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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 have been waiting for a bounce to sell Adobe but like CSU its gone into free fall. I am also thinking of adding to CSU Would you wait for a bounce and sell Adobe? Or sell Adobe now and switch into CSU? Or sell Adobe now and wait in cash. I know market timing is tricky but if you were in my shoes what is would you do?
Read Answer Asked by Andrew on January 20, 2026
Q: Most retail/5i investors appear to have concerns about precipitous drop in share prices of Constellation Software and the other two companies, since Jul 2025 and have sought advice. Your comments in recommending to hold the positions ( and even a best ideas to buy ) have been consistent, despite Technical charts looking horrible and shares continue to make new lows with no signs of change in sentiment due to AI related fears, expected to abate any time in the near future.

5i Balanced portfolio combined weight is down to 10%, as at Dec, 2025, from 14%, at the start of the year, and perhaps will be lower, today.

These Co's have dragged the performance of the Portfolio down ( 5i and ours), significantly, over 2025 ( acknowledging huge contribution consistent outperformance over several years ) and the trend continues this year.

If you were managing clients' money, in the real world as a Portfolio Manager ( like Peter did for many years, brilliantly ), would you act differently, at some point, considering constant deterioration in Technical picture and bleeding price of the stocks, instead of holding on a large weighting in the Group, prompting you to reduce the positions (protecting clients' capital), instead of HOPING for a sentiment change, in the future, as much as you believe in the Co/Management/History, while market is telling you otherwise.

My sincere apologies, if the question sounds frustrating !!

Thank You
Read Answer Asked by rajeev on January 20, 2026
Q: Hi there,

Are you bullish on commodities going into 2026? If so, do you have any recommendations for ETFs in the commodity space?

Thank you!
Read Answer Asked by Michael on January 20, 2026
Q: Consellation seems to have no love right now. Is it a mistake to make a swap if one has a gain? Seems like it keeps falling. Do you still like this stock even though the momentum is so negative?
Read Answer Asked by Neil on January 20, 2026
Q: I feel that these companies have been quite opaque in their communications with investors to date. Do you think that a bit more clarity on strategy, market conditions and future opportunities would help stabilize the market sentiment.
Read Answer Asked by Clarence on January 20, 2026
Q: What are the three or four most interesting US or Canadian growth stocks, irrespective of sector, for purchase now in your opinion?
Read Answer Asked by John on January 19, 2026
Q: I am looking at your Income Model Portfolio report at Dec 31, 2025 and in particular the chart called Portfolio Total Return with Benchmark as Base (%) 5-Yr. How do you calculate the 21.6% number? The model portfolio's cumulative total return for the 5 years ending 2025 appears to be 50.85% (from 1.0857^5-1) versus the benchmark's total return of 35.10%Blackrock's website for XTR), which results in a difference of 15.8% vs your 21.6%.
Read Answer Asked by William on January 19, 2026
Q: With the weight loss drugs now moving into pills, it seems like they will be even more popular. Do you have any suggestions of specific companies whose stock will benefit from this going forward. Or has this horse already left the barn.
Read Answer Asked by Maria on January 19, 2026
Q: What etf's or companies might you recommend for infrastructure that would benefit from Carney's special projects going forward?
Read Answer Asked by Maria on January 19, 2026
Q: TD Direct Investing:

We have been advised by our personal advisor that our charity Margin account will not be allowed for options trading. He has advised that all open orders should be closed within 90 days.
It was just a phone call and were advised there would be no written communication.
We have had our account with TD for more than 40 yrs and the charity account for 15. I am nearly 90.

We would appreciate your comments if this action is allowed and verbal notification is sufficient.

We would also appreciate if any of your members have had his same fate or if this is a personal vendetta.

We leave it to your discretion as to how you treat this question.

All the best and thanks for the excellent service.

Thomas
Read Answer Asked by Thomas on January 19, 2026
Q: They say that where there is turmoil, there is opportunity. We are certainly not short of turmoil these days. I am looking for an ETF that is 2 X bull defence sector. Any suggestions would be helpful - US or Candian.........thanks
Read Answer Asked by Lionel on January 19, 2026
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