Investment Q&A

Q: Assuming that one is a bit overweight in CSU and lacking NVDA, how would you consider a reallocation of investment dollars at the current time (i.e., realizing they have been trending in opposite directions)?

Relatedly, would you be comfortable purchasing NVDA at current levels (~$205).

Thanks!

Q: I own all in small positions with goal to give some growth to a mostly dividend portfolio. With bad luck the only one I don't own is Celestica. I realize this is now the darling. Do I keep these or sell to buy Celestica? My only concern is chasing a hot stock which sometimes doesn't work out. Thank you!

Q: With these companies being in the Financial Exchanges and Data would TMX Group be considered a reasonable peer and favourable Canadian alternative with regard to growth prospects and valuation or do you have a few preferred alternatives? Thanks

Q: What are 3 Canadian stocks tied to the hidden force behind the AI boom?

Q: I bought Aecon (ARE) back in 2023 with income in mind, entering at $11 and locking in a dividend yield close to 7%. In November 2024, when the stock climbed to $28, I asked whether it might be time to realize the gain. You encouraged me to hold and see how things unfolded. Shortly after that conversation, the stock dipped sharply to $15.

Just to be clear—I’m not blaming you at all for that. I appreciated your perspective then, and I still do now. I’m simply revisiting the decision with fresh eyes, given how things have evolved. Aecon has always been a bit of a yo-yo—volatile by nature. And I know myself: once I sell a stock like this, I won’t buy it back. That’s why I’m approaching this decision with care. The recent contract Aecon signed to expand into the U.S., especially in nuclear infrastructure, feels like more than just a bounce—it suggests real strategic potential.

Fast forward to today, and Aecon has rallied to a new high of $32. My position is held in a margin account, and I’m sitting on a capital gain of $22,900. Of course, selling now means paying tax—but so would selling later. The dividend yield gives me about $834.48 annually, which is modest compared to the capital gain.

You once told me to hold Aritzia and not to fear a likely weak quarter. That advice turned out well. And when Aecon announced its U.S. expansion, the stock responded strongly. I appreciated your insight then, and I trust your judgment. Now, I’d love to hear your thoughts on this one.

So here’s where I’m at: should I sell now and lock in the gain, or continue holding for long-term income and potential upside? I’m not looking for reassurance—I’m looking for your clear-eyed analysis.

Thanks in advance—I really value your perspective.

Q: Hi there - if you were entering into a single stock competition with just one stock to hold for the next 5 to 10 years, which would it be? One for Canada and one for the US, as a "Finals" and then between the two - which would be the single best stock as your selection? Thanks!

Q: I currently have only limited representation in my portfolio of International markets (a few ADR's and a few ETF's). In an uncertain world, I understand it is difficult to have a high degree of confidence in what economies may do well or poorly at present, however I would appreciate your best efforts!

I am interested in 3 ETF's that you believe would show growth >5% over the next 5 years; ones that would be suitable in a "balanced" portfolio verging on a "growth" portfolio. I already own VEE and XEF.

I would also appreciate 3 specific foreign publicly traded stocks (accessible to Canadians via ADR's or markets) that fit nicely in the "growth" category. I already own ING, RACE, ASML and NBIS.

Thanks very much for your insights.

Dave

Q: What would be a good way to invest in AI? Reasonable risk level with 5 yr hold.

Q: Can you comment the results et your views

Thank you

Q: Hi there,

Why is TXN falling so much from its high of approx 220.00 in August? Do you see this as a short term issue?

Ok thanks!

Q: Morning. What's you're take on this spinout company? Earnings potential, growth etc. Worth taking a position?

thx, M

Q: Going into earnings what are your thoughts on how BKSY, SRAD and ORCL are performing? How is your confidence in these names moving forward?

Q: If HPS.A is already owned at a 3.5% weight, would you consider NVT as well? I heard they do somewhat different things but also overlap in certain areas. Both have a global presence and serve various industries. Would you consider these two great choices for continued electrification and data center growth? If you had to consider 1-2 more names, what would they be? Thanks!

Q: what is the payout ratio on the PFE dividend? on a percentage basis what is the chance of a dividend cut? thanks Richard

Q: To what degree are you leveraging AI to help answer submitted questions? What platform are you using?

Q: What do you think of XBI here? It seems to have broken out. When biotech runs, it tends to run hard.

Q: India does not answer the phone anymore when the Washington boy calls.

It buys cheap energy from Russia, has a young demography and a British rooted law system.

It even has a french minority among other things.

If you wanted exposure to India, witch ETF would you buy?

Q: Shopify reports on Tuesday. Would you recommend buying before or after they report? Do you think they will beat or miss.

Q: Thanks for the recommendation on CLS!! To further the AI supply chain theme...What do you think of these other companies that are wiring, cooling, and building data centres for the future? Besides CLS, which of these do you think offer good upside from today with reasonable risk/reward?

Q: I would like to initiate a position in these stocks.Do you consider them each as buys,and if so,in what order would you purchase and at what price?
Thank you