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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: In my TFSA I've been hit by the drop in CSU, DSG, TOI, LMN, and SHOP. Offset a bit by gains in TD, ENB, and SIS.

I have 12% in cash and am looking to rebalance and make some changes. I maintain 20% to 25% of the account in WXM. I like to follow stocks in the portfolios, mostly balanced, and those that you have reports on. I let things get a bit heavy on the software stocks, so looking for 5 or 6 idea's outside of that sector.

Can you make some suggestions? Thanks very much.
Read Answer Asked by Matthew on May 05, 2026
Q: I have held the following companies for many years, but they've fallen to below 1% of my portfolio. Any names you would sell if looking to consolidate? Any you would add to today?

Thank you!

Read Answer Asked by Stefan on May 05, 2026
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: Hello everyone, could you please rate for each on a scale of 1-10 with 10 being the highest on the scale. With a brief reason for your rating.

WSP
PBH
PET
KITS
FC because of the deal with GFL

Thank you kindly
Read Answer Asked by Paul on April 20, 2026
Q: All the above stocks are at a loss in my portfolio. some I've held for years. Which stocks are worth weeding? Thinking that BYD and WELL are lost causes for a while. Please give comments on each stock, why to hold or sell. I have many credits and please take them for a thorough answer. Once again, I'm counting on your feedback!
Read Answer Asked by Brenda on April 17, 2026
Q: I’ve been puzzled over PBH’s share price for several years now, my cost is ridiculously low so I’ve been loathe to sell. BNN guest today commented on debt levels being a concern. The company’s recent commentary explicitly talks about selling some holdings and the goal of de-leveraging the balance sheet. One thing I’ve learned from 5i is the danger potential of debt. Do you have concerns? And how does a company that is acquisitive by nature “square the circle” with reducing its debt? Thanks for your thoughts.
Read Answer Asked by Stephen R. on March 24, 2026
Q: Follow your balanced and income portfolio I am wondering what order would you add today Included RY and DOL also because of their growth over the last year. Please include rationale of the top 4. Thanks as always.
Read Answer Asked by Stephen on February 03, 2026
Q: Good morning;

I am doing some rebalancing of my portfolio. In light of my views on world events over the next 3-5 years I am looking for the top 3 "Consumer Defensive" stocks. I believe there to be risk in the US dollar over this period so would appreciate your recommendations on 3 Canadian and 3 American consumer defensive stocks and what makes them a consideration.

As always, thanks for your insights!
Read Answer Asked by Dave on November 03, 2025
Q: I have very limited to zero holdings in Consumer Defensive and Cyclical. Could you explain the difference between Defensive and Cyclical and recommend how best to invest, either individual stocks or ETF.
Many thanks,
Ralph
Read Answer Asked by ralph on October 31, 2025
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