles. These could be vehicle manufacturers, companies supplying key input/parts or other beneficiaries of EV growth. Do you have suggestions?
Read Answer Asked by JAMES on November 16, 2021
Q: Decent Q results & guide on Nov 8 prompted a huge jump to H$12.22,but closed at $11.37+.32 on the day. But no carry over & today huge drop to $8.79 -$1.04 after announement that Ceo is fired immediately.Please comment.Is this stock worth keeping after some 65% haircut.If not, please provide 3 or 4 good stocks that U like now regardless of sectors & please rank them.Txs for u usual great services & views.
Read Answer Asked by Peter on November 16, 2021
Q: Hi Peter,

What is your brief overall take should the following stocks be part of one's investment portfolio?

High risk is tolerable and time horizon is greater than 5 years.

Thanks,

Thanks,
Read Answer Asked by ilie on November 16, 2021
Q: It's been almost a year since you reviewed INEO. I'd appreciate an updated outlook given it's Nov. 2 announced global distribution agreement with Prosegur.

I'm also curious re its patented technology - seems to me that a strong multi-national like Prosegur could build their own rather than partner with INEO. In short, does INEO have an effective moat for that kind of techology?
Read Answer Asked by Richard on November 16, 2021
Q: Looking at adding the 3 equities (HMMJ:CA; UL:US; XUSR:CA) to a TFSA. Some questions re: these 3 securities:
(a) is HMMJ:CA a reasonable security for exposure to marijuana sector, or is there another security (preferably, trading in CAD$) that you would recommend?
(b) is UL:US a U.K.-associated security, and hence there would be no tax withholding if held within a TFSA?
(c) is XUSR:CA a reasonable security for ESG exposure (in Canadian dollars) for TFSA, or is there another similar type of security that you would prefer for a TFSA?

Ted
Read Answer Asked by Ted on November 16, 2021
Q: Peter and His Wonder Team
I know I am way behind but I have just been reading about how autonomous-EV are going to be a hugh disrupter...I guess it is called TaaS. Does your Growth Portfolio have any exposer to this phenomena? If not do you have any suggestion of stocks that still have reasonable upside with this innovation. Thanks!
Read Answer Asked by Ernest on November 16, 2021
Q: I currentl y hold a significant position in Cameco. Some of my reading suggests that CCO has very bad hedging for the next few years that will substiantly, negatively impact earnings.
Would you please shed some light on their current hedging and its impact on their bottom line?
With appreciation,
Ed
Read Answer Asked by Ed on November 16, 2021
Q: I think Brookfield Asset Management is a great company to invest in for the long term. I'm debating whether to acquire more BAM in CDN or USD but wanting to better understand the USD option. Can you help me understand the pros and cons of holding BAM:US in a USD TFSA vs. a USD RSP vs. a USD non-registered account? Thanks very much, your answers are always really helpful.
Read Answer Asked by Brad on November 16, 2021