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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: Both GSY (go easy) and Well health float at annual lows. When are they expected to report? Is the current valuation "fair value" given what we know today? or are they trading at a discount
Read Answer Asked by Mark on February 23, 2026
Q: Can you please rank the following stocks in order for a 5+ year hold and a reason please ?
ENS, MU, TER and AXON

Thank you
Read Answer Asked by Nick on February 23, 2026
Q: I am seeking to increase my international exposure and financials. What do you think of this company at this current price? To what extent are current metrics comparable to other financials such as PRL or GSY? It is significantly lower than the IPO price and the prospects for growth has not disappeared. Buy, Sell, Hold? If a buy, would you recommend buying a third, half, or full position?
Read Answer Asked by Patrik on February 23, 2026
Q: I understand that both DLR and DLR.U trade on the Toronto Stock Exchange: one in Canadian dollars and one in American dollars. Does this mean that I can run Norbert's Gambit on the TSX without involving the New York Exchange?
Read Answer Asked by richard on February 22, 2026
Q: Has the downside potential to Celestica's connection to Microsoft ( in view of the rumoured production location change ) been clarified at all, in a way that might offer more longer term confidence in the stock?
Read Answer Asked by Mark on February 20, 2026
Q: Ultra Clean Holdings Inc(UCTT) Is up 200% since almost a year ago and Ichor Holdings, Ltd. (ICHR) has followed suit by 220%.

Can you explain why they move in tandem so often or is that a fluke? Why the meteoric rise in a year’s time? What do the companies do ?Please comment on the outlook for both, their balance sheets, on insider ownership buys/sells and the industry they serve. How does your opinion of them now compare to past opinions. Buy, hold or sell?

Read Answer Asked by James on February 20, 2026
Q: What would be your top 5 suggestions for HALO stocks in both the canadian and US markets

Thank you

Yves
Read Answer Asked by Yves on February 20, 2026
Q: I was thinking of selling both QSR and TOU and buying SU and/or adding to EIF, X, or H. What do you think of this move? Would you have any better suggestions for stocks that pay a dividend but also offer some growth? I also have FIE in the financials space so no more financials and I own CNR already. Thank you.
Read Answer Asked by Kim on February 20, 2026
Q: Since your report on Firan Technology Group in early December, the move has been about 60% to the upside. Your report put the company on my radar, but I did not start a position. I am now considering jumping in and concerned about starting a position after such a big gain over then last few months. Do you see Firan continuing to outperform the market? Is this a longer term growth story that is still in the early innings? Is this increase in price being driven by defence-sector sentiment rather than Firan fundamentals? Any advice would be appreciated.
Read Answer Asked by Josh on February 20, 2026
Q: Given that the market is broadening out and that I would like my portfolio to follow suit, I am thinking of switching half of my money in XUU, a market-cap weighted fund which makes up about 10% of my portfolio, to EQL, an S&P equal-weighted fund.

What would your opinion be on that?

Also, along the same line of thought, I'm considering trimming NVDIA and GOOG although the mere mention of it has my investing friends screaming "NO!". They understand the sentiment but think it's not the right time.
Read Answer Asked by Kevin on February 20, 2026
Q: I have these oil and gas companies, a number of them since covid so have enjoyed good dividends and lots of upside. I have recently read about being in or going into a commodity super cycle, as well as the idea of the "Halo" trade which you have written about. So the question for me is about selling - something I am not good at! When looking at the charts of many of these stocks they have long cycles of going up and then down quite severely over a six to nine year cycle. What do we look for as far as it being time to sell? Are we getting to that peak now or do you think we have a long runway still to come? Thanks so much?
Read Answer Asked by Pat on February 20, 2026
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