Investment Q&A

Q: Good morning,

I have ~1% weight in CHP.UN. Have not been impressed with recent price action lately, but cannot seem to find any clear catalyst for the underperformance. Is this just another "rate are higher for longer" explanation, or is there more to it?

Thanks as always.

Trevor

Q: Current overall portfolio weightings in energy and utilities sectors are as follows: ENB 2.5%, ALA 1.5%, TRP 1.5%, SU 1.5%, BIP.UN 1.5%, PD .75%, TOU .75%, CNQ .5%. Please comment on any possible additions, deletions, switches, increased/decreased weightings, considering a long-term (10 year) time horizon and the impending South Bow spinoff involving TRP

Q: Can I get your take and valuation on this company please. How does it look for small cap, risk tolerant exposure? Thanks

Q: Magma has been falling over the last year and your comments have not been positive recently. Wondering if you would suggest switching to LNR. Is there other names in manufacturing you like?

Q: Hi, Hammond Power stock is now tracing back to the levels, traded at, two quarterly earnings ago, down to $98, from a high of $160, not long ago. Apparently, the sell off was caused by some stock compensation concerns and profit taking. From business, operations and financial perspective, company seems solid and stock, now trading at a low valuation of 16/17 times forward earnings ( I believe ). With power/electricity consumption and infrastructure demand , expected to multiply exponentially ( AI/Data Centres etc ) over several years, market for company's speciality transformers should continue to be strong with a long runway of growth.

Analysts are still quite bullish on the co. with price targets ranging from $156 to $167.

So, in your opinion, what could be the basis of the continued weakness in its stock price ?

Do you believe that stock will be higher, say 50%, in 2-3 years from now and should be bought/added aggressively at these depressed levels ?

Thank You

Q: would you have any suggestions to park USD for a couple months against high yield instead of a GIC?

Q: Would you be a buyer of Hps.a at these lower levels?
Or wait for possibly further decline?

Q: Good Morning - I need to trim Nvidia a little. Can you please suggest a few high conviction names for TFSA (US or CDN) with a similar risk profile. Thanks!

Q: Would you buy this today or would you add more nvda? I also have avgo in the semi space along with smci. Maximum growth potential is my primary consideration followed close second by not wanting undue risk. Thank you.

Jaso

Q: Decent last Q,but declined again after initial rise.A relative underpreformer who did not take the opportunity to make material acquisitions in a ripe envIironment.It Txs for U usual great services & views

Q: Thank you for your response to my question regarding TKN. While is is helpful to know how much money the fund manager charges, 0,70 MER. I am more interested in how much money the investor makes. Has this ETF made money for investors?

Q: If Trump wins the election in November, he has threatened to write executive orders against development of wind power as well as reduce incentives for all clean energy, wile promoting fossil fuels. You have often liked BEPC for a safe long-term investment (and I own a full position in it). How much will a Trump victory hurt the future growth of BEPC?

Q: Do you have any comments on the deal with Bluetriton?
Jerry

Q: Ross Healy on BNN reports that he has sold all his NVDA shares. Would you comment on his thesis?

Q: Good morning

What are your thoughts on vrt and bldp having gotten together on a strategic alliance

Thks
Marse

Q: HPS is dropping like a stone again. Any new ? Thanks for your excellent service.

Q: Canadian Investment Regulatory Organization Trading Halt - DRX 06/13/2024

Can you explain this?

Thank you.

Q: I am interested in investing in water stocks and water equipment and service. Can you suggests some stocks in that area? Thanks. chees

Q: Good afternoon,

I know there has been much angst here with Telus. And your responses in recent months have been very well thought out and helpful (rates; competitive/regulatory environment). I have a 2% weight in BCE, 1% weight in T. So not massive by any means. But the slow steady drip downwards in price is getting frustrating, and now seeing the price today lower than where it was in the depths of COVID in March 2020 is concerning. At what point do I just take the 1% in T and add to BCE?

Q: Your thoughts on Smart Centres please?
Will this and another REITS do well as rates move lower? Nice Yield.
Thanks