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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: Everyone, three months have passed since I asked this same question, so what are the three issues that you are worrying about today? Clayton
Read Answer Asked by Clayton on May 14, 2025
Q: Hi, I'm considering adding a Canadian bank. I only hold TD. Which bank would you consider to be the best to add at this time for a longtime core holding? I'm thinking of doing a quarter position at this time and build that position over time. Also I started a quarter position in ATD recently and I'm watching it at the moment. Would you consider ATD to be fairly safe at these levels and an attractive stock to increase that position at the current price or wait to see if it's still in the bottoming process. Thank you as always for your expert advice!
Read Answer Asked by Harry on May 14, 2025
Q: Can you tell me about ownership of the currently bought bitcoin? To whom it belongs in rough proportion? Institutions, individual investors ,foreign and domestic banks?
Thank you
Miroslaw
Read Answer Asked by Miroslaw on May 14, 2025
Q: HI,
I dont have any credits and if you can assist in answering the question would appreciate it. Is CSU, LMN, and TOI still buys at today's prices . At this point, Is Knight worth holding? Thanks for your service
Read Answer Asked by umedali on May 14, 2025
Q: Can you please list your 5 highest conviction large cap and med cap stocks for a 5+ year hold? All US holdings please.

Also, is it fair to say the market has fully rebounded? Or is the worse still to come? I understand it’s impossible to predict, but your thoughts are much appreciated.

Thank you for everything
Read Answer Asked by Nick on May 14, 2025
Q: Hello
What is 5is opinon the new Purpose ETF s ? Is the current AUM large enough to take a position ?

Ethereum vs Solana : which would you choose an digital asset investment ?
Read Answer Asked by Brant on May 13, 2025
Q: Half of my equities EPS growth from 2022 to 2024 is negative (ATD, LNF, QSR, PPL, SU, BNS). I did not include projected growth for 2025, 2026, 2027 as this seems excessively optimistic. Should I include at least 2025? Should I be worried? Most of them are doing well in spite of this. Any suggestions aside from hold tight and do nothing? These are all blue chip. 79 year old income, dividend value investor.
Thank you
Read Answer Asked by STANLEY on May 13, 2025
Q: For the last 5 yrs I have considered myself a dividend investor, and have a good grouping of Stocks that pay a decent average Dividend. But more and more I am interested in having a group of companies that are just great companies and want to develop a grouping of these -whether they have a dividend or not, as part of my portfolio. Companies that have a competitive advantage, great leadership, quality assets, not too high debt and continue to execute with continuous improvement. Could you give me what you consider to be the best Great Canadian Companies for each sector or industry. Thank you.
Read Answer Asked by Pat on May 13, 2025
Q: Hi 5I,
Just wanted to get your input on supply chain challenges from the tariffs and what impact this might have specifically for Dollarama. It is in my portfolio and has done well but will there come a time where some shelves are bare and successes are challenged. Should we be trimming Dol.ca in anticipation of this event?
Read Answer Asked by Craig on May 13, 2025
Q: I have a January 2026 call option on VRN.
As they are being taken over what happens to the option and any actions a holder would have to do ?
I am currently in a under water position and will most likely exercise if it goes positive to pick up the dividend differential.
Read Answer Asked by Greg on May 13, 2025