Investment Q&A

Q: I know the market is having a bad day.

CSU has hit a 52 week low, ATZ and SHOP are down 5-6%.

Yes the latter 2 have been doing very well lately, espectially ATZ but are there any other reasons these 3 are going down so dramatically vs the market , especially CSU.

Thanks


Sheldon

Q: Thinking of trimming GOOG (10% weighting) and adding to MSFT (3% weighting) or trimming MSFT and start a position in AMZN. Lastly trim GOOG and but more CSU started position last week ($3250) and now taking a bath

What's you thoughts on selling some winners or losers and buy into MSFT or CSU ,NVDA, CSU (see list of holdings below and pick highest / conviction

Presently own MSFT SHOP TFII FFH WSP TOU ARX WMT COST NRGI NVDA GSY GE CLS BN BAM


AM

Q: Can you explain why GFL CEO compensation is so much more than WCN and WM?

company CEO Annual pay Market CAP
GFL Dovigi $49.2m $15.2 B
WCN Mittelstae $ 7.3m $ 43.1B
WM Fish $17.1m $ 88 B

When would you expect these companies to perform better? Of the three which would you recommend today?

Q: Which company has the most growth going forward GRID or STN?

Thanks for your service!

Q: I am planning to buy 500 NBIS and 300 AEM. Do you think the time is right for gold and NBIS, or are they already overbought and near or already peaked?
Or is there a better suggestion? ( opinion please)
Thank you.

Q: Each of these are at 2.5% weighting and I currently only have funds to add to one. Which is more likely to be highest from current SP over the next 4 - 6 quarters.

Q: I've been going through my portfolio and reevaluating if some of the stocks should continued to be held or sold; one such is BYD. I've held it for over 5 years, earned some money on the dividends but its still in the red. Do you think BYD should still be held or do you have any recommendations for its replacement?

Q: I am currently underweight Industrials. Witch company from a long term perspective would you prefer to own.

Q: Hello,
Descartes Systems and Algonquin Power are starting to show positive momentum . Would this be a good time to enter the two names; if not, which one would you prefer. Sincere thanks for the ongoing advice.

Q: I am below 2% weighting in each of these companies and would like to sell one or possibly two to increase my weightings. Considering a 3 to 5 year time frame what would you sell first and what would you add to first? Please rank with some if your thoughts. Thanks. ram

Q: I am currently down on GFL, and am considering replacing it with TFII in my portfolio. Do you think this is a solid move with regards to GFL’s potential compared to that of TFII.

Q: Hi guys, which one would be the first to buy.
TIH. To or HPS-A-To
Thanks. Alnoor

Q: Can you please comment on the current valuation of Aritzia? I know that they keep upping guidance, so valuation metrics are changing. How high do you see this stock going this year? How is it valued based on FY27 metrics, and how does this compare to historical valuations? This company is a beast. Thank you

Q: Hello
one of the speakers at market call BNN and another show by TD investment
both like the industrials for a nice year 2026
for Canadian
could you kindly let me know 3-4 names in the Canadian market they I could invest in?
I do have CNR, TF11 and WSP already,
many thanks
Michael

Q: I need to sell some stocks for my 2026 RRIF mandatory withdrawal. Please help me to make better choices between TVK versus HPS.A and LMN versus TOI. Thank you for your great service. Bill.

Q: Hello Team,

Are you able to rank the above companies for the greatest appreciation over the next 3 years in your opinion. Thanks.

Q: Hello,
Out of the three stocks, which ones would rank the highest in terms of strong buys at this point? Thanks very much

Q: Hello Team,

Can you please rank the below companies based on long term growth over the next 3 years.
No need to worry about size/industry etc. Looking at deploying some cash.
Thanks.

Q: Dear Peter et al:

Happy Healthy Peaceful and Prosperous New Year to all the members of your excellent team. Including the lovely folks at CMS/MF Update!

My first question of the year!

A really "tough" and bit unfair question!
How can anyone choose a "favourite" child amongst their four terrific "kids":)
But here it goes.

Which is your favourite "child" for this year's TFSA contribution. For a "buy and forget" period!
CSU or LMN or TOI or.....BN :)
I have them in varying amounts in different portfolios!
All of them are up though CSU and it's "family" have lost a lot of their lustre.

Look forward to another good year with your team.

Make Portfolio Analytics "bit more personal", then I will come on board there as well :)

Q: Do you have 2026 earnings estimates for Aritzia and Groupe Dynamite? They trade on pretty high multiples of 2025 earnings, so just wondering how the p/e multiples look using the 2026 earnings estimates. Which do you prefer? Are they still buyable at the current prices?