skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi bad day to be sure I see you suggest buying into some stocks but slowly.
What are the best sectors to buy first now that this black swan event is in play. Please give me you top 4 sectors in order of preference. Also you top 2 picks in each of the 4 also in order of preference as well please

What do you think is the worse case scenario as far as market drop % wise I release its just a guess but you guess is almost certainly better than mine at this point
Read Answer Asked by Terence on April 04, 2025
Q: The VIX is now 35. Is it time to back up the truck?
Read Answer Asked by David on April 04, 2025
Q: Morning Troops. Apologies if this question has been asked and answered previously. As a newly minted senior, I am not overly concerned yet about the market sell-off and as old habits die hard, I am looking to add to my portfolio. Assuming tariffs will be with us until the stable genius to the south needs to start playing nice before the mid terms, do you think the markets will find a bottom and then trade sideways for a while, or do you see major moves down and then up? My own opinion is that tariffs will be with us for six to twelve months. Cheers.
Read Answer Asked by Neil on April 04, 2025
Q: Ahhhh I just looked at our portfolio 🫣 Peter do you make house calls? I need someone to hold my hand to get through this.
Read Answer Asked by David on April 03, 2025
Q: Aren't markets mostly efficient, and therefore isn't the market cap weighted portfolio the optimal portfolio? Or if we want a higher expected return would a factor tilted portfolio be the way to go, like Dimensional or Avantis?
Read Answer Asked by petra on April 03, 2025
Q: I will have about 100k to invest shortly, however requiring this money in 2 years time. How would you invest this money in this market? Is there appeal buying the “dip”, purchasing great businesses at a discount? Or is it too risky with my time frame? Money will be held in a TFSA. Thank you

Cnd or US.. growth/dividend/GIC?

Much appreciated for all that you do! Your services have been invaluable.
Read Answer Asked by Nick on April 03, 2025
Q: What should I understand about “Target Price?”

For example, what is the implied time horizon?; is this meant to guide investment decisions of buying and selling based upon forecast highs and lows?

Since you include this in your Company Profiles I assume that it provides something valuable.
Read Answer Asked by Danny on April 02, 2025
Q: Are we nearing any levels where something is a screaming buy or do we need more washout?
Read Answer Asked by Art on April 02, 2025
Q: I heard something very interesting a few days ago. A study found that the average holding period for stocks by individual investors is now about 6 months. Back in the 1960's or 1950's, it was 6 YEARS. Obviously, there is a lot more information out there now, easier access to it, and much cheaper trading. Wondering what you think of this development, and how it is impacting (a) individuals' investing performances, and (b) the overall market. I think it is making the market a lot more volatile. Studies I have read over the years tend to indicate people who trade less frequently do better than frequent traders, on average, so on the surface, one would think the shorter holding periods today might be hurting individuals' investing performances.
Read Answer Asked by Dan on April 02, 2025
Q: Everyone, in each decade of your life what should you be focussing on in your financial well being? Clayton
Read Answer Asked by Clayton on April 01, 2025
Q: What geographical percentage would you recommend for a portfolio for USA, Cdn and International stocks at this point in time?

Thank-you!
Read Answer Asked by Kim on March 31, 2025
Q: Will artificial intelligence utilization in finance and markets be able to replace stock pickers and in the end financial advisers/analyst since analysis of companies data will be faster and perhaps more reliable and objective than performed by a human irregardless of his skills and experience. Already automated portfolios are created by a computer based on certain investment goals.
I would be interested in your perspective on this matter.
Thank you
Miroslaw
Read Answer Asked by Miroslaw on March 27, 2025
Q: I currently have about half my investments in US dollar (unhedged) assets. I would appreciate your view about the US-Canada dollar? Do you continue to see the Canadian dollar decreasing in value to the US dollar? Do you see the US dollar as having peaked, and trending lower versus the Canadian dollar, and versus the DXY?

I have been very surprised to see how strong the Canadian dollar has been recently given the tariff questions, and the fact the Bank of Canada has been decreasing interest rates more than the Fed.

Many thanks for your valued and insightful advice.
Read Answer Asked by Dale on March 25, 2025
Q: I recently read that the US has a major debt renewal pending in 2026. In order to save money it would therefore be in its interest to lower rates, significantly if possible, by lowering their current exchange and slowing their economy. Does this seem like a probable scenario to you and would you mind shedding light?
I realize also that bond prices are affected by other factors including creditworthiness. But it seemed an interesting theory of economic management, and US debt reduction is a hot topic right now.
Read Answer Asked by Peter on March 24, 2025
Q: Which sectors do you favor most if we get a full blown tariff war
Read Answer Asked by Gary on March 21, 2025
Q: I am concerned that the next few months will be as volatile as the past month as the US continues its tariff agenda. Do you think it is a good strategy to invest in other currencies. If so what is your opinion of these two ETF's. (Swiss Franc & Japanese Yen)

Thanks Stew
Read Answer Asked by Stewart on March 20, 2025
Q: A UCLA Anderson forecast just issued a recession watch. Its analysis was called…
“Trump Policies, If Fully Enacted, Promise a Recession.”
Can you provide your analysis of this report. Is this a legitimate forecaster with a decent record?
Thanks
Read Answer Asked by Ben on March 19, 2025
Q: Hello
Can we get your advice on Canadian companies that have the least exposure to a tariff war
It would help us having to re balance
Ie should we reduce stocks in the financial sector
Thanks
Read Answer Asked by Tim on March 18, 2025