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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: Looks like I should be putting in HOOD and GLXY for a 2-5 year hold in a TFSA. Should I buy the Cdn or US ones? Any advice regarding target prices?
Read Answer Asked by Brenda on December 29, 2025
Q: Over the next six months I am looking to rebuild my preferred share allocation to 8-10% of my investment portfolio. Brookfield Asset Mgmt, Power Financial, Fortis and Intact are of interest. Some perpetual and some rate reset. Any issues with this strategy?
Read Answer Asked by Greg on December 29, 2025
Q: is there any reason to expect meaningful growth in TD during the next year or two? I have a full position and I think the yield is down and the stock is getting tired. I am thinking of selling some (e.g. 20%) shares or selling covered calls in some at about 135/share.. What do you think of the stock going forward for the next two years?
Read Answer Asked by arnold on December 29, 2025
Q: Q3/25 reported in November, EPS declined 26% vs. Q3/24. Can you go over the Q in more detail and advise whether fundamentals have changed. I am a holder of this company and had been thinking of adding since it has declined from its high of $134 in August. Would you be comfortable adding or do you see more attractive financial names? Thank you.
John
Read Answer Asked by John on December 19, 2025
Q: I just noticed the jump in these shares over the past 3 days and thought there may have been news out on earnings but see that the last earnings release was Nov 6. Checking all the news sources I have access to has yielded nothing. Thought I would check with our ears to the street people, (that's you), and see if you have heard anything.
Read Answer Asked by Robert on December 19, 2025
Q: GWO has done extremely well this year, up over 40%, while MFC is up over 11%. SLF, though, has lagged, down about 1.5% over the past year. What explains the wide gulf in their stock performance?
Read Answer Asked by John on December 18, 2025
Q: Sentiment appears to be favoring financials for now and 2026. Do you agree?
If so which of the following ETFs would your suggest as being the likely winner: KBNB 14Xpe,1 year14%,
XLF 18XE 1 Yr. 5%, IYG 19X 1 Yr, 10%

The composition of these ETF’s is similar but KBNB seems to favor a slightly different group of financial stocks including BRK.B

Hence my uncertainty. Thanks again for helping to sort this out,
Read Answer Asked by Donald on December 17, 2025
Q: Good morning,

If one wanted 15% exposure to Canadian banks, would you buy TD and RY for 7.5% each, or would you buy TD, RY and ZEB for 5% each?

Thanks as always.
Read Answer Asked by Trevor on December 17, 2025
Q: A month ago, in your answer to Ellen, you recommended MSTR as a replacement for IBIT for tax loss harvesting. Unfortunately, it turned out to be a bad advise, as MSTR dropped over 21% vs. IBIT drop of 11% since. You repeated the same recommendation in your answer to Lai Kuen 3 weeks ago, but this time you mentioned that MSTR's "NAV could erode further below 1X"... can you please explain why would NAV erode below 1X? It seems counterintuitive for the company with NAV tied to the Bitcoin price. I am aware of the risk of removal from Nasdaq, yet, it appears that MSTR is in a freefall these days.
Read Answer Asked by Michael on December 15, 2025
Q: All of these have had a great 25, are they still great buys and how would you rank them today?
Thanks Again
Read Answer Asked by eugene on December 11, 2025
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