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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:


Greetings,

I bought OTEX at $53. near the begining of the year. Its around $31. now. Should I sell or hold.

Also LVLU was bought in earl January of this year at $28. and has been quite a loser since. Seeing its hovering around $12. today, should I sell this one fast?

Thanks you.
Read Answer Asked by John on April 03, 2026
Q: Which of the Big Six banks will you purchase now if no exposure to any?

Thanks!
Read Answer Asked by Jacquelyn on April 03, 2026
Q: I bought both of the Canadian Rails in a TFSA 1 1/2-2 years back and they haven't done much. I assume much of the underperformance is related to the tariff issue, but historically if i'm correct, have been very good investments over multi year periods.

With the increase in diesel prices do the rails stand to gain traction brought about by cargo being pushed from truck to rail and how do you perceive the relevant cost efficiencies of rail vs truck assuming both are likely powered by diesel?

Do you see any reason for a breakout of these stocks that have traded in a range for some time?
Read Answer Asked by Craig on April 02, 2026
Q: Spring Greetings,

1) Whilst all seem relatively safe, I am wondering if I should take profits and rotate into something else with higher dividends and more chances of growth? Surely these cannot keep on going up?

2) Do any other names immediately spring to mind that have higher yields which are also relatively safe?

Many Thanks

Read Answer Asked by Arzoo on March 31, 2026
Q: I do not own any utilities. Which are your 2 best managed, solid blue chip dividend paying utilities?
Read Answer Asked by Brad on March 31, 2026
Q: Is satellite internet going to disrupt land based cell providers? I wonder if both the telecoms and the reits who own the towers are at risk.
Read Answer Asked by Peter on March 30, 2026
Q: I bought ATRL late last year. For a while it was gaining bit by bit. Now it is losing steam. It looks as if it should be a good buy. What do you think?
Read Answer Asked by christianne on March 30, 2026
Q: I am considering selling some BAM to realize a loss and adding it to BN. Any info about CRA not accepting the loss due to the relationship between the 2? Also, any thought on which has the better prospects for total return in the next 2 -3 years; dividends are not important, just total return. Thank you for your excellent service.
Read Answer Asked by Leonard on March 27, 2026
Q: I remain with a small position in OBDC. Even though it is down a fair bit and has been for quite some time, There has been many comments about OWL but not OBDC. I bought it for the dividend and will be happy enough as long as it continues. Do you see the OBDC dividend as secure? Do you see any prospect that the whole enterprise might collapse? Thanks for your excellent service.
Read Answer Asked by Leonard on March 25, 2026
Q: Can you suggest utility stocks to hold for the long term? I currently own capital power, Enbridge and Brookefield infrastructure.

I noted TA is a best stock recommendation but is it too much overlap with CPX?
Read Answer Asked by Simon on March 25, 2026
Q: I am deficient in utilities. I would like to purchase one Canadian company in the sector. Could you rank these 5 companies (you can add to the list if I missed a good company) with a brief explanation for your choice. I am looking at total return (gains + dividends).
Read Answer Asked by jacques on March 25, 2026
Q: Could you comment on the recent weakness in these units/stock and whether or not any are nearing what you would consider good entry points?

Thanks
Read Answer Asked by Ian on March 24, 2026