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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: 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
Q: I'm into some speculative mining and resource picks. I have high risk tolerance. Do any of these names stand out to you as attractive?
Read Answer Asked by Patrick on December 03, 2025
Q: There seems to be alot of innovative ETFs coming to market now a days. Specifically Enhanced income ETFs (such as Hamilton HDIV or HYLD) and 0DTE (such as Hamilton SDAY and QDAY). Both have different approaches to generating income. What are your thoughts regarding the two differnt approaches, is one better than the other? Safer? Or are these both too risky to even consider for anybody? How could they be used in a portfolio responsibly?
Read Answer Asked by Mike on December 03, 2025
Q: This company is just on the verge of revenue positive marking a strong step in their growth. On top of that, they've just hit the first step of proving out the H2 feasibility of their solution - is this a good time to buy in to the company w/ a small position?

It has a long way to go but since each H2 project is tied to a contracted volume this limits risks so long as execution doesn't get in the way.

Any thoughts on this company?
Read Answer Asked by Cathy on December 03, 2025
Q: I currently own MSFT and GOOG . MSFT is at a loss((down 20%) in a Registered Acct and I am reviewing switching to GOOG or AMZN for better returns. I am currently 10% of portfolio in on GOOG so am pondering the switch to GOOG. Do you think a bounce is expected with share price of MSFT in the next 6-12 months is possible?
Read Answer Asked by Elizabeth on December 03, 2025
Q: I am looking at taking some profits and rebalancing my portfolio heading into the end of year, I have historic tax losses that will allow this without issue…
I am currently at approximately 70/30 (Stocks/Fixed Income, Cash) , looking to move closer to 60/40. Do you think this is being too conservative heading into the end of the year?

Thanks
Tim
Read Answer Asked by Timothy on December 03, 2025
Q: Back in the spring I bought into WCP at about a 1% position, which worked out well (so far). I am considering bumping this up to about a 2% position. Do you have any information about their payout percentage and how low oil could go before the dividend is at risk? I would appreciate any other general comments about WCP, and in particular, would you buy today.
Thank-you
Read Answer Asked by grant on December 03, 2025
Q: I believe it's tax loss season. I understand that people will dump their losing stocks to utilize the losses against gains. I wonder are most of these stocks sold no longer worth holding or are they likely losers for a good reason and their future is bleak?

Please name a handful or two of names you believe are tax loss stocks this year.

Thanks
Read Answer Asked by Brenda on December 03, 2025
Q: Why is Celestica so volatile? Having just lost money on a stock, I'm gun shy to lose more on another one that I might be buying at a high. Do you have confidence buying here at this level? I know we can't be certain but do you think it's one of the better tech stocks to buy into today? Thanks.
Read Answer Asked by Jason on December 03, 2025
Q: Everyone, if your portfolio was only ETFs how many would you have and what would they be? Clayton
Read Answer Asked by Clayton on December 03, 2025
Q: Down 30% on MDA, its been frustrating with the news of contract losses in the last few months, etc... Can you compare MDA vs TSAT. Would look to either fully sell MDA or trim MDA and buy some TSAT as a tax loss proxy. MDA still has good rev growth and backlog and you seem to like TSAT as you recently added more. What would you do? Thanks!
Read Answer Asked by Keith on December 03, 2025