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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: Hello Team,

Would you sell full position in XYZ to buy HOOD? Would you buy now or wait for a pull back in HOOD? Say around $105? I am looking for real/stable growth over long periods of time.

Thank you for sharing your insight into these two companies.

Best,
Saeed :)


Read Answer Asked by Saeed on September 17, 2025
Q: I have held BAM in a taxable account since the spin off.: position size of 1.65% and a gain of 109%. I also hold BN in both taxable and registered accounts: 2.97% position size and 60% gain. My aim going forward is to maximise growth. Is it a good idea to keep holding both or should I consolidate all into BN going forward? There are enough capital losses accrued to offset the capital gain on BAM if that is sold.
Read Answer Asked by Maureen on September 17, 2025
Q: could you confirm if Pagaya DOES NOT take any credit obligation from issuing personal loan asset-backed securities?
This was my ChatGPT research that provided this answer.
This would be an ideal business that just facilitates these transactions.
I put a laughably small amount into this stock so that i would not forget about it. I am up 23% and now want to initiate a 2% position.
Read Answer Asked by JR on September 15, 2025
Q: I know you have mentioned HOOD as a high conviction stock before. I haven’t followed it but have always thought of it as a bet on crypto. In doing some reading, I see the platform is quite popular among young people, not just for trading crypto but also for stock trading. It has recently expanded outside the US and just announced they are launching a social network. Could I please get your thought on the new social platform? Could it have huge potential? HOOD has had a huge runup and is now around its all-time high. Would you buy HOOD today? If so, would you want for a pullback? Thanks.
Read Answer Asked by Kim on September 15, 2025
Q: HI guys,

On CNBC last week Michael Saylor discussed MSTR and one of the things he mentioned was it was designed to be 2X BTC movement.

I'm talking short term history here, not over years.

In the past 5 days Mstr is -1.32%, 1 month it is -15.96% and the past 3 months it is - 13.43%

However BTC has performed past 5 days +4.67%, 1 month - 2.31% and 3 month +11.1%.

As you can see BTC has outperformed MSTR quite substantially over the recent past.

Why would you think this is happening? Is the MSTR trade done? What do you reccomend for BTC exposure?

Thanks


Sheldon
Read Answer Asked by Sheldon on September 15, 2025
Q: An advisor at RBC recently recommended a new ETF offered by RBC as a good for income investment . The brochure says : RBC Target Maturity Bond ETFs (RBC TMB ETFs) are an innovative suite of fixed income investment solutions designed to meet the evolving needs of today’s investors. RBC TMB ETFs combine the defined maturity and regular income characteristics of individual bonds with the transparency, diversification, and tradability of an exchange traded fund.
Would you consider this a good alternative to holding a GIC?
Read Answer Asked by shirley on September 12, 2025
Q: In researching the Swedish company EQT, a global powerhouse in finance (listed as EQT on the Stockholm exchange ) I found that EQT.st is the largest holding in PSP, the US-listed ETF that holds alternative asset managers and private equity companies. Many of the businesses held by PSP look attractive, including for example: KKR, OWL, APO, CG and BX. Do you think PSP the ETF is an attractive buy currently over EQT.st? I much prefer EQT.st but I ask you whether you would rather hold one or more of the individual constituents of PSP? If the latter, which companies, if any, do you think have good financial prospects and are at reasonably good prices to buy now?
Read Answer Asked by Adam on September 12, 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: 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
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