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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: Want to generate some cash in a RESP. overweight oil and gas in this fund. trying to decide what to sell. Do I trim a little from white cap, head water, and freehold or sell reits.
Read Answer Asked by brian on February 19, 2026
Q: Everyone, for the last two years i have sat and watched the market. Is that still the best strategy? Clayton
Read Answer Asked by Clayton on February 18, 2026
Q: The State of the Union address by Trump is on Feb 24th in the evening. The Supreme Court will release decisions on Feb 20, 24 and 25, and these are the last dates until July 2026. I predict they will wait until after the State of the Union address because Supreme Court judges attend the State of the Union, and they don't need Trump criticizing them in public and will release their decision on Feb 25th. If they decide the tariffs are unconstitutional, which sectors might be the winners?
Read Answer Asked by Murray on February 17, 2026
Q: Just a comment, I'm sure I'm not alone in this situation. All down 30-45% in my TFSA. I hate it when it feels like everybody is wrong and you and a few others think you are right, or are we? It feels like Armagedon. Been there before. It's not fun but they now only represent 5% of my portfolio so I will survive but my TFSA will take a huge hit this year.
Read Answer Asked by Yves on February 17, 2026
Q: Hello,
Stephen Harper, our past Prime Minister remarked recently that Canadians should not be complacent in the notion that post USMCA discussions we will go back to easy access to the US market. Are you able to comment on what independent investors should be taking from this and how to manage investment strategy accordingly? It would appear that there could be different layers to this worth considering, and also that a do-nothing solution should not be as reliable as it had been in the past. In fact, it seems that both past and present Prime Ministers are specifically saying that some anticipation of change is needed.
Read Answer Asked by Peter on February 17, 2026
Q: For those interested in other HALO perspectives - the above podcast (Josh Brown-CNBC/Ritholtz) released a HALO episode earlier in the week.
Read Answer Asked by Brant on February 13, 2026
Q: I hope I don't sound naive asking this question, but I keep hearing that proprietary data is something of a moat for TRI, and for companies like X, SPGI, and perhaps even businesses like yours.

What is to prevent an AI engine like Anthropic from simply buying a membership and then having access to that data with which to answer questions?
Read Answer Asked by Kevin on February 13, 2026
Q: Hi team,
Once again my portflio is tanking while the index just cruises along . I have names such as shop, Csu, Lmn, Toi , gsy, Rddt , png and other growth names all down between 4-10%. Canadian names as a group especially weak today . What’s your take on today’s market action? As of today are there any screaming buys out there ? I was thinking of adding on Shops earning drop or Csu .

Thanks ,
Shane
Read Answer Asked by Shane on February 11, 2026
Q: I was reading the book "1929", I would like to know what you think was the one biggest main reason for the crash?

Do you think it could happen again?

If you're an optimist you'll say no & if you're a pessimist you'll say yes or maybe.

Thank you.
Read Answer Asked by Ross on February 11, 2026
Q: I believe and you can correct me if I'm wrong but many software names in both the US and CAD e.g. TRI, SHOP, NOW have reported fairly good results yet nobody wants to own them at least for the moment. So, if good results do not change the narrative what do you think changes this negative perception? And what in general would be a floor for multiples on some these names?
Read Answer Asked by Jason on February 11, 2026
Q: Everyone, if a person has a growth portfolio, 25 stocks, how many stocks would have a negative return in a given year. I assume not everyone goes up each year. Clayton
Read Answer Asked by Clayton on February 11, 2026
Q: If you believe that the AI bubble will burst this year how might you position your portfolio to profit? I imagine picking defensive names, not owning companies with direct AI exposure, and owning precious metals is a start. If the bubble burst I would assume this would trigger a broader market selloff so not sure if there is a lot of places to hide. Would you consider any Put option strategies? Are there any other sectors/companies that would actually benefit from the bubble bursting? Thanks
Read Answer Asked by Jeremy on February 10, 2026
Q: Which 10 Canadian or US companies are most attractive for a +5 year hold? In order ideally

Also, what one thing is worrying you most about current market conditions? And why

Thank you
Read Answer Asked by Nick on February 10, 2026
Q: I was watching Blake Hilgemann talk about his 'descent' portfolio which he says has a safe 6% withdrawal rate for retirement vs the standard 4%. It's made up of 15% gold, 15% LT Bonds, 10% Utilities, 10% Real Estate, 20% Large cap stocks, 20% small cap value stocks, and 10% international stocks. Wondering what your take is on this. Also not sure how one's house factors into this...is it part of the RE % (likely more than 10%).
Read Answer Asked by Ian on February 10, 2026
Q: How do I access you AI Compute Stack article from January 15?

I have found the article but I can only access it if I subscribe. I am already a member. This is an important article and I would like to read it again.

Judith
Read Answer Asked by Judith on February 09, 2026
Q: Hi,
A few days ago I asked for 5 CAD and US value stocks. Thanks for that.
You mentioned that there are others that you like in the space but did not fit the criteria. Would you please share think names.

Thanks and have a great day.
Joe
Read Answer Asked by Joe on February 09, 2026
Q: What does the term “correction” mean when used to describe drops in the market like the one we are now experiencing, for example? If it means that prices were too high and the correct price is now in place, why would we expect stock prices to return to the old “too high” prices? Or is that only a few stocks were overpriced and in need of correcting but everything gets caught in the downdraft? To me it seems that stocks are simply dropping in price!

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 06, 2026
Q: Hello
I enjoy reading questions from members and your responses and great service. What would be your top 3 Canadian industrials, tech and consumer disc. In order for each category.
Thanks a million
Read Answer Asked by j on February 06, 2026
Q: Hi, Sorry there are lot of companies listed but in summary this is three part question:

1. I have BAM2%,BN9%,BEP5%. I was thinking of putting new money to KKR or BX or APO. Should i add new money to existing positions or to new positions. Which one and approx. price please.

2. All the listed are in red in various taxable and registered accounts. Which one is good candidate for new money , which one would be sell and hold.

3. ISRG is at 1.5%. Should i go to 5% in one shot or go slowly or just hold on . This is in taxable account.

Thanks
Read Answer Asked by S on February 05, 2026
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