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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,

Thanks for your continued service!

Savalai asked about bubbles on October 21, 2025.

You laid out some criteria that could be used to determine if markets are in bubble territory.

If you were to assess each criterion where do you think markets stand?

Thank you, Michael
Read Answer Asked by Michael on October 27, 2025
Q: My goal is to have $1,000,000 TFSA, currently at $320,000 (CAD) but have $40,000 USD cash in there from trims to CRWD (ty from 2018 <3) and PLTR. For US stocks I own SOFI, CELH, AMD, GOOG, META, AMZN. My plan for my TFSA is put new contributions in CAD and put in your CAD recommendations. But for the USD I have, can you recommend some US stocks WITH buy prices (willing to wait for drops to pick up stocks at a lower price)
Read Answer Asked by Danielle on October 27, 2025
Q: Hi,

Can you please comment on this fund and suggest any alternatives in the ETF world with similar exposure but perhaps lower fees? If a similar ETF exists, what would you recommend?

Thank you. Michael
Read Answer Asked by Michael on October 27, 2025
Q: What is your analysis of Corpay (CPAY) as an undervalued investment at its current price of $283, well below its 52-week high? Analysts forecast earnings growth from $21.05 per share this year to ~$28 by 2027 and ~$33 by 2028, suggesting forward P/E ratios of 10 and 8.5, respectively. Corpay’s acquisition of Alpha Group in the UK could drive accelerated earnings growth through its fast-growing cross-border payments division, which the market may be undervaluing. Additionally, Mastercard’s recent $300 million investment for a 3% stake in Corpay’s cross-border payments business signals strong external confidence. Is this an attractive opportunity at current levels?



Read Answer Asked by T Michael on October 27, 2025
Q: I own ZMID, and like its holdings and its exposure to mid-sized American companies, but find it a little illiquid.

Are there any other ETF's that cover the same market cap of American companies that is a bit more liquid? I know of XMS and it is much more liquid but it is hedged...know you prefer unhedged when possible...
Read Answer Asked by Jeff on October 27, 2025
Q: Would you buy into the momentum, as you indicated that it would extend into the next Q at least. I have a large gain on NBIS and although it is still just a 6% weighting, I am thinking of selling 1/2 and putting it into FIX. Would you wait for a better entry or do it at current price? Or would you just hold the course with NBIS?
Read Answer Asked by John on October 27, 2025
Q: when i look at a company profile through your service you include a section called "Analyst Recommendations". Which analysts are we talking about?
Generally i take Analysts Recommendations with a grain of salt but since i trust your service so much i'm thinking you only include recommendations from reliable Analysts who are not simply talking up their book.
Do i have that right?
Read Answer Asked by Rob on October 27, 2025
Q: I am wondering about the Direct indexing strategy: Buying a canadian or US index and harvest the tax loss on declining stocks and replacing them by buying similar company's stocks.

For the last 10 years, could that strategy be worth it? And what would be the optimal dependent variables like loss threshold, tax brackets, etc.?

Thanks as always for your great expertise and services
Read Answer Asked by Jean on October 27, 2025
Q: Opinion on Direct Indexing by Wealthsimple ?
Worth it for after-tax returns ?
Read Answer Asked by Martin on October 27, 2025
Q: Huge thank you for directing me to NBIS, VRT, CLS, and NVDA. With all of their success, I find that I have been slowly trimming these companies quite regularly. Currently I want to let them run for a bit longer than I normally would. So with that said, what is the maximum percentage of your portfolio you would feel comfortable holding the above companies before trimming?

Much appreciated!

Stefan
Read Answer Asked by Stefan on October 27, 2025
Q: What is the best way to play Utilities in Canada & US? Stocks or ETFs? Which ones? Thanks!
Read Answer Asked by Austin on October 24, 2025
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