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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: Hi, my wife is wondering about Tata Power, how an investment in that company would do...

Can you offer us any advice?

Thanks so much!

Rj
Read Answer Asked by Roderick Jay on July 25, 2025
Q: I know you are not specialist of out of Canada companies but Röko AB is an investment company, founded in 2019 that specializes in the long-term acquisition and ownership of profitable small and medium-sized enterprises (SMEs) in Europe.

Their approach is that of a "perpetual owner," meaning they do not intend to sell the companies they acquire, similar to CSU.

Their strategy is based on the following principles:

Company Portfolio

Röko holds a diversified portfolio of companies across Europe. Here are a few examples to illustrate the variety of their investments:

Addedo (Sweden): A software reseller and consulting firm specializing in financial consolidation.

Atemag (Germany): A developer and manufacturer of components for CNC machines.

Les Deux (Denmark): A men's fashion brand.

ETB Technologies (United Kingdom): A specialist in refurbished enterprise IT hardware.

Oppigårds (Sweden): One of Sweden's leading craft breweries.

Pureoptics (France): A provider of network transceivers and cables.

Financial Information and IPO

I read that Röko AB completed its Initial Public Offering (IPO) on Nasdaq Stockholm in March 2025, generating strong interest from institutional and retail investors.

My question is: Is this a copycat of CSU and would you invest in it considering it's market cap ?

Do you like the CEO Fredrik Karlsson, was previously the CEO of Lifco, another highly successful Swedish serial acquirer ?
Read Answer Asked by jean on July 18, 2025
Q: I have a portfolio of 25 individual stocks (diversified among most sectors) with no ETFs. Within this portfolio I own companies that trade in CAD and the US but have operations and/or varying degrees of revenue in other countries such as CLBT, AXON, TOI, VHI, UBER, BKNG, WSP, TRI, BN and some of the MAG 7 with their worldwide reach such as GOOG. I often wonder if this is adequate international exposure for a healthy portfolio or should I have a specific international ETF?
I have not been a fan of ETFs due to the often wide exposure that can include "the best along with less than the best" (and they are boring, :), haha). But for long term growth and healthy diversification I often consider opening a position in an international ETF such as VIU.
But then I face my conundrum. In the past 5 years the return on VIU has been 41.4% (Yahoo Finance). Perhaps my expectations are out of line, but I would not be happy (and I would be bored, :), ) with the same return from VIU in the next 5 years. Even a conservative Canadian bank with some international operations such as RY has done 90% in the past 5 years (Yahoo Finance). It seems to me that I must give up too much possible growth in order to achieve a healthy level of international diversification through the instrument of an international ETF.
Perhaps this is a conundrum that need not be solved, but do you have any thoughts that may lead to a wiser investment perspective or a needed tempering of my expectations?
As always, thank you for your excellent service.
Cal
Read Answer Asked by Calvin on July 17, 2025
Q: I can't seem to find out much about this company Droneshield (DRSHF), but it keeps popping to the top of my momentum list. What do you think of them? They're not listed on site here.
Read Answer Asked by John on July 11, 2025
Q: I'm looking at ALAR. ADR, from Israel. Could you provide an opinion on it? It looks to be growing well and is profitable.
Read Answer Asked by Kel on July 10, 2025
Q: Peter and His Wonder Team
AEG has done well lately. I bought it several years ago as a contrarian play when it was out of favour. So I am up and wondering if I should take my profit. I remember the saying that bulls make money, bears make money but pigs get slaughtered...if you know what I mean.Ha! Ha! So do you think there is any further upside or has it run the course? Thanks as always!
Read Answer Asked by Ernest on July 03, 2025
Q: When comparing SAN to JPM, I was surprised to see that SAN-ADR significantly outperformed JPM over 5, 3 , 1 years and YTD. I did not compare appreciation in shares of SAN in €. Notwithstanding remarkable appreciation in share value YTD, SAN still trades at below market multiples in its industry. Having used SAN’s services (business and personal) I find this bank to be well-run, and customer focused, far superior to Barclays , Lloyds et al . Am I missing something that justifies the low valuation? If not, do you think SAN is a good investment that could also be a reasonably good diversifier? .
Read Answer Asked by Adam on June 30, 2025
Q: Hi, Any ideas why a co. goes from $9.00 to $0.50 in a few hours Jun 26, 2025. Was it pump and dump ? This happened to "Ostin Technology Group Co Ltd" ("OST").
It is Chinese company, is it a tariff issue ? or something else.
Thank you
Read Answer Asked by Fernando on June 28, 2025
Q: Hi, with everything going on in the world I was thinking of moving a sizeabamoule nt of Cdn $$ into a Swiss Franc Bank account in Canada through UBS.I just want to diversify away from the US$$ and the Cdn $$. And it seems the Swiss Franc is a really stable currency.
Then I saw the FXF:US Trust and wondered if you thought that was a better idea. I prefer to have less paperwork and easy access to tax docs at tax time. I'm not trying to avoid taxes in any way.
Read Answer Asked by Helen on June 26, 2025
Q: Re. member question-on the OTC, eadsy is much larger (more liquid) than eadsf.
Read Answer Asked by Ken on June 19, 2025
Q: If someone wants to buy shares of Airbus, the European competitor to Boeing, what would be the best stock symbol to use? I see at least 10 different ones. Two seem the most reasonable: EADSF on the OTC Markets in USD, and AIR.PA on the Paris exchange in euros. What’s your view of Airbus compared to Boeing? Thank you
Read Answer Asked by Gervais on June 18, 2025
Q: Emerging Markets, Developed Markets, Europe or Bonds. Which represents a buying opportunity now? Which does one need to wait for a pullpack before buying ETF in these areas?
Read Answer Asked by Neil on June 11, 2025