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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: Just to build on Martin’s question about the grocers, there seems to be a new pet project amongst various levels of government to establish “gov’t grocery stores” (since the government has always proved to an efficient and low cost provider of, hmmm, nothing? I recall when the government established PetroCanada to give it a “window” into the oil sector, not only did prices not drop but PetroCan became known in the industry for leading the price up). Sorry for the editorial, but between executives from the grocers getting called up on the carpet in Ottawa and these latest rumblings, are regulatory/political headwinds getting significant enough to begin to impact investment in this part of the Consumer non-discretionary sector?
Read Answer Asked by Stephen R. on April 20, 2026
Q: The only energy exposure I have is through CDZ and VDY. I'd like to have more in order to balance the heavy financial exposure in those two. I could use XEG for that purpose or single companies. I'd like to keep it simple. I don't "need" a dividend, but it certainly wouldn't hurt. I'd be OK with just CNQ, SU, or CVE to keep it very simple. I don't think Hormuz is going to get sorted out anytime soon, so I'd like to capture the current opportunity of high and rising oil prices, but this would be a long term position. As a complement to the two ETFs I have, XEG is probably best, but you might see more opportunity in a single company, so as to increase the weighting in my current ETFs, which seem focused on dividends. Thank you for continued great recommendations. Love the service.
Read Answer Asked by Gordon on April 20, 2026
Q: Markets appear to so fickle on whatever news is happening. A year ago, resource stocks were in the dump, only to surge as a result of the war. Now they are down a lot today on the news that Iran is opening up the Strait; however, Trump just indicated that the blockade is still in effect. Is this an opportunity to buy some of these resource names?
Read Answer Asked by Mike on April 20, 2026
Q: If these were the only companies in a small Canadian portfolio: TRI, LMN, CSU and BAM, in what order would you sell?

Thanks
Read Answer Asked by Frank on April 20, 2026
Q: Retirement Homes: for a person looking at this segment of the market and expecting growth to accelerate in the years, could you provide a list of 3 companies that you consider best of breed and positioned for aggressive growth and earnings in the years.

Can you also provide 2 ETF s that might be a better way to invest in this area.

Thanks
Read Answer Asked by Donald on April 20, 2026
Q: The sector classification for Amazon is Consumer Discretionary, while Shopify is classified under Technology. I always thought that these two companies were quite similar, so why are they placed in different sectors? Thank you
Read Answer Asked by Gervais on April 20, 2026
Q: In the past you said you like NBIS better than IREN as it is higher quality and further ahead, etc. Now that NBIS stock has way outperformed, ATHs and possibly overbought/consolidating, does IREN stock have good investment potential or do you still prefer NBIS at these levels?
Read Answer Asked by Bruce on April 20, 2026
Q: Sorry to come back on the same question but I forgot a couple details.

We bought NBIS in Oct/2025 ain our cash account and sold in Dec/2025 for a big loss, and claimed capital loss on 2025 tax.
We rebought in our TFSA in Feb/2026. We had harvested profits from CLS and SHOP in June/2025, both of which were held in the TFSA for over a year. We are considering harvesting some NBIS profits but are cautious about CRA interpretation, since we've only held NBIS in the TFSA for 2+ months.
In light of the capital loss claimed in the the cash account, and now a sale after a 2 month hold in a TFSA, I wonder if the sale of NBIS now and possible repurchase if it drops, would trigger something with CRA.
I realize you are not in the tax business and are not lawyers so any views or experience would be taken in that light.
Thanks for all your guidance
Read Answer Asked by TOM on April 20, 2026
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