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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: What would be your general guidelines in investing in private equity and private credit. And/or, if the question exceeds the scope of this plateform or expertise please refer to sites or books that could be of interest.

Thank you for your excellent expertise
Read Answer Asked by Jean on October 08, 2025
Q: I am under water in these three companies, should I keep holding them or should I sell them.
Read Answer Asked by Dorothy on October 07, 2025
Q: Are any of these above companies worth investing in? Also if so, at what price would be a good buy.

Thank You
John G.
Read Answer Asked by John on October 07, 2025
Q: HI guys
I remember Ross Healy saying early in his career he covered forestry stocks as an analyst, and he commented that the time to buy these stocks is not when everything is rosy, but when there is blood in the streets in terms of of bad news and low building starts. In terms of valuation, and longer term opportunity and appreciation is there any reason to buy lumber companies now - like West Fraser - which I know you have liked in better times?

Much thanks

stuart
Read Answer Asked by Stuart on October 07, 2025
Q: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.
Read Answer Asked by kevin on October 03, 2025
Q: How do you approach a market like one we are in now? We have gone pretty well straight up since the April lows with a lot of names having increased substantially.

If one is almost fully invested right now but has new money to put to work. Do you hold off putting new money to work until a correction? Do you start to raise a little cash and take some profits on the nice run (5-10%)?
Read Answer Asked by David on October 03, 2025
Q: I am deciding between these two companies for a 1% position (I will add over time if the company performs well): sector allocation is not a concern for this purchase. I am investing specifically for growth. Would you have a clear preference here?

Thanks so much, and I look forward to your response.
Read Answer Asked by Domenic on October 02, 2025
Q: Is there a downside in holding a U. S. company that i purchased as a CDR in a TFSA. Thank you.
Read Answer Asked by Brian on October 02, 2025
Q: I own BRK but i want to reduce some USD exposure so i am thinking of moving to the Canadian hedged version.

1. Are there any concerns with that? I assume the return is just the BRK return removing currency fluctuations less hedging costs?
2. Do you know what the cost of the hedging is?
3. I see a few tickers (BRK.NE; BRK.TO)... why are there multiple and what is the best one?

Thank you.

Read Answer Asked by Max on October 02, 2025
Q: Brookfield and related entities. What percentage of total portfolio would YOU be comfortable holding. Right now I am at about 13% including BN, BAM, BEP, BIP and BIPC all held in a USD non-reg account. BN is largest holding in Portfolio.
Read Answer Asked by William Ross on October 01, 2025
Q: Hi there: I have been retired for 5 years, in my late 60's. In which order of the above will you buy, given that a few of them are in their all time high. Could u rank them from high (10) to Low (1), and what entry price make sense to you. From a dividend return point of view, and from a Growth point of view. Take as many credit as you see fit. Thank you again
Read Answer Asked by DAVID on October 01, 2025
Q: I saw a video clip of the Parliamentary Budget officer giving a dire review of the financial health of the country. Pretty much saying it is unsustainable unless something is done quickly. Are you recommending any significant changes to individual investors portfolios based on these findings? What would happen to stocks if Canada defaulted on its debt?
Read Answer Asked by Kim on September 30, 2025
Q: Is there any way to determine how "pure a play" L is as a consumer defensive vs MRU? What I am trying to get at is that there are a lot of consumer discretionary type items sold at Shoppers (probably the majority of the revenue?). Even Loblaw stores sell clothes. Metro seems to me more a defensive name in terms of groceries. Are there any publicly disclosed facts to prove or disprove this thesis? Thanks as always for your thoughts.
Read Answer Asked by Stephen R. on September 29, 2025
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