Q: I currently have only limited representation in my portfolio of International markets (a few ADR's and a few ETF's). In an uncertain world, I understand it is difficult to have a high degree of confidence in what economies may do well or poorly at present, however I would appreciate your best efforts!

I am interested in 3 ETF's that you believe would show growth >5% over the next 5 years; ones that would be suitable in a "balanced" portfolio verging on a "growth" portfolio. I already own VEE and XEF.

I would also appreciate 3 specific foreign publicly traded stocks (accessible to Canadians via ADR's or markets) that fit nicely in the "growth" category. I already own ING, RACE, ASML and NBIS.

Thanks very much for your insights.

Dave

Q: ASML reported last week and said it expects strong growth going forward due to AI. ASML has a nice niche business. But they also said they expect demand from China to drop significantly in 2026. China accounted for around 40% of the current quarter orders. Plus, China is restricting exports of rare earth materials which ASML needs for their machines. ASML said they will feel the impact in a year or so. I have a smaller position in ASML and a nice return. I was prepared to hold ASML but now am wondering if next quarter and 2026 results may be disappointing. Would you continue to hold or sell? Thanks.

Q: May I have your thoughts on this stock. It has been moving up steadily.
Are there others that you would prefer?
Thanks.