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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: Do you include dividends in the calculation of your total return for each stock in you Portfolios? I do and find in very helpful as to me Capital appreciation + dividends = total return. It is amazing the compounding effect over time.
Read Answer Asked by James on December 05, 2025
Q: Please update your opinion on CVLT including details on guidance and any contract wins. It came onto my radar after Ryan made an appearance touting it as one to watch. On Sept 4, you mentioned in a question that it was ok but expensive and preferred others. At $120-125 per share does it represent an opportunity or is it still expensive? Why or why not and if NO, at what price does it become a yes based on potential?
Read Answer Asked by Tim on December 05, 2025
Q: Can you please update your opinion of PSN based on the news from today and negative market reaction? What did the market not like with the new contract?
Would you recommend a new position if it can be bought below $73 or is there another level, time period or follow up news item that you would need to see before initiating a new position? Finally, would you rank it in your top group of favourite growth stocks after today's news and market reaction? If not, please state two that look better based on this weeks news and market activity
Read Answer Asked by Tim on December 05, 2025
Q: Everyone, in today’s environment of instant information and volume of information how far back in time should you use information for decision making (with the exception of financial data)? 3 months, 6 months? Clayton
Read Answer Asked by Clayton on December 05, 2025
Q: I have a small position in CN and I’m down about $7 per share. I have some funds to invest and was considering buying some more CN and average down, switch to CP or open to other ideas. I appreciate you can’t give personally advise, but curious in this case where you would head. Thanks and all the best in holidays.
Read Answer Asked by Steven on December 05, 2025
Q: Please provide a list of 10 sector diversified Canadian Dividend payers assuming $500,000 to invest and $50,000 in each one. Please also provide an additional 10 that have a reasonable dividend with more growth than the first list where I might consider allocating $10,000 from the $50,000 allocated to the safer first 10 names suggested.
Read Answer Asked by John on December 05, 2025
Q: assuming that AI will eventually assist in allowing transportation/logistic companies to become more efficient, would DSG and TFII be the logical choices? any other suggestions - US or domestic
thanks
Read Answer Asked by Robert on December 05, 2025
Q: How would you define a "core holding" in a portfolio? The above listed companies I consider to be core holdings. Does this list broadly match your definition of what type of companies should make up core holdings in a portfolio? Are there names in that list that you would NOT consider to be "core holdings"?
Thank you for your work and please deduct as many credits as you see fit.
Read Answer Asked by John on December 05, 2025
Q: For a leveraged account could you suggest 1 or 2 additional Canadian dividend stocks to add.
With the ROC distribution on VEQT is it best to re invest in more shares of the ETF with the funds or does it need to be transferred back against the loan to keep it fully tax deductible.

Thank you!
Read Answer Asked by Kyle on December 05, 2025
Q: I was wondering what your thoughts are regarding the acquisition announced today. This is Lumine's first public company acquisition and is an interesting strategic shift which could make it an even more acquisitive company. Can I get your thoughts on this acquisition and Lumine going forward.

thank you
Read Answer Asked by Frank on December 04, 2025
Q: The Big 5( now 6) have always benefitted from an oligopoly with minimal competition. Now that CWB, HSBC and Laurentian have been absorbed does this change the competitive landscape enough to justify even higher valuations for these juggernauts? Or could AI opportunities also justify higher valuations? Interesting how in a week where dismal numbers from the housing market, car market and employment market don't affect current or projected results for the banks.
Read Answer Asked by Robert on December 04, 2025
Q: Do you have a preference between AEP and DUK? My objective is to add some stability and balance to an otherwise aggressive portfolio. I looked at FTS and EMA, but I have limited understanding of the Canadian market. If you believe a Canadian utility offers better growth potential, I would appreciate your insight and any suggestions you may have, given this objective. (Canadian taxpayer; this is for a tax-deferred acc).
Read Answer Asked by Adam on December 04, 2025
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