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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 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
Q: I am up on all the above listed stocks however down on AC, LMN, BCE, WELL, LLY, my question is should i sell some losers as well as some winners to shore up CSU (presently own 9 shares in my TSFA. Do you sees this as once in a lifetime opportunity to load up on arguably the best managed company in Canada i am leaning towards selling WMT and FFH in the winners column (both consist of 8% each of my portfolio what losers would you sell if wanted more exposure to CSU....your thought on this strategy please ps am 74 yrs old and a conserved investor
Read Answer Asked by Terence on September 29, 2025
Q: In response to a request to rank 14 prescribed stocks, you ranked KSI at the top of the list just behind SHOP, and both KSI and VHi ahead of LMN. Knowing your positive view of LMN, I would appreciate your rationale for rating the two health services stocks so highly. Was it the 3-4 year timeframe?

Thank you,
Read Answer Asked by John on September 29, 2025
Q: I need to raise some capital. Please advise in what order you would sell these equities. Are there some you would not sell? I am more of a income investor.
Read Answer Asked by David on September 29, 2025
Q: Hello Team,

Looking at adding some funds to CAN stocks I already own, are you able to rank these in order from 1 to 14 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!
Read Answer Asked by Kevin on September 29, 2025
Q: Good morning.

In an attempt to diversify my stock holdings across different sectors of the economy I was having difficulty in determining to which sector TRI belongs. I’ve seen it referred to as a technology company, a finance company and an industrial company. If you had a gun to your head (please pardon the figure of speech) and had to choose a sector to which TRI belongs which one would you choose?

Many thanks.
Read Answer Asked by John on September 25, 2025
Q: Please state which of these would be a buy at today's prices and if not, where you would target entering a new position. Also please rank based on potential for 12 year gains from today's (or tomorrow if you reply Thursday).
Read Answer Asked by Tim on September 24, 2025
Q: Good Morning

I would like to consolidate my positions in HPS.A and TFII
Option 1 sell TFII and add to HPS.A
Option 2 sell HPS.A and add to TFII
My choice is option 1
What would be your recommendation
Thks for all you do
Marcel

Read Answer Asked by Marcel on September 24, 2025
Q: I already own CSU and GSY at a Full Position, but I like to buy things on sale;)

I assume the short position report might hurt GSY for a bit, but if fundamentals are good it should bounce back in short order.

As with CSU, I don't think I would ever bet against it.

I don't need to own more of either, but when good companies move like this, I think there is a good opportunity to make 10-20% on a rebound.

I know that is not good long term strategy, but in this circumstances like this, is it a okay strategy to try and catch the bounce back or is there to much risk.

I would rebalance after the bounce if it comes in short order, but also okay if it becomes a longer term hold.
Read Answer Asked by Colin on September 24, 2025
Q: I am thinking of selling BIP.UN; held in a TFSA where growth is something of a goal. It has not done much for some time and I have good sized positions in other Brookfield entities. What is your current outlook for BIP.UN…worth holding or time to move on? Possible replacements could be GSY or PRL; if there is a move, which of those 2 would you favour? Many thanks for your excellent service.
Read Answer Asked by Leonard on September 23, 2025
Q: Csu, Atd both are acquisitors,have excellent management and are down sharply from their all time highs
In your opinion which one would provide the best return over the next 3 to 5 years?
Read Answer Asked by Terry on September 23, 2025
Q: These stocks are all losing ground lately in my portfolio. Please reply in what order and at what price you would add to them I want to ensure I add valve at this point;

Also should i add to my holding in GDXJ? or start a position a silver stock (please recommend several in order of preference ) same recommendation for US bank ETF....Thanks
Read Answer Asked by Terence on September 23, 2025
Q: Is lumber in the basic materials group?
Could you recommend one or two lumber stocks (Canadian or US) that might have the best growth potential going forward?
Thank you.
Read Answer Asked by Maryon on September 23, 2025
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