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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: What is your view on Interactive Brokers ? We ae looking start a position in a US based brokerage, with solid financials and some upside from Crypto perspective too. If you consider this a decent name in the sector, is it buyable at current levels, after stock seems to have settled, post addition to S&P.

Thank You

Read Answer Asked by rajeev on September 11, 2025
Q: These companies who buy other companies are dropping because of an AI scare.
Is it not possible for them to start adjusting and start buying AI companies to keep up with the present trend?

Is that possible?

Thanks
Read Answer Asked by Herm on September 11, 2025
Q: Nat Gas:
I hold ~1% each of ARX and TOU. Also, ~5% XOM, which is also a major gas producer.
I don't have much confidence in this liberal gov't's promises of gas development. Would you recommend a US gas producer, and if so, which one?
Thanks
Jerry
Read Answer Asked by jery on September 11, 2025
Q: Sold TIXT in tfsa (11 equities) as do not want to hold Telus in this growth leaning account as I already have some in cash account oriented mostly towards dividend paying growth equities. So looking at which of my “better” remaining tfsa holdings to add to for next 18 to 24 months: lmn, tvk,dsg, drx or eqb or do I consider something new like png, vhi or zdc? I am long retired and survive on a DB pension.
Read Answer Asked by William Ross on September 11, 2025
Q: Netskope will list on the Nasdaq under the “NTSK”

Your opinion on his one, buy, wait, forget about it?

Thank you.
Read Answer Asked by Ross on September 11, 2025
Q: I acquired this stock ( a significant position) one month ago ,with a 1-2 years perspective, believing that it is a solid Cie financially, well priced,and well positioned for the natural gaz demand in 2026 .It already shows 11% loss on paper,is my choice still "reasonable", and do you see it as a sell,buy,or hold in your perspective ?
Read Answer Asked by Jean-Yves on September 11, 2025
Q: Hello, I am turning 60 in January, while I still work, I would love to retire in a couple of years, would it be a reasonable portfolio to migrate my portfolio to a more income focused, covered call strategy portfolio, in general terms, I know you cannot get personal. I think the vast majority will be broad based ETFs with maybe 25% using leveraged based ETFs. From what I have seen, the BETA for these funds seems to be a lot less than there non covered call cousins.
Read Answer Asked by Robbie on September 11, 2025
Q: Good Morning - I'd like some exposure to China. Can you suggest an ETF or two? If there's a specific company you consider worth while, please advise. Thanks, as always.

BTW, great early call on NBIS. Very ahead of the curve on that one.
Read Answer Asked by alex on September 11, 2025
Q: What are your thoughts concerning REITs in this current market? What would you suggest as a couple attractive options?
Thanks Ric.
Read Answer Asked by Richard on September 11, 2025
Q: Hi 5i
I am bargain hunting so looking at Brookfield Renewable. I charted BEPC and BEP-UN and am puzzled by the significant outperformance of BEPC over 1-5 years. I don't think the div treatment should make that much of a difference. BEPC is 9% off 52 week high, BEP-UN 15% off. Your thoughts? And if I decide to buy, am I wrong to think BEP-UN could have more gain potential?
Thanks, Greg
Read Answer Asked by Greg on September 11, 2025
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