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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: Hi,
I am interested in starting positions in CLS, ZDC and GRID. Do you think their current prices are a good entry point? And for CLS, I see they are expected to report earnings at the end of the month. Would it be wise to wait for that?
Thanks
Read Answer Asked by Connor on January 20, 2026
Q: I am looking at your Income Model Portfolio report at Dec 31, 2025 and in particular the chart called Portfolio Total Return with Benchmark as Base (%) 5-Yr. How do you calculate the 21.6% number? The model portfolio's cumulative total return for the 5 years ending 2025 appears to be 50.85% (from 1.0857^5-1) versus the benchmark's total return of 35.10%Blackrock's website for XTR), which results in a difference of 15.8% vs your 21.6%.
Read Answer Asked by William on January 19, 2026
Q: Can you please provide your analysis of whether AI software developments will negatively impact the businesses of OTEX and ENGH? Both companies seem solid, reasonably well-managed, and pay nice dividends to compensate for their low growth. Should I be concerned that their revenues will decline over time such that my retirement income will be in jeopardy? Should I move on to a more stable dividend payer, for example FTS, that is less likely to be hurt by AI?
Read Answer Asked by David on January 19, 2026
Q: I am not particularly proud to acknowledge that I own the above- but I do. ENGH and OTEX are in accounts that are structured for income and some growth, while DSG is in an account that is looking for primarily growth. Canadian traded is key for all. Looking for your input on these companies and whether there are better options that I am missing.
No hurry to reply; deduct credits as necessary.
Seconding the comment today regarding your recent report. Well done and I hope that now you have it you continue to update it as companies come and go. It is a great resource.
Read Answer Asked by Robert on January 19, 2026
Q: Significant gains today based on news that they have secured ERCOT approval to double capacity at their Helios data center and that they have completed their first-ever tokenized collateralized loan obligation. I understand the positive gains in doubling power capacity but could you please explain the significance of the CLO in layman’s terms. Also, their deal with CoreWeave should show results in 2026, I know you like this stock and I bought in on your prior. Could you please evaluate the impact of the recent announcement, apart from today’s short-term spike
Read Answer Asked by Warren on January 16, 2026
Q: Can you guys create an American Only Growth Stock Portfolio and when you get more time the Balanced and Income as well.
Read Answer Asked by Christopher on January 15, 2026
Q: Your firms conviction seems to have dropped recently?
Read Answer Asked by Charles on January 12, 2026
Q: Hi, Just a follow-up to a recent ZDC question from yesterday. I noticed on this site that the 'Consensus EPS' of ZDC has gone from a '90 day estimate' of .09 to a 'Current' estimate of .06 and observing the 30 day and 7 day has also ticked down. This is for FY 2026. I assume this is revised analyst estimates and curious what might be behind the down tick.
I do own the stock at a 3.5% position. Did they not get an expected contract(s) or it was pushed out? Or it is increased material costs for their towers?
Just curious if you could explain and/or if this apparent revision changes your opinion going forward. Your last comment indicated to stay the course.

Cheers,
SteveM
Read Answer Asked by Stephen on January 12, 2026
Q: Hello,
What is driving the surge in Kraken Robotics? Also, would you split monies for both stocks or what percentage should one allocate to each assuming i had 10k to invest? Lastly, this is a general question. How do the ETF providers buy so many stocks in an ETF and maintain a low fee structure? Much appreciate it.
Read Answer Asked by umedali on January 09, 2026
Q: Just wondering what your take on Ncx today as it has had a very good run and is moving high on high volume lately
Read Answer Asked by lynn on January 08, 2026
Q: Do you have a more recent update on DOCCKS than January 2025
Read Answer Asked by Eric on January 08, 2026
Q: What is your updated opinion now after their unveiling of the value creation plan and substantial issuer bid? Worth holding for now?
Read Answer Asked by Raymond on January 07, 2026
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