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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 hold these companies in the Energy Sector. Both TVE and WCP have had a great run over the last quarter. Would you stick with these two names or would you be trimming profits?

Thanks
Tim
Read Answer Asked by Timothy on December 04, 2025
Q: NDVA's price as of today $181.46
NCDA's fair value given by Morningstar $191.38
Given NVDA's incredible run in the past few years, I have a hard time wrapping my brain about the idea that NVDA is actually "cheaper" than its fair value.
Would you add to NVDA at this point?
I have a significant position in NVDA already so I am very invested.
Read Answer Asked by Anh on December 04, 2025
Q: I am setting up a retirement portfolio. i know that in your view allocations are personal but if you were setting up your retirement portfolio what would be your highest ZUT allocation that you would be comfortable with? what would be your allocation per dividend/conservative non-overlapping ETFs? what would be your top 5-6 ETFs for such a portfolio?
Read Answer Asked by JR on December 04, 2025
Q: Hello, Can you please share your thought on below scenario. LMN/PRL are my favorite. if you have any comments or suggestions please let me know

1. is it too late to sell LMN for Tax loss selling? take some loss for the tax? and switch to PRL ?and buy back after 30days?

2 just sell 50% of LMN? and switch to PRL ? and buy back after 30days?

3.do not go into switching game. just stay with investment

Thank you!
Read Answer Asked by Maulik on December 03, 2025
Q: Hi Peter and Team,

This is a political/economics question. What are the chances of the new pipeline being built? As I understand, no company has expressed real interest yet. I also read that Enbridge has excess capacity, and that they're willing to utilize it.

In any event, is there anyone who, in the short term, will benefit from this uncertainty?

Thanks as always for your insight.
Read Answer Asked by Jerry on December 03, 2025
Q: What do you make of Michael Burry's comments about there being an AI bubble? Thanks,

Jason
Read Answer Asked by Jason on December 03, 2025
Q: Can you give me your opinion on the actual state of these shares Astera labs and Arista networks ? And how you see their possible evolution in the next future (1-2 years)?

Thank you in avance and thank you for your professional service
Read Answer Asked by Gabriel on December 03, 2025
Q: What do you think about the recent insider tech sell off by Peter Thiel, Jeff Bezos and Mark Zuckerberg, and others? Is this a signal of an incoming tech and general market crash?
Read Answer Asked by Joshua on December 03, 2025
Q: Can you elaborate a bit on your philosophy “Letting Winners ride”? Very difficult to do so when consistently managing position sizing. I own companies you have serious conviction in (BN, CSU, CLS, GOOG) that are becoming larger allocations in my portfolio. They feel like “Winners”, so why trim?

Can you provide an example or two that you personally have let winners run? And maybe a reason why you chose not to trim?

Thank you
Read Answer Asked by Nick on December 03, 2025
Q: Hi, I read a quick article today about one of the billionaire investors who was praising Bitzero. What do you know about this stock, and how would it compare with HIVE in your view? As well, rather confusingly, Bitzero seems to have two different stock tickers in Canada. Which one would be more recommended? Thank you for your service.
Read Answer Asked by GeeMac on December 03, 2025
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