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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 have both VIDY and VIU. How similar are they? Should I keep both for a long term hold? If I kept only one, which should I keep.
Thank you for your excellent advice.
Read Answer Asked by Ivars on December 16, 2025
Q: I'm thinking of shifting some money out of S&P500 index and into XSU / EQL / VIU so I'm not so overpositioned in tech and whatnot. Good idea? Thoughts?

Reasoning:
XSU - smallcaps should outperform at somepoint?
EQL - same stocks but more equally weighted
VIU - north am excluded (also own ind stocks in cad and us)
Read Answer Asked by Danielle on December 16, 2025
Q: Hi...just went through the most recent questions on ZRE.

I have held ZRE for 3 years and am up roughly 10% total return....so a little over 3%/year. It is in my wife's TFSA, as she is more conservative.

I am a huge believer in asset allocation and have a 5% target weighting in REITs, with roughly half of that coming from ZRE. The balance is from CDZ and ZLB. My belief is you can rarely time "what sector is going to perform when", so I set my overall asset allocation and for the most part just leave it....trimming-adding when appropriate.

I also own a home, which I do not include in my investment asset allocation calculations. Technically then, I do not need to own any ZRE.

What is your current view on ZRE as you look forward for the next few years? I am quite content to continue to let it ride, believing it will have it's day.....but maybe I'm just being stubborn. Is your current crystal ball showing conditions that are positive for REITs

Thanks....Steve
Read Answer Asked by Stephen on December 16, 2025
Q: I would consider myself a long term investor tilted toward growth. For such an investor, what is your overall opinion of selling covered calls on long positions. I have dabbled in the past, but in the end I find that I do not enjoy the potential risk of giving away opportunities for growth just for the sake of earning some cash. It seems to me to be a short term gain, but a potential long term loss. Your thoughts on my perspective?
Thank you for your excellent service.
Cal
Read Answer Asked by Calvin on December 16, 2025
Q: TCSH ETF is classified as a money market product. I understand that the NAV will usually increase until the monthly distribution near the end of the month. What I don't understand is why this ETF always seems to trade at a price much higher than the actual NAV. I thought all money market ETF's would trade very close to NAV price.
Read Answer Asked by Ian on December 16, 2025
Q: Hello,
I thought Costco's results were good, yet stock is down. Any comments on the results which would bring the stock price down? Also, would vgg on tsx be a good way to invest in US dividend paying stocks. If not, can you suggest one in Canadian dollars please. Much appreciated. Happy Holidays.
Read Answer Asked by umedali on December 16, 2025
Q: Making National Gas out of garbage…hmm what could possibly go wrong….. can you say Xebec or Greenlane Renewables,anyways,Bruce Campbell made this a top pick(again) on Market Call today,he really likes the company and it jumped 11% today.Could I get your opinion of this company in regards to growth,management,debt and more importantly profitability,would you recommend this here,if not what do you think would be a good entry point for a 2-3 year hold …thanks and Happy Holidays!!
Read Answer Asked by Greg on December 16, 2025
Q: I like to purchase some US traded companies but I have no American cash. If a person wants to buy $10 to $15,000 (CAD) of a US traded stock, is it better to purchase a CDR or convert to US dollars at the current exchange rate? Does the exchange rate, or size of purchase make any difference when deciding which is the best course of action?
Thanks
Read Answer Asked by Brad on December 16, 2025
Q: Hi Team,

What are your favorite Canadian and international energy companies with direct exposure to the commodity price. A growing dividend, even modest, is preferred.

Thanks!

Derek
Read Answer Asked by Derek on December 16, 2025
Q: These stocks are held in my wife's RRIF - just turned 71 - start withdrawing 2026. QSR, NTR ,GSY & GRT.UN small positions. GSY added this year. Thinking of selling GRT.UN - stock has not done much & very small dividend increaser, QSR (500 shs) small position - not big dividend grower - thinking of selling, NTR held fora while - up a fair bit 44%, 500 shs - sell? Comments if you agree with my analysis and if so, what should buy or add to this account?
Read Answer Asked by James on December 16, 2025
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