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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: I read your recent material on KNSL. I have been an owner for quite sometime and watched it bounce up and down between $420 and $500 in the past year. The reaction to earnings was surprising to me and I intend to add more. Please share your perspective on earnings and what you might expect to happen with the company over the next quarter or two. Is accumulating here sensible and do you still like it? A 12 month price target if not too much to ask would be great as well.
Read Answer Asked by Tim on October 27, 2025
Q: Based on what happened to companies in the recent pullback are there any of your favourite Canadian growth stocks that provide better investment opportunities today than they did last week? If so, please list them in the order that you would purchase them today.
Read Answer Asked by Les on October 27, 2025
Q: With major banks like JPMorgan now planning to offer crypto-collateralized loans and expand into digital-asset services, I’m wondering how this might affect Galaxy Digital’s competitive moat. Could the entry of large, well-capitalized banks put pressure on Galaxy’s market share or margins, especially in institutional lending and trading? At the same time, what advantages does Galaxy still hold that could help it maintain its position as a leading “crypto bank”? In other words, as more traditional financial institutions begin offering similar products, why would institutional clients or investors continue choosing Galaxy over a major bank?
Read Answer Asked by Ian on October 27, 2025
Q: Please list in order your 3 favorite American companies in the communications sector for steady growth and available as a CDR. Thank you
Read Answer Asked by Richard on October 27, 2025
Q: My portfolio is income based. I have capital losses in BCE, CAR,UN and ENGH. What order would you sell them in or should some be held? I am looking to replace some or all with the following; BIP.UN, NWC.UN and/or RCI.B. How would you rank them for acquisition?
Read Answer Asked by David on October 27, 2025
Q: Aecon Group up over 12% on Friday. Is this a company that you like? Would you stay invested or take profit and move on. If so, is there a company in the space that you like better for the long term.

Thanks

Dave.
Read Answer Asked by David on October 27, 2025
Q: Hello,

If it keeps getting better, the cost of the 5i subscription will surely skyrocket like many of their favorite stock picks. Just kidding, thank you for everything you do, I really love the improvements you're making.


Thanks !
Read Answer Asked by Charles on October 27, 2025
Q: Hi, if I want to buy two out of these four stocks, which two would you recommend?
Read Answer Asked by Abolfazl on October 27, 2025
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