Investment Q&A

Q: Which of these - if any - would you be interested in at these levels?

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

Q: Back in August 2025 i asked about Lyondellbasell and chose to build a Position in the 40s. Things were not well back at that time but the stock price looked historically Lo.

The stock floundered but started to show some early signs of improving a few months earlier after the divi was cut (the 1st time in many years i believe).

The stock has jumped considerably (as have several other chemical companies) following higher Oil prices brought on by the Iran conflict. Noting it's cyclicality and the uncertainty of the Gulf situation would you continue to hold and at what level would you eventually look to sell based on the long term chart of LYB and circumstances playing out?

Craig

Q: What are your thoughts on the lumber industry in general and WFG in particular,would you be a buyer at this time?
Thank you

Q: Would you endorse selling KXS and TOI to start positions in MU and TER in a TFSA? I, like many others, have held KXS for many years and am growing tired of it. I have CSU family represented in other accounts. Thanks, Janet

Q: Hello, do you know why RCAT is dropping by 15% today?

Thanks

Q: I hold the ITA and EUAD ETF’s in the Defense and Aerospace sector. I also hold KRMN, PNG, and RKLB. All are smaller holdings. Would you add to any today and if so, in what order? Or are there some other ETF’s or stocks that would make good additions? Or would you not add at all at this time as the sector has had a run up? Thanks.

Q: Hello, can you please confirm that REITs should be held in registered accounts (RSP, LIRA, TFSA) whenever possible considering their tax treatment (distribution treated the same as interest income in my understanding). Thank you.

Q: I am trying to understand oil and gas pricing and how the war in Iran affects them. I get that oil prices will rise during these times. What I don't understand is (a) why local gas pump prices rose so soon (the gas in the ground at my local gas station was bought several weeks ago!); and (b) why does oil from the tar sands, for example, increase immediately in price when Suncor's customers, I believe, are largely in North America and therefore don't compete against Iranian oil? From a valuation point of view, is the price for oil and gas companies simply reflecting the windfall profits being made on both the sudden increase in prices and the subsequent profits that will be reaped, since prices never go down as fast as they go up? If the hostilities ended tomorrow, would you expect the share prices to drop by 30% or so, given how much they have increased since December?

Appreciate your insight (particularly on this complicated topic).

Paul F.

Q: Your thoughts on Ucore please.It seems to be bouncing all over the place after the news of it's plant coming on line.Is it a buy or a watch?

Q: What do you think of their latest quarter.

Q: Could I please get your thoughts on their latest earnings, and future prospects? Thank you

Q: As per my previous question and being down 68% today and if I take the hit and move on as you eluded to with far less capital available can you recommend your top 2 or 3 picks that would justify this move ? Tks Larry

Q: I am looking for ideas to invest this year’s TFSA contribution plus cash I have accumulated. What top 3 names would you add to in both the BE portfolio and income portfolio? So looking for 3 names in each. I have a 5 year horizon before de-risking into retirement

TY!

Q: What would be your strategy to meet your monthly RIFFT contribution, sell your losers, take your profits or?

Q: Do you have any comments on company's reported results?

Thanks

Q: Hi Guys
I am a long term investor and have owned NFI for quite a while and done well with it. Thinking of selling it and buying Linamar thinking that NFI is a little less stable. And remembering you guys have not been too keen on it. Any thoughts on Linamar as a replacement. Or would you have another suggestion in the industrial space CDN or foreign?

Thanks

Stuart

Q: What would it take to get this stock moving again? It's last quarter wasn't terrible albeit not great and they are still cash positive even with weaker results in 2025.

Do you see any chance of a takeout or meaningful insider buying or stock buy back programs?

Q: Hi, I’m starting to slowly invest outside of North America because Canada is a little too layed back, and government is not very aggressive, they would rather just tax us.( my opinion), and the U.S. is what it is right now, and markets do not like uncertainty.
I started with VIDY for now, but I see that about 20% is in Japan, I don’t think this is bad but it is quite a bit.
My question for future buying, is country specific that important? And could you list 5-6 countries outside NA that are your favourite to invest in.
Thanks

Q: Do you see any compelling investments in these asset managers that have experienced large drawdowns? Currently, I am only holding BN at a 5.3% core holding, big fan of their investment strategy, allocation, themes and Bruce Flatt. Out of the other names listed, they all have strong returns over the long term. Would you be a buyer of any of these currently or should I just stick with BN over the long term? How would you rank them now? What is the max allocation to BN one should have for the long term? I know you are very comfortable with this name. Thanks!