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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: Hi Peter,
I have KRMN in my TFSA and with its negative momentum, I want to sell it, even though at a loss (no tax loss harvesting available) and reinvest the proceeds in another name. TER is an option though it has moved up quite a lot lately. How do you feel about TER at this price and its near term growth? Is there another growth name that you like better with higher upside potential? Thanks.
Read Answer Asked by Willie on April 21, 2026
Q: I have a small position in Karman Holdings (KRMN). It has dropped since I bought in. I know it had some issues with filing its 10-K and has a new CEO. And there is not a lot of information on the company as it just went public last year. But the company designs, tests, and manufactures key components for space propulsion systems, rockets, and missiles, which is in big demand these days. My question is, would you be comfortable adding today and what is the max position size you would take? Also, does it have a lot of competition? Thank you.
Read Answer Asked by Kim on April 21, 2026
Q: In the past you said you like NBIS better than IREN as it is higher quality and further ahead, etc. Now that NBIS stock has way outperformed, ATHs and possibly overbought/consolidating, does IREN stock have good investment potential or do you still prefer NBIS at these levels?
Read Answer Asked by Bruce on April 20, 2026
Q: A number of Small/Mid cap stocks have done very well over the last few weeks while a number have been hit hard and pulled back significantly.

What would be your top 5 Small/Mid cap US and CDN names currently? Could you also indicate the order that you would purchase?

Thanks
Tim
Read Answer Asked by Timothy on April 20, 2026
Q: I sent this Q on April 9 but perhaps it was missed, hence the resend. "Question on PANW vs CRWD post-Anthropic Launch.
I’ve noticed a sharp 'gap up and give back' over the last 48 hours [Apr 9] in both Palo Alto Networks (PANW) and CrowdStrike (CRWD). Initially, the market cheered their inclusion as founding partners in Anthropic’s 'Project Glasswing,' but today they are seeing a significant drop—seemingly on fears that Claude’s new autonomous security capabilities could eventually disrupt incumbent vendors.
1. Do you view today’s drop as a valid structural concern regarding AI-driven disintermediation?
2. Which of these two do you feel is better positioned to integrate 'agentic AI' into their platform without eroding their existing moat?
3. Looking at current valuations, does it make sense to harvest a tax loss in PANW here to rotate into CRWD? Or would you sell and deploy proceeds elsewhere, given the current uncertainty in software businesses? :ao:

Read Answer Asked by Adam on April 17, 2026
Q: Can you please suggest 5 names (Canada or US) that, regardless of size or sector, you have a high conviction that an investor will really, really wish they had bought or added to at today’s price looking back 5 years from now?
Read Answer Asked by Stephen R. on April 17, 2026
Q: I am down enuff here to find the tax loss enticing. Which would you prefer: buy VRT or ROAD
Read Answer Asked by Gerald on April 17, 2026
Q: TANKERS: with all the focus on shipping around the Gulf of Hormuz do you see tankers as a major opportunity right now?

And if you do: What would be your top 2 picks now? And is there an etf that would be complementary or instead of individual tanker stocks.

Thank you
Read Answer Asked by Donald on April 16, 2026
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