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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'm over weight Technologies with the following securities KSX, SHOP, CLS, TOI, PLTR, CSU and NVDA. If you had to sell one or two which ones would you sell, or would you trim some from each and keep all?
Read Answer Asked by Mike on January 29, 2025
Q: SPB cut their dividend by 75% late last year. They have bought back almost 5% of outstanding shares since then. Seems like a stable energy distribution business where scale offers cost advantages. It is leader in Canada and 4th in US.

The shares are down 60% from their high a couple years ago, but all assets and accounts, etc remain intact. The only change I can see is capital allocation has changed from dividends to buybacks.

Your thoughts???
Read Answer Asked by Derek on January 29, 2025
Q: I added some units of BEP Brookefield renewable Power when it went sub $30. The dividend yield at sub $30 is about 6.5 per cent and the price is getting close to 52 week lows. I know that on Monday a lot of the utilities, especially Vistra in the US, dropped a lot on speculation that the new Chinese AI model might indicate that power demand for AI may not be as robust as some think. But BEP has been drifting down for a while. Is there something wrong with BEP that I don't see? Should I continue to hold BEP or even add some more at these depressed prices?
Read Answer Asked by Paul on January 29, 2025
Q: Perhaps I wasn't crystal clear in my earlier question on these 3 - Canadian companies with US operations could be a target under the IRS section 891 to double taxes paid on their US operations. What Canadian companies might be affected by 891 in retaliation for our Digital Services Tax to pay more US tax?

https://financialpost.com/news/economy/canadian-business-pay-price-digital-services-tax
Read Answer Asked by Jeff on January 29, 2025
Q: Good morning all; I've a two part question for you, First, the listed investments are in a RRIF. The current plan is to extract only dividend income, and have some modest stock growth.

I have funds for one more position and I'd like 3 of your suggestions that would add decent dividend income with modest growth of stock value.

Second question is about XLB. It was originally purchased as a post-inflation investment looking for some appreciation as rates declined. While Canada may get a bit more downward adjustment I believe Trump policy will be inflationary. What would be a sound replacement, meeting the dividend and growth goals for the account?

Thanks as always.

Dave
Read Answer Asked by Dave on January 29, 2025
Q: Further to Stuart’s recent question on European defense spending, I’m also interested in the security theme. I recently purchased Axon in the belief police spending will be ramped up going forward. Do you have some suggestions for me to investigate in the areas of security/defense for the following: police, computers, military. Perhaps a couple of companies in each area as your top choices. I realize you have covered companies such as Raytheon extensively through the years but this theme hasn’t been on my radar until recently. Unfortunately, it seems to be increasingly significant going forward.
Thanks so much for your guidance in these challenging times.
Read Answer Asked by Warren on January 29, 2025
Q: Your parents give you $100k CAD and $100k USD to invest on behalf of your family for the next 5 years. They instruct you to invest $20k in five Cdn stocks and $20k in five U.S. stocks to hold over the duration. Considering current valuations, the fact this is your family's money, and the objective of maximizing total return over the period, what are your 10 picks?
Read Answer Asked by Chris on January 29, 2025
Q: Can I get your thoughts on Capstone please? Seems to keep dropping and now with talk of tariffs and maybe smaller AI infrastructure, it’s not looking great. Would you still hold here? If not, do you have another recommendation for materials sector? CAD or US? My only other one in this sector is Agnico Eagle.
Read Answer Asked by Neil on January 29, 2025
Q: A couple of things I'm not understanding from the Nasdaq Deepseek sell off ..... I know META, Google, Apple, and others are pouring a lot of money into AI research.... But do any of them actually have a verifiable revenue stream as a result of this research ? .....And as I understand it Deepseek's solution is " open architecture " Doesn't that mean anybody can use it as a base for their own uses ?

Also in an answer this morning to Jim you stated that HBND, FMAX, and HBIL were subject to with holding taxes in non registered accounts. What is their status in a SDRIF ? Thanks for your terrific service ......
Read Answer Asked by Garth on January 29, 2025
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