Investment Q&A

Q: I am looking to simply my portfolio by transitioning part of my portfolio to broad market etf.

I have a few concerns with the often mentioned Xeqt and veqt.

With Canadian assets around 25% of holdings, is the Canadian market over represented?

Secondly, if I were to split my ETF holdings between a VEQT (or Xeqt) and a second, growthier ETF, which ETF would you recommend for some added torque?
Would the default choice be a QQQ. I ask because I am worried about the long term prospects for SAAS.

Your advice please.
Thank you

Q: I know it is a milion $ question.
Do you expect the oil/gas stocks swing to negative regardless of oil shortages all based on sentiment?

Q: This is sort of a follow up to a question asked by Shane on Mar 12 2026. In it your response was an overall positive view of CECO's long term prospects, but I believe it has since been subject to an investigation by the law firm Halper Sadeh for a possible violation of securities law. Details of which can be found at: https://halpersadeh.com/actions/ceco-environmental-corp
Considering this additional information, would you continue to have the same overall opinion of CECO, and would you consider it to be a hold or sell if one is already underwater on the stock since its rather large drop of 22% on Feb 24th, which I believe was due to an earnings related event. As it is in a TFSA there are no tax implications to be taken advantage of.
Thank you, as always, for your valued opinions - we appreciate the hard work that goes into providing them.
D

Q: Hi Peter,
I have KRMN in my TFSA and with its negative momentum, I want to sell it, even though at a loss (no tax loss harvesting available) and reinvest the proceeds in another name. TER is an option though it has moved up quite a lot lately. How do you feel about TER at this price and its near term growth? Is there another growth name that you like better with higher upside potential? Thanks.

Q: ASML Holdings (ASML) stock has really run up and is approaching its all time high. I have a small position with a nice return. With the high valuation, do you think most of the upside is already baked into the stock price? Would you sell today or continue to hold? If hold, what should I watch for to know when to sell? Thank you.

Q: I have a small position in Karman Holdings (KRMN). It has dropped since I bought in. I know it had some issues with filing its 10-K and has a new CEO. And there is not a lot of information on the company as it just went public last year. But the company designs, tests, and manufactures key components for space propulsion systems, rockets, and missiles, which is in big demand these days. My question is, would you be comfortable adding today and what is the max position size you would take? Also, does it have a lot of competition? Thank you.

Q: What, if any, are the risks in having a large percentage of one’s wealth (say, 50 to 60 percent) held by a single mainstream broker and invested in a suite of ETFs from a single major ETF company. For example, holding VUN, VAB, VBAL, VEQT, VEE, and other well funded Vanguard ETFs across several accounts, all at RBC-DI?
My apologies if you’ve answered a similar question. Couldn’t find answer.

Q: Do you see Volatus as a good growth investment opportunity? It seems to be in the right business at the right time.

Thanks
David

Q: tiny cap i am reviewing would like your opinion.

Q: The new Cetaurus announcement of a data center investment means a large capital raise for Brookfield in my opinion.What are the chances of a takeover of SPB by Brookfield as an alternative strategy?

Q: 13% pop today for SPB.

How significant is the Certarus announcement for being a Nat Gas Supplier for a Data Centre buildout contract

Q: I would like to increase my Energy - Oil and Gas holdings and looking for an undervalued small cap. Any recommendations?

Thanks.

Q: Hi 5i,
May I get your opinion on the CHP transaction to acquire $5.0B of First Capital REIT assets. Can you list some metrics that makes it attractive for CHP unit holders going forward?
Thank so much!

Q: Has anything changed since your last report on this company about a year ago?

Will capex taper off, and can they start whittling down debt? Is the current level a concern? Will they pursue more acquisitions?

If one's maximum waiting per stock is 5%, does about 2% seem comfortable for this one?

Q: I've only owned Enerflex a very short time, but it's already appreciated well. Could you please comment on your outlook of holding this 3-5 years. Also, do you see them increasing their dividend in the coming year?

Q: With offering at $93, what do we make with the price at $88.
Is this a negative?

Q: in my non reg account I seek growth and income over the next 3 years which do you prefer between between KEY and ALA and your reasons why thanks Richard

Q: Hello,

My portfolio is low in materials.
What would be your suggestions for individual stocks and/or an ETFs.
Long term hold
Thank you

Q: Can I get an updated view on FIX?

Q: What are your thoughts on Char Technologies? Too early to invest? What other small caps would you invest in instead for a 5-year hold?