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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: NVDA and PLTR announced a partnership to develop a business for corporate supply chain logistics. Is KXS about to get their lunch eaten by these big players?

Thanks.
Read Answer Asked by Joel on October 29, 2025
Q: Is this primarily a tech company or more of a 50/50 hybrid with the financial sector?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 29, 2025
Q: Hello,

Do you have a free trial for the Q&A? As a subscriber, I have found the questions asked and your responses to be useful.

I have an uncle, who dabbles, that could benefit from this and if he could spend a few days looking around, he'd likely see the utility in it.

Then I don't have to make up a sales pitch for it.

FWIW - Thank you
Read Answer Asked by Delbert on October 29, 2025
Q: Can I get a list of six good dividend paying stocks or ETF's that pay around 5%, that I can buy in my Canadian account but don't necessarily have to be Canadian. I am not concerned about sector but would like the dividend to be reasonably safe. Thanks.
Read Answer Asked by Paul on October 29, 2025
Q: I understand that your recommended portfolio allocation is one-third Canadian, one-third US, and one-third International. Could you share a bit more about the reasoning behind this approach?

Specifically, is the one-third Canadian portion meant to help limit the amount of Canadian companies in one’s portfolio, essentially to protect against being overallocated in your home country?

Similarly, if someone was based in the European Union would you recommend one-third EU, one-third US, and one-third International?

Thanks!
Read Answer Asked by Stefan on October 29, 2025
Q: How can one explain the huge discrepency between those 2 stocks while it's the same company? One can argue that there is a tax efficiency by investing in BEPC but certainly not by this much. Is there a possibility that the difference might shring over time ? What am I missing?

Yves
Read Answer Asked by Yves on October 29, 2025
Q: Do you have any thoughts on how the Federal budget next week might affect Canadian stocks in general or specific stocks or sectors?
Read Answer Asked by Doug on October 29, 2025
Q: Last week there was an article in the G&M discussing a new private equity fund that was being introduced by a Brookfield subsidiary. Would you endorse this product for an appropriate investor?

Thanks again for all of the great work that your team does!

https://www.brookfieldoaktree.com/fund/bpe-canada

Read Answer Asked by philip on October 29, 2025
Q: Hello,

Can I please get your opinion of this fund which I believe was launched in 2021. Thank you.

Dave
Read Answer Asked by David on October 29, 2025
Q: Good Afternoon;

Since late July Acadian has been in a steady downtrend that seems inconsistent with both the price trend for lumber and the latest Trump tariffs. I am trying to understand what is driving this downtrend, as some of their production (Maine) would not be subject to a tariff and lumber prices seem not to have "added" the tariff but absorbed it.

I own it as an income stock in a LIF. Aside from the drivers of the stock in the short term I am interested in dividend risk; is it or should it be a concern? Lastly, given the decline in price is there a trigger price you would be comfortable with to buy? I am considering adding at current yields.

Thanks as always,

Dave
Read Answer Asked by Dave on October 29, 2025
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