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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: Hi! Insurance brokers have taken a hit recently. Its seems the insurance cycle is against them for the foreseeable future. Companies like PGR have also taken a hit and seems' to be out of favor in the market, although the results did not seem alarming.

They, as well as the brokers I have listed, have a reputation to be be well managed and efficient and have had great returns historically. They do not reach these valuation levels often.

What are your views on the sector going forward and which companies would you recommend, if any?

Thank you!
Read Answer Asked by Pierre-Charles on October 17, 2025
Q: The USA banks have reported excelling results this week.

Do you expect the same from the Canadian banks?

And given that I am adding to my financial holdings is the risk reward better with US banks or Canadian banks?

Finally where would you place BLK and BLX in terms of potential upside in the next few years?

Read Answer Asked by Donald on October 17, 2025
Q: Hi

I was wondering your thoughts on BMO and its sale of branches to First Citizens Bank. What do you think of the transaction, any issues with BMO's credit quality (does this improve), is there an overhang on the stock with the pending deal and timing of the close. Overall - is BMO more attractive after this announcement and do you view it as a buy, sell or hold.
Read Answer Asked by Frank on October 17, 2025
Q: Are you able to provide comparable alternatives in the US. Your top 3, ranked for long term return . (10 year hold)
Read Answer Asked by Chris on October 15, 2025
Q: I am thinking of starting a new position amount these three, which one has more upside? Will this sector be negatively impacted by AI or Crypto adoption? Your guidance is greatly appreciated as always, thank you.
Read Answer Asked by Lin on October 15, 2025
Q: Like Herm asked yesterday. It seems PRL and GSY are moving in tandem towards year lows. At some point and tax loss cannot be utilized in TFSA would you consider a swap or better to hold? Can you suggest at what price this would make sense or do you think PRL will eventually have more growth potential? Thanks Larry
Read Answer Asked by Larry on October 15, 2025
Q: Hi there,

I'm looking for an indirect (and somewhat conservative) play on crypto. What do you think of these?
Read Answer Asked by Mark on October 14, 2025
Q: Roughly a month ago, I finished building a small, but "full" position. (2% vs a blue chip 4-5%).

I know you are not a fan of averaging down, but with the "GSY-short report sympathy decline", would you make an exception here and add more to PRL?

If so...and trying to avoid "catching a falling knife", at what price would you add at? When I look at the technicals, to my amateur eyes it looks like $23-24 has some support. Be more patient and wait for that price to come?

Your thoughts?.....Steve
Read Answer Asked by Stephen on October 14, 2025
Q: Hello,
Any comments on the short report on BMNR. Supposedly the short seller had a similar view on MicroStrategy but the short aspect did not materialize. Tom Lee is well known so I am not sure to bail at this point or stick to it for longer term. Also, i was hoping to see a surge in ATRL after the announcements of the major projects but the stock hardly moved. Any comments please. Thanks very much.
Read Answer Asked by umedali on October 14, 2025
Q: Help calm me down ! This stock has exploded and it’s in my TFSA ! Thank you, thank you.
With sugar plums dancing in my head I fear my
rational investment thinking has gone out the window but here it goes : GLXY it’s now 35 % of my TFSA and my TFSA is 5% of total investments ( banks, utilities etc )so it is roughly 1.5 - 2 % of total. The company has its toes in crypto and data centres, two of the hot themes of today, and seems well managed but I have been burnt before ( EGLX , TV. ) because of not knowing when to sell. I suppose position size, change in fundamentals, and valuation would be factors in making a decision. And if you sell, I should too, but until then hold on ?
Thanks. Derek.
Read Answer Asked by Derek on October 10, 2025
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