skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good evening,

With the understanding that the above equities are to be considered high risk and somewhat speculative, in what order would you buy these (please exclude any names that you would not consider buyable)?

Are any of them particularly compelling at this time?

I already own a fair bit of IBIT and ETHA, as well as COIN, HOOD, GALAXY. but looking to add a little spice to the portfolio.

Thank you,
Read Answer Asked by Karim on September 19, 2025
Q: What's the main thesis surrounding GRID and what drives it's growth? I know it's related to the electrical grid so it must be around the increased investment needed to improve reliability of the grid and to increase grid capacity for increased electrification but maybe I'm missing something.

Who would be its main competition and what is considered a good entry price?
Read Answer Asked by Cathy on September 19, 2025
Q: There has been a huge run in the AI related stocks which your service has nailed. Thank you! Are there other sectors that you think have growth and upside right now, and why? If you have a sector(let's say gold, or consumer, etc), could you give a couple names US and CDA as well? Or should I just look in your portfolios for your picks?
Read Answer Asked by Bruce on September 18, 2025
Q: It is said that AI will decrease the need for software or processes provided by software technology companies. Some fund managers have said that they have reduced their software holdings. Of the companies listed, are any more "immune" to the effects of AI?
Read Answer Asked by Theodore on September 17, 2025
Q: Hi,

Can I have your three top picks for industrials.

Thanks,
Robert
Read Answer Asked by Robert on September 15, 2025
Q: I note that you have trimmed WELL and are adding CPH. Can you provide a bit more color on CPH. There are few questions in your database and the most recent mention by you has it well down in a long list of companies with growth potential so it is curious to me how it made it to your most recent add list. Many thanks. I too have grown weary of WELL so the might be a good time to move on, to CPH? Thank you
Read Answer Asked by alex on September 15, 2025
Q: Regarding your recent portfolio changes:

- what is the best metric for determining whether or not Tantalus Systems is good value at current levels ?

- I was surprised by the AI disruption note in your commentary for CGI. I thought they were to benefit from AI. Maybe I misunderstood (?)

- By trimming NTR and adding L in the balanced portfolio, are you suggesting there is more upside with L ?
Read Answer Asked by James on September 12, 2025
Q: If someone wants to invest in a fashion company (clothing retail), which would be the best option today? I'm thinking of Lululemon, Aritzia, Roots, Groupe Dynamite (you’ve made good comments about this company), Canada Goose, etc. Thank you
Read Answer Asked by Gervais on September 11, 2025
Q: In your opinion, are Cdn. bank stocks overvalued and is it time to trim. Along with two Cdn insurance companies they currently represent approximately 26% of our portfolio
Read Answer Asked by Donald on September 11, 2025
Q: My son (23) has 9000$ to invest in his first TFSA (he already has a FHSA account that is maxed out). He wants to open a TFSA investing account. Do you have a recommendation for how he breaks up the 9000.00 (ie. 3 stocks)? Are there any sectors that he should focus on at first? Do any particular stocks jump out at you as suitable for this kind or foray into the market?

Thanks in advance
Sue
Read Answer Asked by Susan on September 11, 2025
Q: If I were to sell EQB which stock would you buy to replace this one ? Currently own TD and X.

Thanks
Read Answer Asked on September 10, 2025
Q: Dear 5i
Out of the above listed stocks , what would be your order of preference in a margin account and a TFSA account . By preference i mean level of earnings and quality of company ?
Also would you add any of these names to an RRSP , assuming an otherwise balanced portfolio , or perhaps consider CLS , Nebius or SRAD instead ?
Thanks
Bill C
Read Answer Asked by Bill on September 10, 2025
Q: ATD has not really done much for some time now. What stock would you recommend to replace it at this time.
Read Answer Asked by shirley on September 09, 2025