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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. My very helpful neighbour has had a baby, and I want to give a gift to get him started on stocks. Do you have a recommendation for something that would still be a safe and good investment 20 years from now? I'm looking to spend between $300-$500 CAD. US or Canadian stocks would be fine. Thanks, Marg.
Read Answer Asked by Margie on April 22, 2026
Q: If YOU were starting a portfolio right now in this market, which 10 stocks (more or less in order) would you buy with pure growth on your mind? Ignore diversification for the purpose of this question. 3 - 5 year hold. Canadian or US Stocks.

A brief explanation for each.

Thanks so much!

Read Answer Asked by Nick on April 22, 2026
Q: I wish to reduce my number of holdings in my portfolio. Feeling what I have has some overlapping. Which ones of my list would you recommend to keep? I do plan to hold the rest for growth and stability for more than 5 years.
BN, BAM,BIP.UN, BIP-C, BEP.UN, BEP-C
Many thanks,
Read Answer Asked by Serge on April 17, 2026
Q: Recently sold GSY and have trimmed winners back in my TFSA.
I'm looking for 4-5 Cdn growth/ momentum names. Cash on Hand $47.5k.
Thank you
David
Read Answer Asked by David on April 16, 2026
Q: Hello,

Could you provide your top 3 or 4 choices from your income and balanced portfolio you would buy today? If there are any gems outside of these portfolios that are worth a hard look please include them.
Thank you
Read Answer Asked by Delbert on April 16, 2026
Q: I am looking to deploy cash sitting in my TFSA. I have "full" positions in NVDA, SHOP and GOOG. "Partial" positions in BN, CLS, BANK, NBIS, RKLB and PNG. And finally, "starter" positions in HOOD, GLXY and App.

1) Would you be comfortable with the overall balance in the account?
2) Would you deploy the funds into 2 or 3 of the existing holdings and if so, which ones?
3) Would you start a new position(s) to increase diversity and if so where would you go?
4) Would you eliminate any of the current position dues to overlap or other reasons?

Thanks,
Terry
Read Answer Asked by Terry on April 15, 2026
Q: I asked question last Sunday past regarding top 6 sectors (in order of preference complete with top 2 picks in each sector along with reasons behind the picks again everything in order of preference please. No sure what happened but no answer was given...thanks
Read Answer Asked by Terence on April 14, 2026
Q: Good Morning, I’m looking to round out my TFSA. Excluding Celestica, Shop, BN and Kraken what Canadian company would you recommend for a 3 year hold.
Thank you
Read Answer Asked by Marty on April 14, 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: Which of the following would be good to build on for long term investments for a 30 year old? This is for a TFSA. Looking for medium to high risk.
Read Answer Asked by Nancy on April 10, 2026
Q: Hello,
I wish to reduce my number of holdings in my financial sector.  Feeling what I have has some overlapping.  Which 2 or more of my lists would you recommend to trim?  I do plan to hold the rest for growth and stability for more than 5 years.
Many thanks,
Roger
Read Answer Asked by Roger on April 10, 2026
Q: I understand you like BN .It has been weak.Would you still hold this name or is the private credit sentiment likely to keep this space under pressure for some time?
Read Answer Asked by Kim on April 10, 2026
Q: A diverse group.
However, based on current valuations how would you rank these companies on an expected total return basis in 3-5 years?
Read Answer Asked by Don on April 09, 2026
Q: Hello, the question is for listings only on the TSX

1: For a TFSA what would be your top 5 stocks to buy in order right now.

2: For a TFSA what would be your top 2 ETFs for growth and top 2 ETFs for dividends.

3: For a RRSP what would be your top 2 ETFs for growth and top 2 ETFs for dividends.

Thank you
Read Answer Asked by Ed on April 07, 2026
Q: So I am reading an article in The Economist on business development companies ( BDC ) and private credit companies in general which states that “Oaktree allowed 8.5 % of one of its ( BDC ) funds to leave PAYING SOME OF THEM WITH CASH FROM BROOKFIELD ( my caps).

Now BN is always telling us how stable , thoughtful and careful they are with our money and Oaktree and Mr. Marks tells us how so risk adverse they are , but I am ( BN shareholder ) beginning to wonder.

Would you analyze the situation and tell us how much of a problem this could be for BN.
Thanks. Derek.
Read Answer Asked by Derek on April 06, 2026
Q: Hi 5i
I am tempted to sell BEP.UN to buy more BN. BEP.UN is about 1% of port., BN about 1.7%. BEP.UN is at 52 week high and often pulls back to under 40 from here. BN is well off its high so going forward, I see it with better total return potential. Have held both for many years. I am starting to hear rumblings of private equity/private credit/mark to market problems, which make me a little hesitant on BN. Also the BEPC/BEP.UN discrepancy has narrowed somewhat so I'm not sure how this factors in. I look forward to your thoughts.
Thanks, Greg
Read Answer Asked by Greg on April 06, 2026
Q: My kids RESP currently hold CSU, SHOP, SIS, ATZ, XIC, BN, PNG, VTI. CSU was purchased at $3,250 and SHOP at $210. Is it wise to average down now or is there another one or two that will be good to add to this mix?

Thank you!
Read Answer Asked by Jacquelyn on April 03, 2026
Q: Overall, my portfolio is very balanced, but I have gone with higher growth in my TFSA. I hold GOOG, META, NVDA, NBIS, BN, AXON, MELI, LMN, and ZEO. What is the max percentage of the TFSA that you would hold in GOOG and NVDA? Could you suggest some new stocks with good momentum that would balance out my holdings? Thanks.
Read Answer Asked by Kim on March 30, 2026
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