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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 are your thoughts on ORBX ETF as a method to invest in this area. I already have a slightly underweight position in MDA Space Ltd and was looking to increase exposure in this sector and diversify more. Would there be a better alternative to achieve this? Either a couple of other stocks or a better ETF focused on this sector? Any thoughts?
Read Answer Asked by Terry on May 11, 2026
Q: What is your view of Domino's at this point in time? Do you think a smallish position is worth holding onto, or is it better to switch into another US consumer discretionary stock for a long-term hold?
Read Answer Asked by Peter on May 11, 2026
Q: You mentioned recently re. Micron, that it "can only meet 50% to 60% of customer demand". Can you say more about this? How much can MU ramp up memory production to meet this demand? Or is it more a story of demand likely to continue longer? Is there a high barrier to entry for others who might want to fill some of this demand? Thanks.
Read Answer Asked by Martin on May 11, 2026
Q: Which of the two would you prefer for a +5 year hold? A reason please

If not these two, which are your favourite US non tech names for +5 years. Growth focused

Thank you!
Read Answer Asked by Nick on May 11, 2026
Q: Despite posting good earnings and giving assurances that AI is an advantage to their business rather than a threat, the stock is mostly down on the news. What is your take? Is TRI still a good long term holding for patient investors?
Read Answer Asked by David on May 11, 2026
Q: Hi Peter and Team,

If you needed to increase holdings in the Utility Sector, please rank the following stocks in order of highest conviction: BEP.UN; BIP.UN; CPX; and NPI.

Realizing the inherent differences of stocks versus ETFs, if one wanted a higher yield, and is willing to accept the the rather large MER of 0.71%, what is your take on ZWU? I’m also aware that it holds energy stocks as well, and has significant US holdings.

NPI has a large project off the coast of Taiwan. Has the geopolitical risk been accounted for in its current valuation metrics? (China has always wanted Tawain and may now be further emboldened due to the US “taking” Venezuela)

Thanks in advance for your assistance, and please suggest other available options.
Read Answer Asked by Jerry on May 11, 2026
Q: Looking at either one of these companies for long term hold.
My thoughts are : IFC , largest in Canada , good operators, expanding overseas. FFH, international operations, good operators with Prem and his son and daughter , unique to the industry investing style ( Can you confirm if Sleep Country and The Keg - not my choice for ownership- are owned by FFH or another Prem entity ).
How do these companies compare on industry valuations , who has higher growth prospects ?
Do you have a preference? Thanks. Derek.
Read Answer Asked by Derek on May 11, 2026
Q: Adentra released results last night. Any thoughts? Seems like an OK company to me, but there isn't much growth in their business. When the economy is booming they make a lot of profit, but otherwise, it's rather boring. Dividend is OK, but nothing special, at 2%. Would you sell it if you held it?
Read Answer Asked by Dan on May 11, 2026
Q: Hi Folks,
I am looking at adding to my positions in AAPL, NVDA or AMZN. Can you recommend the two that would be good to add to today. This would be in my TFSA.
Thanks
Read Answer Asked by JOHN on May 11, 2026
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