Q: A few months ago, I purchased a small position in GLXY, in a TFSA.It is down about 40% and it is now well below 1 % of our overall portfolio. A current contribution results in some new funds being available. I am considering adding to GLXY or alternatively moving on to SVM. Dividends are not a priority, and the objective for this account is good growth, with accepting some measure of risk. .Which of these 2 do you think is the better route to go? Also, do you think the recent regulatory change in China regarding silver is an impediment for that company; if so, is there another silver play that you would prefer?Thanks so much for your excellent service.
Q: Hey guys HAPPY NEW YEAR hope all is well i currently have MDA IN MY RRSP ACCOUNT and am down close to40% i read your report on FTG looks interesting. Reading questions on mda most are selling for a tax loss im unable to do so in a rrsp. looking at a max 2yr hold would i be better selling mda and buying FTG .Im aware you dont do the buy or sell thing but feel that mda has a long way to go and i am looking for a viable alternative maybe cae or ftg . thanks as always
Q: Bombardier hit a new 52 week high. 1 year return has been 146%. Why the continuing upward move, and does this company have more upside this year? Somewhat puzzling. Would you buy at these levels? Thanks.
Q: I want to examine a severe geopolitical scenario and identify potential economic beneficiaries. If heightened geopolitical tensions—say, related to Venezuela—were perceived as creating conditions where China might move against Taiwan, this could disrupt the semiconductor supply chain, particularly affecting TSMC's advanced chip production. I'm anticipating major impacts: NVIDIA's valuation would likely plummet, AI development would face significant setbacks, and chip manufacturing might shift toward Samsung or Intel. AI data center construction and operations would be severely disrupted, hurting related infrastructure companies. In such a scenario, are there any sectors or companies that might actually benefit?"
Q: Wondering about selling Walmart and replacing it with Atd.. have held Walmart for short time but have more interest in a Canadian company now.
Thanks, Lesley
Q: In my portfolio, I’m only interested in long term compounders. For example, in the compounding software portion of my portfolio I own CSU, TOI, LMN, VHI and PNP. I am reviewing my allocation of Canadian Industrial stock holdings. What would be your top five small to mid cap Canadian compounding industrial companies that you own for 5-10 years. Thanks for your wonderful service and Happy New Year.
Q: Can you provide a list of your top 3 down trodden stocks that have faced more macro-related challenges, but still quality companies. I’m looking for companies oversold with a 2 year investment timeline.
Q: Good evening!
You mentioned this new company as 'small' in a previous comment, but they now appear as part of the TSX 60, notably number 2 on the list in dividend returns (to Telus). How can this be small and make that list?
Also, can you tell me what their payout ratio would be, referencing cash flow of course, not 'official' earnings.
As well, I asked another question about a week ago referencing which stocks to move into a TFSA from RIF. Did you receive that question?
Thanks!
Paul
Q: I sold for tax loss ENGH, EQB, GLXY, MDA, NPI over 30 days ago and contemplating buying them back. Do you think that they have a good opportunity to increase in value in 2026. If so, which order would you purchases them in.
Q: Hello
it was mentioned that Peter would give his thoughts of some of the stocks on TSX that would be candidates for a rebound in 2026, on National Post on Dec 20 , I have missed seeing that, can you let me know what are some of the stocks that he like for a rebound after a disappointing 2025 year? thanks
Michael