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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: Could you comment on the recent weakness in these units/stock and whether or not any are nearing what you would consider good entry points?

Thanks
Read Answer Asked by Ian on March 24, 2026
Q: Not too long ago I asked the question below. Given recent turmoil affecting the markets I’d like to ask it again, however would like you to consider current global risk in your response. Thank you.


Q: I would like your top 3 selections to invest in (and why) under the following scenario.

In your view moderate risk Canadian stocks, with a clear pathway (sjt externalities) to forecast stock price gains of >15% annually, yet having an annual dividend of 3% or greater. Exclude Oil stocks and major Bank stocks.

I know...it is asking a lot and if we could do this reliably we'd already be retired and on a beach somewhere! Thanks for all you do...

Dave
Read Answer Asked by Dave on March 23, 2026
Q: 2nd question of the day. I have these laggards in US account. No holding of MU. Would you sell these 3 to buy MU? Also, BAM down, good time to add? I have them at almost 3%. With bringing up to 5?

Cheers,

James
Read Answer Asked by James on March 20, 2026
Q: I hold smaller sized Positions of both of these companies and have had the intention to average into larger Positions as pricing opportunities arise.

Both have pulled back about a third from their highs ( i assume the Private Credit issue is the fear). Does that in fact represent the majority reason for the current pullback and if its the case is the fear as warranted as the relevant price pullback suggests?

Some of the opinions i hear suggest the Private Credit fears are greatly exaggerated .. whats yr take on this issue and if so might companies like BN and BAM be less exposed than the market suggests and might others like Apollo KKR and Blackstone be compelling value at current levels?

Craig
Read Answer Asked by Craig on March 20, 2026
Q: I have held BN for a while, and was up nicely and now back down to a very minimal gain. This has got me looking at BAM - also down, but at least a nice dividend to soften the blow. Also, BAM is near its 12-month low (of course, might be a reason for this). Between BN and BAM, which do you think has the greater chance for gains over the next few years? If they are similar, does it make sense to move to BAM and at least receive a dividend?
Thank-you
Read Answer Asked by grant on March 12, 2026
Q: I have held Welltower in my RRSP for several years, and it has appreciated very well. However, I am thinking I will sell it and use the proceeds to enter BAM (higher dividend and an opportune time to buy).
What is your current opinion of WELL?
Would you see this switch to BAM as favourable?
Read Answer Asked by Mary on March 12, 2026
Q: Recently we have seen many blue chip stocks that had done really well pull back.

Companies like RBC, TD, BN, SHOP, MFC, CNR, CP, JPM, GOOG, MSFT, BRK, and others…

What are your favourite five Canadian and US large cap names that have pulled back recently? Would you be a buyer today or would you wait until the market settles a little?

Thanks
Tim

Read Answer Asked by Timothy on March 10, 2026
Q: Hello 5i,

We are nearing our max contribution to our TFSA's by transferring excess RRSP funds. We have never used a non-registered account. Can you suggest 5-10 stocks that should be in a non-reg account and why they are best in a non-reg over a TFSA Would you add GLXY or ETHQ to a non-reg due to volatility?

Thank you

D&J






Read Answer Asked by Jerry on March 05, 2026
Q: Hi Group in what order highest risk first please. (particularly worried tech stocks) and where we go from here??... buy, sell, hold..) plse give me you thought on sectors at most risk going fwd
Read Answer Asked by Terence on February 25, 2026
Q: Hello,

I would appreciate your views on TRIN for an investor seeking income as part of a diversified portfolio, and recommendations for alternatives to TRIN in the same broad category if you don't think that TRIN is an interesting investment.
Read Answer Asked by François on February 24, 2026
Q: Hello,

In terms of valuation, which is the better choice, and also, is BAM much less risky than BN for a fairly conservative investor? It's been graphically much weaker than BN for some time.

thanks
Read Answer Asked by Charles on February 12, 2026
Q: Hi, Sorry there are lot of companies listed but in summary this is three part question:

1. I have BAM2%,BN9%,BEP5%. I was thinking of putting new money to KKR or BX or APO. Should i add new money to existing positions or to new positions. Which one and approx. price please.

2. All the listed are in red in various taxable and registered accounts. Which one is good candidate for new money , which one would be sell and hold.

3. ISRG is at 1.5%. Should i go to 5% in one shot or go slowly or just hold on . This is in taxable account.

Thanks
Read Answer Asked by S on February 05, 2026
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