Investment Q&A

Q: I hold the ITA and EUAD ETF’s in the Defense and Aerospace sector. I also hold KRMN, PNG, and RKLB. All are smaller holdings. Would you add to any today and if so, in what order? Or are there some other ETF’s or stocks that would make good additions? Or would you not add at all at this time as the sector has had a run up? Thanks.

Q: Hello, can you please confirm that REITs should be held in registered accounts (RSP, LIRA, TFSA) whenever possible considering their tax treatment (distribution treated the same as interest income in my understanding). Thank you.

Q: I am trying to understand oil and gas pricing and how the war in Iran affects them. I get that oil prices will rise during these times. What I don't understand is (a) why local gas pump prices rose so soon (the gas in the ground at my local gas station was bought several weeks ago!); and (b) why does oil from the tar sands, for example, increase immediately in price when Suncor's customers, I believe, are largely in North America and therefore don't compete against Iranian oil? From a valuation point of view, is the price for oil and gas companies simply reflecting the windfall profits being made on both the sudden increase in prices and the subsequent profits that will be reaped, since prices never go down as fast as they go up? If the hostilities ended tomorrow, would you expect the share prices to drop by 30% or so, given how much they have increased since December?

Appreciate your insight (particularly on this complicated topic).

Paul F.

Q: Your thoughts on Ucore please.It seems to be bouncing all over the place after the news of it's plant coming on line.Is it a buy or a watch?

Q: What do you think of their latest quarter.

Q: Could I please get your thoughts on their latest earnings, and future prospects? Thank you

Q: As per my previous question and being down 68% today and if I take the hit and move on as you eluded to with far less capital available can you recommend your top 2 or 3 picks that would justify this move ? Tks Larry

Q: I am looking for ideas to invest this year’s TFSA contribution plus cash I have accumulated. What top 3 names would you add to in both the BE portfolio and income portfolio? So looking for 3 names in each. I have a 5 year horizon before de-risking into retirement

TY!

Q: What would be your strategy to meet your monthly RIFFT contribution, sell your losers, take your profits or?

Q: Do you have any comments on company's reported results?

Thanks

Q: Hi Guys
I am a long term investor and have owned NFI for quite a while and done well with it. Thinking of selling it and buying Linamar thinking that NFI is a little less stable. And remembering you guys have not been too keen on it. Any thoughts on Linamar as a replacement. Or would you have another suggestion in the industrial space CDN or foreign?

Thanks

Stuart

Q: What would it take to get this stock moving again? It's last quarter wasn't terrible albeit not great and they are still cash positive even with weaker results in 2025.

Do you see any chance of a takeout or meaningful insider buying or stock buy back programs?

Q: Hi, I’m starting to slowly invest outside of North America because Canada is a little too layed back, and government is not very aggressive, they would rather just tax us.( my opinion), and the U.S. is what it is right now, and markets do not like uncertainty.
I started with VIDY for now, but I see that about 20% is in Japan, I don’t think this is bad but it is quite a bit.
My question for future buying, is country specific that important? And could you list 5-6 countries outside NA that are your favourite to invest in.
Thanks

Q: Do you see any compelling investments in these asset managers that have experienced large drawdowns? Currently, I am only holding BN at a 5.3% core holding, big fan of their investment strategy, allocation, themes and Bruce Flatt. Out of the other names listed, they all have strong returns over the long term. Would you be a buyer of any of these currently or should I just stick with BN over the long term? How would you rank them now? What is the max allocation to BN one should have for the long term? I know you are very comfortable with this name. Thanks!

Q: I know alcohol consumption is dropping with the younger crowd, but what are your thoughts on Molson's? Is it a falling knife and/or a value trap ? Think the dividend might be at risk ? Would you be a buyer (maybe 2-3 % of my portfolio).

Q: hi folks, thoughts on Q4 & FY for tantalus grid/t....way off the highs, and from the finance at $5.30....would you rate as Buy, hold, sell.....thanks jb

Q: Can I get your opinion on PBH earnings today as well as your expectations for growth going forwards. The stock is down significantly Is it a buy, sell or hold?

Q: Would it be possible to add a checkbox to the search function so it could return results "only" about the one company searched for? Some popular names appear so often as part of lists (e.g., "can you rank x y and z") that it's hard to isolate company-specific questions and answers.

Q: Some time ago, you published a very good statement about when HSAV is undervalued and overvalued based on NAV. Where can I find it or can you give me another answer here. Thanks

Q: It has been awhile since anyone has asked about this one and would appreciate your current thoughts. They appear to be securing some business and I am looking forward to seeing their next financials.