Investment Q&A

Q: what are the top 5 stocks if you have any to recommend that have dropped due to tax loss selling?

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: Which one would you pick for a long term investment between Metro or Loblaw?
Thanks

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

Q: Any reason for the decline in price in GFL? Is this a buy or hold at this price?

Thanks

Q: 1. Please recommend public or private companies in the "carbon capture" technology space to track.

2, Your thought on Nuclear power technology moving forward and companies to invest in on related material, build, service & maintenance

Happy Holidays and thank you for your service !

Q: I’m doing a fairly major portfolio clean-up and account optimization exercise.
Specifically, I’m removing dividend-oriented and income-generating stocks from my TFSA and RRSP that are better suited to a non-registered account, and reallocating TFSA/RRSP capital to assets that benefit most from tax sheltering.

At a broad level, I’d appreciate your perspective on:

• Which CAD and USD names are best suited to an RRSP (e.g., U.S. dividend payers, global compounders, cyclicals, etc.)
• Which CAD and USD names are best suited to a TFSA (long-term growth, compounding, low income leakage)

I’m less interested in yield optimization and more focused on long-term after-tax efficiency and proper account placement.

If helpful, feel free to answer at a category level (e.g., “U.S. dividend aristocrats,” “Canadian compounders,” etc.) or with specific examples you think are particularly well-suited.

Thanks — looking forward to your thoughts.

Q: Hi Peter and 5i,
Like the momentum of both companies. Like the strong net cash position of TIH.
Which one would you pick of the 2 for the potential highest return over the next 5 years?
Is it FTT based on 5i starting a new position in your Balanced Portfolio? Or is it a coin toss?

Q: I would appreciate your guidance on investing available cash in my portfolio. I recently sold my NVIDIA holdings, and as a result, approximately 50% of my RRIF investments are currently in cash, and about 5% of my non-registered (open) investment accounts are also in cash. I currently hold VFV, VGRO and XIC in my open account along with approximately 20 equities. I do not currently hold any ETFs in my RRIF account. My objective is to fully invest this cash before the end of 2025. I would appreciate your recommendations on the following:
• Top five investment ideas (ETFs and equities) suitable for my RRIF account, and
• Top five investment ideas (ETFs and equities) suitable for my non-registered (open) account,
with the following parameters in mind:
• Investment horizon: 5 to 10 years
• Risk profile: Moderate
Thank you in advance for your assistance. I value your research and look forward to your recommendations. Best wishes to you and your team for the Holiday Season, and warm regards for a healthy and prosperous New Year.

Q: Tax issues aside, is there a clear favourite here for an in kind contribution to our TFSA's come January 1?

Thanks,
Terry
Best of the Season

Q: You mentioned in an answer to one of your questions that money has been moving from technology to other sectors. Which sectors are receiving the most new investment?
Could you give me some examples of companies within those sectors that are strong companies fundamentally and have excellent upside potential. I

Q: I have been considering selling the following companies for tax loss. Do you think they are reasonable candidates? Or do you think there is too much bounce potential going into 2026. Would you be able to rank them in the order you would consider selling them from most attractive for tax loss to least. Thank you.
John

Q: Anything moving Magna to new 52 week highs?

Thx

Q: I was curious about the Private real estate investments. I have seen companies like EQUITON who advertise returns of 16 -20% annual on their development offering. Do they have good track record? Is that rate of return possible? Are they too risky for retail investor?

Q: Hi Peter

I was wondering what you think of the valuation of WSP vs peers. Can you provide your metric to rate and the current valuation. Also would you buy at this level or what price level would you begin to buy. To me it looks expensive. I would appreciate your expert opinion.

Thank you

Q: Is DOL experiencing a short attack pinning its SP back? By right it should not be trading so down for so long since it announced its stellar results and positive outlooks. Please enlighten us.

Q: What happened in 2024 that drove down ESP for that one year? The number of shares went down and total revenue went up and gross profit went up. Was it some one-time non-cash event? Thanks!

Q: NFI has announced a Recall against its battery supplier XALT and my guess is that resolution of this issue, which does not seem to have made the front pages(?), along with your own comments on Chinese competition might make a significant difference to NFI prospects. What do you think?

Q: KKR are very bullish on Canadian infrastructure opportunities(see article in globe) can you list some Canadian companies that KKR might buy or invest in partnership with thanks Richard. ps please exclude PPL. ENB TRP and BIPC from your list

Q: Follow up on a recent question on FCCM and WXM. FCCM has the lower MER. Other differences I see in a simple comparison from my online broker: FCCM is large cap while WXM is mid cap. 5 year returns for WXM is higher, but 3 year, 1 year, and less favor FCCM. Dividend from FCCM is 0.64% paid annually and WXM is 1.26% paid quarterly.

I own WXM in my TFSA (up 55%) along with a selection of stocks from your portfolios. I also own VMO in another account.

How do you view these investment style ETFs (growth, dividend, value, momentum) vs geographic ETFs vs sector ETFs vs others for DIY investors trying to diversify within an account?