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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: This question is more of a question on my method of reasoning... I have three what I consider " speculative " positions in my RRIF . SLVO a 3.85% position, GDXY an 11.1% position and GSY which has fallen 40% in price and is now a 4.25% position .... The first two I feel qualified to monitor world events and see the signs of selling. I'm in at a $3000 price of gold and bought SLVO at the same time ..... GSY is what concerns me . My reasoning is that though GSY reports on March 25 it is PRL that will swing the scales on March 2 ... { please correct me if I am wrong on those dates } .... I see the following scenarios .....

1} PRL beats the numbers and is either flat or a modest rise . GSY does the same .

2} PRL doesn't beat the numbers and drags GSY down with it . As both are in the dog house I'm thinking a lot .....

3} GSY once dropping below $100 drops like a stone ....

From a risk reward point of view please critique my reasoning and if it might be prudent to get out of Dodge before March 2nd ?
Thanks for your terrific service ......
Read Answer Asked by Garth on March 02, 2026
Q: Hi, I am wondering about the Cdn bank ETF offering a bit of leverage through loans called HCAL. It sounds like a reasonable way to execute a bit of leverage, but I have to wonder if it is better than owning some of, or all six of the Cdn banks. Would you recommend the ETF, or just owning some combination of the banks directly. If owning the banks directly could you offer an opinion on which ones you prefer and how many? Would you overweight one over others, or stick with an equal weight ownership? As always, your insight is very much appreciated - thanks!
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Read Answer Asked by Dawn on March 02, 2026
Q: Hi Guys

With all the bank earnings out, and the conference calls occurring, did you get a sense on how credit worthiness is doing? How were banks provisioning for loan losses? Thinking of Propel and Goeasy and whether they will get through this cycle just fine?

Thanks Stuart

Read Answer Asked by Stuart on February 27, 2026
Q: I know you still like BN even as a top pick for TFSA but since all the other private credit names are suffering this one seems to be lagging. I know you feel it is not the same, but it seems like others see it as similar to Apollo, Blackstone, or KKR and are lumping it with that group. Can you please explain how we need to view this company differently and how to remain patient?
Read Answer Asked by Neil on February 27, 2026
Q: I would like to sell one of these bank stocks. In what order would you sell? Are there any of the Cdn banks that you feel are over priced or have less upside potential? Thanks for your exceptional service.
Read Answer Asked by Nancy on February 26, 2026
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