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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: Hello,
I wish to reduce my number of holdings in my financial sector.  Feeling what I have has some overlapping.  Which 2 or more of my lists would you recommend to trim?  I do plan to hold the rest for growth and stability for more than 5 years.
Many thanks,
Roger
Read Answer Asked by Roger on April 10, 2026
Q: I understand you like BN .It has been weak.Would you still hold this name or is the private credit sentiment likely to keep this space under pressure for some time?
Read Answer Asked by Kim on April 10, 2026
Q: Keep or Sale
US, BX,BA,CLBT,RSPH,LLY,NEU,SYF,TSLA,ZTS
cdn. bbu.un,Bam.csu.
Read Answer Asked by Nizar on April 08, 2026
Q: Energy is obviously trading at a premium, given the current conflict, and with this in mind I was thinking of taking advantage of the bump and trimming my CNQ and SU positions. While I don't have any concerns about the companies, it would seem to make sense to monetize some of those gains. That being said, the current conflict has obviously impacted other sectors and companies negatively. What are some opportunistic buys (in your opinion) of companies that are currently depressed by the current conflict, but whose balance sheets and business models are sound, and who will probably do fine over the next 5 years.
Read Answer Asked by Mike on March 31, 2026
Q: Boralex BLX Enters into Definitive Agreement to be Acquired by Brookfield, alongside La Caisse for $9 billion

They never say which Brookfield entity will be the owner. Can you please tell me which it is...BIP, BEP, BN, or BAM ?

Thanks........ Paul K
Read Answer Asked by Paul on March 27, 2026
Q: I am considering selling some BAM to realize a loss and adding it to BN. Any info about CRA not accepting the loss due to the relationship between the 2? Also, any thought on which has the better prospects for total return in the next 2 -3 years; dividends are not important, just total return. Thank you for your excellent service.
Read Answer Asked by Leonard on March 27, 2026
Q: I find it a little odd that these shares are down {(some nearly 30%). It is as if they forgot how to make money. Many voices lining up against them. A couple of independent analysts I use have them top picks. Is it time to start building positions?
Read Answer Asked by Greg on March 26, 2026
Q: I am deficient in utilities. I would like to purchase one Canadian company in the sector. Could you rank these 5 companies (you can add to the list if I missed a good company) with a brief explanation for your choice. I am looking at total return (gains + dividends).
Read Answer Asked by jacques on March 25, 2026
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
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