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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: I see you have removed FSV from your recommended list - if one wanted growth and small dividend would you replace with BYD? Are they both play on the consumer across North America? Does one have a more reliable rev model?
Read Answer Asked by Scott on November 28, 2025
Q: Further to my last question about Tether, the Financial Times is also reporting the following:

Crypto-hoarding companies are ditching their holdings in a bid to prop up their sinking share prices, as the craze for “digital asset treasury” businesses unravels in the face of a $1tn cryptocurrency rout.

Can you please provide some context around what’s going on in the crypto space lately and any thoughts about where it goes to from here?

Many thanks.

Michael
Read Answer Asked by Michael on November 27, 2025
Q: What are your thoughts on the recent S&P Global Ratings downgrade on Tether? As reported in the Financial Times:

The rating agency warned that the company has “limited transparency on reserve management and risk appetite, lack of a robust regulatory framework [and] no asset segregation to protect against the issuer’s insolvency”.

Thank you.

Michael
Read Answer Asked by Michael on November 27, 2025
Q: Bitcoin and Gold, Are this stocks buyable?Specially after very high price for gold stocks,and Bitcoin Down?
Read Answer Asked by Nizar on November 27, 2025
Q: Hi 5i,
Presently below water on the 3 above stocks. Would you hold on today for dividend on these and hope they come back or let go for something more promising? What replacements might be better right now? Thanks.
kc
Read Answer Asked by Keith on November 27, 2025
Q: Besides CNR, NWC, TIH, and BN, I'm looking for 5 other quality Canadian companies that have at least somewhat of a moat, and are resistant to AI and other types of disruptions to their businesses. I'm looking for companies that are not technology, banks, pipelines, materials or the other Brookfields. Can you please help? By the way, if you do not agree with the four I've listed, you can also let me know.
Read Answer Asked by James on November 26, 2025
Q: I think a lot of utilities tied to the wind-farm industry have taken quite a hit since Trump came back to tilt at windmills (Orsted, for example). But Trump won't be around forever. Assuming a significant rebound following his demise, what companies provide the greatest opportunity going forward? Please include one or two Canadian investment opportunities in your answer.
Read Answer Asked by Rick on November 25, 2025
Q: What are your favorite stocks in the infrastructure space,one each in Canada and the U.S. and also is there an etf in this area that you like?
Thank you
Read Answer Asked by John on November 25, 2025
Q: I currently own all of the above in various porfolios. In a concentrated TSFA which 3 from your balanced portfolio would you buy for long term. Currently own GLXY and PRL at great loss in TSFA would you add?
Thank you.
Read Answer Asked by Yves on November 25, 2025
Q: Looking at the question by Michael on Jacobs today I see a company having 2026 net revenue growth of 6-10 % but a PE of 54 ! Sure it’s a fine company in a good sector but does it really deserve a PE of 54 ? Other solid companies in Canada with historically high PE ‘s such as TRI , WSP , and FSV etc., seem to be going through a valuation revision downward. The question is will the revised valuation remain or will the premium valuation return ? Your thoughts. Thanks. Derek.
Read Answer Asked by Derek on November 25, 2025
Q: I must shortly divest part of my RRIF to meet legal requirements.
I would like to retain those stocks with the best longer term appreciation expectations.
My candidates for sale are:
AAPL currently overweighted
CNQ
SU
Visa currently underweighted
What would be your suggestion(s)?

Many thanks for your ongoing great work!
Read Answer Asked by David on November 25, 2025
Q: I have owned this for a few years currently down 22% on USD side of my TFSA. I am wondering your opinion going forward Hold or Sell? With no tax loss advantage it does pain me to sell all or some but hard to know what opportunity cost I am leaving on the table is, which might be more than the loss on the stock.

What would you do? And what is the opinion of MGA overall as a business given the current climate. Thanks
Read Answer Asked by Kolbi on November 25, 2025
Q: Hi Peter,
Given the current valuations and the growth projection (or lack of), which two of these four stocks will most likely to have the least possibility of year end bounce and thus are ideal for tax loss selling? MDA, TRI, SRAD, or GLXY. Do you see any of these worth repurchasing for a 2 year hold after the 30 days period? Thanks.
Read Answer Asked by Willie on November 24, 2025
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