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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: Re. ongoing additions or deletions or modifications to any of the model portfolios 1.where do I find these changes? 2. does your system alert us on the exact day any change is made ? thanks Richard
Read Answer Asked by richard on April 01, 2026
Q: Hello,

I recently switched up to Portfolio Analytics. It is awesome. Great deal. Thanks for providing it.

Read Answer Asked by David M. on April 01, 2026
Q: I'm confused about when it makes sense to do tax loss selling. I am down almost 30% in CSU and LMN. Does it make sense for me to sell and register the loss and possibly rebuy after the 30 day wait? I am an older senior and don't have a lot of time to patiently wait for recovery, and despite the speed with which it dropped, I suspect recovery will be much longer. My main confusion, I think, is not really understanding how tax loss selling actually works.
Read Answer Asked by M.S. on April 01, 2026
Q: I currently hold a 2% position in GOOG in my TFSA and looking to deploy new funds amounting to 1,5%. Debating between adding to GOOG or diversifying with new position into NVDA. Which do you consider to have long term growth from these levels? Thank you.
Read Answer Asked by Tony on April 01, 2026
Q: Two stocks, 2 questions. PNG has fallen from over $10.50 to $7.60. Was the stock run up to get favourable rates for when they raised money? Also, did it make the deal for their acquisition swim a bit easier? Where do you see things going from here? When do you think it will recover? Still a top 5i pick?
ZDC is another issue. Stock has been quite weak. I'm starting to think it may not work out all that well. They have no real moat and others can enter their market. But they have done well and recently raised money. What do you see for it going forward? Does it still make your favourite list of top stocks?
Read Answer Asked on April 01, 2026
Q: GSY was my top TFSA holding and has slid with the huge downturn. It is my understanding that the company reports in the next day or two.

I am reluctant to head for the exits as I don't understand whether holding for a few years will allow a moderate recovery or if the company could literally go out of business. Is failure a probable outcome? Target prices by analysts (I know these are NOT very reliable) are still well above current prices.

Do you think the upcoming earnings report will allow for a proper assessment of the company or can they hide / spin things in a way that holding could just brings years of pain?

TODAY, would you HOLD?
Read Answer Asked by Marilou on April 01, 2026
Q: Hi,

If you remove your "long term focus" hat and put on a different hat, is there an opportunity to get out of the energy stocks that have seen their values skyrocket since the war in Iran, and re-enter them once things settle back down?

I know you will say that this is timing the market and we don't know if the prices will settle back down, but isn't there a strong likelihood that prices will not remain at these current levels once shipping and production returns to normal?

Thanks,

Robert
Read Answer Asked by Robert on April 01, 2026
Q: What is your top 5 US buys in order at today's price for each
Small cap
Mid cap
Large cap

Thank you
Read Answer Asked by Nick on March 31, 2026
Q: Because of the issues in the middle east and oil shortage for the near future I am thinking of bringing my oil holdings up from 5% to 10% I own these pipeline and oil companies. I was thinking of selling my pipeline companies and moving more into oil producers. My thought was to top up SU, CVE, WCP, and add TVE. Do you see any issues with this strategy, or with companies selected?

Thanks Dave
Read Answer Asked by Dave on March 31, 2026
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