Q: I am becoming bored with PNP and perhaps a bit nervous related to its performance recently. I realize it is a completely different sector but could it make sense to sell PNP and purchase LunR. I’m down considerably on PNP but can’t claim a capitol loss as it is in a registered account. It is a very small position in my portfolio.

Thanks for your guiding hand,

Doug

Q: Your evaluation of PNP 4Q and 2025 results. They changed quite a few holdings this year and bought some really beat up software companies.. Your guess as to its outlook for 2026.

Q: I'm having difficulty deciding which of the listed losers I should dump and move on. I find it easier purchasing equities than selling them. Which one of the 3 (or more) would you ditch and what is your rationale?
On a side note, I'm a 30+ year long hard core self directed investor and appreciate the service you offer.

All the best-Dave from Montreal.