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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: With most software companies in a bear market, assuming AI is not really going to destroy all software companies, doesn't make this environment good for acquiring software companies (while valuations are lower)? Does the market believe that the AI companies (Open AI, Google, Anthropic, Perplexity etc.) will replace all enterprise companies? I really don't understand what is happening right now to CSU, LMN and TOI. It seems very irrational. Your thoughts?
Read Answer Asked by Joe on January 19, 2026
Q: I sold T in December for a tax loss, hoping to buy it back however the stock has risen by 7-8 % since, so would lose on the exchange.
I have since been looking at HME and was considering replacing T with HME in an income account. I would take a little hit on the yield however I think it would be a safer holding re-dividend safety and possibly a better growth profile.

Your comments please on this approach.
Thanks
Jeff
Read Answer Asked by JEFF on January 19, 2026
Q: Being an 80myear old income dividend invester and needing to take a position having no material sector amounts, I am looking at CHE.UN and NTR. Please suggest an opinion on which to choose or should I just take a position in both? Alternate suggestions would also be considered in the material sector.
Thank you
Stanley
Read Answer Asked by STANLEY on January 19, 2026
Q: I'm having difficulty deciding which of the listed losers I should dump and move on. I find it easier purchasing equities than selling them. Which one of the 3 (or more) would you ditch and what is your rationale?
On a side note, I'm a 30+ year long hard core self directed investor and appreciate the service you offer.

All the best-Dave from Montreal.
Read Answer Asked by DAVE on January 19, 2026
Q: Good evening,


1) I feel that the materials sector will do well in 2026, do you agree?

2) If yes, which of the above etf's do you think would do the best given market conditions, their holdings, etc?

Do you have any individual stocks you would recommend in the materials sector that you think would outperform the etf's?

Thanks in advance for your thoughts.


Sheldon
Read Answer Asked by Sheldon on January 19, 2026
Q: For a portfolio overweight in Tech, which would you suggest trimming? The highest weights are VGT and NVDA, with less in GOOGL and MSFT, and a small portion in each of CSU and SHOP. Thanks for all you do!
Read Answer Asked by Christine on January 18, 2026
Q: What would be your top 3 choices if you were buying Canadian ETF’s that hold USA tech companies including those with an AI focus?
Read Answer Asked by Valter on January 18, 2026
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