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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: Wanting to add some diversifacation to very high beta portfolio, looking to add exposure to consumer cyclical and defensive, and real estate. I'm used to daily swings up to 3% overall, so high volatilty suggestions are welcome/required. Going on my past behaviour, a slow and steady performer will get tossed looking for more "action".
Read Answer Asked by Charles on April 30, 2026
Q: I have had a good run with NVDA, TER and NBIS. I would like to rebalance with some of those gains to bring my percentage position more in line. What other non tech US names would you recommend for a TFSA?
Thank you
Read Answer Asked by Marty on April 28, 2026
Q: I plan to do some consolidating and have a 3 part question:
Please rank companies on your conviction for total return over the next 3-5 years
Please indicate the position size you would hold each one - full, half, ……..
If the lowest two in the first part are not the ones you would get rid of - please explain. ram
Read Answer Asked by Ray on April 23, 2026
Q: Can you give me 3 stocks (Canadian or US) that have been beaten up since the start of the year that you have the highest conviction on for a turnaround for the rest of the year?
Read Answer Asked by Eric on April 12, 2026
Q: Can you rank these top ten "losers" in terms of the most recommended to dollar cost average from 1 being the best opportunity to DCA to 10 being the least recommended to, thanks.
Read Answer Asked by MG on April 07, 2026
Q: Do you see many blatantly mispriced equities in the North American market today?Granted there have been strong price pullbacks in several sectors but could some of this just be multiple contraction on overpriced stocks that investors were previously chasing to overpriced levels?

I'd like to ask if you have 2 ideas of Mega or Large Cap US Technology stocks that are blatantly mispriced (too cheap to explain) and also the same for 2 Non Tech US or Canadian stocks Large Caps.

Thx for your help.
Read Answer Asked by Craig on March 31, 2026
Q: I hold positions in these companies. I think it is a little unfair to ask what would be good entry points for these companies in this market but could you indicate in what order would you be buying these stocks today? Is there any you would not buy?

Thank you
Tim
Read Answer Asked by Timothy on March 30, 2026
Q: Dear Peter et al:

Wow...the more you seem to say positive things about these favourite stocks, harder they seem to fall! MSFT is about 10$ from your suggested price. MU which is already inexpensive according to you, is getting even more inexpensive! I am not sure if it is all due to sentiment. For example I read a reasonably good review about UAE AND Saudi Arabia selling their stake in many of the MAG 7 and their commitment to Data centres may be wavering. At least that is one of the theories being floated by the MAG Bears!

If these BIG boys are selling, then there is a long way to reach the bottom, no?

I am still on a "Holding" mode!

Always appreciate your measured answers.
Read Answer Asked by Savalai on March 26, 2026
Q: Can you name 3 Canadian and 3 US companies that have above average EBITDA, pricing power, generate high cash flow. Please rank in order of preference to buy now for long term hold

Thx Yves
Read Answer Asked by Yves on March 26, 2026
Q: What are your three best midcaps and large caps with reasonable dividends? Am i too late to the parade?
Read Answer Asked by Geoff on March 24, 2026
Q: It appears MAXQ will lease one of its launch pads to the Dept. Of National Defence generating 20M CAD per year for 10 years. Presumably the money is contingent on MAXQ finishing the construction of a launch pad for DND to use! So has MAXQ published a completion date for one of their 4 intended launch pads? Any other details about the lease you think relevant or a high barrier? One other thing…I know MDA has a seat on MAXQ’s board but are they a controlling shareholder?
Thank you,
Jim
Jim
Read Answer Asked by James on March 19, 2026
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