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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: For Crypto exposure, I have a 1.5% position in COIN, a 2% position in GLXY (up 25%) and a .5% position in MSTE. I want to invest another 1.5% by either bringing COIN to 3% or investing in HOOD at 1.5%. Would you add to COIN or diversify into HOOD? Would you be comfortable with 5.5% total in diversified Crypto holdings?
Read Answer Asked by Kim on July 02, 2025
Q: Hello,
Over the years my portfolio has been going up well when the markets are good and they drop (sometimes significantly) during downturns. What is the best way to manage downturns? Or in other words how to lose less during downturns? Is it by taking money off the table when things are good..is there some thumb rule to manage downturns. Thanks.

Shyam
Read Answer Asked by Shyam on July 01, 2025
Q: Good morning, As a retired investor who can handle moderate risk I'm looking to add to my consumer staples holdings in an RRSP, for both growth and a dividend. My only current holding in this sector is Proctor & Gamble (PG). What would be your top 3 picks in Canada and top 3 picks in the US, ranked please, for a new consumer staples holding?
Read Answer Asked by Lois on July 01, 2025
Q: HOVR Would you consider this a good speculative investment?
Read Answer Asked by Gary on July 01, 2025
Q: If you were looking specifically at dividend safety and dividend growth, what would you prefer to own, JNJ or PG and why? is there another dividend growth company you would prefer for a US dividend account?
Read Answer Asked by Frank on June 30, 2025
Q: Have you warmed up to OWL since your March 2025 comment? OWL currently rates a strong buy in the financial sites I have access to. If your views are unchanged, do you have another private equity-cum-asset manager that you favor? OWL seems to have stronger, favorable buy ratings than BX, or CG. If not OWL, would you prefer Apollo and why.
Read Answer Asked by Adam on June 30, 2025
Q: When comparing SAN to JPM, I was surprised to see that SAN-ADR significantly outperformed JPM over 5, 3 , 1 years and YTD. I did not compare appreciation in shares of SAN in €. Notwithstanding remarkable appreciation in share value YTD, SAN still trades at below market multiples in its industry. Having used SAN’s services (business and personal) I find this bank to be well-run, and customer focused, far superior to Barclays , Lloyds et al . Am I missing something that justifies the low valuation? If not, do you think SAN is a good investment that could also be a reasonably good diversifier? .
Read Answer Asked by Adam on June 30, 2025
Q: Do you know if there are any ETFs available that are mostly if not all made up of AI and Robotics companies.
Or ETFs that have the most exposure to AI and Robotics….thank you
Read Answer Asked by Greg on June 30, 2025
Q: Dear Peter et al:

I request you to take off your fundamental analyst hat and put on your options trader hat!
If I were to write (Sell) cash secured puts, which of these companies do you fancy. Will keep July 25th exp as a constant. I usually keep the delta between 15-25. But I know this changes rapidly. On a side note do you give importance to implied volatility?

Feel free to add symbols that YOU fancy for such a trade if you don't like my symbols!!
Many thanks in advance. Happy Canada Day!
Read Answer Asked by Savalai on June 30, 2025
Q: Good morning, I am presently down about 30% and wondering whether to just let it be, and wait for a comeback at some point, or sell and deploy funds elsewhere, and if so, what might you suggest as an alternative, keeping in mind that if I sell and invest elsewhere, I would need to make about 50% just to get back to breakeven on my original OXY investment. Thanks
Read Answer Asked by Steven on June 30, 2025
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